Desktop add-in board shipments hit 12.5 million units in the second quarter, the strongest three months since early 2022, according to Jon Peddie Research.
The total rose 5.9 percent sequentially and 7.8 percent year over year, and it came even as prices moved upward. First-half shipments of 24.3 million boards outpaced the 20.8 million recorded a year earlier.
Nvidia shipped roughly 11.25 million discrete desktop GPUs, taking about 90 percent of the market. That was its best quarterly desktop volume since 2017, when it moved just under 11.72 million units.
Rival share barely shifted. Intel crept up to a couple of percentage points on several hundred thousand cards, while AMD stayed near 8 percent with about one million boards sold.
Counting portable machines lifts Nvidia’s quarterly total to about 17.365 million discrete graphics processors. Close to 6.115 million of those landed in notebooks and compact PCs. AMD and Intel have effectively exited standalone mobile GPUs, so nearly all of those notebook chips carried Nvidia silicon.
Analyst Jon Peddie said high-end board sales rose as prices climbed, a pattern he attributed to buyers pulling purchases forward before costs went higher, with the conflict involving Iran lifting prices across segments.
One oddity in the data: only about 14 million desktop PCs were sold in the period, yet the attach rate for a discrete board reached roughly 89 percent. That suggests much of the volume went to upgrades and component-level builds, or into channel inventory stockpiled ahead of further increases.
