Nvidia Secures 92% GPU Market Share in Q1 2025
Warning! GuruFocus has detected 4 Warning Signs with NVDA.
Revenue and shipment figures from the PC GPU market show Nvidia expanded its AIB market share by 8.5 percentage points quarter over quarter, while AMD dropped 7.3 percentage points to 8%. Intel fell to 0% after a 1.2-point decline. The total AIB market shipped 9.2 million units in Q1.
The companys growth was driven by the launch of its RTX 50 series GPUs, while AMDs RDNA 4 launch came later in the quarter. Intels Battlemage B-series failed to move the needle, per the data. In the overall PC GPU spaceincluding integrated graphicsNvidia also gained 3.6 percentage points, outperforming AMD and Intel, who posted respective declines of 1.6 and 2.1 points.
Demand from gamers remains concentrated on the RTX 3060 and 4060, according to Steams May 2025 hardware survey, though the new 5060 Ti has started to appear with a 0.21% share.
The strength in discrete GPUs contrasts with a broader slowdown in the desktop CPU market, which shrank by 14.5% year over year and 20.6% quarter over quarter. However, data center GPU shipments rose 9.6%, reflecting ongoing AI-driven demand.
The discrete GPU market is expected to face a -10.3% CAGR through 2028, with Jon Peddie Research projecting an installed base of 130 million units by the end of the forecast period. By 2028, PC GPUs are expected to total 2.8 billion units, with dedicated GPUs reaching 15% penetration.
This article first appeared on GuruFocus.
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