Latest GPU market analysis shows Nvidia losing ground to AMD — and Intel cracks the 1% share milestone for the first time

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Credit: Tom’s Hardware

The latest quarterly GPU market share figures have been released by specialist analyst outfit Jon Peddie Research (JPR). It observes that, during Q3 2025, the PC add-in-board (graphics card) market grew to 12.0 million units, which is 2.8% up vs the previous quarter. However, probably more interesting are the figures showing that AMD and Intel are gaining market share – at the expense of Nvidia, of course (as it is a three-horse race).

Make no mistake, Nvidia’s market share still looks almost unassailable at 92% in Q3’25. It remains dominant and still makes some of the best graphics cards for gaming in 2025. But its position has slipped from 94% in the previous quarter.

Those are rounded figures, as the JPR news post says that Nvidia’s market share has decreased just 1.2% from the last to the current quarter. Nevertheless, more than nine out of 10 graphics cards sold are still Nvidia GPU-based, according to JPR’s figures.

Q3’25 still showed an uplift in graphics cards sold, but the increase was less than usual for the season. JPR says that the 2.8% increase recorded “was less than the historical 10-year average of 11.4% for this quarter.”

More importantly, the analysts think this can be explained by a wave of “panic buying because of the pending tariff,” occurring in Q2. Naturally, U.S.-based buyers shifted their AIB buying decisions forward due to looming tariffs creating retail pricing uncertainty.

The shifting sands of the AIB market share have precipitated a milestone for Intel. While it is a Goliath of the PC CPU world, its AIB products are still minnows. At least now, it can hold its head high with a full 1% market share of the dGPU business.

AMD is also shown to be on the up. Its RDNA 4-based Radeon RX 9000 series offerings, like the RX 9070 XT, appear to be popular in the media and at retail. This popularity manifests as a 7% market share, up by 0.8% from Q2’25.

Another figure that was intriguing to see highlighted was the AIB penetration rate in desktop PCs. The Q3’25 figure of 162% indicates that there’s quite a lot of GPU upgrading going on, with system upgrades outpacing new builds. You will see this percentage is resolutely above 100% as PC systems usually get a GPU upgrade, or two, during their service life. But 162% is pretty high.

Lastly, it is worth a look at the analyst company’s crystal ball gazing regarding the graphics card market. Dr. Jon Peddie, president of JPR, openly worries about “an inflation-driven recession due to the socioeconomic turmoil created by the Trump administration.”