In fact, the PC industry is experiencing a sharp drop in demand. The latest data from Jon Peddie Research shows that GPU (including discrete graphics/integrated components) sales in the second quarter of 2022 will be affected by the slowdown in PC market demand and the decline in manufacturers’ willingness to purchase. The chain fell by 14.9%.
In an environment where the drop in shipments of independent graphics far exceeded that of integrated graphics, NV’s sales also experienced a continuous decline of 25.7%. In contrast,AMDGPU sales fell only 7.6% month-on-month, while Intel saw a decrease of 7.8%.
JPR pointed out that the sales of desktop independent graphics, including game graphics cards, fell by 22.6% from the previous quarter to about 10.37 million in the second quarter of 2022, which is also the lowest value since the second quarter of 2020.
Tom’s Hardware speculates that this may be the purchase intention of consumers for the NV GeForce RTX 30/AMD Radeon RX 6000 series, which has been released almost.
It is reported that PC makers and distributors usually reduce chip orders in the second quarter of each year, but this year’s contraction seems to be larger than in the past. This may be because their stock is full, and they have to get rid of the backlog of parts in their hands first.
Intel remained the leading supplier of PC graphics components in 2Q22 with a total market share of 62%. AMD came in second with a 20% share (a significant year-over-year increase), while NV was only 18% (up from 15% a year ago), while PC CPU shipments fell 7% sequentially.
It is worth mentioning that,The upstream supply chain said that due to the sharp decline in demand for graphics cards, memory, etc., especially for graphics cards, this forced AMD and NV to speed up the price reduction and destocking, and some dealers even bluntly stated that if the price reduction is not strong, then destocking will not be enough. would be too effective.
In addition, many supply chain manufacturers also said that these graphics card manufacturers should increase their promotions from September. The current account period and inventory are indeed very high, which puts a lot of pressure on everyone.
