Overview
- Nvidia captured about 94% of add-in-board unit sales in Q4 2025, with AMD at roughly 5% and Intel near 1%, according to Jon Peddie Research.
- Desktop systems shipping with a discrete GPU fell to a 55% attach rate in Q4, down 12.3% from the prior quarter as buyers deferred upgrades.
- Total AIB shipments for the quarter declined 4.4% sequentially to about 11.48 million units, though volumes were up 36% year over year.
- JPR cites higher memory prices, DRAM shortages, and tariffs as key pressures on the market, with a squeeze also coming from stronger notebooks and integrated graphics.
- Analysts forecast ongoing weakness, including an almost 10% PC and AIB market decline in 2026 and a -5.9% AIB CAGR through 2028 to an installed base near 172 million.