Core Insights - The graphics card industry is projected to see a significant increase in shipments, reaching approximately 44.28 million units in 2025, up from 34.7 million in 2024, primarily driven by NVIDIA's release of the GeForce RTX 50 series based on the Blackwell architecture [4][6] - NVIDIA continues to dominate the market, holding a market share of 92% in Q1 2025 and increasing to 94% by Q4 2025, while AMD's market share has declined to a historic low of 5% [9][11] Industry Overview - The desktop discrete graphics card shipments reached a peak of 12 million units in Q3 2025, with a slight decline to 11.48 million units in Q4, still higher than the 8 million units shipped in the same quarter the previous year [4][6] - The AIB market, primarily supported by gamers, is facing pressure from the low-end market due to the rise of powerful new laptops and CPU-integrated graphics [5][11] Competitive Landscape - AMD's graphics card shipments fell from 740,000 units in Q1 to 570,000 units in Q4 2025, marking the lowest quarterly sales in the company's history [11] - Intel has not gained any market share in 2025 despite releasing new Arc graphics cards targeting specific market segments [11]