Nvidia is claiming even more GPU market share as AMD drops off in latest shipment report
Table of Contents
John Peddie Research has released its reports for the second quarter of 2025, providing insight into how the market is selecting its graphics cards. Now, when it comes to add-in boards, Nvidia has gained shares as the total number of AIBs reached 11.6 million units in Q2.
JPR calculates that with an annual growth rate of -5.4% from 2024 to 2028, they will reach 163 million total units with a penetration of 87%. In the last quarter, though, they did increase by 27% as AMD’s shares dropped by 2.1%, Intel stayed at 0%, and Nvidia gained the 2.1% that AMD lost, reaching a total of 94%. AMD took the remaining 6% for itself.
AIB prices dropped for midrange and entry-level, while high-end AIB prices increased, and most retail suppliers ran out of stock. This is very unusual for the second quarter. We think it is a continuation of higher prices expected due to the tariffs and buyers trying to get ahead of that.
Dr. Jon Peddie, president of Jon Peddie Research
JPR suggests that this increase in shipments stems from the tariffs and the high-end cards’ increased pricing, with everyone now rushing to get ahead of the tariff pricing. This led to an increase over the average second quarter 5.7% average of shipments. During the period of time when AMD’s RX 9070 XT has done well in reviews, it clearly can’t outsell the range of Nvidia cards.
Total AIB share and units Q2 25, Source JPR
AIB shipments growth rate Q2 25, Source JPR
Total PC GPU share Q2 25, Source JPR
Attach rate and units Q2 25 , Source JPR
Total GPU shares
Not only have AIB shares increased, but so has the attach rate. With a total of 22 million desktop PCs, 12 million AIBs were associated with them, which translates to a 53.5% attach rate, up 2.3% from the last quarter. Looking at processors, the overall PC CPU market has increased 12.9% year to year and 7.9% over the last quarter.
When you look at the total overall GPU market share, including integrated graphics, discrete, desktops, laptops, and workstations, the shares do change and include some variety. Intel appears with 24%, AMD with 14%, and Nvidia has a slightly tamer 61% of the market.
Deals season is here folks, and with it comes a plethora of eye-catching price cuts on some of the industry's most popular tech. Below are some of the best deals you can find right now.
- AMD Ryzen 7 9800X3D Was $479/span> Now $454
- ASUS TUF RTX 5070 Ti Was $999 Now $849
- Samsung Odyssey OLED G6 Was $899 Now $649
- LG G5 65" OLED TV Was $2,996 Now $1,996
- Samsung Odyssey G9 (G95C) Was $1,299 Now $777
- Alienware Area-51 gaming laptop Was $3,499 Now $2,799
- Samsung 77-inch OLED S95F Was $4,297 Now $3,497
*Prices and savings subject to change. Click through to get the current prices.
That’s with Intel gaining 4.3% over the last quarter as AMD lost 2.4%, and Nvidia 1.9%. In general, shipments increased 4.9% year on year. Once again, likely due to the tariff worries and the introduction of new products like the RTX 50 series laptops.
The upheaval and uncertainty over tariffs have not abated, making planning difficult or impossible for PC suppliers. Supply chains are being reconfigured every week, trying to offset the impact of the threats and a few cases of actual tariffs. Consumers are equally confused and worried, which will likely result in a pullback, further exacerbating the market. We don’t see how the market can do anything but decline in such uncertain times.
Dr. Jon Peddie, president of Jon Peddie Research
About the Author