JPR Q4'07 Market Watch

Sunday 03rd February 2008, 12:15:00 PM, written by Arun

Jon Peddie Research released their Q4 market share report a few days ago, and many facts inside are certainly highlight-worthy. For example, after many quarters of discrete GPU strength, IGPs are now staging a comeback and the proportion of notebooks has increased substantially.

The official PR is available on Business Wire, and previous quarterly data can be found on JPR's website. Noteworthy is the fact that the notebook numbers for Q3 have been revised significantly upwards (see Table 2 compared to the previous PR), and we can exclusively reveal that the Q4 notebook numbers will also be revised. In Q3, NVIDIA had noticeably more notebook share than previously estimated, while the Q4 revisions will apparently revise AMD's notebook shipments downwards.

However, despite that revision, NVIDIA still lost share because the proportion of IGPs was higher than in previous quarters and their share there is much lower. Based on Intel's claims in their Q4 conference call, we believe part (but probably not all) of that shift is due to the strength in emerging markets (especially for notebooks), where average selling prices are lower and thus IGPs more pervasive.

Here are some other noteworthy highlights:

• VIA/S3 share went down very significantly, from ~7% to ~2.5%. Their monthly results took a significant hit in November and December, but seem to be recovering in January so Q1 is hard to predict.
• Much of VIA's share seems to have gone to Intel, so it's not very clear whether NVIDIA benefited from MCP73 (their first Intel IGP). If they did, then they likely lost that share back against AMD's IGPs.
• NVIDIA and AMD's shares in discrete desktop didn't change much compared to Q3, with apparently a slight advantage towards AMD.
• A good chunk of the overall share changes were due to the very different proportion of desktops to laptops between Q3 and Q4, rather than changes in share within each segment.

Overall, there's been some interesting shifts this quarter, although mostly in terms of IGPs. As always, significantly more data is available through Jon Peddie's full reports which can be purchased for $3000/year.

jpr ± nvidia, amd, intel, marketshare

Q2 2007 Graphics Shipments @ JPR
NVIDIA make significant market share gains in traditionally slow quarter
JPR on SiS's Penryn and Mirage 4 plans
First-Quarter PC Graphics Shipments
The state of OpenGL on Vista explained @ JPR
Stream Processors, Inc. at ISSCC '07
Latest TechWatch preview from JPR
New JPR market reports, covering Q4'06