One and a half years have passed since the mine card crash in 2018, and the impact on the market has almost been eliminated. In Q3, the GPU market shipped 89 million chips, down 6 million on year-on-year basis, but up 11% on month,Among them, NVIDIA's GPU shipments rose by 38.3%, become the biggest winner.
JPR, a market research company, released the Q3 GPU market report. This GPU is the overall data including SDI and CDI, so the adaptation rate of GPU to PC in this quarter was 128%, 1.7 percentage points higher than that in the last quarter, of which the adaptation rate of SDI was 32.1%, 5.13 percentage points higher.
In the PC market as a whole, it increased by 9.2% month on month and 3.7% year-on-year, among which the volume of goods increased by 42.2% month on month.
Looking at GPU, Q3's total shipment volume was 89 million yuan, a year-on-year decrease of 6 million yuan, but a month on month increase of 11%, which was higher than the average level in the past decade.
One of the important reasons for the sharp rise of GPU in Q3 is NVIDIA's unique GPU shipments, which increased by 38.3% month on month, while AMD and Intel increased by 8.7% and 5.4% respectively. JPR mentioned that NVIDIA Q3's unique delivery volume exceeded AMD's GPU (integrated display and core display).
Of course, what amd has suffered in the past year is that the mainstream processors of sharp dragon that are sold in large quantities do not have integrated GPUs. Only the relatively low-end sharp dragon APU has GPU units. Otherwise, this data will look better this year.
Finally reflected in market share, NVIDIA's share in Q3 fell from 70% last year to 65%,Amd increased from 14% to 16%, while NVIDIA increased from 16% to 19%。