Video card shipments soared 32% in Q1 2022, but manufacturers' revenue fell

Shipments of NVIDIA and AMD discrete graphics cards in Q1 2022 increased 32.2% over the same period last year, according to a fresh report from Jon Peddie Research analysts.
At the same time sales were up slightly compared to last quarter, but the revenue of graphics card manufacturers (MSI, ASUS, Gigabyte and others) seriously collapsed.Image source: EVGAccording to the latest figures, in the first quarter of 2022 was delivered to market 13.4 million discrete gas pedals.
In the fourth quarter of last year, the figure was 13.19 million units.
At the same time, revenue in the last quarter of 2021 was $12.4 billion, and in the first three months of 2022 reached only $8.6 billion, mainly because the cost of cards over the past year has decreased significantly.According to Jon Peddie Research, the annual revenue of the graphics gas pedal market by 2025 will grow to $57 billion.
According to the results in 2021, it was $46 billion.
Further growth will contribute to the production of discrete graphics cards based on graphics processors from Intel, the implementation of which will begin this year.Analysts also note a change in the distribution of market shares between AMD and NVIDIA over the past year.
In the first quarter of 2021 AMD had only 20% of the discrete graphics card market, while NVIDIA had 80%.
By the first quarter of 2022, AMD gained another 4 percentage points.
Its graphics cards now represent 24% of the market.
NVIDIA, in turn, has lost 5 %.
On the whole, we see the year 2022 as a year of recovery for the graphics gas pedal market.
The supply of graphics cards improved significantly over last year as the shortage of semiconductor components eased and prices of gas pedals continue to decline.