overestimation of demand for GPUs creates surpluses among makers




Market research: makers of discrete gpu’s are, according to analysts, with surpluses of video cards. “The demand for add-in boards was lower than the supply early in 2018, as a result of which makers now have too much inventory,” writes market research firm Jon Peddie Research.

Jon Peddie Research states that this has affected the sales figures for the fourth quarter of 2018 and that this impact will also be seen in the first and second quarters of 2019. Gpu deliveries decreased by 2, compared to the fourth quarter of 2017, 65 percent. AMD delivered 6.8 percent deliveries, Nvidia 7.6 percent and Intel 0.7 percent. In terms of market share, AMD delivered 0.6 percent in the fourth quarter, Nvidia 0.82 percent and Intel gained just 1.4 percent market share.

Normally deliveries in the fourth quarter remain the same or increase. A decrease of 2.65 percent is thus well below the ten-year average for fourth quarters, which stands at an increase of 11.59 percent.

In addition, the total amount of gpu deliveries fell by 3.3 percent in the whole of 2018 compared to 2017. If only desktop PCs are looked at, a decrease of 20 percent can be seen. Notebook gpu deliveries actually increased by 8 per cent from 2017 to 2018. It is striking that although gpu deliveries fell, PC sales increased by 1.61 percent.

The quarterly figures from Nvidia also showed that deliveries are decreasing, most likely due to the declining popularity of cryptomining with video cards.


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