NVIDIA Dominates GPU Market with 92% Share, RTX 50 Series Drives 8.5% Gain

In the first quarter of 2025, NVIDIA achieved a remarkable 92% market share in the discrete graphics processing unit (GPU) market, significantly widening the gap with its competitors, AMD and Intel. This dominance is a testament to NVIDIA's strategic moves and technological advancements, particularly the launch of its RTX 50 series GPUs. The RTX 50 series has been well-received, driving NVIDIA's market share up by 8.5% compared to the previous quarter. In contrast, AMD's market share dropped by 7.3% to 8%, and Intel's share fell to 0% after a 1.2% decline.

The total shipments of discrete GPUs in the first quarter of 2025 reached 9.2 million units. NVIDIA's success can be attributed to the timely release of its RTX 50 series, which capitalized on the market demand for high-performance graphics solutions. AMD's RDNA 4 series, although positively received, was released later in the quarter, limiting its impact. Intel's Battlemage B series, despite its large memory capacity and competitive pricing, failed to make a significant dent in the market.

The overall PC GPU market, including integrated GPUs, saw a total shipment of 68.8 million units in the first quarter of 2025, marking a 12% decrease from the previous quarter. Desktop GPU shipments declined by 16%, while notebook GPU shipments decreased by 10%. Within this challenging market environment, NVIDIA managed to increase its market share by 3.6%, outperforming AMD and Intel, which saw their shares decrease by 1.6% and 2.1%, respectively.

The strong performance of the discrete GPU market stands in stark contrast to the shrinking desktop CPU market, which saw a 14.5% year-over-year decline and a 20.6% quarter-over-quarter drop. However, the data center GPU market showed growth, with shipments increasing by 9.6%, reflecting the sustained demand driven by artificial intelligence applications.

Looking ahead, the discrete GPU market is expected to face challenges, with a projected compound annual growth rate of -10.3% through 2028. Despite this, the installed base of discrete GPUs is anticipated to reach 100 million units by the end of the forecast period. The total PC GPU market is expected to grow to 2.8 billion units, with discrete GPUs accounting for 15% of the market. This projection highlights the enduring importance of high-performance GPUs in the evolving landscape of personal computing and graphics-intensive applications.