Nvidia and Intel were "big winners" in the graphics market last quarter. According to Jon Peddie Research's latest round of estimates, worldwide graphics processor shipments grew between the fourth quarter of 2008 and the first quarter of this year—a trend-breaking phenomenon.
JPI says global GPU shipments have fallen by 4.31% on average between the fourth and first quarters of every year since 2001. This year, however, they went up a cool 3.29%. The research firm says that's because the distribution channel "stopped ordering GPUs and depleted inventory in anticipation of a long drawn out worldwide recession" in Q3 and Q4. Those distributors had to start building up stocks again in Q1, however.
As you can see in the chart below, Nvidia and Intel enjoyed that sequential growth pretty much exclusively:
Here's how the same numbers look if we study market share rather than raw shipments:
Intel's gains become especially clear with the data presented this way. The world's biggest chipmaker has been slowly eating away at the market shares of not just Nvidia and AMD, but also smaller GPU vendors like Via and Matrox. Of course, we should take care to point out that Intel doesn't actually sell any discrete GPUs—those 37.2 million shipments are all integrated graphics chipsets.
Looking ahead, JPR expects the PC market—and GPU shipments in particular—to see an upturn in the third and fourth quarters of this year. New product launches, back-to-school and holiday-season rushes, pent-up demand, worldwide stimulus programs, and the release of both Windows 7 and Mac OS X 10.6 should all help boost up the GPU market, JPR says.