Jon Peddie Research releases its third-quarter 2025 Market Watch report.
Jon Peddie Research reports the growth of the global PC-based graphics processor unit (GPU) market reached 76.6 million units in Q3’25 and PC CPU shipments increased to 65.0 million units.
Overall, GPUs will have a compound annual growth rate of 1.5% to 2029 and reach an installed base of 2,995 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 25%.
Figure 1. GPU shipments for the quarter increased by 2.5% and increased 4.0% year over year.
Year-to-year total GPU shipments, including all platforms and all types of GPUs, increased 4.0%, desktop graphics increased by 10.7%, and notebooks increased by 1.4%.
As indicated in the following chart, AMD’s overall GPU market share increased 0.9% from last quarter, Intel’s market share decreased -0.8%, and Nvidia’s market share decreased -0.1%.
Figure 2. Quarterly market share percentages.
Overall, CPU unit shipments increased 2.2% from last quarter; AMD’s increased 1%, and Intel’s decreased -0.8%.
• The GPU’s overall attach rate (which includes integrated and discrete GPUs, desktops, notebooks, and workstations) in PCs for the quarter increased to 120%, up 2.9% from last quarter.
• The overall PC CPU market decreased -2.2% year to year and increased 2.2% quarter to quarter.
Figure 3. CPU shipments by platform share and shares.
The third quarter is traditionally up from the previous quarter. This quarter’s GPU shipments were down from the 10-year average of 4.7%.
“The PC and GPU market has been anything but stable or predictable,” said Dr. Jon Peddie, president of Jon Peddie Research. “Memory prices increasing, uncertainty about tariffs, confusion about what an AI PC is, and mixed messages about Windows 10 have disrupted planning and seasonality. Some might call it chaos.”
JPR’s Market Watch is available exclusively in electronic (PDF) format, with a single issue priced at $3,000. This report includes an Excel workbook containing the data used to create the charts, the charts themselves, and additional information. The annual JPR Market Watch subscription costs $6,000 and provides four quarterly issues. Full subscribers to JPR services receive TechWatch, which offers exclusive access to daily news.
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.
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