The latest discrete graphics shipment figures from Jon Peddie Research are in, and they suggest Nvidia is holding on to a growing piece of a shrinking market. Here are the research firm's market share estimates, which pertain strictly to "graphics AIBs" (a.k.a. graphics add-in boards, or discrete graphics cards):
|Vendor||Q4 2010||Q3 2011||Q4 2011|
Overall, JPR says shipments of discrete graphics cards shrank from 17.2 million in the third quarter to 16.1 million in the fourth—a 6.5% drop. For the year as a whole, JPR estimates a 0.4% decline from 2010, down to $14.9 billion. The firm attributes the, er, shrinkage to a pull back by consumers and a gradual decline in [average selling prices]."
Nvidia's market share may be growing, but the company did see its revenue and profits plunge in its last fiscal quarter. If my math is right, the company's forecast for the ongoing quarter would also equate to a year-on-year slump. AMD's GPU business isn't doing much better; in the holiday quarter, it shrank by 5% quarter-to-quarter and 10% year-on-year.