Prices stabilized, so buyers opened their wallets
He contends that, for now, the AI PC is more of a marketing tool to sell systems with neural processing units , for which applications still need to be optimized to divide up the workload between the various accelerators. This lines up with a previous"It's all hype right now," Peddie opined, adding that while some folks may run out and buy a new system or GPU to experiment with local AI, he doesn't expect the AI PCs to drive an upswing in graphics card sales.
"The clear growth during the last three quarters, along with the stabilization in overall graphics add-in board prices, signals a return to seasonality for the market," JPR analyst C Robert Dow noted in a statement.Peddie said those moves can be attributed to chipmakers trying to clear inventory of older cards, ahead of product launches scheduled for later in 2024.
Of the 9.5 million GPUs sold in Q4, shipments of AMD GPUs by add-in board partners increased 17 percent quarter-on-quarter and 117 percent compared to the prior year, contributing to a seven percent share gain.
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