What you need to know
- GPU shipments hit 123 million units in Q2'21, according to Jon Peddie Research.
- That's a 37% year-over-year increase.
- GPU shipments are up 3.4% compared to last quarter.
The market for the best graphics cards is stronger than ever, as evidenced by Jon Peddie Research's recent report on Q2 2021 GPU shipments. A whopping 123 million units were shipped in the second quarter of 2021, marking a 37% year-over-year (YoY) increase in shipments as well as a 3.4% bump compared to last quarter.
GPUs aren't alone, though. Last quarter, the best CPUs also saw an uptick in shipments to the tune of a large 42% increase YoY.
On the graphics cards front, Jon Peddie Research estimates the install base will "grow at a compound annual growth rate of 3.5% during 2020–2025 to reach a total of 3,318 million units at the end of the forecast period." Over the next five years, JPR estimates, "the penetration of discrete GPUs (dGPU) in the PC will grow to reach a level of 25%."
JPR's report also includes a breakdown of GPU market share, split three ways between AMD, Intel, and NVIDIA. As of Q2 2021, AMD sits at 16.48%, Intel at 68.29%, and NVIDIA at 15.23%. These figures are based on unit shipments.
Given the high demand for GPUs from a variety of markets, including the gaming sector, crypto sector, and a large amount of speculators currently gobbling up graphics cards, it's no surprise the shipment figures are what they are. The same goes for CPUs, to a lesser extent. And given the spike in PC sales thanks to the pandemic, it makes sense that the internal components would also be shipping at a higher rate.