NVIDIA is beginning 2025 with a bang that sounds much less like competitors and extra like a monopoly: in keeping with Jon Peddie Analysis (JPR), the green-clad business chief now claims a whopping 92% of the marketplace for discrete graphics playing cards (add-in boards, AIBs). AMD falls to an nearly embarrassing 8%, whereas Intel has apparently determined to finish its GPU ambitions with an eraser. 0% market share speaks a transparent and brutal language.
A market in turmoil
In figures: Of the 9.2 million AIBs shipped within the first quarter of 2025, round 8.46 million had been attributable to NVIDIA. AMD is fortunate to account for 740,000 models, whereas Intel’s contribution is extra of an educational nature. The leap in NVIDIA’s market share by 8.5 proportion factors is not any coincidence: the RTX 50 collection with Blackwell structure hit like a GPU bomb. Anybody who says CUDA right now truly means AI, workstation and gaming multi functional. The American technique of constructing an financial “walled backyard” by way of software program lock-ins and {hardware} monopolies is working frighteningly nicely.
AMD: Beneath the visible restrict
The Radeon RX 9070 based mostly on RDNA-4 got here too late, too quietly and apparently with too little oomph. The 7.3 % drop in market share can hardly be glossed over. As a substitute, AMD is having fun with a PR-driven complacency that doesn’t match the truth of the market. Lisa Su speaks of “profitable launches” whereas the warehouse empties just like the auditorium at a nasty cabaret.
Intel: The blind spot of the GPU market
Intel’s Battlemage B collection, launched again in This autumn 2024, may have been a breath of recent air, not less than in principle. Nonetheless, the response available in the market was apparently a breeze at finest. A drop of 1.2%, which in the true world leads to a 0% market share, is an indictment. Both the playing cards had been produced in homeopathic doses or they had been so unattractive that even passionate hobbyists desire to purchase second-hand merchandise.
Total market: progress on a sloping basis
Apparently, the AIB market as a complete grew by 8.5%, though the general GPU market (together with iGPUs) shrank by 12% to 68.8 million models. A traditional instance of structural distortion: if you need efficiency, you go for a dGPU. And if you wish to be CUDA-compatible, you go for NVIDIA. The image can be evident within the Steam {hardware} survey: RTX 3060 and 4060 proceed to dominate, whereas the RTX 5060 Ti remains to be within the beginning blocks with 0.21%. AMD’s presence on Steam is a shadowy existence, Intel performs no position.
Conclusion: Market energy with out measure
NVIDIA has not solely dominated the market, it has successfully captured it. With a mixture of technical excellence, strategic market foreclosures and software program dominance, the competitors has been pressured right into a spectator position. AMD seems like a battered boxer and not using a plan, Intel like a swimmer with out water. Is that wholesome? Actually not. However we stay in capitalism, not in a chess membership.
Supply: Jonpeddie
