According to the overall graphics card market report for the fourth quarter of 2025 released by Jon Peddie Research, NVIDIA’s market dominance has reached a suffocating level.The report shows that overall AIB graphics card shipments fell by 4.4% quarter-on-quarter to 11.5 million units in the fourth quarter, with a CAGR (compound annual growth rate) of -5.9% (2024-2028), and will reach 172 million units by the end of the forecast period.
The installation rate of computer independent graphics cards dropped to 55% this quarter, a decrease of 12.3% from the previous quarter. JPR believes that the decline in shipments is mainly due to price increases caused by memory costs and tariff increases.
In terms of specific manufacturers, NVIDIA's market share increased by 1.6% this quarter, reaching 94% overall, Intel remained at 1%, and old rival AMD's market share dropped from 15% a year ago to only 5%.The market is showing a situation of green covering the sky.
JPR President Jon Peddie said that the AIB market dominated by gamers is suffering from a double squeeze. The bottom is impacted by high-performance notebooks and CPU core graphics, and the top is driven by price increases due to supply and demand competition, memory costs and US tariff policies.
Jon Peddie analyzed that under this situation, some users who should have replaced their PCs and independent graphics cards are expected to choose to wait and see. It is expected that the PC and AIB markets will decline by nearly 10% in 2026.