Global video card market: Nvidia's share has reached a record 92%, embedded graphics are losing ground

According to a new report from Jon Peddie Research (JPR), the global discrete graphics card market continues to show steady growth. In the first quarter of 2025, global shipments totaled 9.2 million units — an increase of 5.3% compared to the same period last year and 8.5% higher than in the previous quarter.

The leader of the segment remains Nvidia, which has strengthened its position. The company took 92% of the global discrete graphics market, adding 8.5 percentage points in the quarter. This was a record figure for the entire history of observations. At the same time, the position of competitors significantly weakened: AMD's share fell to 8% (-7.3 percentage points), reaching a historic low, and Intel reduced its presence to less than 1% (-1.2 percentage points).

JPR analysts attribute the drop in AMD's share to a number of strategic blunders, including inaccurate forecasting of GPU demand for 6-9 months ahead, as well as inefficient distribution of production capacity between the Zen and Radeon processor lines.

One of the key factors that helped strengthen Nvidia's position was the successful launch of a new generation of video cards — the RTX 50 series, which received positive reviews for performance and energy efficiency.

According to the JPR forecast, the trend towards discrete graphics will continue in the coming years. By 2028, the total number of installed discrete graphics cards may reach 130 million units, and the average annual growth rate will be 10.3%. The penetration rate of such solutions in desktop PCs will reach 86%, which indicates a gradual departure of embedded graphics from the mass device market.

The growing demand for high-performance graphics is associated not only with the development of gaming and professional workstations, but also with an increase in the number of tasks that require hardware acceleration — including artificial intelligence, 3D visualization, and scientific computing.