Jon Peddie Research estimates that approximately 64.1 mln PC graphics devices shipped from eight suppliers in Q4 2004, a 1.5% increase over Q3 2004 and a 3.3% increase over Q4 2003. The desktop graphics segment saw a 2.2% decline in quarterly shipments, but discrete desktop shipments increased 12.3% sequentially. Integrated desktop shipments fell 11.0% on a quarterly basis. ATI maintained its lead in the discrete desktop segment, but by a narrower margin than in Q3 2004. ATI’s discrete desktop shipments increased 5.7% sequentially, and its share in the segment fell from 55.1% in Q3’04 to 51.9% in Q4’04. In contrast, Nvidia’s discrete desktop shipments increased 21.6% sequentially and its segment share grew from 43.2% to 46.7% during the same period.
A record 14.7 mln mobile graphics processors shipped from six suppliers in Q4 2004, up 16.3% from Q3 and up 21.3% YTY. Mobile graphics also held a record 22.9% share of the total graphics market during the period. Shipments of integrated graphics chipsets for notebooks outpaced those of discrete (stand-alone) mobile graphics processors in Q4 2004, showing sequential growth of 21.5% and annual growth of 32.3%. Discrete mobile controller shipments grew at a more modest 10.5% sequentially and 10.2% year-over-year. ATI was the largest supplier to the mobile segment in Q4 2004 but with its share falling from 49.9% to 42.9% sequentially. ATI’s loss of share came on increased shipments from Intel of integrated chipsets for notebooks and increased shipments from Nvidia of discrete mobile graphics. Nvidia grew its shipments of discrete mobile graphics more than 25% during the period and increased its segment share more than three points, from 22.6% to 25.7%. Intel grew its share in the mobile IGC segment more than seven points, from 64.7% to 71.8%.