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Three million add-in boards (AIBs) were sold to cryptocurrency miners in 2017
In a report published by Jon Peddie Research overall GPU shipments in the fourth quarter of 2017 decreased -1.5% from last quarter, however, the reports denotes that more than three million video cards have been sold to crypto miners in 2017, making AMD and Nvidia about $776 million.
It is also mentioned that the prices of video cards will not decrease short term, which in fact has recently been confirmed by Nvidia over at Massdrop. Prices would continue to rise during the second and third quarters, according to Nvidia. The shortage contributes to this.
-- JPR --
YEAR-TO-YEAR TOTAL GPU SHIPMENTS DECREASED -4.8%
Jon Peddie Research the industry’s market research firm reported that overall GPU shipments in the fourth quarter of 2017 decreased -1.5% from last quarter following normal seasonal shipments. Year-to-year total GPU shipments decreased -4.8%, desktop graphics decreased -2%, notebooks decreased -7%. Over 363 graphics units shipped in 2017.
AMD increased its market share 8.1%, Nvidia decreased -6%, and Intel decreased -2%.
| Table 1: Graphics Chip Market shares |
Over three million add-in boards (AIBs) were sold to cryptocurrency miners worth $776 million in 2017. AMD was the primary benefactor of those sales.
| Table 2: Graphics Chip Market |
The fourth quarter is typically flat to slightly up from the previous quarter in the seasonal cycles of the past. For Q4'17, it decreased -1.5% from last quarter and was above the ten-year average of -3.40%.
“Gaming has been and will continue to be the primary driver for GPU sales, augmented by the demand from cryptocurrency miners.,” said Dr. Jon Peddie, President of Jon Peddie research. We expect demand to slacken from the miners as margins drop in response increasingly utilities costs and supply and demand forces that drive up AIB prices. Gamers can offset those costs by mining when not gaming, but prices will not drop in the near future.”
Quick highlights
- AMD’s overall unit shipments increased 8.08% quarter-to-quarter, Intel’s total shipments decreased -1.98% from last quarter, and Nvidia’s decreased -6.00%.
- The attach rate of GPUs (includes integrated and discrete GPUs) to PCs for the quarter was 134% which was down -10.06% from last quarter.
- Discrete GPUs were in 36.88% of PCs, which is down -2.67%.
- The overall PC market increased 5.93% quarter-to-quarter, and decreased -0.15% year-to-year.
- Desktop graphics add-in boards (AIBs) that use discrete GPUs decreased -4.62% from last quarter.
- Q4'17 saw no change in tablet shipments from last quarter.
GPUs are traditionally a leading indicator of the market, since a GPU goes into every system before it is shipped, and most of the PC vendors are guiding cautiously for Q1’18. Findings include discrete and integrated graphics (CPU and chipset) for Desktops, Notebooks (and Netbooks). It does not include iPad and Android-based tablets, or ARM-based Servers, or x86-based servers. It does include x86-based tablets, Chromebooks, and embedded systems.
GPUs are traditionally a leading indicator of the market, since a GPU goes into every non-server system before it is shipped, and most of the PC vendors are guiding cautiously for Q4’14. The Gaming PC segment, where higher-end GPUs are used, was a bright spot in the market in the quarter.
For those who wish to understand the PC market, an understanding of the highly complex technology and ecosystem that has been built around the GPU is essential to understanding the market’s future directions.
The report contains the following content:
- Worldwide GPU and PC Shipment Volume, 1994 to 2020.
- Detailed worldwide GPU Shipment Volume, 1Q 2001 to 2Q 2016, and forecast to 2020.
- Major suppliers: Detailed market share data-on the shipments of AMD, Intel, Nvidia, and others.
- Financial results for the leading suppliers: Analysis of the quarterly results of the leading GPU suppliers
- Market Forecasts: You will also be able to download a detailed spreadsheet and supporting charts that project the supplier’s shipments over the period 2001 to 2018. Projections are split into platforms and GPU type.
- GPUs: History, Status, and Analysis.
- Financial History from for the last nine quarter: Based on historic SEC filings, you can see current and historical sales and profit results of the leading suppliers.
- A Vision of the future: Building upon a solid foundation of facts, data and sober analysis, this section pulls together all of the report's findings and paints a vivid picture of where the PC graphics market is headed.
