That 2023 is being a dark year for the sale of hardware components is well known, but to what extent is the market still sunk? 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%.
Digging into the data, Jon Peddie Research has estimated that approximately 54.8 million PC GPUs shipped in Q1 2023 regardless of form factor. This amount represents a drop of 43% compared to the same period of the previous year and another drop of 14% compared to the previous quarter , the fourth of 2022. The analyst has indicated that the drop 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 field of artificial intelligence and its superiority in features such as DLSS rescaling and ray tracing.
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 depression 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 mix some ports of games for PCs that lately arrive in a very sorry state and a generation of graphics that in the mid-range has not aroused consumer interest.