When we think of the PC graphics-card market, we usually think of three players: Nvidia, AMD, and to a lesser extent, Intel. Those days are over.
According to market data released by Jon Peddie Research for the fourth quarter of 2025, AMD’s market share in the PC graphics-card market has plunged to well under 10 percent. Intel is virtually non-existent. The remainder — over 90 percent — is now supplied by Nvidia.
The JPR report complements a second report issued earlier this week that included integrated PC graphics, which also highlighted the rise of graphics cores flowing into the workstation and data center. Overall, total add-in card shipments increased by 36 percent year-over-year. But the new data, from the fourth quarter of 2025, also showed a sequential drop in card shipments of 11.5 percent from the third quarter.
That’s unusual, since the fourth-quarter holiday sales season is when sales typically hit their highest point. JPR attributed the sequential drop to rising prices associated with memory costs and tariffs.
The percentage of desktop PCs with discrete graphics cards included sank to 55 percent, down 12.3 percent from the third quarter of 2025 — again, indicating that consumers were choosing not to include them.
But when they were buying them, consumers favored Nvidia whole-heartedly. JPR’s market share breakdown is nearly apocalyptic in its scope. (The chart below does not show the number of units, just the market share in units sold.)
AMD’s share of the PC graphics-card market only dropped by 1.6 percent on a quarterly basis. But over the course of a year, AMD’s market share plunged. Intel is apparently barely holding on, but the market has simply chosen Nvidia instead.
Steam’s February hardware survey backs that up. It’s incredibly fractured by the diversity of graphics cards it measures, but the most recent report indicates that the Nvidia GeForce RTX 5070 captured 9.12 percent of the market. AMD’s largest contributor appears to be a generic “Radeon Graphics” entry, at just over 1 percent, indicating that some gamers are just using AMD’s mobile integrated graphics to play Steam games. (The Steam hardware survey, however, is self-reported, which can skew the results.)
AMD has signaled since 2024 that it won’t chase Nvidia in high-end GPUs, when Jack Huynh, AMD’s senior vice president and general manager of the Computing and Graphics Business Group, indicated that AMD planned to focus on the mainstream market rather than the 20 percent of high-end GPUs. AMD left out GPUs entirely from its 2025 CES keynote (and basically excluded the PC entirely in its 2026 keynote). In 2025, it danced around whether it would support its older flagship GPUs, period.
Are consumers simply fed up? Looks like it.
From a competitive standpoint, it’s not as bad as when Intel was virtually eliminated from the PC graphics market in 2024. But AMD seems headed in that direction. It’s Nvidia’s world, and we’re just living in it.
