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Vừa gia nhập thị trường card đồ họa hơn 1 năm, Intel đã đạt được một điều đến đối thủ AMD cũng phải kinh ngạc

Trong nhiều thập kỷ, thị trường card đồ họa dành cho PC dường như chỉ là một cuộc đua song mã giữa AMD (trước đây là ATI) và Nvidia. Tuy nhiên, màn gia nhập thị trường vào năm 2022 của Intel – ông lớn trong mảng CPU – đã làm thay đổi cuộc chơi. Ra mắt với loạt GPU Arc, Intel đã đạt được thành tựu khá đáng kể khi cán mốc 9% doanh số GPU bán ra cho PC vào cuối năm 2022, theo một báo cáo mới đây về thị phần thị trường card đồ họa của công ty nghiên cứu thị trường Peddie Research.

Cụ thể, theo ước tính của Jon Peddie Research, ba nhà cung cấp card đồ họa rời — AMD, Intel và Nvidia — đã xuất xưởng tổng cộng 13 triệu GPU cho PC, laptop trong quý 4 năm 2022. Đây là mức giảm lớn so với mốc 26 triệu GPU do các công ty này xuất xưởng trong quý 4/2021. Điều này không có gì đáng ngạc nhiên khi nhu cầu về PC đã suy giảm trong quý 4 năm ngoái.

Nvidia vẫn giữ vị trí là nhà cung cấp GPU hàng đầu thế giới với 82% thị phần, điều này không có gì ngạc nhiên vì đây là một trong những mảng kinh doanh chính của công ty. Trong khi đó, thị phần của AMD giảm xuống 9% từ khoảng 18% trong cùng quý năm trước, trong khi thị phần của Intel tăng lên 9% từ khoảng 5% vào quý 4 năm 2021 – đều bằng nhau. Điều đó có nghĩa, AMD và Intel đã xuất xưởng khoảng 1,17 triệu GPU rời trong quý IV.

Nhìn chung, đây được coi là một thành tích đáng kinh ngạc của Intel, kể cả khi xét đến nguồn lực khổng lồ của hãng này. Trên thực tế, trong bối cảnh Intel ‘chân ướt chân ráo’ gia nhập thị trường, việc Đội Xanh (Biệt danh của Intel) ngang bằng thị phần với AMD (một đối thủ đang có những bước tiến vượt bậc trên ‘sân nhà’ của Intel là mảng CPU) chỉ trong một thời gian ngắn, là điều không ai lường trước được.

Trước đó, tình trạng các mẫu card đồ họa Arc liên tục gặp lỗi và phải trì hoãn thời điểm ra mắt đã khiến một số nhà phân tích trong ngành tự hỏi liệu Intel có đang xem xét loại bỏ toàn bộ dự án trị giá hàng tỷ đô la hay không.

Tất nhiên, mặc dù Intel vẫn chưa sẵn sành cạnh tranh ở phân khúc GPU cao cấp, nơi tạo ra phần lợi nhuận lớn nhất, việc tập trung vào các mẫu card đồ họa vừa túi tiền người dùng có thể coi là một chiến thuật hợp lý của Intel.

Chẳng hạn, Arc A750, vốn vừa mới được giảm giá chính thức từ $290 xuống còn $250, được đánh giá là một trong những card đồ họa tốt nhất để chơi các tựa game hỗ trợ hiệu ứng Ray Tracing ở độ phân giải 1080p.

“Nếu bạn nghĩ về điều đó, chúng tôi là một trong số ít công ty trên thế giới có thể tham gia vào một thị trường rộng lớn như card đồ họa rời… Nvidia có thể sẽ tiếp tục phớt lờ chúng tôi, nhưng AMD không thể bỏ qua chúng tôi. Và cuộc đua này sẽ trở nên cạnh tranh hơn nhiều trong những năm qua khi chúng tôi trở nên vững chắc hơn“, Tom Petersen nhận định trong một bài phỏng vấn với PCWorld.

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