Q4 2007 GPU shipments

[v_rr]

http://www.techreport.com/discussions.x/14043
4th quarter JPR GPU market numbers are up:

Comparing Q4 2007 to Q4 2006
- Global shipments grew 17.08% (106.37 million units overall).
- Nvidia grew shipments by 42.3%.
- Intel grew shipments by 40.2%.
- AMD grew shipments by 26.2%.


On the share front:

- Intel: 41.1% (up 3.7% from same quarter last year).
- Nvidia: 31.8%. (up 3.4% from same quarter last year).
- AMD: 22.8% (down 0.2% from same quarter last year).

Desktop:

- Intel: 37.7%.
- Nvidia: 37.1%.
- AMD: 19%.

Mobile:

- Intel: 47%.
- AMD: 29%.
- Nvidia: 22.8%.
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http://www.xbitlabs.com/news/video/d...029062106.html

Comparing Q3 2007 to Q4 2007:

Overall:

ATI grew from 19.1% -> 22.8% (up 3,7%)
Nvidia lost from 33.9% -> 31.8% (down 2,1%)
Intel grew from 38.0 -> 41.1% (up 3,1%)

Desktop:

ATI grew from 17.5% -> 19% (up 1,5%)
Nvidia lost from 37.8% -> 37.1% (down 0,7%)
Intel grew from 33.5 -> 37.7% (up 2,2%)

Mobile:

ATI grew from 23.4% -> 29% (up 6,4%)
Nvidia equal from 22.8% -> 22.8% (equal)
Intel lost from 50.9% -> 47% (down 3,9%)

Conclusions:
- ATI grew in every segments market share with strong mobile in Q4 compared to Q3 driven by HD 3800 series in desktop and a good mobile sector.

- Nvidia lost in overall and desktop (8800GT shortages). Mobile stay flat.

- Intel again king of the hill in every segments with good climb in desktop, but lost market in mobile to ATI.


For Q1 2008 Intel should have a strong quarter again.
AMD have a very strong lineup for this quarter (HD 3800X2, 3800,3600,3400) with mobile HD 3600 and 3400, RS780 all selling by now (RS780 only in china).
Nvidia delays in 9800gx2, 9600GT, 9500GT and 750a can hurt then this quarter.

I whoul say globaly Nvidia fall to sub < 30% market share, ATI go to 24-27% market share and Intel remain flat but again king of the hill in desktop and mobile.