PCWorld: Nvidia Holds Over 90% of PC Add-in GPU Market in Q4 2025

Snapshot of the Report

A widely discussed r/pcgaming post linked to a PCWorld analysis that cites Jon Peddie Research (JPR) data for Q4 2025. The key claim is stark: Nvidia now supplies over 90% of the PC add-in graphics card market, AMD is below 10%, and Intel’s discrete presence is described as marginal.

PCWorld frames this as a major structural shift rather than a short-term blip. Even with healthy annual shipment growth, vendor concentration appears to be accelerating toward a near single-vendor outcome in the discrete segment.

Key Numbers Mentioned

Total add-in board shipments were up 36% year-over-year.

Sequentially, shipments were down 11.5% versus Q3 2025.

Desktop PCs shipping with discrete GPUs reportedly fell to 55%.

That desktop discrete attachment rate was down 12.3% quarter-over-quarter.

PCWorld says JPR attributes the quarter-to-quarter shipment drop partly to higher memory costs and tariffs. The article also references Steam’s February hardware survey, including a high share for GeForce RTX 5070 entries and limited AMD representation in the top slice of active systems.

Why This Matters for PC Gaming

For builders and upgraders, high market concentration can affect pricing power, product segmentation, and upgrade timing. Fewer strong competitors usually means weaker price pressure in key tiers, especially when demand spikes around major game launches or new GPU cycles.

For developers, optimization priorities may increasingly focus on one dominant driver stack and feature path, which can improve short-term compatibility for many users but reduce long-term diversity in hardware targets.

What to Watch

The next inflection points are AMD’s response in mainstream and upper-mid tiers, Intel’s discrete roadmap continuity, and whether memory and tariff pressure eases. If upcoming quarters keep the same share profile, this could become less a temporary imbalance and more a durable market structure for PC gaming hardware.

Sources: PCWorld article (citing Jon Peddie Research and Steam survey context), surfaced via r/pcgaming.