The processor market, in difficulty since 2021, is beginning a promising recovery according to the latest data from Jon Peddie Research. In the third quarter of 2024, shipments, both for PCs and servers, recorded a significant increase, suggesting a return to growth.
PC processor shipments increased 12.2% in Q3 2024 compared to Q2, reaching approximately 70 million units. Although this figure remains below the performances recorded in 2020, it marks progress compared to previous quarters. Compared to the third quarter of 2023, growth over one year amounts to 7.8%, a positive dynamic after the declines observed in 2021 then 2022.
The distribution between desktop and laptop processors also shows an evolution. The share of laptop CPUs increases from 24% to 30% in Q3 2024, while desktop CPUs occupy the remaining 70%. China, in particular thanks to Lenovo, remains the key driver of this recovery.
Interestingly, iGPUs are following a similar trend, with an increase of 7% compared to Q2 and 6% year-over-year.
Server processor: the demand is there
As for server processors, shipments show growth of 10.5% between the second and third quarters of this year 2024. The annual increase is more modest with a small +2%. This segment, although still far from the record figures of 2020, benefits from the growing demand for cloud infrastructures and solutions linked to artificial intelligence (AI).
While these figures are encouraging for the near future, they are accompanied by uncertainties according to Dr. Jon Peddie, president of Jon Peddie Research. The real impact of AI-driven PCs and servers remains difficult to assess at this time. Is this a fad or a real revolution? Investments and improved performance to meet demand for intensive computing give hope for a continuation of this recovery in 2025.
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