NVIDIA continues to enjoy a dominant position in the add-in board space with an 84% market share, according to a new post from Jon Peddie Research that discusses how graphics add-in board shipments continue to decline amid a tough market, with a 12.6% decrease quarter to quarter and a 38.2% decrease year to year. AMD’s market share, in comparison, remained flat from last quarter, noted the marketing, research, and management consulting firm, while Intel, which entered the market in Q3 22 with its Arc A770 and A750 GPUs, gained 2% in market share. “Nvidia’s quarter-to-quarter unit shipments decreased -15.2%. Nvidia continues to hold a dominant market share position at 83.7%,” reads one highlight.
“Shipments of new AIBs were impacted by turndown in the PC market due to inflation worries and layoffs, and people buying last-gen boards as suppliers sought to reduce inventory levels. With inventory being run down, sales of new-generation boards will pick up, but not until Q3. Q2 is traditionally a down quarter, and the year won’t be any different, but probably not as severe as might be expected,” said Jon Peddie, JPR founder and president.
C. Robert Dow, analyst at JPR, noted, “Q1 2023 saw the AIB market still facing the consequences for oversupply in the market caused by pandemic-era supply chain inconsistencies and orders. The second half of 2023 promises to be brighter. AMD reported that channel sales grew sequentially for the Radeon 6000 and Radeon 7000 series GPUs. Intel, once again, committed to their next-generation Battlemage family of GPUs, bringing more competition into the gaming add-in board market, and Nvidia released its first 60 series add-in board in the Ada Lovelace family. The 60 series line of AIBs are traditionally Nvidia’s most popular with gamers.”
- JPR found that AIB shipments during the quarter decreased from the last quarter by 12.6%, which is below the 10-year average of -4.9%.
- Total AIB shipments decreased by -38.2% this quarter from last year to 6.3 million units, and were down from 7.16 million units last quarter.
- AMD’s quarter-to-quarter total desktop AIB unit shipments decreased -7.5% .
- Nvidia’s quarter-to-quarter unit shipments decreased -15.2%. Nvidia continues to hold a dominant market share position at 83.7%.
- AIB shipments from year to year decreased by -38.2% compared to last year.
From a Jon Peddie Research post:
According to a new research report from the analyst firm Jon Peddie Research, unit shipments in the add-in board (AIB) market decreased in Q1 2023 by -12.6% and decreased by -38.2% year to year. Intel increased its add-in board market share by 2% during the first quarter.
The percentage of AIBs in desktop PCs is referred to as the attach rate. The attach rate grew from last quarter by 8% but was down -21% year to year. Approximately 6.3 million add-in boards shipped in Q1 2023.
The market shares for the desktop discrete GPU suppliers shifted in the quarter, as AMD’s market share remained flat from last quarter. Intel, which entered the AIB market in Q3’22 with the Arc A770 and A750, gained 2% in market share, while Nvidia retains its dominant position in the add-in board space with an 84% market share.