US Q2’25 PC graphics add-in board shipments increased 27.0% from last quarter

Data center GPU boards were up an average of 4.7% from last quarter.

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 11.6 million units in Q2’25 and desktop PC CPUs shipments increased to 21.7 million units.

Overall, AIBs will have a compound annual growth rate of -5.4% from 2024 to 2028 and will reach an installed base of 163 million units by the end of the forecast period. Over the next five years, the penetration of AIBs in desktop PCs will be 87%.

Figure 1. AIB shipments for the quarter increased by 27.0% and increased by 22.2% year to year.

As indicated in the following chart, AMD’s overall AIB market share decreased -2.1% from last quarter, Intel’s market share stayed at 0.0%, and Nvidia’s market share increased 2.1%.

Figure 2. Quarterly AIB market share percentages.

“AIB prices dropped for midrange and entry-level, while high-end AIB prices increased, and most retail suppliers ran out of stock. This is very unusual for the second quarter,” said Dr. Jon Peddie, president of Jon Peddie Research. “We think it is a continuation of higher prices expected due to the tariffs and buyers trying to get ahead of that.”

The AIB overall attach rate in desktop PCs for the quarter increased to 154%, up 2.3% from last quarter.

The desktop PC CPU market decreased -4.4% year to year and increased 21.6% quarter to quarter.

Figure 3. Attach rate.

The second quarter is traditionally down from the previous quarter. This quarter’s GPU shipments were up from the 10-year average of 5.7%.

AMD’s RX 9070 XT and RX 9070 represent AMD’s new RDNA 4 architecture, competing with Nvidia’s midrange offerings. Nvidia introduced two new Blackwell-series AIBs: the GeForce RTX 5080 Super and the RTX 5070. The company also announced the RTX 500 workstation AIB. Rumors have persisted about two new AIBs from Intel, including a dual-GPU model.

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.

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, please call (415) 435-9368 or visit the Jon Peddie Research website at www.jonpeddie.com.

About Jon Peddie Research

Jon Peddie Research has been active in the graphics and multimedia fields for more than 30 years. JPR is a technically oriented multimedia and graphics research and consulting firm. Based in Tiburon, California, JPR provides consulting, research, and other specialized services to technology companies in various fields, including graphics development, multimedia for professional applications and consumer electronics, high-end computing, and Internet-access product development. JPR’s Market Watch is a quarterly report focused on PC graphics controller’s market activity for notebook and desktop computing.

Source: Jon Peddie Research