this post was submitted on 05 Dec 2023
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This is the best summary I could come up with:
According to the GPU sales analysts at Jon Peddie Research, things may finally be evening out.
Its data shows that GPU shipments have returned to quarter-over-quarter and year-over-year growth after two years of shrinking sales.
This is the second consecutive quarter this has happened, which "strongly indicates that things are finally on the upswing for the graphics industry."
When comparing year-over-year numbers, the biggest difference is that Nvidia, AMD, and Intel all have current-generation GPUs available in the $200โ$300 range, including the GeForce RTX 4060, the Radeon RX 7600, and the Arc A770 and A750, all of which were either unavailable or newly launched in Q3 of 2022.
JPR warned against reading too much into the sales increase, noting that it "largely reflects a cleaning out and straightening up of the distribution channel."
In other words, supply and demand are syncing back up, but the overall market for PCs and the components that go in them is still expected to continue its gradual decline.
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