Q2 client CPU shipments up from Q1

CPU

TIBURON, CA (August 12, 2025) — Jon Peddie Research reports that the global client CPU market expanded for two quarters in a row, and in Q2’25, it showed unseasonal growth of 7.9% from last quarter, while server CPU shipments increased 22% year over year.

Figure 1. The first two quarters of the year experienced an unseasonal increase.

Q1 is typically flat to down, and Q2 is normally down, but both were up. We think it was a result of “buy ahead of the tariffs.”

The overall server CPU market increased by 0.6% quarter to quarter and by 22% year to year.

Figure 2. Server share of the overall market.

“We think the PC CPUs’ growth was accelerated by the coming tariffs, and to a much lesser extent, by AI PCs,” said Dr. Jon Peddie, president of Jon Peddie Research. “The client PC market has now had two consecutive quarters of growth, which is totally out of whack with traditional seasonality trends.”

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

The new Q2’25 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.

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.

Pricing and availability

JPR’s Market Watch is available in an electronic edition; a single issue 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. Full subscribers to JPR services receive TechWatch (the company’s exclusive access to daily news).

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.

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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.