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Jon Peddie Research reports the global PC-based graphics processor unit (GPU) market reached 70.3 million units in Q1’26 and PC CPU shipments decreased to 57.6 million units.
Overall, GPUs will have a compound annual growth rate of -3% from 2025 to 2029 and reach an installed base of 3 billion units at the end of the forecast period. Over the next five years, the penetration of discrete GPUs (dGPUs) in the PC will be 12%.
Year-to-year total GPU shipments, including all platforms and all types of GPUs, increased 2%, desktop graphics increased by 11%, and notebooks decreased by -1.5%.
As indicated in the following chart, AMD's overall GPU market share increased 2% from last quarter, Intel's market share decreased -4%, and Nvidia's market share increased 2.3%.
Overall, CPU unit shipments decreased -14% from last quarter; AMD’s decreased -3%, and Intel’s decreased -15%.
The GPU's overall attach rate (which includes integrated and discrete GPUs, desktops, notebooks, and workstations) in PCs for the quarter increased to 123%, up 5.6% from the last quarter.
The overall PC CPU market decreased -7.2% year to year and -14% quarter to quarter.
The first quarter is traditionally flat to down. This quarter's GPU shipments were down from the 10-year average of 2.2%.
“The PC companies were caught in a downdraft that hit the broader market as the war with Iran took hold, memory cost spiked, and the continuation of special cutout, as well as changing import/export rules. As part of the turmoil, some PC suppliers have pulled back or held orders, while a few have increased orders hoping to lock in prices,” said Dr. Jon Peddie, president of Jon Peddie Research. “Pre-ordering to lock in prices is a short-term measure that has never been a good idea because it suppresses future quarter sales. We expect overall PC sales and, consequently, client PC GPU sales, to decline for the year."
