According to the latest report from Jon Peddie Research (JPR), CPU shipments from industry giants AMD and Intel reached a staggering 66 million units in Q4 2023. This represents a 7% increase quarter-to-quarter and a significant 22% increase year-over-year.
One notable finding from the report is the growth in integrated GPU (iGPU) shipments. CPUs with integrated graphics or APUs with integrated graphics saw a 7% increase over the quarter, totaling 60 million units. In terms of year-over-year growth, iGPU shipments witnessed an impressive 18% surge.
JPR’s report also predicts an upward trend in the penetration of iGPUs within the PC segment over the next five years. It is estimated that iGPUs will reach a penetration rate of 98%, up from 84% in Q4 2023.
Amidst a backdrop of global challenges such as geopolitical tensions, trade disputes, and organizational layoffs, the increase in CPU shipments is seen as particularly encouraging. Jon Peddie, president of JPR, expressed his optimism, noting that CPU shipments serve as a leading indicator of market performance.
One striking shift in the market is the dominance of laptop processors over their desktop counterparts. In Q4 2022, notebook CPUs accounted for 63% of all CPU shipments. However, in the latest data, this proportion has risen to 70%, reflecting the growing demand for mobile processors. This stands in contrast to the pandemic era when desktop processor demand surpassed that of notebooks.
As we move forward, the laptop market is expected to continue its expansion. Major laptop manufacturers are actively developing new laptop designs powered by the latest mobile processors from AMD and Intel. This trend was evident at CES 2024, where numerous new laptop models were unveiled, signaling sustained growth in the years to come. Consequently, the divergence between laptop and desktop CPU shipments is likely to widen further.
In conclusion, the latest JPR report showcases the remarkable growth in CPU shipments, fueled by the increasing prominence of iGPUs and the burgeoning demand for laptop processors. These developments indicate a shifting landscape in the PC market, with laptops taking the lead in terms of market share.
FAQ
1. What was the total number of CPU shipments from AMD and Intel in Q4 2023?
– According to the report, the total number of CPU shipments from AMD and Intel in Q4 2023 was 66 million units.
2. What was the quarter-to-quarter increase in CPU shipments?
– The report indicates a 7% increase in CPU shipments quarter-to-quarter.
3. How much did iGPU shipments increase over the quarter?
– iGPU shipments increased by 7% over the quarter, totaling 60 million units.
4. What was the year-over-year increase in iGPU shipments?
– The report states that iGPU shipments witnessed an impressive 18% surge year-over-year.
5. What is the predicted penetration rate of iGPUs in the PC segment over the next five years?
– The report predicts that iGPUs will reach a penetration rate of 98%, up from 84% in Q4 2023.
6. What are some global challenges mentioned in the article?
– The article mentions geopolitical tensions, trade disputes, and organizational layoffs as global challenges.
7. Why is the increase in CPU shipments seen as encouraging?
– The increase in CPU shipments is seen as encouraging because it serves as a leading indicator of market performance.
8. Which type of processors have gained dominance over desktop counterparts?
– Laptop processors have gained dominance over desktop counterparts.
9. What percentage of all CPU shipments do notebook CPUs account for in the latest data?
– In the latest data, notebook CPUs account for 70% of all CPU shipments.
10. Are laptop processors expected to continue expanding?
– Yes, the article mentions that the laptop market is expected to continue its expansion, with major laptop manufacturers actively developing new designs powered by the latest mobile processors.
Definitions
– CPU: Central Processing Unit, the main component of a computer that carries out instructions of a computer program.
– GPU: Graphics Processing Unit, a specialized electronic circuit that accelerates the creation and rendering of images, videos, and animations.
Suggested Related Links
– Jon Peddie Research
The source of the article is from the blog lokale-komercyjne.pl