Over $12.5 billion of AIBs were shipped in the quarter, a 370% increase due to inflated average selling prices (ASP), a reaction to supply chain issues and shortages created by speculators.
Expansion boards (AIB) use discrete GPUs (dGPUs) with dedicated memory. Desktop computers, workstations, servers, render and mining farms, and scientific instruments use AIBs. Consumers and businesses purchase AIBs from resellers or OEMs. They can be part of a new system or installed as an upgrade to an existing system. Systems with AIB represent the high end of the graphics industry. Entry-level systems use integrated GPUs (iGPUs) in processors that share slower system memory.
The AIB PC market currently has two dGPU vendors, who also build and sell AIBs. The main GPU vendors are AMD and Nvidia. There are 54 AIB providers. These are the OEM AIB customers of the two major GPU vendors, which they refer to as “partners”. Some of the AIB vendors offer products based on AMD and Nvidia, and others only offer one or the other.
Market share changes from quarter to quarter and year to year.
There are private label AIBs offered worldwide. In addition, a dozen PC vendors offer AIBs as part of a system and/or as an option. Many OEMs offer AIBs as aftermarket products. We have been tracking quarterly AIB shipments since 1987. The volume of these cards peaked in 1999, reaching 114 million units when every PC was equipped with a graphics AIB. This quarter, 11.8 million units were shipped. The BIA market reached $23.6 billion last year. We expect it to be $54 billion by 2025. Intel AIBs were expected to ship in Q1 2020, now we don’t expect Intel units to ship in volume until Q4 21 or Q1 22 .
Since 1981, 2,089 million AIBs have been shipped.
The first quarter is normally flat or down from previous quarters. This quarter, it increased by 7.1% compared to the last quarter. That’s well above the 10-year average of -4.9%, which is unusually high compared to the desktop processor market, which was down -23.1% from last quarter.
JPR believes stay-at-home orders created demand in 2020 and the first quarter of 2021. Personal computers and workstations have become the center of working life and often the main source of entertainment during shutdowns. The game added to the strain on the supply chain as it continued to grow in popularity. But, as he said, it’s also an anomalous period in the history of graphic design. Prices are high due to shortages, as is demand in response to cryptocurrency prices.
JPR also publishes a series of PC gaming hardware market reports, which covers the entire market, including system and accessories, and examines 31 countries. More information can be found here: Global PC Gaming Hardware Market Report Series.
Jon Peddie Research’s AIB report is now available in electronic and print editions and retails for $2,750. The annual subscription price for JPR’s AIB report is $5,500 and includes four quarterly issues and four hours of consultation.