AMD barely held onto the discrete graphics card market share, while Nvidia captured 94% by the end of 2025

Discrete GPU market in Q4 2025 – key figures and conclusions

Metric Q4 2025 Change from previous quarter Share of Nvidia 94 % +1.6 pp Share of AMD 5 % –1.6 pp Share of Intel 1 % unchanged Supply volume (AIB) 11.48 million units –4.4 % vs Q3, +36 % YoY Desktop GPU installations 55 % –12.3 % CPU supply for desktops 21 million units growth

What’s happening
1. Nvidia dominates

- In the fourth quarter the company held almost the entire discrete GPU market – 94 %.

- That is 1.6 percentage points higher than the previous quarter.

2. AMD and Intel remain in the shadows

- AMD finished a period with a 5 % share (down 1.6 pp).

- Intel’s share stayed the same – 1 %.

3. Overall decline in supply volumes

- AIB supplies fell 4.4 % compared to Q3, but year‑over‑year grew by 36 %.

- Reasons: rising memory prices and new customs duties.

4. Decline in desktop GPU installations

- The share of discrete GPUs in desktops dropped to 55 % – a decline of 12.3 %.

5. Growth in CPU supplies

- Desktop CPU supply rose to 21 million units, indicating continued demand for central processors.

Forecasts and challenges
- John Peddie, president of Jon Peddie Research, warns of an almost 10 % drop in the AIB market in 2026.

- Factors: rising prices (memory, Trump tariffs), competition from powerful laptops with integrated graphics, and delayed buyer decisions on PC replacement.

- Overall, a decline in the average annual growth rate of discrete GPU sales to 5.9 % is expected during the forecast period.

- By the end of this period, the market may stabilize around 172 million units.

Conclusion
Nvidia continues to strengthen its leadership in the discrete GPU market despite falling supply volumes and increasing price pressure. However, prospects for AMD, Intel, and the entire segment remain cautious: growth is expected to slow and competition from laptops and economic factors is likely to intensify.