2nd-quarter client CPU shipments slipped -5%, up 11% from last year

Server CPUs were up 4% from last quarter.

Jon Peddie Research reports that the global client CPU market dropped in Q2’24 from last quarter but showed strong growth of 10.7% over last year, and server CPU shipments increased 3.8% year over year.

Figure 1. The CPU market has seen two consecutive quarters of negative growth—seasonality?

The overall PC CPU market decreased by -5% quarter to quarter and increased by 10.7% year to year.

Figure 2. Desktop vs. Notebook share of the overall market.

Server CPU shipments increased by 3.8% from last quarter and were down -15% from last year. AMD captured 25% of the server CPU market.

The second quarter is typically down compared to the previous quarter. This quarter’s total

iGPU shipments, which include all client platforms, only slipped -1% from the previous quarter and increased 14% over last year.

“The data center is still getting all the news and driving suppliers’ share price-to-earnings ratios,” said Dr. Jon Peddie, president of Jon Peddie Research. “The client PC market has yet to find its buoyancy and continues to jump up and down but not in a predictable seasonal manner—at least not yet.”

The new Q2’24 edition of Market Watch will contain the above information and more. For easier consumption, we have changed the report’s format from a heavily narrated version to a heavily charted version. We have also added server and client CPU shipment data back to Q1’21 and GPU-compute (GPGPU) shipment data back to Q1’21 for AMD, Intel, and Nvidia. We have expanded the pivot data array to include those devices.

JPR also publishes a series of reports on the graphics add-in board market and PC gaming hardware market. The latter covers the total market, including systems and accessories, and examines 31 countries.

About Jon Peddie Research

Jon Peddie Research has been active in the graphics and multimedia fields for more than 30 years. JPR is a technically oriented multimedia and graphics research and consulting firm. Based in Tiburon, California, JPR provides consulting, research, and other specialized services to technology companies in various fields, including graphics development, multimedia for professional applications and consumer electronics, high-end computing, and Internet-access product development. JPR’s Market Watch is a quarterly report focused on PC graphics controllers’ market activity for notebook and desktop computing.

Source：JPR