Nvidia was the only major GPU maker to increase shipments in Q3

Soon: GPU shipments reached 101 million units in the third quarter of 2021 according to the latest report from Jon Peddie Research. That’s a 12 percent year-over-year increase, but a significant 18.2 percent decrease compared to the second quarter.

When looking at each of the top three manufacturers, it is revealed that AMD shipments were down 11.4 percent in the third quarter. NvidiaMeanwhile, shipments were up eight percent, while Intel saw its shipments decrease by 25.6 percent.

The publication said that the third quarter used to be the strongest relative to the second quarter, but the pandemic and recession have altered seasonality. In fact, the third quarter saw the biggest drop since the previous quarter and was well below the 10-year average.

The situation seemed eerily similar in the CPU sector. JPR found that the overall PC CPU market was up 9.2 percent year-over-year, but was down 23.1 percent compared to the prior quarter. The tablet market also saw shipments drop 6.9 percent from quarter to quarter.

JPR President Jon Peddie said Covid continues to unbalance the fragile supply chain that relied too heavily on a just-in-time strategy. “We do not expect to see a stabilized supply chain until the end of 2022. In the meantime, there will be some surprises,” he added.

Nvidia CEO Jensen Huang last week said expects demand to far exceed supply until 2022. Lisa Su, Head of AMD in September she said she believes the chip shortage could decrease in the second half of 2022, while Intel’s chief Pat gelsinger see the shortage through 2023.