According to Jon Peddie Research, Nvidia’s graphics card supply problems last quarter led to the company’s share of all types of PC graphics solutions falling from 18% to 16% in the period. AMD essentially overtook it with its 18% share, but Intel still remains the leader thanks to the widespread use of its CPUs.
Image source: NVIDIA
According to a report from Jon Peddie Research, GPU shipments grew 6.2% sequentially last quarter, above the 10-year average of 5.6%. This is partly due to some customers looking to buy graphics solutions before the increase in U.S. tariffs announced by Donald Trump before he returned to the presidency.
In a year-over-year comparison, GPU shipments increased by only 1% to 78 million units, with a 3% decline in the desktop segment and a 2% increase in mobile. Notebook graphics are more numerous, so the overall change in shipment volumes was positive. The data center GPU segment saw a consistent 14% increase in shipments.
Jon Peddie Research also tracks the dynamics of PC CPU shipments. They have consistently increased by 8% to 72 million units, and while AMD increased them by 14%, Intel lagged behind with a growth of no more than 6%. In a year-on-year comparison, PC CPU shipments increased by 4.6%. Desktop processors accounted for 31% of shipments last quarter, while mobile processors accounted for 69%.
Last quarter, the GPU Adoption Index, which measures the concentration of graphics processors in the PC segment, fell 1.6 percentage points to 109%. The authors of the report predict that the average annual growth rate of GPU shipments will be negative (-1%) from 2024 to 2028, but by the end of the forecast period, there will be more than 3 billion graphics processors in the world. In the next five years, the share of discrete graphics processors in the PC segment will be 15%.
Image source: Jon Peddie Research
Intel formally remains the leader in the graphics solutions market, occupying 65% of the PC segment. AMD’s share has consistently grown by 1 percentage point to 18%, while Nvidia has lost 1.8 percentage points to 16%. The company simply could not satisfy the existing demand in the market. Increased customs tariffs in the United States will slow down the development of the GPU market throughout 2025, according to experts from Jon Peddie Research. In the central processor segment, the idea of accelerating AI work with these chips will not be able to become a serious stimulus for the PC market this year.
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