Despite expectations for the sector, the GPU market saw modest growth in the last quarter of 2024 impacted by Nvidia stock shortage, current global leader in the segment. According to data collected by Jon Peddie Research, were sent more than 78 million units of plates in the period, representing an increase of 6,2% compared to the previous quarter and only 1% compared to the last year of analysis.
This shortage mainly affected the current GeForce RTX series 50, not meeting market demand and reducing sales potential. Data collected includes integrated CPU graphics. The survey also shows that shipments of desktop video cards have fallen 3% and GPUs for notebooks showed growth of 2% em 12 months. Despite advances in AI (Artificial intelligence), this factor was not enough to motivate consumers and spend more in the face of the scenario.
“A Nvidia, as the largest player in the market, had difficulty meeting demand and, as a result of its size and influence, prevented the GPU market from growing as much as it could have. Although this means that Nvidia and AMD will enter Q1 with a strong backlog of orders, fees will offset additional interest for most, if not all, of 2025”, relata a Jon Peddie.
Market expected to experience annual decline
Despite this scenario, the data points to the resumption of growth in the segment after a sharp drop recorded in recent years. The main decline was felt during the pandemic, between 2020 e 2021. The estimate, although, is that the market for plates decreases 1% per year between 2024 e 2028, in the same way as, until 2030, just 15% of systems will use video cards.
Even with stock drops, Nvidia continues to lead the market with a great advantage over its competitors. Recently, the brand presented a loss of 1,8% in relation to ADM and 0,8% in relation to Intel. Nvidia continues with 65% market coverage, ADM com 18% and Intel with 16%.
