In short: GPU shipments reached 101 million models within the third quarter of 2021 in keeping with the newest report from Jon Peddie Analysis. That’s a rise of 12 p.c yr over yr however a big 18.2 p.c decline in comparison with the second quarter.
Taking a look at every of the three largest producers reveals that AMD’s shipments have been down by 11.4 p.c within the third quarter. Nvidia’s shipments, in the meantime, elevated eight p.c whereas Intel noticed its shipments decline by 25.6 p.c.
The publication mentioned the third quarter was once the strongest relative to Q2, however the pandemic and recession have scrambled seasonality. In actual fact, the third quarter noticed the largest drop ever from the earlier quarter and was method beneath the 10-year common.
The state of affairs seemed eerily comparable within the CPU sector. JPR discovered that the general PC CPU market elevated 9.2 p.c yr over yr however dipped 23.1 p.c in comparison with final quarter. The pill market additionally noticed shipments decline 6.9 p.c quarter over quarter.
JPR President Jon Peddie mentioned Covid continues to unbalance the delicate provide chain that relied too closely upon a just-in-time technique. “We don’t anticipate to see a stabilized provide chain till the top of 2022. Within the meantime, there will probably be some surprises,” he added.
Nvidia CEO Jensen Huang simply final week mentioned he expects demand to far exceed provide by 2022. AMD chief Lisa Su again in September mentioned she believes the chip scarcity might ease within the second half of 2022 whereas Intel boss Pat Gelsinger sees shortages operating into 2023.