Analyst firm Jon Peddie Research (JPR) has released its Q3 2025 report on the AIB discrete GPU market, revealing a small but significant milestone for Intel. For the first time since its launch, the Intel Arc cards have cracked the 1% market share barrier, moving past the 0.5% mark it had previously been stuck at.
Intel's growth has been slow due to its late entry into a highly established market. However, recent growth offers a glimmer of hope for Team Blue and its supporters. According to JPR's latest report on the discrete GPU market, Intel has grown 0.4%, breaking the 1% barrier for the first time.
The remaining 99% of the market saw a slight shift in power dynamics. Nvidia continues to dominate the market, holding a massive 92% share. However, this represents a 1.2% decline from the previous quarter. AMD capitalised on this dip, increasing its share by 0.8% to reach 7%. These fluctuations are often driven by inventory availability and pricing strategies from board partners, where even minor adjustments can lead to visible swings in quarterly percentages.
Broader market health appears mixed. Shipments for the quarter reached 12 million units, valued at $8.8 billion, representing a modest 2.8% growth over the previous quarter. However, JPR warns that this figure masks underlying volatility. The firm forecasts a long-term decline, predicting a -0.7% annual drop through 2029.
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KitGuru says: The GPU market is in a weird spot right now thanks to the AI boom, so it will be interesting to follow numbers like this in the year ahead.
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