The losses incurred by many GPU vendors during first quarter of the year have been largely offset by gains in the year’s second quarter, according to a new report by Jon Peddie Research.
According to JPR’s report on the second quarter of the year, shipments were up 3.2% quarter-over-quarter, and down 4.5% compared to the same quarter from last year.
While the crown for the company that has the biggest rise in GPU shipments for the quarter goes back and forth — sometimes quarter-over-quarter — for this quarter AMD takes the lead with an 11% increase, followed by Intel at 4.5%. Nvidia faced a slumping market this quarter, with a decrease of 8.3%.
Breaking down the data, it appears that AMD’s growth comes purely from increased shipments of what the report calls its heterogeneous CPU/GPUs — APUs in AMD’s nomenclature. APU shipments increased 16.7% from the previous quarter, and increased 10.3% in notebooks. However, AMD’s discrete desktop shipments decreased 10.7%. For notebooks discrete shipments increased 30.6%.
While AMD was insulated from falling sales of discrete graphics cards because of its APU efforts, Nvidia had no such luck. Nvidia’s desktop discrete shipments decreased 21% from last quarter. In the notebook space, the company’s discrete shipments increased by 6.9%.
JPR’s report does not include things like semi-custom silicon, and mobile GPUs which AMD and Nvidia have made big efforts to diversify into in order to offset falling discrete GPU sales. While looking at reports like this may have been a way to gauge the health of a company in this sector in the past, the trend of diversification means that many more metrics are needed to get a big picture of where a GPU vendor is going in the future.