Sales of Client CPUs Soared in Q4 2023: Jon Peddie Research
by Anton Shilov on February 6, 2024 8:30 AM EST- Posted in
- CPUs
- AMD
- Intel
- Jon Peddie Research
Global client PC CPU shipments hit 66 million units in the fourth quarter of 2024, up both sequentially and year-over-year, a notable upturn in the PC processor market, according to the latest report from Jon Peddie Research. The data indicates that PC makers have depleted their CPU stocks and returned to purchases of processors from Intel during the quarter. This might also highlight that PC makers now have an optimistic business outlook.
AMD, Intel, and other suppliers shipped 66 million processors for client PCs during the fourth quarter of 2023, a 7% increase from the previous quarter (62 million) and a 22% rise from the year before (54 million). Despite a challenging global environment, the CPU market is showing signs of robust health.
70% of client PC CPUs sold in Q4 2023 were aimed at notebooks, which is up significantly from 63% represented by laptop CPUs in Q4 2022. Indeed, notebook PCs have been outselling desktop computers for years, so, unsurprisingly, the industry shipped more laptop-bound processors than desktop-bound CPUs. What is perhaps surprising is that the share of desktop CPUs in Q4 2022 shipments was 37%.
"Q4's increase in client CPU shipments from last quarter is positive news in what has been depressing news in general," said Jon Peddie, president of JPR. "The increase in upsetting news in the Middle East, combined with the ongoing war in Ukraine, the trade war with China, and the layoffs at many organizations, has been a torrent of bad news despite decreased inflation and increased GDP in the U.S. CPU shipments are showing continued gains and are a leading indicator."
Meanwhile, integrated graphics processors (iGPUs) also grew, with shipments reaching 60 million units, up by 7% quarter-to-quarter and 18% year-over-year. Because the majority of client CPUs now feature a built-in GPU in one form or another, it is reasonable to expect shipments of iGPUs to grow along with shipments of client CPUs.
Jon Peddie Research predicts that iGPUs will dominate the PC segment, with their penetration expected to skyrocket to 98% within the next five years. This forecast may point to a future where integrated graphics become ubiquitous, though we would not expect discrete graphics cards to be extinct.
Meanwhile, the server CPU segment painted a different picture in Q4 2023, with a modest 2.8% growth from the previous quarter but a significant 26% decline year-over-year, according to JPR.
Despite these challenges, the overall positive momentum in the CPU market, as reported by Jon Peddie Research, suggests a sector that is adapting and thriving even amidst economic and geopolitical uncertainties.
Source: Jon Peddie Research
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Samus - Tuesday, February 6, 2024 - link
Where are all those trolls that keep saying the PC is dead? ReplyFWhitTrampoline - Tuesday, February 6, 2024 - link
The only reason the iGPU numbers increased on PCs is that starting with Ryzen 7000 series all AMD desktop CPUs shipped with the I/O die based RDNA2/2CU graphics whereas Intel's Desktop CPUs for many generations, for the most part, came with iGPUs unless that was the F series with the iGPU disabled!But in order for your statement to have more weight you must track the PC numbers going back at least 2 decades from now as 3 years is not sufficient there but for some shorter term trend! Reply
meacupla - Tuesday, February 6, 2024 - link
I could have sworn I heard it was "Desktop PC is dying", but it leveled off in 2020.Desktop PC sales are still down by half when compared to 2010. Almost entirely gobbled up by mobile PC sales. Reply
kn00tcn - Thursday, February 8, 2024 - link
and what counts as a 'desktop pc sale'? not diy so it's a bad metric, offices shouldnt use clunky desktops anyway ReplyGeoffreyA - Friday, February 9, 2024 - link
It's likely that those who say that were never fond of computers in the first place. Replyikjadoon - Tuesday, February 6, 2024 - link
Honestly, with desktops now a paltry 30% of all PCs sold, it’s high time we can get a move on from ATX. Desktops are the niche market now and, IMHO, should resemble servers more than laptops (Apple be damned).Let’s try 24VO, flat PCIe slots (like SO-DIMM), U.2, modular front-panel connectors, etc. Reply
evanh - Tuesday, February 6, 2024 - link
I'm surprised it's as high as 30%. Presumably that's pretty much all as gaming rigs. ReplyBruzzone - Wednesday, February 7, 2024 - link
Traditionally, Intel volume only, desktop is 1/3 and Intel mobile is 2/3rds. In 2023 AMD was split 50 : 50 but AMD in 2022 a more regular 75% desktop and 25% mobile. AMD turned up mobile volume in 2023. mb ReplySamus - Wednesday, February 7, 2024 - link
Every one of my ~20 SMB clients in the Chicago area from factories to landscapers to law firms have nothing but Windows PC's: desktops, laptops, servers, 15-50 devices each. Some VPN users have Mac's at home, which Intel or otherwise, I still classify as "PC's."Nobody is doing real work on an iPhone\iPad or Chromebook because you are limited to an app or a website. Legacy systems from manufacturing machinery to ancient government operated tax systems require legacy IO or legacy applications (Office, SQL, or *shivers* Access DB's such as FoxPro or DotNet.)
Any before people say this stuff will eventually go away, remember, Brussels Airport runs OS\2 Warp, parts of the German transit system run Windows NT, and Chicago Ohare still has Cobol-based systems. Reply
ballsystemlord - Tuesday, February 6, 2024 - link
> Let’s try 24VO,But we already have 12VO...
> flat PCIe slots (like SO-DIMM),
SO-DIMM doesn't need huge heatsinks with 3 fans.
> U.2,
That makes sense.
> modular front-panel connectors,
That would be confusing. I'd plug in a USB flash drive and wonder why it didn't show up only to find that I failed to plug in that particular modular cable.
> etc.
How about just making cases with better airflow? Like fans on the side panels as a standard feature. It really does help GPUs stay cool. Reply