Posted 3/6/2024, 11:09:00 PM
GPU Shipments Soar in Q4 Despite Muted AI PC Demand; Nvidia Dominates but AMD Sees Faster Growth
- Consumer GPU shipments grew 32% year-over-year in Q4 2022 to 9.5 million units, but analyst believes this is not driven by AI PCs
- Lower prices and improved availability, not AI hype, are likely driving growth according to analyst
- Nvidia maintained 80% market share but AMD saw bigger growth, up 117% versus prior year
- AMD prioritizing mid-range parts over high-end contributed to share gain
- Intel GPU share dipped to 1% but new Battlemage GPUs coming later this year may help