The impact of the Taiwan flood reached through to graphics chips as shipments dropped from 138.5 million units in Q3 to 124 million in Q3, Jon Peddie Research (JPR) reports. Shipments were up 10 million units year-over-year.
According to the market research firm, Intel finished Q4 with 59.1 percent market share (which includes the graphics chips included in its Sandy Bridge processors), AMD with 24.8 percent and Nvidia with 15.7 percent. Both Intel and Nvidia gained market share points over Q4 2010, 6.6 points and 0.6 points, respectively, while Nvidia dropped 6.8 points due to the firms withdrawal from the integrated graphics business.
JPR estimates that discrete GPU shipments declined about 12 percent sequentially and 3.5 percent annually. On Intel's side, embedded processor graphics "had a very strong double digit growth in while notebooks dropped double digits" that resulted in an 12.3 percent sequential drop in shipments overall, JPR said. AMD saw its processor-integrated graphics jump by 44.8 percent, but notebook volume was down significantly, which brought a 3.8 percent drop of shipments sequentially.