The quarter in general:
AMD’s shipments of desktop heterogeneous GPU/CPUs, i.e., APUs dropped 21.9% from the previous quarter, and increased 3.7% in notebooks. AMD’s discrete desktop shipments decreased 6.6% and notebook discrete shipments declined 21.8%. . The company’s overall PC graphics shipments decreased 18.2%. This was due to a drop off in stand-alone integrated graphics chipsets, which was not unexpected given the company’s move to embedded CPU graphics in their APUs.
Intel’s desktop processor embedded graphics (EPGs) shipments decreased from last quarter by 5.1%, and notebooks decreased by 9.7%. The company’s overall PC graphics shipments decreased 7.9%.
Nvidia’s desktop discrete shipments decreased 6.6% from last quarter; and, the company’s notebook discrete shipments decreased 14.5%. The company’s overall PC graphics shipments decreased 10.4%.
Year-to-year this quarter AMD’s overall PC shipments decreased 22.1%, Intel decreased 5.6%, Nvidia decreased 12.7%, and others essentially went away.
Total discrete GPU (desktop and notebook) shipments from the last quarter decreased 11.5% and decreased 14.3% from last year for the same quarter due to the same problems plaguing the overall PC industry. Overall, the trend for discrete GPUs increased with a CAGR from 2014 to 2017 of 0.1%.
Ninety nine percent of Intel’s non-server processors have graphics, and over 67% of AMD’s non-server processors contain integrated graphics; AMD still ships integrated graphics chipsets (IGPs).
