Jon Peddie Research reports a disappointing Q4 2010 for GPU shipments. Far from the seasonal increases expected in Q4, Q4 2010 actually saw a 2.6% decrease in shipments from Q3 2010. The results were led by a dramatic 7.3% fall in shipments from Intel IGPs. AMD and NVIDIA noted small increases. Well below previous expectations of 10%-15% Year-on-Year growth for 2010 from 2009 was only 4.3%.

Jon Peddie Research reports a disappointing Q4 2010 for GPU shipments.
Far from the seasonal increases expected in Q4, Q4 2010 actually saw a
2.6% decrease in shipments from Q3 2010. The results were led by a
dramatic 7.3% fall in shipments from Intel IGPs. AMD and NVIDIA noted
small increases. Well below previous expectations of 10%-15%
Year-on-Year growth for 2010 from 2009 was only 4.3%.

Intel’s market share fell to 52.5% in Q4 2010. AMD continues to be second at 24.2, with NVIDIA recovering to 22.5%.

JPR suggests tablets, in particular iPad, has cut into the sales of low-end PCs. Indeed, this theory is corroborated by spectacular sales for the iPad in Q4 2010, introductions of a vast array of tablets, and a sharp nosedive in Intel’s shipments and market share, which is built completely around low-end, entry-level PCs.

Source: Tech Report