Specifically, Nvidia GPU share increased from 75% in Q2 2021 to 80% in Q2 2022. at the same time,AMDThe independent display share has slipped slightly from 24% to 20%.
As for new entrants to the independent market,IntelThere is already a weak share of 1% – although the company has a solid accumulation in the field of nuclear display, it still has a significant gap with the red and green factories that have been working in the independent display market for decades.
The following are the market trends shared by JPR:
● In the second quarter, AIB shipments fell by 22.6% compared with 2022 Q2, and even 9.7% lower than the 10-year average.
● Total AIB shipments in the second quarter increased by 2.4% from 2021 Q2 to 10.4 million units, but still lower than 2022 Q1’s 13.38 million units.
● In terms of AMD desktop independent display, total AIB shipments decreased by 34% month-on-month, 5% lower than 2021 Q2.
● Nvidia’s quarterly shipments fell 19.1%, but grew 3% from Q2 2022 and maintained its market leadership with a 79.6% share.
Red, green and blue showed their share trends independently (picture from: 3DCenter)
Meanwhile, 3DCenter shared more details. First, total 2022 Q2 standalone shipments totaled 10.4 million units and sales of about $5.5 billion — but that’s insignificant compared to the double digits in 2021.
Second, the average selling price of graphics cards dropped from $1,029 in Q2 2021 to $529 in Q2 2022.
Technology analyst Mike Bruzzone also shared the GPU share trend of the three major manufacturers
Finally, in an environment of oversupply, Nvidia is working hard to get its partners to clear inventory quickly. We expect a second round of more aggressive price adjustments in September.