Update 6/6/2025 9:00 am ET: Jon Peddie has kindly provided us with comments regarding AMD's GPU business underperformance in Q1 2025. He believes that the sources of AMD's decline in GPU shipments lie in the company's failure to accurately predict demand for its GPU products six to nine months in advance, as well as the necessity to balance its TSMC allocations between Zen CPUs and Radeon GPUs. Read the exact comments below.
AMD's desktop GPU market share, based on sales into the market, has dropped to a historic low in the latest report from Jon Peddie Research, despite the company's launch of new products during the quarter. Discrete GPU shipments for desktop PCs increased significantly both quarter-over-quarter and year-over-year in Q1 2025 and totaled 9.2 million units. However, as both AMD and Nvidia rolled out their new-generation graphics cards in the first quarter, Nvidia managed to sell millions of its new GeForce RTX 50-series GPUs and capture its highest market share, while AMD struggled to sell even 750,000 add-in-boards, which is why its share dropped to a historical low.
