A new report from Jon Peddie Research, covering the first quarter of 2026's GPU shipments from AIBs (add-in board partners for NVIDIA, AMD, and Intel), paints a relatively strong picture of the current GPU market. With 11.8 million units shipped in the first three months of the year, it's a 0.6% decrease from the previous quarter; however, this figure is much lower than the historical Q1 average drop of 12%.

Q1 is a quieter month for hardware shipments, so the minimal 0.6% decrease is notable. This covers GPUs in the GeForce RTX, Radeon RX, and Intel Arc lineups, and what makes this figure even more interesting is that it arrives when desktop PC shipments dropped 25% year-over-year and 24% quarter-to-quarter for Q1 2026. According to the data, the AIB attach rate, that is, GPU per desktop PC shipped, increased to 76%, which is up an impressive 33.2% from the previous quarter.
And with that, the new report highlights desktop GPU market share by vendor, with NVIDIA holding strong at 90%. This is a 1% drop from the previous quarter; however, most of that went to Intel rather than AMD.

According to the report, AMD's overall GPU market share decreased in Q1 2026 by 0.04% while Intel's grew by 0.4%. When looking at 11.8 million graphics cards for the quarter, that equates to an additional 472,000 units for Intel. And based on the decent sales we've been seeing for Intel's new Arc Pro series, odds are this increase comes from the AI sector rather than PC gaming.
Although GPU shipments are holding strong as we head into the halfway mark of 2026, Jon Peddie Research predicts overall shipments will decrease by 3.3% from 2024 to 2029. And as for the reasoning, well, you can chalk it up to limited memory, supply chain disruptions, and high prices.





