Q2 GPU unit shipments fell by -14.9% q-o-q, according to  Jon Peddie Research.

AMD’s shipments went down -7.6%, Intel’s fell by -9.8%, and Nvidia’s shipments decreased by -25.7%

PC CPU shipments decreased by -34% y-oy.

84 million GPUs were shipped in Q2 and they are forecast to have a CAGR of  3.8% during 2022–2026 to reach an installed base of 3,103 million units in 2026.

Over the next five years, the penetration of discrete GPUs (dGPUs) in the PC will grow to reach a level of 30%.

AMD’s overall market share percentage from last quarter increased by 1.1%, Intel’s market share increased by 2.0%, and Nvidia’s market share decreased by -3.15%.

Quarterly shipments and market share percentages, as well as year-to-year results.

The GPU’s overall attach rate (which includes integrated and discrete GPUs, desktop, notebook, and workstation) to PCs for the quarter was 121%, down -7.9% from last quarter.

The overall PC CPU market decreased by -7.0% quarter to quarter and decreased -33.7% year to year.

Desktop graphics add-in boards (AIBs that use discrete GPUs) decreased by -22.6% from the last quarter.

Tablet shipments remained flat from last quarter

The second quarter is typically down compared to the previous quarter, and this quarter was down -12.7% from last quarter, which is below the 10-year average of -10.5%.

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 down for the next quarter an average of -2.81%. Last quarter they guided 1.98%, which was too high.

Jon Peddie, president of JPR, noted, “This quarter had overall negative results for the GPU vendors, compared to the last quarter. Global events such as the continued war in Ukraine, Russia’s manipulation of gas supplies to Western Europe, and the subsequent nervousness those events create have put a dampener on Europe’s economy; the UK is in recession with high inflation.”