Desktop AIB GPU sales took a 16% y-o-y dive in Q3 2018, with 19.2% decrease over Q2 2018
AMD’s and Nvidia’s quarterly financial reports already showed how the decline of the GPU-based crypto mining business affected the profits throughout the entire 2018, but now we have a broader picture provided by Jon Peddie Research, which lists some surprising percentages and numbers.
It is true that the add-in board GPU sales have seen lower shipment volume, but the overall GPU market is still on a positive trend. JPR states that AIB GPU sales were down 16% in Q3 2018 year-over-year, and 19.2% down from Q2 2018. It also looks like the overstock problems will be extending into 2019. This is in line with what AMD and Nvidia reported for their Q3 financials and the lower numbers are attributed to the crypto mining decline, the US trader war with China that increased taxes, and the US stock market dips suffered by the red and green teams.
However, not all is doom and gloom in the GPU sector. The overall GPU market (including integrated GPUs and mobility GPUs) is still on the plus side. JPR reports that the entire GPU market has seen 10.64% increased shipments over Q2 2018. Intel is still leading the integrated/embedded GPU market and its shipments increased by 13.1%, while AMD’s shipments only increased by 6.5%, and Nvidia’s increased by 4.3%.
AMD is preparing to launch the 7 nm gaming Navi GPUs later in 2019, so the red team is actively trying to deplete the AIB overstocks with price slashes and special offers. Nvidia’s GTX 1000-series overstocks are slowly but surely drying up as well, thanks to price cuts and holiday deals.