Add-In-Board Report: Quarterly - Q1'22

PUBLISHED: annual subscription

PAGES:

DELIVERY TIME:

ADD TO COMPARE

SELECT AN OPTION

Description

The Add-in Board report is a quarterly report that focuses on the market activity of PC graphics controllers for mobile and desktop computing. The report provides an in-depth look at the PC graphics market and includes unit shipment and segment market share data, and trend analysis.

The AIB Report Contains:

Worldwide AIB Shipment forecast by segment, 2015 to 2023.

Attach rate of AIBs from 2001.

Detailed worldwide AIB Shipment Volume, by segment, and forecast to 2023.

Major suppliers: Detailed market share data-on the shipments of AMD, Nvidia, and others.

Market share history from Q1 2004.

Percentage of shipments by region, from 2015 to 2023.

Market value of AIBs, and pricing trends

A Vision of the future: Building upon a solid foundation of facts, data, and sober analysis, this section pulls together all of the report's findings and paints a vivid picture of where the PC graphics market is headed.

Memory load and forecast.

Add-In Board unit sales continue to grow with the help of falling ASPs

Unit shipments in the add-in board market increased in Q1'22 by 32.2% year-over-year.

Unit shipments in the add-in board market increased by 1.4% Q1'22 from last quarter and an impressive 32.2% gain year-to-year. while AMD increased its market share by 4% from a year ago.

Over $8.6 billion AIBs shipped in the quarter, which represents a decrease in revenue from $12.4 billion in Q4 due to falling ASPs. The AIB market reached $46,169.4 billion in last four quarters. JPR forecasts it to be $57 billion by 2025. Intel's entry into the market, due to the strength of its brand and position with OEMs, will create an increase in unit shipments and TAM. This increase will start to materialize in mid-2023.

AMD's market share increased to 24% while Nvidia still has a dominate position in the market with a 75% market share. The relative changes from quarter to quarter are illustrated in the following chart.

Quick Highlights:

JPR found that AIB shipments during the quarter increased from the last quarter by 1.4%, which is above the 10-year average of -4.9%.

Total AIB shipments increased by 32.2% this quarter from last year to 13.4 million units and were up from 13.19 million units last quarter.

AMD's quarter-to-quarter total desktop AIB unit shipments increased 6.0% and increased 43.9% from last year.

Nvidia's quarter-to-quarter unit shipments decreased -0.3% and increased 27.4% from last year. Nvidia continues to hold a dominant market share position at 75%.

AIB shipments from year-to-year increased by 32.2% compared to last year.

Product Code: AIB-Q-080420

Table of Contents(SAMPLE)

Attention first time readers

Overview

Definitions
Methodology
Primary research for this report
Secondary research for this report
About Jon Peddie Research

Executive Summary

What's in this report

Introduction

The quarter in general

Q1'20
- Good enough isn't
Quarter-to-quarter changes
- Attach rate
- Market shares
- Segments
AIB price bands

Market Value

Geographical distribution
- Forecast
Market value
- Market value and forecast by segment
- Market value and forecast by region
- Memory size

AIB developments in the quarter

Is ray tracing catching on?
AMD's Radeon RX 5600 XT
- Radeon RX 5600 XT gaming performance
- Epilog
Intel announces discrete GPU DG1 at CES
What's your GPU doing when you're not gaming?
Khronos extends and releases Vulkan 1.2 for GPU acceleration
Khronos Vulkan Ray Tracing API announced
- What do we think?
DirectX 12 Ultimate
- For further reading
- What do we think?
GeForce Now, now
- What do we think?
Ray tracing in next gen Xbox AND PS5
- What do we think?
Minecraft with Nvidia's ray tracing GPU and RTX
- What do we think?
144Hz? Time to revisit FPS, PPI, and HDR
- How to choose?
- Conclusion
Intel really respects AMD technology
AMD expands their senior leadership to maintain their growth

Appendix

GPUs, AIBs, and PCs
- Categorizations
- FLOPS vs FRAPS: cars & GPUs
- Why good enough isn't
Production schedule and pipeline
- Sales channel
- Multi AIBs
- GPU-Compute
Graphics boards
AIB suppliers
Glossary

