TIBURON, CA (December 1, 2025)—The latest report from Jon Peddie Research has revealed that the global market for PC-based graphics add-in boards (AIBs) saw a significant growth, with shipments reaching 12.0 million units in the third quarter of 2025. In tandem with this growth, desktop PC CPU shipments rose to 19.2 million units, indicating a robust demand in the sector.
The report projects a compound annual growth rate (CAGR) of -0.7% for AIBs from 2024 through 2029, predicting an installed base of 152 million units by the end of the forecast period. Notably, AIB penetration in desktop PCs is expected to exceed 120% over the next five years, suggesting that many desktops will be equipped with more than one AIB.
In terms of quarterly performance, AIB shipments increased by 2.8% from the previous quarter and by an impressive 47.5% compared to the same quarter last year. However, this growth falls short of the historical 10-year average of 11.4% for this time frame. Analysts attribute the slower growth to a surge in sales in Q2, driven by panic buying ahead of anticipated tariffs, which likely pulled some demand forward and impacted Q3 results.
The report also highlights shifts in market share among major players within the AIB segment. AMD’s market share increased by 0.8% since the previous quarter, while Intel gained 0.4%. In contrast, Nvidia experienced a decrease of 1.2%, reflecting shifting consumer preferences and competitive dynamics in the market.
The AIB attach rate in desktop PCs rose to 162%, although this represents a slight decline of 0.6% from the previous quarter. Meanwhile, the desktop PC CPU market saw a year-over-year decline of 7.6%, though it increased by 3.9% from the previous quarter, indicating a degree of recovery.
Dr. Jon Peddie, president of JPR, emphasized the cautious optimism surrounding the AIB market. “The 2024-to-2029 CAGR for AIBs is -0.7%, which has been the trend. However, with all influences in the market, we advise cautious optimism until the trade wars settle down and a quarter or two passes, which will give the market some stabilization,” he stated. He also mentioned concerns regarding the potential for an inflation-driven recession, highlighting the socioeconomic turmoil stemming from recent government policies.
The comprehensive AIB report is currently available for purchase at a price point of $3,000. An annual subscription, which includes four quarterly issues and four hours of consulting, is offered at $6,000. Discounts are available for subscribers to JPR’s TechWatch, and bundled packages can also be arranged. Interested parties can obtain further information by contacting Jon Peddie Research directly or visiting their website at www.jonpeddie.com.
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