The PC graphics-card market is becoming increasingly one-sided, with Nvidia now controlling more than 90 percent of the discrete GPU segment.
According to new data from Jon Peddie Research covering the fourth quarter of 2025, Nvidia’s share of the add-in graphics card market has surged while competitors struggle to keep pace. AMD has fallen to well under 10 percent market share, while Intel currently holds only a minimal presence.
GPU shipments rise but demand shifts
The report shows that total add-in card shipments grew by 36 percent year-over-year. However, shipments declined 11.5 percent compared to the third quarter of 2025—a surprising trend given that the holiday season typically drives the highest sales.
Researchers attribute the decline to rising component costs, including memory price increases and tariffs that have pushed GPU prices higher.
At the same time, the proportion of desktop PCs equipped with discrete graphics cards dropped to 55 percent. That figure represents a 12.3 percent decline compared to the previous quarter, suggesting that more consumers are skipping dedicated GPUs altogether.
Nvidia’s lead continues to grow
When buyers did purchase discrete graphics cards, most opted for Nvidia products. The market share breakdown highlights a massive gap between Nvidia and its competitors.
Data from Steam also reflects the same trend. The February hardware survey shows the Nvidia GeForce RTX 5070 accounting for 9.12 percent of recorded GPUs among users. By comparison, AMD’s largest entry in the survey is a general “Radeon Graphics” category at just over 1 percent, indicating that many users rely on integrated graphics instead.
AMD shifts strategy
AMD has already signaled a shift away from competing directly in the high-end GPU market. In 2024, Jack Huynh, AMD’s senior vice president of computing and graphics, said the company would focus primarily on the mainstream segment rather than chasing the top 20 percent of high-end GPUs.
The strategy became more evident in 2025 when AMD largely avoided major GPU announcements during its CES keynote.
While the graphics market remains competitive in theory, the latest numbers show Nvidia firmly in control—raising new questions about how much competition will remain in the discrete GPU space.