Fourth-quarter client CPU shipments increased 2.7% from last quarter

Jon Peddie Research reports that the global client CPU market expanded for four quarters in a row, and in Q4’25, it showed modest growth of 2.7% from last quarter, while server CPU shipments increased 14.1% year over year.

Figure 1. The first two quarters of the year experienced an unseasonal increase; this quarter also saw an increase.

Q4 is typically up due to holiday shopping. Some of it in 2025 was due to buying ahead of the tariffs and the end of Windows 10.

The overall server CPU market increased by 6.5% quarter to quarter and by 13.6% year to year.

Figure 2. Server share of the overall market.

“We think the PC CPUs’ growth was in line with seasonal buying behavior, albeit a bit low. The influence of the up-again, down-again tariffs, and Microsoft’s withdrawal from support of the 2016 Windows 10, also had an effect,” said Dr. Jon Peddie, president of Jon Peddie Research. “We expect Q1’26 to be down due to memory constraints and higher process.

Pricing and availability

JPR’s Overview of PC Client CPUs and iGPUs report is now available for free to Market Watch subscribers and can be purchased separately for $250.

The upcoming Q4’25 edition of Market Watch will contain the above information and more. For easier consumption, we have revised the report’s format from a heavily narrated version to a more visually appealing chart-based version. We have also added server and client CPU shipment data back to Q1’21 and GPU-compute (GPGPU) shipment data back to Q1’21 for AMD, Intel, and Nvidia. We have expanded the pivot data array to include those devices.

A single issue of JPR’s Market Watch sells for $3,000. This report includes an Excel workbook with the data used to create the charts, the charts themselves, and supplemental information. The annual subscription price for JPR’s Market Watch is $6,000 and includes four quarterly issues.

Click here to view the table of contents and more related to this significant report or to download it now. For more information, call (415) 435-9368 or visit the Jon Peddie Research website at www.jonpeddie.com.

JPR is now also offering two new reports: on AI coprocessors and RISC-V processors.

JPR also publishes a series of reports on the graphics add-in board market, the workstation market, and PC gaming hardware market. The latter covers the total market, including systems and accessories, and examines 31 countries.

Full subscribers to JPR services receive TechWatch (the company’s exclusive access to daily news).

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