12. September 2025
Admin
Nvidia Grabs 94% of GPU Shipments in Q2 2025 — Tariff Fears Drive Surge
According to a recent *Jon Peddie Research* report, Nvidia accounted for a huge **94% share** of discrete GPU shipments worldwide in Q2 2025. The surge (27% in GPU shipments) appears driven by customers rushing to buy ahead of anticipated U.S. import tariffs on semiconductor products. AMD lags behind with about 6%, while Intel’s share is negligible.
Quick Insight: The jump in shipments is unusually strong for a second quarter — normally a slower period — and likely reflects demand spikes driven by fear of higher costs due to tariffs.
1. Shipment Numbers & Growth
Discrete GPU shipments rose to **11.6 million units** in Q2 2025 — up 27% from Q1. Desktop CPU shipments also saw growth (~21.6%) during the same period.
2. Market Share Breakdown
- Nvidia: 94% market share (up ~2.1% from previous quarter).
- AMD: ~6% share.
- Intel: share so small it doesn’t register in the discrete GPU market.
3. Driving Factors
- Tariff anticipation: buyers buying early to avoid higher import costs.
- Supply shortages delaying price equilibrium for mid-range cards until later.
- High consumer demand, including upgrades to existing PCs.
Final Thoughts
Nvidia’s grip on the discrete GPU market appears very strong in 2025, especially under pressure from external factors like tariffs. If AMD (or Intel) want to compete meaningfully, they’ll need to address supply, affordability, and be ready for market shifts. Meanwhile, for consumers, this can mean higher prices unless supply improves or tariff fears diminish.
Reminder: If you’re buying a GPU now, watch out for shipping costs and price hikes due to upcoming tariffs. Also compare performance per dollar among models — dominance doesn’t always mean the best deal.
