TIBURON, CA (March 5, 2025) — According to a new research report from the analyst firm Jon Peddie Research, the growth of the global PC-based graphics add-in board market reached 8.4 million units in Q4’24 and desktop PC CPU shipments increased to 22.5 million units.

Overall, AIBs will have a compound annual growth rate of -4.3% from 2024 to 2028 and reach an installed base of 119 million units at the end of the forecast period. Over the next

As indicated in the following chart, AMD’s overall AIB market share increased by 5% from last quarter, Intel’s market share increased by 1.2%, and Nvidia’s market share decreased by -6.3%.

Market demand for AIBs was greater than supply, which was constrained by TSMC’s production and stressed by the demand for AI compute GPUs. As a result, the suppliers closed the quarter with a nice backlog for Q1’25, which means we’ll see an unseasonably high shipment level for that quarter. Then in Q2, the tariffs will take effect, and while it is usually a down quarter, there could be an even more significant decline unless there is leftover backlog—this is one of the most challenging planning and forecasting periods ever.

• The AIB overall attach rate in desktop PCs for the quarter decreased to 138%, down -7%  from last quarter.
• The desktop PC CPU market decreased 7.8% year to year and increased 11.6% quarter to quarter.

The fourth quarter is traditionally up slightly from the previous quarter. This quarter’s overall GPU shipments, including iGPUs, were up 6.2%, which is over the 10-year average.

“Although shipments increased over 4%—which would be expected if the traditional seasonality cycle was restored, as the chart indicates—we’re still not back to normality, and the tariffs will drive down the overall market, further corrupting seasonality,” said Dr. Jon Peddie, president of Jon Peddie Research.

In Q1’25, AMD and Nvidia will introduce new AIBs, which may stimulate the market.

Pricing and availability

Jon Peddie Research’s AIB report is now available and sells for $3,000. The annual subscription price for JPR’s AIB report is $6,000 and includes four quarterly issues and four hours of consulting. Subscribers to JPR’s TechWatch are eligible for a 10% discount. Bundled packages are also available. For information about purchasing the AIB report, please call (415) 435-9368 or visit the Jon Peddie Research website at http://www.jonpeddie.com/.

About Jon Peddie Research

Jon Peddie Research has been active in the graphics and multimedia fields for more than 30 years. JPR is a technically oriented multimedia and graphics research and consulting firm. Based in Tiburon, California, JPR provides consulting, research, and other specialized services to technology companies in various fields, including graphics development, multimedia for professional applications and consumer electronics, high-end computing, and Internet-access product development. JPR’s Market Watch is a quarterly report focused on PC graphics controllers’ market activity for notebook and desktop computing.

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