Dan’s Biz Bookshelf: ‘The Next RenAIssance: AI and the Expansion of Human Potential’
The Chemical Connection: When the Industry Moves Faster Than the Standards
Driving Innovation: Selecting the Right Laser Source
PC GPU Shipments Down in Q2 2023
August 29, 2023 | Jon Peddie ResearchEstimated reading time: 2 minutes
Jon Peddie Research reports the growth of the global PC-based graphics processor unit (GPU) market reached 61.6 million units in Q2'23 and PC CPU shipments decreased by -23% year over year. Overall, GPUs will have a compound annual growth rate of 3.70% during 2022–2026 and reach an installed base of 2,998 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPUs) in the PC will grow to reach a level of 32%.
Year to year, total GPU shipments, which include all platforms and all types of GPUs, decreased by -27%, desktop graphics decreased by -36%, and notebooks decreased by -23%.
However, in a quarter that is traditionally down, quarter-to-quarter shipments had a significant increase in shipments. OEMs and the channel took more GPUs and add-in boards than normal, indicating the old inventory is gone and demand is high, despite Web mutterings about AIBs being overpriced.
AMD’s overall market share increased 1.2% from the last quarter, Intel’s market share decreased by -0.4%, and Nvidia’s market share decreased by -0.8%, as indicated in the following chart.
Overall, GPU unit shipments increased by 12.4% from last quarter, AMD’s shipments increased 22.9%, Intel’s shipments rose 11.7%, and Nvidia’s shipments increased 7.5%.
Quick highlights:
- The GPU’s overall attach rate (which includes integrated and discrete GPUs, desktops, notebooks, and workstations) to PCs for the quarter was 115%, down -2.6% from last quarter.
- The overall PC CPU market increased by 15.0% quarter to quarter and decreased -23.0% year to year.
- Desktop graphics add-in boards (AIBs that use discrete GPUs) increased by 2.9% from the last quarter
- This quarter saw -31.9% change in tablet shipments from last quarter.
The second quarter is typically down compared to the previous quarter. This quarter was up 12.4% from last quarter, which is above the 10-year average of 8.1%.
GPUs have been a leading indicator of the market because a GPU goes into a system before the suppliers ship the PC. Most of the semiconductor vendors are guiding up for the next quarter an average of 9.8%. Last quarter, they guided 15.3%, which was too high.
Jon Peddie, president of JPR, noted, “Q2 was surprisingly up, significantly up, led by AMD in growth and by Nvidia in total shipments. Nvidia had their best results in notebooks, AMD did well in desktops, and Intel had year-to-year overall growth. The suppliers are bullish and expecting a strong third quarter, which is normal—if things will ever be normal again.
“Whereas the increased shipments are welcome good news, the overall PC market and, therefore, the GPU market, has been on a steady decline since 2010. And so, if the market has indeed turned around, it’s not going to get to the levels it was 10 years ago.”
The above information and more can be found in the new Q2’23 edition of Market Watch. We have changed the format of the report from a heavily narrated version to a heavily charted version for easier consumption. Also, we have added server and client CPU shipment data back to Q1’21 and GPU-compute (GPGPU) shipment data back to Q1’21 for AMD, Intel, and Nvidia. We have expanded the pivot data array to include those devices.
Share on:
Subscribe
Stay ahead of the technologies shaping the future of electronics with our latest newsletter, Advanced Electronics Packaging Digest. Get expert insights on advanced packaging, materials, and system-level innovation, delivered straight to your inbox.Subscribe now to stay informed, competitive, and connected.
Suggested Items
Is China Plus One Still Happening in the PCB Industry?
04/28/2026 | Manfred Huschka, Manfred Huschka Management Consulting (Shenzhen) Ltd.For much of the past five years, China Plus One has been shorthand for supply-chain diversification: reducing dependency on mainland China by adding manufacturing capacity elsewhere in Asia. In the PCB industry, however, in early 2026, it is more nuanced. It looks less like a clean geographic shift and more like a layered, capital-intensive rebalancing of global capacity, one that still leaves China deeply embedded at the center.
It's Only Common Sense: See Your Marketing as a Discipline, Not a Department
04/27/2026 | Dan Beaulieu -- Column: It's Only Common SenseWhat does marketing mean to you? Is it a corner office with cool posters on the wall? Is it the person running your LinkedIn page or the trade show booth with the shiny graphics and the bowl of candy? Yes, marketing is those things, but it’s more than that. It’s a discipline, and if you treat it like a department, you’re already losing.
Roundtable: Advanced Materials
04/27/2026 | I-Connect007 Editorial TeamDriven largely by the need for advanced chip technology for super compute ability and AI applications, low Dk, low-loss resin systems, and heavy copper laminate are attracting significant attention and global resources. There are numerous unavoidable challenges in this market that will impact manufacturers and the supply chain, and they may be hitting critical mass sooner than OEMs and fabricators think. In this roundtable discussion, moderator Marcy LaRont speaks with topic experts: Mark Goodwin, John Fix, and Ed Kelley.
Infineon Further Extends Global Leadership in the Automotive Semiconductor Market
04/13/2026 | InfineonInfineon Technologies AG has once again proven to be the world’s leading automotive semiconductor supplier.
The Marketing Minute: Your Metrics Aren’t Telling the Full Story
04/08/2026 | Brittany Martin -- Column: The Marketing MinuteIn digital marketing, we tend to rely on the same set of metrics: Average read time. Bounce rate. Session data. For years, these metrics have been the default for gauging marketing success, so it makes sense to rely on them. But in today’s privacy-first B2B environment, they’re becoming less reliable and often misleading. You’re missing part of the picture.