On November 25th, renowned research firm Jon Peddie Research (JPR) released its Q3 2025 market observation report. The GPU market presents a striking "two-tiered" pattern: global data center GPU shipments surged 145% quarter-on-quarter, while PC GPUs (including discrete and integrated graphics) grew moderately by 2.5% quarter-on-quarter and 4% year-on-year.
The explosive growth of data center GPUs is driven by the continuous surge in AI computing power demand. As high-performance computing needs soar in areas like large model training, autonomous driving, and cloud computing, enterprise GPU purchases have seen a phased boom, becoming the core engine driving overall GPU market growth. In contrast, the PC GPU market grows more steadily due to stable consumer electronics demand.
In terms of specific shipment data, global PC GPU shipments reached 76.6 million units in Q3 2025, covering various desktop and mobile devices. During the same period, PC CPU shipments hit 65 million units, up 2.2% quarter-on-quarter but down 2.2% year-on-year, indicating the PC market is still in a mild recovery phase. Notably, the overall GPU adoption rate on PC platforms rose to 120%, an increase of 2.9 percentage points from the previous quarter. This change is closely related to the popularization of integrated graphics in thin-and-light laptops and 2-in-1 devices, as well as the high demand for discrete graphics in gaming laptops.
In the PC GPU market share competition, the pattern of leading manufacturers has seen minor adjustments. AMD increased its market share by 0.9% quarter-on-quarter, leveraging its advantages in mobile integrated graphics and mid-range discrete graphics markets. Intel and NVIDIA declined by 0.8% and 0.1% respectively—Intel was mainly affected by fluctuating demand for entry-level desktop products, while NVIDIA shifted more production capacity to high-margin data center GPUs.
The platform structure of the CPU market remains stable: mobile CPUs account for about 70%, and desktop CPUs account for around 30%. This pattern aligns with the popularization trend of laptops in remote work and online learning scenarios in recent years. Industry analysts point out that with the penetration of AI technology in the PC field, CPU and GPU products with AI acceleration capabilities will become a new focus of competition among manufacturers, which may further stimulate PC hardware upgrade demand in the future.
ICgoodFind Summary: AI computing demand drives market differentiation—data center GPUs become the growth mainstay, while the PC segment achieves steady progress.
