Why Intel is Catching Up to AMD's Graphics Card Sales: Bad math

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Why Intel is Catching Up to AMD's Graphics Card Sales: Bad math

According to a report released last week by noted industry analyst Jon Peddie Research (JPR), Intel has inexplicably managed to match the dGPU sales (open in new tab) of AMD, a newcomer to the graphics card game The report is. However, Pedster has now come clean that it made a mathematical calculation error when counting the number of chips.

Intel did not, in fact, sell the same number of graphics cards as AMD in the last three months of 2022; JPR mistakenly counted 60,000 GPUs for the Ponte Vecchio data center in the Aurora supercomputer at Argonne National Laboratory. or more were counted. This is expensive graphics silicon, and it grossly skewed the numbers the analysts were playing with.

JPR had measured graphics card shipments using the average selling price of Intel's discrete GPUs, but that figure included all Intel data center chips.

They later corrected the data and published a revised graph detailing the revised split of dGPU shipments between Intel, AMD, and Nvidia.

"By subtracting over 60,000 high ASP Ponte Vecchio dGPUs, we have reworked Intel's Q4 dGPU shipments," said Jon Peddie himself (open in new tab)." We never counted AMD or Intel GPU-compute GPUs in our quarterly reports and were caught off guard by Intel. We do not believe that Intel was intentionally trying to mislead the industry and is simply unfamiliar with the distinction between dGPU consumer and datacenter GPU shipments.

After all, Intel's share of discrete GPU sales remained the same between different quarters (6%), and AMD still leads with 9% of all graphics cards shipped.

Interestingly, when JPR revised its data, the 3% chunk it took from Intel was added another 3% by Nvidia, which already has a hefty lead in the dGPU race; Nvidia had an 82% share of shipped GPUs but now has an 85% share Nvidia now has an 85% share of the market.

In reality, this is not a good read for anyone with a big interest in AMD.

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