If you're scratching your head wondering why Intel is the mix, it's because JPR takes into account both discrete and integrated graphics solutions. Most of Intel's CPUs feature integrated GPU cores, which is also true of AMD and its line of APUs.
To help put things into perspective, consider that 99 percent of Intel's non-server processors have built-in graphics solutions. It's no wonder that Intel still dominates the category, though its share of the market actually declined compared to last quarter. Here's a look at how it all shakes out:
Source: Jon Peddie Research
Things get a little more interesting (and meaningful) when breaking down discrete graphics shipments. Towards that end, NVIDIA saw its discrete desktop GPU shipments jump a whopping 26.35 percent from last quarter while its discrete notebook GPU shipments rose 14.1 percent. Overall, NVIDIA had an "exceptionally strong quarter" with a 21.4 percent jump when accounting for both segments.
In terms of growth rate, AMD did even better in the discrete desktop arena where shipments went up by a third. Growth of discrete notebook GPU shipments also outpaced NVIDIA at 17.6 percent, though overall (including APU solutions), AMD's PC graphics solutions increased slightly less than NVIDIA at 15.9 percent.
Comparisons aside, both companies have reason to be happy. The gaming PC segment proved a "bright spot in the market" in Q3, and overall JPR believes the PC market is on a recovery "after the economic shock of 2009 to 2011."