The discrete graphics sector for personal computers has long featured competition from Nvidia, AMD, and Intel to a smaller degree. Recent developments suggest that era has ended.
Data from Jon Peddie Research covering the final quarter of 2025 reveals AMD's portion of the PC discrete graphics sector has fallen below 10 percent. Intel holds negligible presence. Nvidia now accounts for more than 90 percent of the supply.
This analysis aligns with an earlier weekly publication that incorporated onboard PC graphics solutions, noting growth in graphics processors for professional workstations and data centers. Add-in card volumes rose 36 percent compared to the previous year. However, the latest figures indicate an 11.5 percent decline in shipments from the prior quarter.
Such a downturn is atypical for the year-end period, which normally sees peak demand from holiday purchases. Analysts at Jon Peddie Research link the decrease to elevated costs driven by memory components and import duties.
The proportion of desktop systems equipped with separate graphics cards decreased to 55 percent, a 12.3 percent reduction from the third quarter of 2025, reflecting buyer reluctance to add them.
Purchasers who opted for discrete cards overwhelmingly selected Nvidia options. The research firm's share distribution paints a stark picture of dominance. (The accompanying visual illustrates percentages of units sold, not absolute volumes.)
AMD experienced a modest 1.6 percent quarterly decline in its PC discrete graphics share. Annually, however, the drop was substantial. Intel clings to minimal ground, while the industry overwhelmingly turns to Nvidia.
Findings from Steam's February hardware poll reinforce this trend. Despite the wide array of devices surveyed, the latest data shows the Nvidia GeForce RTX 5070 leading with 9.12 percent usage. AMD's top entry, a broad 'Radeon Graphics' category, registers slightly above 1 percent, suggesting some players rely on AMD's built-in mobile graphics for Steam titles. (Note that Steam's survey relies on voluntary submissions, potentially biasing outcomes.)
Since 2024, AMD has indicated no pursuit of Nvidia in premium GPU segments. Jack Huynh, senior vice president and general manager of AMD's Computing and Graphics Business Group, stated the company would target the core consumer segment instead of the top 20 percent high-end market. AMD omitted any GPU mentions in its 2025 CES presentation and largely bypassed PCs in the 2026 event. That year, it also avoided clear commitments on maintaining support for past top-tier GPUs.
Evidence points to waning consumer interest in alternatives. It appears so.
In terms of rivalry, the situation falls short of Intel's near-total exit from PC graphics in 2024. Yet AMD risks a similar fate. The landscape belongs to Nvidia, with others adapting accordingly.