Jon Peddie Research has released its fourth-quarter 2025 Market Watch report focused on AIBs.
High memory prices and tariffs are killing the AIB market
According to a new research report from the analyst firm Jon Peddie Research, the growth of the global PC-based graphics add-in board market reached 11.5 million units in Q4’25, and desktop PC CPUs shipments increased to 21.0 million units.
Overall, AIBs will have a compound annual growth rate of -5.9% from 2024 to 2028, reaching an installed base of 172 million units by the end of the forecast period. Over the next five years, the penetration of AIBs in desktop PCs will be 103%.
Figure 1. AIB shipments for the quarter and over time.
As indicated in the following chart, AMD’s overall AIB market share decreased by -1.6% from last quarter; Intel’s market share was flat, and Nvidia’s market share increased by 1.6%.
Figure 2. Quarterly AIB market share percentages.
Total AIB shipments decreased from the previous quarter to 11.48 million units. That was less than the historical 10-year average of 10.82% for this quarter. AIB shipments increased by 36.0% from last year.
The quarter’s AIB shipments were down, which we think was due to rising prices attributed to memory costs and the tariffs.
• The AIB overall attach rate in desktop PCs for the quarter decreased to 55%, down -12.3% from last quarter.
• The desktop PC CPU market decreased -0.7% year to year and increased 9.0% quarter to quarter.
Figure 3. Attach rate.
The fourth quarter is traditionally up slightly from the previous quarter. This quarter’s GPU shipments were down from the 10-year average of 4.9%.
“The AIB market, largely supported by gamers, is being squeezed from the bottom by powerful new notebooks and CPU integrated graphics, and from the high end by rising pricing due to competition (supply and demand), memory prices, and Trump administration tariffs that bounce around,” said Dr. Jon Peddie, president of Jon Peddie Research. “Customers who would, and in some cases should, be replacing their PCs and AIB are holding off. We think because of these unstable conditions, the PC and AIB market will decline almost 10% in 2026.”
Pricing and availability
Jon Peddie Research’s AIB report is now available and sells for $3,000. The annual subscription price for JPR’s AIB report is $6,000 and includes four quarterly issues and four hours of consulting. Subscribers to JPR’s TechWatch are eligible for a 10% discount. Bundled packages are also available. For information about purchasing the AIB report, call (415) 435-9368 or visit the Jon Peddie Research website at www.jonpeddie.com.
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