Graphics card sales just got even worse

pcgamer.com:

Jon Peddie Research has just wheeled out its latest analysis of the graphic card market. And, boy, it ain't pretty. Sales continue to fall. This time around, sales for the first quarter of 2023 are down 38% on the same period last year and 12% down on the last quarter of 2022.

Of course, these latest slumps come on top of the massive 50% year-on-year cratering of sales at the end of 2022 reported by JPR. Not good, is it?

Figures like these do come with a few caveats, however. By way example, JPR erroneously included 60,000 Intel data centre GPUs into its figures last time around, only to have to rapidly adjust it figures. Errors can always be made, but the fact that its original figures suddenly put Intel on par with AMD with GPU sales should have rung alarm bells as being highly implausible. That it didn't? Not terribly reassuring, is it?

Anyway, JPR still has Intel at a large fraction of AMD volumes while also showing AMD shrinking to a very small fraction of Nvidia's sales. That doesn't align all that well with anecdotal reports of certain price-cur AMD cards selling pretty well of late, while all reports of Nvidia GPUs sales are utterly doom laden. JPR currently has Nvidia selling nearly 10 times as many GPUs as AMD. If true, things may not be looking great for Nvidia, but the situation for AMD's graphics cards is catastrophic.

Again, it's worth remembering how these kinds of stats are arrived at. JPR's figures are not peer-reviewed, industry audited facts. They're estimates based on various techniques, including drawing information from contacts at some but not all players in the industry. Limited data points extrapolated out to market-wide estimates, in other words.

But there is still a story here and it's that