IT Home reported on June 8 that analysis agency Jon Peddie Research has now released its graphics card market report for the first quarter of 2025. In the first quarter of this year, global independent graphics card shipments were 9.2 million yuan, a year-on-year increase of 5.3% and a month-on-month increase of 8.5%.
Jon Peddie Research said that from 2024 to 2028, the compound annual growth rate of discrete graphics cards will be -10.3%, and will reach 130 million installs by the end of the forecast period. In the next five years, the penetration rate of independent graphics cards in desktops will reach 86%. The overall connectivity rate of independent graphics cards for desktops increased to 151% this quarter, an increase of 13.8% over the previous quarter.
In the first quarter of 2025, Nvidia expanded its leading position, with a market share of 92%, an increase of 8.5 percentage points compared with the previous quarter; AMD's market share of 7.3 percentage points in the first quarter of 2025 decreased by 7.3 percentage points, falling to 8%, falling to a new low; Intel's market share of 1.2 percentage points in the first quarter of 2025, lower than 1%.
In this regard, the analyst said that the reason for the decline in AMD's market share is "failed to 6 to 9 in advance Accurate forecast of GPU product demand in months” and “failure to properly allocate capacity between Zen CPU and Radeon GPU”. In addition, the release of RTX50 series graphics cards has also maintained Nvidia's leading edge.
