Recently, market research agency JPR officially released the global GPU market research report for the fourth quarter of 2021, which includes two GPU types: integrated display and unique display.
According to the report, global GPU shipments in the quarter were 101 million, a slight increase of 0.8% month-on-month, of which AMD performed the best by 4.7%, Intel only increased by 0.6%, and Nvidia fell by 2.2%.
Overall, shipments from the three vendors did not grow much in the quarter, of course, there was not much change in market share, Intel was stable at 62%, only 0.1 percentage points in the quarter, compared to the second quarter of 2020 lost about 2 percentage points. AMD gained 0.7 percentage points to 19%, and Nvidia lost 0.6 percentage points to 19%. Overall, not much has changed.
On the exclusive side, the shipment ratio of independent graphics card rings in the fourth quarter of 2021 increased by 3.0%, of which AMD's share rose by 2 percentage points to 19%, NVIDIA fell to 81%, and compared with the fourth quarter of 2020, the two you competed for only 1 percentage point to change the market share.
In the second half of this year, AMD and NVIDIA two new generation graphics cards will be launched, then it is not difficult to predict, and will usher in a wave of graphics card rush, and in the global lack of core and mining tide has not passed this time, the two new generation of graphics cards will not be like this generation of graphics cards to experience a long period of shortage, price increases? I believe that everyone has a number in mind.
However, unlike before, this year's unique display market will usher in a new challenger - Intel, according to the roadmap previously announced by Intel, this year Intel will launch an ARC unique display codenamed "Alchemist", which will reach the performance of "performance level", up to the middle level of "high performance" graphics in the industry. Although in terms of top graphics cards, it cannot compete with A and N for the time being, but it can participate in the competition of medium and low-end graphics cards, and as its own fab, it can also be guaranteed in terms of production capacity, so it is also expected that Intel can not make the current unique display market wave.