In short: GPU shipments reached 101 million units in the third quarter of 2021, according to the latest report from Jon Peddie Research. This is 12 percent more than last year, but 18.2 percent less than in the second quarter.
If you look at each of the top three manufacturers, you can see that AMD shipments fell 11.4% in the third quarter. Meanwhile, Nvidia’s shipments increased eight percent, while Intel’s shipments fell 25.6 percent.
The publication says that the third quarter was previously the strongest compared to the second quarter, but the pandemic and recession have disrupted seasonality. In fact, the third quarter saw the largest drop from the previous quarter and was well below the 10-year average.
The situation looked eerily similar in the CPU sector. JPR found that the overall PC processor market increased 9.2 percent year-on-year, but fell 23.1 percent from the previous quarter. The tablet market also saw a 6.9% drop in shipments from the previous quarter.
JPR President John Peddy said Covid continues to unbalance a fragile supply chain that has relied too heavily on timely strategy. “We do not expect to see a stabilization of the supply chain until the end of 2022. In the meantime, some surprises await us, ”he added.
Nvidia CEO Jen-Hsun Huang last week said he expects demand to far exceed supply by 2022. AMD CEO Lisa Su said back in September that, in her opinion, the chip shortage could decrease in the second half of 2022, while Intel boss Pat Gelsinger sees a shortage in 2023.