seniorspectrumnewspaper – Desktop graphics shipments surged in Q2 2025, breaking the typical seasonal slowdown pattern. AIB (Add-in-Board) volumes reached 11.6 million units, while desktop CPU shipments hit 21.7 million units. Jon Peddie Research (JPR) reported an impressive attach rate of 1.54 GPUs per CPU, indicating that both system builds and upgrades are driving demand simultaneously. This growth is notable as Q2 historically sees a decline in shipments.
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Compared to the usual seasonal dip, graphics card shipments rose 27 percent quarter-over-quarter. Desktop CPU shipments increased 21.6 percent in the same period, though CPU volumes still remained 4.4 percent lower year-over-year. This quarter outperformed the 10-year average Q2 gain of 5.7 percent, highlighting unusually strong demand.
Price adjustments and supply constraints largely fueled this surge. Midrange and entry-level graphics cards dropped in price, making them more accessible, while high-end models saw price hikes. Retailers experienced rapid sellouts—an uncommon occurrence for Q2. JPR suggests buyers accelerated their purchases ahead of potential tariffs, causing shortages that spilled over into early Q3 2025. Recently, midrange prices have begun to stabilize. These shifts reveal evolving demand patterns and distribution challenges in the market.
Nvidia Strengthens Market Dominance as AMD Struggles With RDNA 4 Launches
Nvidia expanded its share of the AIB market to nearly 94 percent, increasing by 2.1 percentage points this quarter. Meanwhile, AMD’s market share dropped to around 6 percent, with Intel maintaining a minimal presence near zero percent. In the competitive midrange segment, AMD released the Radeon RX 9070 XT and RX 9070 based on the RDNA 4 architecture. Nvidia countered with the GeForce RTX 5070, maintaining its stronghold.
At the high end, Nvidia launched the RTX 5080, further reinforcing its dominance. The company also introduced the RTX 500 workstation card targeting professional users. Rumors circulate about two upcoming Intel graphics cards, including a dual-GPU model, but these have not been confirmed.
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Looking forward, JPR forecasts the AIB market will contract by approximately 5.4 percent annually from 2024 to 2028. Despite this decline, the installed base of desktop graphics cards is expected to reach 163 million units by 2028. Notably, desktops will account for nearly 87 percent of that total, underscoring the continued relevance of desktop GPUs.
The Q2 2025 shipment spike appears to be a temporary effect caused by tariff-related stockpiling rather than a sign of sustained growth. Market watchers will need to observe the upcoming quarters to determine if this momentum can be maintained or if shipments will normalize. Regardless, Nvidia’s strong market share and AMD’s challenges highlight the ongoing competitive dynamics within the desktop graphics card industry.
