According to the latest report released by JPR,Due to the shortage of video memory and supply chain uncertainty, total GPU shipments fell by 3.3% in 2025, of which the desktop grew by 1.1%, while the notebook market fell by 5.2%.
In terms of market share of the three major GPU manufacturers,Intel and NVIDIA fell by 1.2% and 1.4% respectively, while AMD increased by 2.6%, becoming the only manufacturer to achieve share expansion in the fourth quarter.
JPR said that the PC and GPU markets will face some tough challenges, with fluctuating tariffs, rising prices due to memory supply shortages, and the outbreak of war in the Middle East. "NVIDIA is the only supplier forecasting strong growth in the next quarter, and this forecast is based on artificial intelligence."
As for 2026, JPR predicts that the PC market may decline by up to 10% in 2026.
The root cause of the current dilemma is that DRAM resources are tilted towards the enterprise market.As the demand for AI computing power explodes, general storage resources such as GDDR7 and LPDDR5 are transferred in large quantities to the construction of ultra-large-scale data centers, and consumer-grade GPU production capacity is forced to be compressed.
This resource tilt has directly led to a slowdown in the production of game graphics cards, and the release roadmaps of many mainstream new products have been forced to be postponed for several quarters.