Q4’24 PC GPU shipments increased by 6.2% from last quarter; supply constraints dampened a strong demand quarter

GPU

TIBURON, CA (March 4, 2025) — Jon Peddie Research reports the growth of the global PC-based graphics processor units (GPU) market reached 78 million units in Q4’24 and PC CPU shipments increased to 72 million units.

Overall, GPUs will have a compound annual growth rate of -1% from 2024 to 2028 and reach an installed base of 3,008 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 15%.

GPU shipments
Figure 1. GPU shipments for the quarter increased by 6.2% and 0.8% year over year.

Year to year, total GPU shipments, including all platforms and all GPUs, increased by 1%, desktop graphics decreased by -3%, and notebooks increased by 2%.

As indicated in the following chart, AMD’s overall GPU market share increased by 1% from last quarter, Intel’s market share rose by 0.8%, and Nvidia’s market share decreased by -1.8%.

GPU market share
Figure 2. Quarterly market share percentages.

Overall, CPU unit shipments increased 8% from last quarter; AMD’s increased 14%, and Intel’s increased 6%.

  • The GPU’s overall attach rate (which includes integrated and discrete GPUs, desktops, notebooks, and workstations) in PCs for the quarter decreased to 109%, down -1.6% from the last quarter.
  • The overall PC CPU market increased 4.6% year to year and 7.8% quarter to quarter.
CPU shipments by platform Q4
Figure 3. CPU shipments by platform share.

The fourth quarter is traditionally up slightly from the previous quarter. This quarter’s GPU shipments were up from the 10-year average of 5.6%.

“The global political turmoil being created by threatened tariffs against various countries exporting to the US is unsettling the markets, including the stock markets, and causing consumers to either rush to buy to avoid rising prices or not to buy at all,” said Dr. Jon Peddie, president of Jon Peddie Research. “Nvidia, with the largest market share, had difficulty meeting demand and, as a result of their size and influence, kept the GPU market from growing as much as it might have. Although that will lead them and AMD into Q1 with a strong backlog, the tariffs will offset further gains for most, if not all, of 2025. As exciting as the AI PC is, it will not be sufficient to motivate consumers to spend ahead.”

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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.

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 on PC graphics controllers’ market activity for notebook and desktop computing.

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