JPR releases is fourth-quarter 2025 Market Watch report

JPR has released its Q4’25 Market Watch Report, finding that PC GPU shipments decreased by -1.3% from last quarter, which is a prelude to the creep forward. It also finds that data center GPUs increased an average of 17% from last quarter.

Jon Peddie Research reports the direct shipments and vendors’ share growth for the global PC-based graphics processor unit (GPU) market. In Q4 2025, it reached 756 million units, while PC CPU shipments increased to 66.8 million units.

Overall, GPUs will have a compound annual growth rate of 2.4% to 2029 and reach an installed base of 2,867 million units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPU) in the PC will be 25%.

GPU shipments growth rate — ***Figure 1. GPU shipments for the quarter decreased by -1.3% and decreased -3.3% year over year.***

Year-to-year total GPU shipments, including all platforms and all types of GPUs, decreased -3.3%, desktop graphics increased by 1.1%, while notebooks decreased by -5.2%.

As indicated in the following chart, AMD’s overall GPU market share increased 2.6% from last quarter, Intel’s market share decreased -1.2%, and Nvidia’s market share decreased -1.4%.

GPU share — ***Figure 2. Quarterly market share percentages***.

Overall, CPU unit shipments increased 2.7% from last quarter; AMD’s increased 11%, and Intel’s decreased -1.1%.

• The GPU’s overall attach rate (which includes integrated and discrete GPUs, desktops, notebooks, and workstations) in PCs for the quarter decreased to 116%, down -3.9% from last quarter.

• The overall PC CPU market decreased -9.4% year to year, and increased 2.7% quarter to quarter.

***Figure 3. CPU shipments by platform share and shares.***

The fourth quarter is traditionally flat to up from the previous quarter. This quarter’s GPU shipments were down from the 10-year average of 4.7%.

“The PC and GPU market is in for some rough sailing with tariffs flip-flopping, memory availability short while prices are rising, and a Mideast war being launched. Nvidia is the only supplier that forecasts a strong next quarter, and that was based on AI. We and other forecasters think the PC market could see as much as a -10% decline in 2026.”

JPR’s Market Watch is available exclusively in electronic (PDF) format, with a single issue priced at $3,000. This report includes an Excel workbook containing the data used to create the charts, the charts themselves, and additional information. The annual JPR Market Watch subscription costs $6,000 and provides four quarterly issues. Full subscribers to JPR services receive TechWatch, which offers exclusive access to daily news.

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

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