Overview

• The GPU market saw 76.9 million units shipped in Q4 2024, a 4.4% increase from Q3, largely driven by data center GPUs.
• Year-over-year shipments declined by 5.4%, with desktop GPU sales dropping while laptop GPUs grew by 1%.
• Nvidia, which holds 65% of the market share, struggled to meet demand, limiting potential growth in the PC GPU segment.
• Political tensions and potential tariffs against exporting countries are unsettling markets and complicating consumer purchasing decisions.
• The discrete GPU market is predicted to contract long-term, with only 15% of systems expected to include discrete GPUs by 2030.