NVIDIA Maintains Monopoly in the Discrete GPU Segment

The results for the third quarter of 2025 in the global graphics processor market are in. Overall GPU shipments grew by 2.5% compared to the second quarter, reaching 76.6 million units. Year-over-year growth was 4%, with a particularly noticeable surge in shipments of discrete graphics cards—up 10.7% year-over-year, indicating stable demand for more powerful solutions.

Despite the overall growth, the market share distribution among the major vendors continues to shift. Intel remains the undisputed leader, controlling 61% of the market when considering all types of graphics—both integrated and discrete. However, the company slightly lost ground over the past quarter.

The main driver of the quarterly changes was AMD, which managed to increase its share by 0.9%; its solutions now account for 15% of all shipped GPUs. NVIDIA's position remained almost unchanged, dipping by 0.1% to 24%. That said, looking at the yearly trend, it is NVIDIA that shows the most significant progress, having increased its presence from 18% to its current level.

The discrete graphics accelerator segment deserves special attention, where a near-absolute monopoly reigns. NVIDIA accounts for 94% of all shipments for desktop systems here, with AMD remaining the only competitor in this niche, holding a modest 6%.

The third quarter passed without any major new product announcements, and the main players are apparently preparing their updated lineups for launch in the first half of 2026. Short-term market changes are likely linked to seasonal sales in anticipation of the fourth quarter.