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The global PC graphics card market declined in the last quarter of 2025. The decline can be attributed to weak demand and higher cost headwinds.
According to the latest report on the add-in board (AIB) segment by Jon Peddie Research, the number of graphics cards shipped in the last quarter of 2025 recorded a decline of 4.4%. However, the overall year-over-year growth was a robust 36%.
NVIDIA has strengthened its position in the graphics cards segment and further extended its leadership. NVIDIA has expanded its share in the graphics card segment by 1.6%. NVIDIA now has a commanding lead in the graphics card segment, with a market share of about 94%.
AMD has ceded ground in the graphics card segment, and the company now has a single-digit share. Earlier, the company had a 17% share in the graphics cards segment, but it has now ceded a similar share. Intel has a negligible presence in the graphics card segment.
AMD’s RDNA 4 architectures, introduced earlier this year, have so far failed to bolster its market share. According to industry experts, supply constraints and the company’s focus on data center gear have diminished the effect of its consumer GPU launches.
NVIDIA’s CUDA software, widely used by developers, has helped it maintain its market share across both gaming and professional-grade cards.
Also Read: NVIDIA vs AMD Graphics Cards: Which GPU Should You Pick?
Although the overall consumer segment for GPUs declined, the data center segment was a bright spot for the company. Shipments for data center GPUs registered an impressive 17% quarterly growth, driven by strong investments in artificial intelligence infrastructure.
In the overall GPU segment, 756 million GPUs were shipped in Q4 2025 across platforms, registering a 1.3% sequential decline and a 3.3% y/y decline. Notebooks were down 5.2%, while desktop GPUs registered a 1.1% increase.
JPR has warned that the overall PC segment could face a tougher time in the coming year. According to JPR, the PC segment could decline by 10% in 2026, driven by tariff volatility, memory shortages, and geopolitical tensions.
However, analysts believe that the strong growth in the overall artificial intelligence infrastructure segment, which could reach $660 billion globally in 2026, will continue to support NVIDIA’s growth even as the GPU segment faces a tough time.
