NVIDIA still controls most of the discrete GPU market, but both AMD and Intel managed to claw back some ground during the third quarter. AMD's share jumped to 7% while Intel hit 1%, and NVIDIA dropped from 94% to 92% despite being the only company that grew overall GPU market share in the prior report. Jon Peddie Research says discrete GPU shipments hit 12 million units worth $8.8 billion, which is up slightly from the previous quarter.
The second quarter apparently saw panic buying because people were freaking out about tariffs, and that sucked sales away from the third quarter. Desktop CPU shipments climbed to 19.2 million units, and JPR thinks the installed base of add-in boards will reach 152 million units by the end of the decade. Some companies are already hiking prices even though GPUs are selling under MSRP at major retailers, which could trigger another buying spree heading into early next year.
The second quarter apparently saw panic buying because people were freaking out about tariffs, and that sucked sales away from the third quarter. Desktop CPU shipments climbed to 19.2 million units, and JPR thinks the installed base of add-in boards will reach 152 million units by the end of the decade. Some companies are already hiking prices even though GPUs are selling under MSRP at major retailers, which could trigger another buying spree heading into early next year.
