AMD (ATI) rebounded in Fourth Quarter 2006 Overall Graphics Card Market Share, Loses More to Nvidia in Notebooks
"Overall, we didn't see the big bang in Q4 this year everyone had hoped for," said Dr. Jon Peddie, President of Jon Peddie Research. "But, the mobile market is on fire, growing 13% this quarter and an astonishing 34% year-to-year. Nvidia is the big success story in that segment with the most growth, two quarters in a row."
In the overall personal computer graphics market, Intel saw a flat quarter in graphics shipments in Q4 of 2006, but was still the largest supplier of personal computer graphics devices worldwide. Nvidia remained the second largest supplier but with a minor 0.3% sequential decline in shipments and decreased market share. AMD (formerly ATI), the third largest reduced the gap with Nvidia with a 3.0% sequential increase in shipments and increased market share. The following table lists the ranking and relative market share, based on unit shipments in Q3 of 2006 and Q4 of 2006, of the major graphics suppliers to the PC industry.
|
Rank
|
Supplier
|
Q3 2006
|
Q4 2006
|
|
1
|
Intel
|
37.1
|
37.4
|
|
2
|
Nvidia
|
28.8
|
28.5
|
|
3
|
AMD (ATI)
|
20.9
|
23.0
|
|
4
|
VIA Tech.
|
8.7
|
6.7
|
|
5
|
Silicon Int. Gr.
|
4.5
|
4.5
|
|
6
|
Others
|
<1
|
<1
|
The desktop graphics segment saw shipments decline by 4.0% from Q3 2006 to Q4’06 and shipments shrank 4.2% year-over-year. Desktop integrated graphics processor (IGP) shipments dropped 2.9% sequentially (the second consecutive quarter of decline) and decreased 1.5% annually. Discrete desktop dropped by 6.0% on a quarterly basis and 8.9% year-over-year.
"Vista, ATI’s new R600, and several new add-in boards (AIBs) from Nvidia are expected to pump up the declining desktop discrete market," Peddie added.
JPR estimates that approximately 57.6 million desktop graphics devices shipped in Q4 of 2006. Overall, Intel held at 31.8% of the desktop graphics market, AMD increased to 22.8%, while Nvidia declined to 31.0% market share. In the discrete desktop segment, Nvidia also declined, to 53.8% share, and AMD grew to a 46.2% share during the period.
The mobile graphics segment saw quarterly shipments rise a dramatic 13.8% and grow 34.1% year-over-year. Mobile IGP shipments drove growth in the laptop market in the second quarter with 13.0% increase in shipments during the period, and discrete mobile shipments grew a stunning 16.2% during the quarter and jumped 24.2% compared to the same period the previous year.
JPR estimates that a record 25.8 million mobile graphics devices shipped in Q4 of 2006, 19.7 million of which were integrated chipsets (IGPs) for notebooks. Mobile IGPs claimed a commanding share of 76.3% in the mobile graphics market, up 13.0% from the prior quarter and up a dramatic 37.6% from the same period a year ago. Intel led the mobile graphics market with a 49.8% share (down from 51.4%), AMD dropped to a 23.4% share, and Nvidia jumped with a 22.9% market share gain for the quarter. SiS and VIA saw declines in market share.
In the discrete mobile segment, AMD saw shipments decline on a quarterly basis while Nvidia saw shipments increase sequentially. Nvidia grew discrete mobile segment share from 53.0% in Q3’06 to 59.1% in Q4’06. AMD’s segment share fell from 47.0% in Q3’06 to 40.9% in Q4’06.
"Timing is everything in the mobile market," said Peddie, "and Nvidia had its mobile parts lined up and ready to ship with Intel’s recent laptop rollout."
[Bill Fox]
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