Jon Peddie Research’s Q4 2025 add-in board numbers show Nvidia sitting on a silly 94 per cent share, even as prices climb and supply is difficult.
The report says overall AIB shipments fell 4.4 per cent to 11.5 million units.
JPR reckons the market is heading for a CAGR of minus 5.9 per cent from 2024 to 2028. Even with that, it still expects an installed base of 172 million AIBs and a 103 per cent jump in desktop PCs running an AIB.
The attach rate for the quarter dropped to 55 per cent, down 12.3 per cent from the previous quarter. The desktop PC CPU market dipped 0.7 per cent year-on-year and rose nine per cent quarter-on-quarter.
On share movement, Nvidia gained 1.6 per cent, Intel stayed flat, and AMD lost 1.6 per cent. That shuffle leaves AMD with five per cent and Chipzilla with one per cent, while Nvidia is 10 points up year-on-year.
JPR pegs total AIB shipments at 11.48 million units, which it says sits below the 10-year average. The report says shipments were up 36 per cent, yet rising memory prices and tariffs still managed to put the boot in.
Late 2025 was when GPU pricing started to shoot up, and 2026 has been a bloodbath for availability and sanity. Tariffs get a mention, but the bigger villain is DRAM pricing and shortages, with scalpers doing their usual public service.
The expectation is that the shortages will not clear up anytime soon, and the wider global mess is not helping. That leaves the AIB segment getting squeezed from both ends, with buyers paying more while vendors ship less.
JPR’s report does not stop at GPUs, with PC CPU unit shipments put at 21 million units. The CPU side looks healthier on paper, but new buyers still get clipped by memory costs and the knock-on price bumps.
