Overview
- Global add-in-board shipments reached about 12.0 million units in Q3 2025, up 2.8% quarter over quarter and below the 10-year seasonal average of 11.4%.
- Nvidia’s share slipped from roughly 94% to 92% sequentially, while AMD rose to 7% and Intel achieved a 1% milestone.
- The desktop graphics-card attach rate registered 162%, pointing to strong upgrade activity versus new system builds.
- Jon Peddie Research attributes the softer-than-usual Q3 rise to Q2 “panic buying” tied to pending tariff uncertainty.
- JPR’s outlook calls for a -0.7% CAGR for 2024–2029, with some reports pointing to potential retail price increases surfacing in early 2026.