GPU Shipments Rise on Notebook Demand; AMD and Nvidia Lose Some Market Share
- GPU shipments rose 5.9% in Q4 2023, with a 20% increase year-over-year driven by surging notebook demand
- Notebook GPU shipments jumped 32% while desktop GPU shipments fell 1%
- Growth attributed to notebooks with AI capabilities and discrete GPUs
- AMD and Nvidia lost a bit of market share to Intel
- Add-in board maker shipments fell 1% year-over-year, but rose 6.8% in Q4 2023