Industry Newsdiscrete gpupc hardwarenvidiamarket share
NVIDIA Loses Share While AMD, Intel Gain
7.0
Jon Peddie Research reports Q3 2025 discrete GPU add-in-board (AIB) sales totaled $8.8 billion and 12.02 million units, a 2.8% quarter-over-quarter increase. NVIDIA's share fell 1.2 points to 92% while AMD rose 0.8 points to 7% and Intel climbed 0.4 points to 1%; AIB shipments rose 47.5% year-over-year. JPR cites Q2 tariff-driven panic buying and notes expected retailer price hikes affecting future demand.
Key Points
- 1Reports record 12.02 million AIB shipments and $8.8 billion revenue in Q3 2025.
- 2Attributes quarter effects to Q2 tariff-driven panic buying and retailer price hikes affecting demand.
- 3Signals potential retail price increases and possible Q4 panic buying, affecting procurement timing.
Scoring Rationale
Strong official shipment and market-share data; useful for procurement and strategy, limited breakthrough beyond routine quarterly fluctuations.
Sources
Public references used for this report.
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