That 2023 is being a dark year for the sale of hardware components is well known, but, How low is the market still? The data from Jon Peddie Research corresponding to the first quarter of 2023 show that in terms of graphs the situation is similar to what we published in relation to the third quarter of 2022, with a drop of around 43%.
Delving into the data, Jon Peddie Research has estimated that in the approximately 54.8 million GPUs shipped in Q1 2023 for PC regardless of format. Said amount represents a 43% drop compared to the same period of the previous year and another 14% drop compared to the previous quarterthe fourth of 2022. The analyst has indicated that the fall in the first quarter of the year compared to the fourth quarter of the previous one is usually 6.1%.
Breaking down by segment, desktop graphics dropped 40% compared to Q1 2022, while laptop solutions dropped 45%. At the brand level, Intel has been the most punished with a decrease in shipments of 17.5% compared to the fourth quarter of 2022, while those of AMD decreased by 7.8% and those of NVIDIA by 4.1%. The green giant shows, once again, its strength against its rivals, which is possibly due to how well positioned it is in the artificial intelligence sector and its superiority in features such as DLSS rescaling and plotting. good heavens.
The largest drop experienced by Intel in the number of shipments has had an impact on the fact that it is the only one of the three brands that has experienced a drop in share level, specifically 2.9% according to Jon Peddie Research. AMD rose 0.9% and NVIDIA increased its share by 1.96%.
The situation of the processors (CPU) is not that it is better in general terms, since shipments fell by 38% comparing the first quarter of 2023 with the same period of the previous year and by 15.6% compared to the last quarter of the previous year. Tablets, for their part, remained more stable when comparing the data for the first quarter of 2023 with that of the directly preceding quarter. The analyst has pointed out that NVIDIA has done a good job of cleaning up its inventory.
Jon Peddie Research has forecast shipments to remain low in the second quarter of 2023, but possibly a slight rebound during the second half of the year. Here artificial intelligence possibly has a lot to say, a sector that for some is beginning to become a bubble that can lead to a sharp rise in prices.
In short, and at a general level, Jon Peddie Research says nothing that hasn’t been known for a long time. The slump in PC component sales is mainly related to the bursting of the bubble that was created when many of us ended up confined to our homes by the pandemic, but in recent times you can shake a few ports of games for PC that lately arrive in a very sorry state and a generation of graphics that in the mid-range has not aroused consumer interest.
