Core Viewpoint - The GPU market is experiencing significant growth, particularly benefiting Nvidia, which has increased its market share to 94% as of the latest report from Jon Peddie Research [2][4]. Market Overview - The global PC-based graphics AIB market is projected to reach 11.6 million units by Q2 2025, reflecting a nearly 30% quarter-over-quarter growth [2]. - Data center GPU shipments also saw a quarter-over-quarter increase of 4.7% [2]. Competitive Landscape - Nvidia's dominance in the GPU market continues to strengthen, while AMD's market share has decreased by 2% to 6% [4]. - According to the latest Steam survey, Nvidia holds nearly 75% of the GPU market share, with 7 out of the top 13 performing GPUs in August being from the Blackwell RTX 5000 series [7]. Pricing Trends - There is a notable decline in prices for mid-range and entry-level AIBs, while high-end AIB prices are on the rise, with many retailers facing stock shortages [7][9]. - The overall AIB attach rate for desktop computers increased by 2.3% to 154%, indicating a strong demand for GPUs relative to CPU sales [7][11]. Future Outlook - Jon Peddie Research forecasts a compound annual growth rate (CAGR) of -5.4% for AIBs from 2024 to 2028, with an estimated installed base of 163 million units by the end of the forecast period [9]. - The anticipated release of the RTX 5000 series in early 2025 and the potential launch of Super versions by the end of this year may influence market dynamics [10]. Consumer Behavior - Despite challenges, gamers appear willing to invest in upgrading their systems, contributing to the increased attach rate of GPUs [11]. - Concerns over tariffs and potential import taxes on semiconductor products are influencing consumer purchasing behavior [11].