- Charts, graphics, tables and more: Included with this report is an Excel workbook. It contains the data we used to create the charts in this report. The workbook has the charts and supplemental information.
fantaskarsef
Senior Member
Posts: 13787
Joined: 2014-07-21
Senior Member
Posts: 13787
Joined: 2014-07-21
#5523907 Posted on: 02/28/2018 10:18 AM
Gaming is no longer driving GPU sales... that's all just PR talking, don't buy into it.
But I have to say, I'm not sure what makes a gamer a less "thankless" customer than a miner...
Gaming is no longer driving GPU sales... that's all just PR talking, don't buy into it.
But I have to say, I'm not sure what makes a gamer a less "thankless" customer than a miner...
EJocys
Senior Member
Posts: 138
Joined: 2003-07-08
Senior Member
Posts: 138
Joined: 2003-07-08
#5523915 Posted on: 02/28/2018 10:47 AM
nVidia took half of that sum which is $400 million or about 6% increase from their 6.91 billion revenue in 2016, but they decided to double prices and increased their revenue by 129% in 2018 by comparison with 2016, like China factories can't handle 6% increase in demand. Looks like shared monopoly market.
nVidia took half of that sum which is $400 million or about 6% increase from their 6.91 billion revenue in 2016, but they decided to double prices and increased their revenue by 129% in 2018 by comparison with 2016, like China factories can't handle 6% increase in demand. Looks like shared monopoly market.
cryohellinc
Senior Member
Posts: 3522
Joined: 2014-10-20
Senior Member
Posts: 3522
Joined: 2014-10-20
#5523916 Posted on: 02/28/2018 10:53 AM
There is some information floating that Next Nvidia's release will include 2 GPU series - Ampere for Consumer / Turing for Miners.
Personally, from my point of view, it will make the most sense. As I wrote earlier about it that will potentially stabilize the market and get it back on track.
However, it will Only work if Turing cards will have Significantly higher crypto performance, and vice-versa with Ampere. Hopefully, we will also see hardware level limitation for mining on Ampere.
Otherwise greedy cyber Dwarfs will continue buying out everything that moves.
There is some information floating that Next Nvidia's release will include 2 GPU series - Ampere for Consumer / Turing for Miners.
Personally, from my point of view, it will make the most sense. As I wrote earlier about it that will potentially stabilize the market and get it back on track.
However, it will Only work if Turing cards will have Significantly higher crypto performance, and vice-versa with Ampere. Hopefully, we will also see hardware level limitation for mining on Ampere.
Otherwise greedy cyber Dwarfs will continue buying out everything that moves.
fantaskarsef
Senior Member
Posts: 13787
Joined: 2014-07-21
Senior Member
Posts: 13787
Joined: 2014-07-21
#5523918 Posted on: 02/28/2018 10:57 AM
Maybe I did misinterpret the stats above, but to me it looks like actually AMD is picking up big in market share. I don't really see any monopoly there...
Just be mindful, as Intel's iGPUs are integrated in this statistics, so are AMD's, so those shares given are not about dedicated GPUs.
Also, this is a little questionable:
So first they profit from higher demands than supplies, upping the revenue of the vendors and the margin of the sellers, then the demand drops and the costs increase because of utility costs driving up AIB prices? GTFO.
Also, many gamers don't use their cards for mining because they don't want to degrade them with 20h per day mining use and 4h of gaming...
Maybe I did misinterpret the stats above, but to me it looks like actually AMD is picking up big in market share. I don't really see any monopoly there...
Just be mindful, as Intel's iGPUs are integrated in this statistics, so are AMD's, so those shares given are not about dedicated GPUs.
Also, this is a little questionable:
We expect demand to slacken from the miners as margins drop in response increasingly utilities costs and supply and demand forces that drive up AIB prices. Gamers can offset those costs by mining when not gaming, but prices will not drop in the near future.
So first they profit from higher demands than supplies, upping the revenue of the vendors and the margin of the sellers, then the demand drops and the costs increase because of utility costs driving up AIB prices? GTFO.
Also, many gamers don't use their cards for mining because they don't want to degrade them with 20h per day mining use and 4h of gaming...
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Senior Member
Posts: 3210
Joined: 2013-03-10
The whole market is so weird because of miners. The miners would have actually bought much more units if they had been available, but the manufacturers weren't willing to sell because the miners are such thankless customers. Still, as a person who does not mine, that "Gaming has been and will continue to be the primary driver for GPU sales" feels like an insult with the current prices. Video cards are right now priced like expensive professional tools, so they obviously are meant for the professionals, whether it's the miners or companies and institutions using them for computing work. The current prices aren't aimed at gamers, not even as a joke.