GPU Market Monopoly: NVIDIA Captures 94% of Discrete Graphics Card Sales
In a stunning display of market dominance, NVIDIA has achieved a near-total monopoly in the discrete graphics card sector, capturing 94% of all add-in board (AIB) shipments in the second quarter of 2025. According to the latest report from industry analyst Jon Peddie Research (JPR), this represents a 2.1 percentage point gain from the previous quarter and underscores the overwhelming success of NVIDIA’s GeForce RTX 50 “Blackwell” series against struggling competition from AMD and Intel.
The global AIB market experienced a remarkable rebound, shipping 11.6 million units in Q2—a 27% increase compared to Q1 and 5.7% above the 10-year seasonal average for the period. This growth comes despite broader challenges in the PC market, where desktop CPU shipments declined 4.4% year-over-year.
The Competitive Landscape Crumbles
While NVIDIA celebrated its market supremacy, competitors faced increasingly difficult circumstances. AMD’s market share fell to just 6%, despite the launch of its RDNA 4-based RX 9070 XT and RX 9070 graphics cards. Intel remained statistically insignificant with less than 1% market share, as the company has yet to release its anticipated high-end Battlemage desktop GPUs.
The report highlights how NVIDIA’s Blackwell architecture has effectively neutralized competition across all price segments. Even more concerning for AMD and Intel is the rising attach rate of discrete graphics cards in desktop PCs, which increased to 154% (up 2.3% from last quarter), indicating that more users are opting for dedicated graphics solutions rather than integrated options.
Pricing Paradox and Inventory Challenges
JPR noted an unusual pricing trend for the quarter: “AIB prices dropped for midrange and entry-level, while high-end AIB prices increased, and most retail suppliers ran out of stock.” This反常 pattern suggests that tariffs and supply chain considerations are creating artificial scarcity at the high end, with buyers attempting to purchase premium cards before anticipated price increases.
The analyst firm suggested this behavior represents “a continuation of higher prices expected due to the tariffs and buyers trying to get ahead of that,” indicating that market dynamics extend beyond pure performance considerations.
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The Road Ahead
With both NVIDIA and AMD largely completing their current product cycles, the next major market shift may depend on Intel’s ability to deliver competitive Battlemage GPUs or AMD’s success in making its RX 9070 series more appealing through genuine price adjustments rather than what JPR characterizes as “fake MSRPs.”
For now, NVIDIA’s dominance appears unassailable. The company’s 94% market share represents one of the most lopsided victories in technology industry history, raising questions about long-term competition and innovation in the graphics card market.
Source: jonpeddie