According to Jon Peddie Research, NVIDIA (NVDA, Financial) captured 92% of the add-in-board (AIB) market in the first quarter of 2025, widening its lead over competitors AMD and Intel. The PC graphics card market data shows that NVIDIA's AIB market share increased by 8.5 percentage points, while AMD's share dropped by 7.3 percentage points to 8%. Intel's share fell by 1.2 percentage points, effectively reaching zero. The total shipment of AIBs for the quarter was 9.2 million units.
NVIDIA's growth is attributed to the launch of its RTX 50 series GPUs, whereas AMD's RDNA 4 series was introduced later in the quarter. Intel's Battlemage B series had minimal impact. In the overall PC GPU market, which includes integrated graphics, NVIDIA also gained 3.6 percentage points, outperforming AMD and Intel, which fell by 1.6 and 2.1 percentage points, respectively.
The Steam hardware survey from May 2025 indicates that gamers primarily demand the RTX 3060 and 4060, with the new 5060 Ti beginning to appear with a 0.21% share. The robust performance of the AIB market contrasts with a shrinking desktop CPU market, which saw a 14.5% year-over-year decline and a 20.6% quarter-over-quarter drop. However, data center GPU shipments grew by 9.6%, driven by ongoing AI demand.
