the pc graphics market rebounded in the second quarter of 2025 according to a Jon Peddie Research report. total gpu shipments reached 11.6 million units while desktop cpu shipments rose to 21.7 million units, representing a 27 percent quarter over quarter increase for graphics cards and a 21.6 percent rise for desktop cpus. jon peddie research called the pattern unusual for the second quarter and linked it to pricing and supply dynamics.
market share was heavily concentrated. Nvidia accounted for 94 percent of gpu shipments, a 2.1 percentage point increase from the previous quarter, while AMD held about 6 percent. Intel´s share was described as too small to register on the chart. the report noted that Intel was first to put its latest-generation gpus on sale in December 2024, while Nvidia and AMD released new generations in the first quarter of 2025, with Nvidia continuing to roll out value models into the second and third quarters. these launches were marred by shortages and constrained retail availability, and jon peddie research president Dr. Jon Peddie said midrange and entry-level add-in-board prices dropped while high-end prices increased and most retail suppliers ran out of stock.
jon peddie research highlighted tariff concerns as a key factor behind the surge, suggesting buyers moved to get ahead of proposed import taxes. the report referenced ongoing U.S. announcements and delays around large semiconductor tariffs, including those affecting gpus. attach rates rose to 154 percent, meaning 1.54 gpus were sold for every cpu, indicating both new builds and upgrades contributed to demand. despite the quarter´s gains, the firm projects the gpu market will shrink by 5.4 percent from 2024 to 2028, and it cited potential longer term pressures such as declines in pc gaming participation and the arrival of processors with stronger on-board graphics like AMD´s Strix Halo chips.
