Digital currency mining continues to support chip makers, with miners contributing $ 776 million in chip sales in 2017. The market share of major GPU supplier AMD rose significantly in the last quarter, the market research company estimated, the chip price will not glide in a period of time in the future.
Mining continues to support the sales of chip makers, AMD also take this to improve their market share.
Market research firm Jon Peddie Research released the latest chip industry report, revealing the fourth quarter of last year, graphics processor (GPU) shipments and market share of various vendors. AMD’s market share in 2017 increased significantly, from 14% in the third quarter of last year rose to 14.2%; both Intel and NVIDIA declined.
Jon Peddie also mentioned that unlike AMD or NVIDIA, Intel’s market share is less affected by digital currency because Intel integrates GPUs or iGPUs for sale on desktops or laptops, so the tide of digital currencies Ebb and flow of Intel’s GPU sales have little effect.
Shipments, GPU chips last year fell 4.8% year-on-year, desktop chip fell 2%, while the notebook fell 7%. However, digital money players supported the chip industry significantly. Last year, miners contributed more than 3 million unique graphics processors with sales of $ 776 million.
Fourth quarter shipments increased 8.08% QoQ, Intel dropped 1.98%, NVIDIA shipments fell as much as 6%.
Jon Peddie said that AMD is the most profitable chip maker in the mining tide. AMD is the main chip device for digital currency mining. With the digital currency soaring in the fourth quarter of last year, the demand for chips has also been significantly boosted.
The end of last month, AMD announced fourth-quarter earnings report, adjusted EPS reached 0.08 US dollars in the fourth quarter, exceeding market expectations of 0.05 US dollars. Before AMD released its earnings, analysts pointed out that the digital currency such as bitcoin late last year will not only boost the performance of AMD in the fourth quarter of last year, but also give good guidance to the performance of the first quarter of this year.
“The current situation is that miners are engulfing the entire graphics card supply and now the volume of production can not keep up with the huge demand.” Jon Peddie mentioned that miners have contributed more to GPU sales than the game, though the game Is the most important impetus GPU sales.
Last quarter of the second quarter of last year, the digital money mining industry has also pushed up the quarter GPU sales. However, in the third quarter, digital currency faced a tightening global regulatory regime. PC games also enjoyed strong growth and the impact of mining on GPU sales weakened.
However, Jon Peddie, president of Jon Peddie Research, said chip demand from miners may slow in the future as gamers who already own GPU chips can “partially mine” while not playing games, offsetting some of the demand, but ” The price will not decline in a period of time in the future “.