Discrete graphics card sales hit four-year record despite soaring memory prices — AMD gains market share as notebook graphics carry the market

Sales of discrete graphics processors for consumer PCs were up both sequentially and year-over-year in the second quarter despite soaring prices caused by component shortages, according to a newly released report by Jon Peddie Research. Although PC CPU shipments dropped in Q2 2026 year-over-year amid seasonality and shortages, sales of standalone graphics processors for consumer computers were up 12.2% sequentially and 14.1% YoY, the best market dynamics in some time.

Sales of graphics processing units for consumer PCs — which include integrated and standalone GPUs for desktops and laptops — totaled 75.5 million in the second quarter of 2026, up 10.4% quarter-over-quarter and 1.1% year-over-year, primarily driven by notebooks. This happened as the consumer CPU market contracted by 1.1% YoY amid a massive sequential drop in desktop CPU shipments and a significant rise in mobile CPUs shipments. Desktop GPU shipments declined by 4% quarter-over-quarter, while notebook GPU shipments surged by 16.8%, JPR claims.

But despite declining desktop PC unit shipments and modest growth in notebooks, unit shipments of discrete GPUs increased by 12.2% sequentially and 14.1% year-over-year in Q2 2026, according to JPR data. Jon Peddie Research does not publish absolute numbers of standalone graphics processors shipped in the second quarter, but our estimate is that around 20 million discrete GPUs were sold by AMD, Intel, and Nvidia in Q2, based on attach rates and Nvidia's market share and dynamics.

The results indicate that demand for PCs with discrete graphics remained remarkably resilient despite soaring component prices and slowing demand for desktop PCs. However, JPR's shipment data does not reveal whether the increase was primarily driven by gamers buying graphics cards, stronger demand for gaming notebooks, or other factors.

"The second quarter is typically down compared to the previous quarter," said Dr. Jon Peddie, president of Jon Peddie Research. "This quarter, discrete GPUs increased by 12.2%, even while a global memory crisis sent component prices soaring, driven by a mix of supply-side positioning, artificial demand shocks, and localized market dynamics."

Jon Peddie Research has yet to publish its complete desktop AIB report, which is expected later this month and will include market shares for AMD, Intel, and Nvidia; yet it is safe to say that the latter has maintained its undisputed leadership.

As for the overall consumer PC GPU market, Intel retained its leadership with a 56% market share as it increased shipments of consumer CPUs in Q2 2026. Nvidia came second with 23%, which is not bad at all considering that it only ships discrete GPUs. AMD came third with 21% share, up significantly from 14% in the same quarter a year ago, as it managed to gain seven percentage points of the consumer GPU market YoY amid growing sales of its consumer CPUs.

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