Дэлхий даяар график картын эрэлт 12.5 сая ширхэгт хүрч, өмнөх улиралтай харьцуулахад 10 хувиар өссөн үзүүлэлттэй байна.
John Peddie Research байгууллагын тайланд дурдсанаар, график картын зах зээл дээрх үнийн өсөлтийг үл харгалзан хэрэглэгчдийн худалдан авалт идэвхтэй хэвээр байна. NVIDIA компани зах зээлийн 90 хувийг эзэмшсэн хэвээр байгаа бол AMD 8 хувь, Intel 2 хувийн тус тус эзэлж байна. Мэргэжилтэн Жон Пэдди энэхүү нөхцөл байдлыг зах зээлийн ерөнхий зүй тогтлыг сөрсөн үзэгдэл хэмээн тодорхойлжээ.
Энэхүү өсөлтөд Иран дахь дайн болон Ормузын хоолойн хямралаас үүдэлтэй нийлүүлэлтийн сүлжээний доголдол гол нөлөө үзүүлж байна. Бүрэлдэхүүн хэсгүүдийн хомсдол үүсэж, үнэ нэмэгдэх төлөвтэй байгаа тул хэрэглэгчид үнэ улам өсөхөөс өмнө график карт худалдан авахыг яаравчилсан байж болзошгүй гэж шинжээчид үзэж байна.
Нөгөөтэйгүүр, ширээний компьютерын процессорын нийлүүлэлт өмнөх улиралтай харьцуулахад 10.5 хувиар, өмнөх оны мөн үетэй харьцуулахад 33 хувиар буурсан нь онцлох үйл явдал боллоо. Хэдийгээр NVIDIA компани хиймэл оюун ухааны салбарт гол анхаарлаа хандуулж, орлогынхоо дийлэнх хувийг дата төвөөс олж байгаа ч хэрэглэгчийн график картын зах зээлд ноёрхсон байр сууриа хадгалсаар байна.
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If you’ve been keeping up with the headlines, then you know gaming hasn’t been Nvidia’s main priority for some time now. Given that its data centre segment made $89 billion in Q2 of 2026—an eye-watering 93% of the company’s total revenue that quarter—it’s not super surprising that Nvidia is all-in on AI. What may be surprising though is that, even after this shift in focus, Nvidia is still king when it comes to consumer GPUs.
That’s according to the latest report from John Peddie Research; even though Nvidia’s market share did decrease by 0.01% last quarter, the company is still holding on to a 90% share of the graphics ‘Add-in Board’ (AIB) market. AMD has 8%, while Intel enjoys a 2% slice of the pie.
For those a little unclear, an ‘add-in board’ (AIB) can mean anything you plug into your PC to improve performance, and GPUs definitely fall into that category. When companies refer to AIB GPUs, they’re typically distinguishing them from integrated ones like you’ll find in laptops, for instance.
The JPR report adds that during the second quarter, the “growth of the global PC-based graphics add-in board market reached 12.5 million units.” That’s a 10% increase from the quarter before. Not only that, but the likelihood of someone picking up an ‘add-in board’ in addition to a desktop PC was up to 89%, a 23% quarter-over-quarter increase.
Given that it has been genuinely more affordable for me to hop on an international flight to either QuakeCon or PAX West rather than buying one of Nvidia’s RTX 50-series cards absolutely anywhere else, colour me surprised that GPUs remain such a hot-ticket item. I’m not the only one, as Dr. Jon Peddie himself described the trend of high-end GPU sales spiking even as prices rise as straight-up “defying common wisdom.”
The report excerpt doesn’t go into detail about which GPUs folks are still buying, so there’s also a chance that many PC gamers are choosing to forego the latest upscaling and frame-gen tech in favour of an older card that’s more reasonably priced. Then again, perhaps not; when we put it to a poll in August, 56% of you were willing to pay over $600 for a graphics card, while 19% would spend over $1000.
Anyway, it’s worth comparing and contrasting the GPU increase to desktop PC CPU shipments, which dipped to 14 million units. Considering this is a 10.5% quarter-over-quarter drop, and a 33% year-to-year decrease, it’s still pretty stark.
Dr. Peddie himself posits, “Our theory is consumers rushed to buy AIBs before the prices went any higher, as the war in Iran is driving prices up in all segments.”
The 2026 Iran War and the Strait of Hormuz crisis has been ongoing since February, making it difficult to secure various components. Constrained supply means rising prices—like those rumoured to be on the way for motherboards. While I’ve no doubt this could encourage more impulsive purchase decisions, I’m not sure if we’ll see a similar shipment spike for motherboards.
