Jon Peddie Research (JPR) recently released a new GPU market data statistics report, showing that in the fourth quarter of 2021, PC-used GPU shipments (including integrated and discrete graphics cards) reached 110 million, an increase of 0.8% month-on-month and a year-on-year decrease of 15%. Among them, the shipment of discrete graphics cards was about 13 million, an increase of 3% month-on-month and an increase of 18% year-on-year.
Overall, GPUs will achieve a CAGR of 4.5% during 2020-2025, reaching 3.331 billion installs by the end of that period. It is expected that the penetration rate of discrete graphics cards in PCs will grow to 42% in the next five years. AMD's overall market share increased by 0.7% compared to the previous quarter, Intel's overall market share fell by 0.1%, and Nvidia's overall market share decreased by 0.6%.
As the world's largest CPU display supplier, Intel continues to lead in overall GPU shipments, accounting for 62% of the market share. AMD and NVIDIA split the remaining market equally, each with a 19% market share. AMD shipments rose 4.7 percent, Intel's shipments rose 0.6 percent, and Nvidia's shipments fell 2.2 percent.
Of the discrete graphics cards used in desktops and laptops, Nvidia has an 81% market share, while AMD has the remaining 19%. Although Intel has introduced the DG1 series of discrete graphics, it does not provide related shipment statistics.
While CPU demand fell 21% year-over-year in the fourth quarter of 2021 as PC manufacturers prepared for the release of Intel's 12th Generation Core series processors, affecting integrated display shipments, demand for discrete graphics on desktop platforms remained strong.
The second quarter of 2022 is expected to remain subject to COVID-19, logistics and supply chain shortages, although sales growth is still likely.