Jon Peddie Research released its latest GPU market status report, which is good news for the entire industry, especially for Nvidia. Last quarter, add-in board shipments increased by 27%, boosting Team Green's total share to 94%.JPR stated that by the second quarter of 2025, the global PC-based graphics AIB market size will reach 11.6 million units, a nearly 30% quarter-over-quarter increase. Meanwhile, data center GPU shipments also saw growth, increasing by 4.7% quarter-over-quarter.<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/282d2886-ce28-4ad4-8f0c-0fba508cf455.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/282d2886-ce28-4ad4-8f0c-0fba508cf455.jpeg"/>As expected, Nvidia's dominance in this field continues to strengthen, while AMD is at a disadvantage. In the second quarter, the Red Team's share fell by 2% to just 6%, while Nvidia's share increased by the same amount to reach 94%. Intel's market share remains at 0.0%.<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/05398018-518c-4074-a1d8-f70530083c12.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/05398018-518c-4074-a1d8-f70530083c12.jpeg"/>The latest Steam survey shows Nvidia's dominant position in the graphics card market, capturing nearly 75% of the market share. Despite criticisms of graphics cards, 7 out of the 13 best-performing GPUs in August came from the Blackwell RTX 5000 series.JPR also revealed that GPU shipments are 5.2% above the 10-year average.Dr. Jon Peddie, president of JPR, stated that prices for mid-range and entry-level cards are declining, while high-end AIB prices are rising, and most retail suppliers are out of stock, which he noted is very unusual for the second quarter.He explained, &#34;We believe that due to tariffs and buyers trying to get ahead, prices are expected to continue rising.&#34;The report also pointed out that the overall AIB allocation rate for desktop computers (the ratio of the number of cards sold to the number of desktop computers shipped) increased by 2.3% this quarter, reaching 154%.<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/1ed86384-d002-4bc1-b3e1-9da4a3a3fc94.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/1ed86384-d002-4bc1-b3e1-9da4a3a3fc94.jpeg"/>In terms of desktop CPUs, the market grew by 21.6% quarter-over-quarter but declined by 4.4% year-over-year. AMD's shipments increased by 27%, while Intel's grew by 2%.&#34;Prices for mid-range and entry-level AIBs are falling, while high-end AIB prices are rising, and most retail suppliers are out of stock. This is very unusual for the second quarter,&#34; Dr. Jon Peddie, president of Jon Peddie Research, stated. &#34;We believe that due to tariffs and buyers trying to get ahead, prices are expected to continue rising.&#34;Peddie continues to emphasize the impact of tariffs on the market. &#34;The turmoil and uncertainty brought by tariffs have not dissipated, making it difficult, if not impossible, for personal computer suppliers to plan. The supply chain is being reconfigured weekly in an attempt to offset the threats of tariffs and the impacts of some actual cases,&#34; he said. &#34;Consumers are equally confused and concerned, which could lead to a market pullback and further exacerbate market volatility. In such uncertain times, we believe the market has no choice but to decline.&#34;Looking ahead, JPR states that the compound annual growth rate (CAGR) of AIB from 2024 to 2028 will be -5.4%, with the installed base reaching 163 million units by the end of the forecast period.The RTX 5000 series graphics cards are set to be released in early 2025, but rumors about the upcoming Super versions are rampant. Some claim that the Super versions could even be released by the end of this year, but this would be much shorter than the 15-month gap between the launch of the first RTX 4000 graphics card (the RTX 4090 released in October 2022) and the RTX 4000 Super series graphics cards released in January 2024. Meanwhile, AMD's UDNA graphics cards are expected to be released in late 2026 or early 2027.Intel is the first to launch its latest generation GPU, which will be available for sale in December 2024. On the other hand, both NVIDIA and AMD released their latest generation GPUs in the first quarter of this year, with NVIDIA gradually releasing its cost-effective models in the second and third quarters of 2025. However, all these GPU releases have faced shortages, with buyers unable to purchase suitable GPUs at the suggested retail price. This situation persisted even into the early third quarter of this year, with mid-range graphics card prices only returning to normal last month.Despite this, data shows that gamers seem willing to spend money to upgrade their systems. The report even notes that the overall allocation rate for desktop computers has risen to 154%, meaning that for every CPU purchased, 1.54 GPUs are sold. Therefore, in addition to those assembling new computers (or purchasing pre-built ones), there seems to be a considerable number of people buying new graphics cards to upgrade their systems.Jon Peddie Research believes that this growth is driven by tariff concerns, especially in light of the U.S. government's announcement and subsequent postponement of hefty import taxes on many semiconductor products, including GPUs. Nevertheless, the research firm expects the GPU market to decline by 5.4% from 2024 to 2028.If the expectation of market contraction continues, then this growth is likely just a temporary phenomenon caused by tariffs and the artificially induced GPU shortage. There could be many reasons for this decline, including players exiting (or even no longer engaging with) PC gaming, or the emergence of processors with powerful integrated graphics, such as AMD's Strix Halo chipRisk Warning and DisclaimerThe market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment objectives, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at their own risk

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

SOXL

According to the latest report from Jon Peddie Research, Nvidia's market share in the GPU market has reached 94%, with a 27% increase in additional board shipments last quarter. It is expected that by the second quarter of 2025, the global PC-based graphics AIB market will reach 11.6 million units, a nearly 30% quarter-on-quarter growth. Meanwhile, data center GPU shipments increased by 4.7% quarter-on-quarter. AMD's market share has dropped to 6%, while Intel remains at 0.0%. Despite the challenges in the graphics card market, Nvidia still holds nearly 75% of the market share

- Jon Peddie Research's latest GPU market report indicates significant growth, particularly for Nvidia, with a 27% increase in add-in board shipments and a market share rise to 94%.  
- The global PC-based graphics AIB market reached 11.6 million units in Q2 2025, while data center GPU shipments grew by 4.7%.  
- Despite the overall market growth, JPR forecasts a compound annual decline of 5.4% from 2024 to 2028, driven by tariff concerns and potential shifts in consumer behavior.

NVIDIA GPU, market share 94%