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AMD显卡岌岌可危!
国芯网· 2025-09-03 13:14
Group 1 - The core viewpoint of the article emphasizes the current state and future outlook of the global GPU market, highlighting the dominance of NVIDIA and the challenges faced by AMD [2][5][8] - According to JPR's latest report, global independent graphics card shipments are expected to reach 11.6 million units by Q2 2025, with a total installation base of 163 million units [3] - In the current quarter, 53.5% of desktop PCs are equipped with independent graphics cards, reflecting a 2.3 percentage point increase from the previous quarter but a 13.9 percentage point decline year-on-year [4] Group 2 - Over the next five years, it is projected that 87% of desktop PCs will have independent graphics cards, indicating a growing trend in the market [5] - NVIDIA leads the market with a 94% share, having increased by 2.1 percentage points quarter-on-quarter and approximately 6 percentage points year-on-year [5] - AMD's market share has significantly declined from 12% last year to just 6% in Q2, indicating a challenging competitive environment [5][8] Group 3 - When including integrated graphics, the total global GPU shipment reached 66.9 million units, marking a 4.9% growth, with desktop and laptop segments growing by 11.0% and 2.5% respectively [8] - Intel holds a dominant position in the integrated graphics market with a 61% share, although it has seen a year-on-year decline of approximately 3 percentage points [8] - AMD's share in the integrated graphics segment is only 14%, reflecting a decline of 2.4 percentage points quarter-on-quarter and nearly 2 percentage points year-on-year [8]