Index

Table of Figures

Figure 1: A typical graphics AIB
Figure 2: JPR's area of interest-anything that influences a pixel
Figure 3: Market share changes quarter-to-quarter, and year-to-year
Figure 4: Shipments of desktop PCs compared to desktop AIBs over time
Figure 5: Add-in board shipments over time
Figure 6: AIB market shares
Figure 7: Impact of other device choices to AIBs over time
Figure 8: AIB shipments relative to desktop PCs
Figure 9: Attach rate of AIBs in desktop PCS
Figure 10: Attach rate over time and total shipments in millions of units
Figure 11: Market share for AIBs over time and total unit shipments in millions
Figure 12: Market share for Workstation AIBs over time and total unit shipments in millions
Figure 13: Market share for High-end AIBs over time and total unit shipments in millions
Figure 14: Market share for Midrange AIBs over time and total unit shipments in millions
Figure 15: Market share for Low-end AIBs over time and total unit shipments in millions
Figure 16: Segment change and total unit shipments in millions
Figure 17: DX 12 Steam users by segment
Figure 18: Low-end AIB ASP over time
Figure 19: Midrange AIB ASP over time
Figure 20: High-end AIB ASP over time
Figure 21: Workstation AIB ASP over time
Figure 22: Market value of segments over time
Figure 23: Geographic distribution of sales for the quarter
Figure 24: AIB overall forecast
Figure 25: Market value forecast by AIB segment
Figure 26: Market value of regions over time
Figure 27: Market value by region
Figure 28: Memory load of AIBs over time
Figure 29: The take up of Nvidia RTX AIBs vs previous GTX AIBs
Figure 30: AMD's XR 5600 XT
Figure 31: AMD RX Radeon XT versus various Nvidia AIBs
Figure 32: ATI Radeon HD 5600, circa 2009. (Source: Sapphire)
Figure 33: Gregory Bryant holding a Tiger Lake mother board. (Source: Intel)
Figure 34 Intel's CPU Core architecture roadmap. (Source: Intel)
Figure 35: Intel Tiger Lake: the little chip the GPU, and the big one the CPU. (Source: Intel)
Figure 36 Intel's DG1 development AIB designed primarily for ISV's (Source Videocardz)
Figure 37: As many as 38 small 5K cameras are installed in a ring around the venue, capturing the entire field of play. They generate massive amounts of volumetric data-voxels. (Source: Intel)
Figure 38: Obsolete data-this is as of 28 March
Figure 39: Examples of COVID-19-related proteins as visualized by Folding@Home
Figure 40: HLSL going into the compliers and out comes two sets of drivers (Source Khronos)
Figure 41: Vulkan Ray Tracing acceleration structure hierarchy
Figure 42: Building an acceleration structure and rendering on GPU
Figure 43: Load balancing by building an acceleration structure across multiple CPUs
Figure 44: Ray tracing pipeline flow diagram
Figure 45: Ray queries flow diagram
Figure 46: Although more flexible than the previous geometry pipeline, the mesh shader model is also much simpler (Source Microsoft)
Figure 47: The Amplification Shader runs before the mesh shader and determines how many mesh shader thread groups are needed (Source Microsoft)
Figure 48: Setup of a scene using texture-space shading (Source Microsoft)
Figure 49: Nvidia has deployed 15 servers North America and Western Europe, and uses partners elsewhere in the world (Source Nvidia)
Figure 50: Ray tracing for everyone: ray tracing has been a part of the DirectX API as DXR since March 2018. With the arrival of RDNA 2 and new consoles, developers will have common platform for ray tracing across devices.
Figure 51: New physically based materials bring Minecraft to life. (Source: Nvidia)
Figure 52: Showing the effects of DLSS on and off, better images with higher frame rate. (Source: Nvidia)
Figure 53: Monitor size (left axis) vs PPI and M pixels (right side)
Figure 54: GPU market segmentation
Figure 55: Improvement in GFLOPS of GPUs over time
Figure 56: Simplified AIB block diagram
Figure 57: Simplified integrated GPU block diagram
Figure 58: Analogies of a car's performance to a PC
Figure 59: Design to manufacturing, to assemble, to consumer pipeline
Figure 60: Sales channels for AIBs
Figure 61: Approximately 73.8% of all graphics AIBs end up in gaming PCs