Analysis shows Nvidia GPUs represented about 94% of shipments in Q4 2025

The latest Jon Peddie Research (JPR) report for Q4 2025 paints a picture of a GPU market increasingly defined by a total Nvidia monopoly and a looming crisis for budget-conscious gamers. According to the data, Nvidia now controls a staggering 94% of the Add-In Board (AIB) market, up 10 points from the previous year.

In contrast, the same report claims AMD has plummeted to 5% market share, a 10-point YoY decline. As for Intel, it remains static at a marginal 1%. This shift comes as total AIB shipments fell to 11.48 million units, dropping 4.4% from the previous quarter and signalling a contraction in the consumer desktop space.

Image credit: JPR

The report highlights a growing “bloodbath” in 2026 regarding GPU pricing and availability. While AIB shipments technically increased by 36% compared to the past year, the market is being stifled by rising DRAM prices, global supply chain instability (supply-demand ratio, tariffs, etc.), and more advanced integrated graphics. The ongoing memory shortage is likely the primary culprit, with manufacturers diverting precious GDDR7 and GDDR6X supplies to high-margin AI and enterprise hardware, leaving the consumer gaming segment to fight over scraps. This has led to widespread scalping and price hikes, effectively making the sub-$500 mainstream gaming PC a dying breed.

The broader PC ecosystem is feeling the squeeze as well. While CPU shipments remained relatively healthy at 21 million units for the quarter, the overall “attach rate” of GPUs in desktop PCs dropped to 55%, a 12.3% decrease. This suggests that while people are still building or buying PCs, a growing number of users are opting to skip a dedicated graphics card entirely due to prohibitive costs. With all this taken into account, JPR predicts that in 2026, the PC and AIB markets will decline by “almost 10%”.

KitGuru says: Nvidia continues to boom thanks to the AI gold rush. 

Become a Patron!