Despite ongoing uncertainty in the wider PC market, global GPU shipments rose 10.4% quarter‑over‑quarter and 1.1% year‑over‑year in Q2, reaching 75.5 million units according to new data from Jon Peddie Research.

JPR’s report shows the notebook graphics segment driving most of the growth, with shipments up 16.8% compared to the previous quarter. Desktop graphics declined by 4% over the same period, continuing the long‑term trend of notebooks dominating overall GPU volume.

Image credit: JPR

In vendor market share, Intel remained in first place at 56% thanks to integrated GPUs across its processor lineup, though its share fell 1% quarter‑over‑quarter and 5% year‑over‑year. AMD gained 0.6% over the quarter, while Nvidia increased by 0.46%.

CPU shipments also saw quarterly growth, rising 10.10% overall. AMD’s client CPU shipments increased 12.74% compared to last quarter, while Intel’s rose 8.99%. Notebooks accounted for 78% of all client CPU shipments, leaving desktop processors at 22%.

JPR notes that Q2 is typically a flat or down quarter for GPU shipments, making this year’s 10.4% rise notable. The firm also reports that discrete GPU shipments increased 12.2% despite elevated component pricing driven by memory‑market volatility.

KitGuru Says: GPU shipments rising in Q2 is unusual given the current market conditions. Were you expecting an uptick?

The latest market statistics from Jon Peddie Research for Q1 2026 show a decline in both GPU and CPU shipments. Rising component and memory prices significantly impacted the PC segment during this period, with discrete graphics card shipments falling to 11.8 million units and desktop CPU shipments to 15.7 million units.

According to the report, add-in board (AIB) GPU shipments declined by 0.6% compared to the previous quarter. Nvidia managed to retain its lead despite a decline in shipments, while AMD sits in second place with an 8% share. Intel captured 1% of the market, securing a small uptick in shipments during the quarter. The overall attach rate for discrete GPUs in desktop PCs rose significantly to 76%, up 33.3% from the prior quarter. Jon Peddie Research estimates a compound annual growth rate of -3.3% from 2024 to 2029, with the installed base eventually reaching 183 million units.

None of the major GPU makers have launched new architectures yet this year. However, AMD did just introduce the RX 9070 GRE to the global market after a period of China exclusivity. Intel also released new ‘Pro' series graphics cards.

Desktop CPU shipments experienced a sharper downturn, down 24% quarter-on-quarter and 25% year-on-year. The report notes that price hikes and component shortages only began to hit in Q1 2026, suggesting the PC segment could face tougher quarters ahead.

KitGuru says: Rising costs of memory and components are clearly squeezing the desktop PC market. With next-gen architectures potentially pushed back to 2027 or 2028 due to supply constraints, the upcoming quarters could prove challenging for hardware vendors.