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?

Intel seems to have staged a decisive turnaround in the second quarter of the ongoing year, with its data center revenue up a very healthy 59 percent year-over-year. Yet, Intel's inertia is still working against it, as clearly demonstrated within a new report from Mercury Research, which has tallied that Intel's share of the CPU market has fallen to levels last seen in 1995, even as AMD remains perched on an ascendant trajectory. After accounting for the fact that AMD does not count embedded CPUs it ships for networking and storage applications in its data center segment, while Intel does, […]

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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.

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.