AIBs Fall Seasonally in Q4

The computer add-in board (AIB) (carrying discrete graphics chips, representing the higher end of the graphics industry) market followed seasonal trends in Q4’14, says Jon Peddie Research, falling 0.68% QoQ and 17.52% YoY. These numbers compare unfavourably to the desktop PC market, which fell 3.53% QoQ and 0.72% YoY.

In spite of the overall decline – which was partly because of tablet PCs and embedded graphics – PC gaming continued to build momentum and was a bright spot in the AIB market. However, the attach rate of AIBs continued to fall – from a high of 63% in Q1’08 to 36% in Q4’14.

In general, AIB shipments behaved as expected according to past years, although above the 10-year average. Shipments were down 0.68% QoQ, to 12.4 million units, while the 10-year average is 3.22%.

AMD’s QoQ desktop AIB shipments fell 16%; Nvidia’s were up 5.5% (with a dominant 76% market share); and other suppliers results were flat-to-declining.

There are now just four GPU suppliers in the AIB market, primarily Nvidia and AMD. There are 48 AIB suppliers in total (AIB OEM customers of the GPU suppliers).

AIB Market Shares
Supplier Q4’14 Share Q3’14 Share Q4’13 Share
AMD 24.0% 28.4% 35.0%
Matrox 0.0% 0.1% 0.1%
Nvidia 76.0% 71.5% 64.9%
S3 0.0% 0.0% 0.0%
Source: JPR