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Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
Jabberwocky79 Is this just a result of ppl buying them now before they get even more expensive? Reply
Eximo I would say more that this is the somewhat typical lifecycle of hardware. PC sales increased a lot during the pandemic, and now those machines will generally be in need of replacement. Reply
warezme "Desktop GPU shipments declined by 4% quarter-over-quarter, while notebook GPU shipments surged by 16.8%" These numbers are just showing every company putting AI GPU processing units in every single new laptop being made because AI is the next big thing. Desktop GPU sales dropped. It's all a distortion of the market based on what is being sold. Small GPU's on tiny laptops. Oh look its a discreet GPU sales increase so the market is increasing. Yea sure. Reply
usertests warezme said: "Desktop GPU shipments declined by 4% quarter-over-quarter, while notebook GPU shipments surged by 16.8%" These numbers are just showing every company putting AI GPU processing units in every single new laptop being made because AI is the next big thing. Desktop GPU sales dropped. It's all a distortion of the market based on what is being sold. Small GPU's on tiny laptops. Oh look its a discreet GPU sales increase so the market is increasing. Yea sure. I don't think many people buy a laptop with a dGPU because of AI. The cheapest laptops on the market tend to not have a dGPU at all, and likely have an NPU for AI if they aren't using old silicon (e.g. Mendocino). I assume "notebook GPU shipments" means laptops with dGPUs. Panther Lake with 12 Xe3 cores has dGPU-like performance. All I'm seeing here is a continuation of the trend of laptops increasing their share of the PC market, with desktops in decline, particularly during a time of bad RAM and GPU pricing. Laptop pricing is also awful, but they are what the majority of people want. Reply
hotaru251 Jabberwocky79 said: Is this just a result of ppl buying them now before they get even more expensive? or they are forced to buy one as their pascal gpu's are dying (they are 10 yrs old at this point) Reply
PEnns I could have sworn I read an article here last week or so declaring the exact opposite. Not only that, it mentioned that sales of both PCs and GPUs are down by a certain percentage. What happened during that 1 week? Reply
Cooe That total PC GPU marketshare graph HAS to include iGPU's, because that's the ONLY way it makes any sense… In the discrete GPU market Intel only has a mere ~1-2% marketshare. 🤷 (Which will slowly shrink to nothing as Intel cans their discrete gaming GPU efforts in favor of Nvidia GPU's through their recent partnership. Discrete Celestial ARC is already confirmed dead, and IMO Druid's not gonna happen either. 🤷 Say what you want about Tom from Moore's Law is Dead, but he was COMPLETELY right about Intel canning discrete ARC. But even he didn't think it would happen THIS fast though… He was expecting at least a single mainstream Celestial GPU before it was over.) Reply
thestryker PEnns said: I could have sworn I read an article here last week or so declaring the exact opposite. Not only that, it mentioned that sales of both PCs and GPUs are down by a certain percentage. What happened during that 1 week? They're still down it's laptops which are holding things up. It makes sense as everything is skyrocketing in price, but some laptops that have been on the market since before prices soared are still passable deals. This boost is likely driven by people who are seeing the writing on the wall. Some PTL laptops genuinely launched at $1400-1600, but I don't believe any can be found for under $2000 right now. Meanwhile some laptops with 5070 Tis can still be bought for under $2000. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/gpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/gpus/discrete-graphics-card-sales-hit-four-year-record-despite-high-prices-shipments-reach-13-24-million-units-as-market-defies-pc-slump#main
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Informational only. No financial advice. Do your own research.