Tiburon (CA) - Shipments of PC graphics devices grew to 64.1 million units in the fourth quarter with Nvidia gaining ground on ATI, which maintained its lead in the discrete desktop segment. Mobile graphics devices quickly approach one fourth of the total graphics market, according to Jon Peddie Research (JPR).
After slightly declining sales previously, PC graphics devices from eight suppliers posted a sequential 1.5 percent increase in the fourth quarter and a 3.3 percent increase over the same period the previous year, the market research firm said.
The desktop graphics segment saw a 2.2 percent decline in quarterly shipments but discrete desktop shipments increased 12.3 percent sequentially. Integrated desktop shipments fell 11.0 percent on a quarterly basis. ATI maintained its lead in the discrete desktop segment, but by a narrower margin than in the third quarter. ATI's discrete desktop shipments increased 5.7 percent sequentially and its share in the segment fell from 55.1 percent in the third quarter to 51.9 percent in the fourth quarter. In contrast, Nvidia's discrete desktop shipments increased 21.6 percent sequentially and its segment share grew from 43.2 percent to 46.7 percent during the same period, according to JPR.
A record 14.7 million mobile graphics processors shipped from six suppliers in Q4, up 16.3 percent from the previous quarter and up 21.3 percent year-over-year. Mobile graphics also held a record 22.9 percent share of the total graphics market.
According to JPR, ATI was the largest supplier to the mobile segment in the fourth quarter but saw its share falling from 49.9 percent to 42.9 percent sequentially. ATI's loss of share came on increased shipments from Intel of integrated chipsets for notebooks and increased shipments from Nvidia of discrete mobile graphics. Nvidia grew its shipments of discrete mobile graphics more than 25 percent during the period and increased its segment share more than three points, from 22.6 percent to 25.7 percent. Intel grew its share in the mobile IGC segment more than seven points, from 64.7 percent to 71.8 percent.
The complete ranking:
| Company | 3Q04 Market Share | 4Q04 Market Share (%) |
| Intel | 38.5 | 40.2 |
| ATI | 27.4 | 27.6 |
| Nvidia | 15.9 | 18.6 |
| Via | 10.7 | 7.3 |
| SiS | 6.9 | 5.7 |
| Matrox | 0.40 | 0.35 |
| XGI | 0.24 | 0.28 |
| 3DLabs | 0.03 | 0.02 |
Source: Jon Peddie Research
