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PC GPU Shipments Surge 20% in Q4 2023, Fueled by Notebook Demand

Intel gains market share as AI technology is poised to drive future PC market growth, despite caution over its mainstream adoption.

  • PC GPU shipments saw a significant increase of 20% year-over-year in Q4 2023, reaching 76.2 million units, driven by a surge in notebook demand.
  • Intel's GPU shipments rose by 10.5%, while Nvidia and AMD experienced declines, leading to a shift in market share.
  • The PC market is expected to continue its growth, with AI technology predicted to be a key driver, despite caution advised regarding its mainstream adoption.
  • Notebook CPUs dominated the market, accounting for 69% of all PC CPU shipments, highlighting the growing preference for mobile computing.
  • The overall PC market is on a recovery path, with both GPU and CPU shipments up significantly from the previous year.
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