Just two months into 2025, the competitive landscape of the GPU market has quietly shifted. Over the past year, AMD's Radeon graphics cards have seen a remarkable increase in market share. Starting at 7.69% in early 2024, their share rose to 14.65% in January 2025, further climbing to 20.8% in early February, marking the highest point in recent history. Concurrently, Intel has made notable progress in the GPU market, surpassing the 1% threshold to reach 1.2%. While this may seem modest, it's a significant leap from the 0.09% reported at the beginning of 2024. Compounding these dynamics, NVIDIA's unexpected supply issues have inadvertently facilitated its competitors' rise. In the South Korean DIY market, AMD's growth has been particularly remarkable. Sales of the Radeon RX 7700 XT surged tenfold in January 2025, escalating from 1% in February 2024 to 10.26%. Equally impressive is the performance of the RX 7600, an entry-level graphics card that captured 35.16% of AMD's segment, demonstrating strong appeal among entry-level gamers. Meanwhile, NVIDIA's RTX 40 series and the newly launched RTX 50 series are noticeably scarce in the global market. From Amazon to Newegg to Best Buy, consumers consistently encounter shortages of high-end models, such as Class 70+ cards. This scarcity provides AMD with a timely opportunity to capitalize on its strengths.
AMD's recent success isn't solely a matter of advantageous supply positions; their product line has become increasingly competitive. The RX 7000 series continues to be a staple in the market, while some RX 6000 series models are available to ensure coverage across entry-level, mid-range, and high-end segments. Of particular note is the forthcoming Radeon RX 9070 XT, a flagship graphics card based on the RDNA 4 architecture, revealed during CES 2025 and set for release in early March. Leaked specifications suggest the RX 9070 XT will feature a Navi 48 chip, boasting 4,096 stream processors and a peak clock speed of 3.1 GHz. In tests of Monster Hunter: Wildlands, its performance was outstanding, achieving frame rates exceeding 200 FPS, placing it in direct competition with NVIDIA's RTX 4070 Ti and RTX 4080. Although the card is aimed at the mid-range market, its 16GB GDDR6 memory may offer a favorable price-to-performance ratio compared to NVIDIA's GDDR7 offerings. Technological advancements also underpin AMD's ascent. The RDNA 4 architecture not only refines compute units but also introduces the third-generation ray-tracing accelerator and the second-generation AI accelerator, significantly boosting ray-tracing and AI computational capabilities. Paired with the upcoming FidelityFX Super Resolution 4 (FSR 4), AMD aims to narrow the gap with NVIDIA's DLSS through machine learning-enhanced super-resolution technology. FSR 4 will be exclusive to the RX 9000 series, potentially increasing its attractiveness to new buyers, although veteran users may not directly benefit from these innovations. NVIDIA's current challenges have allowed AMD to stage a comeback. Since the launch of the RTX 50 series, supply chain disruptions have been common, leading to early market shortages. Industry analysts suggest that NVIDIA may have miscalculated its production chain optimization and market demand forecasting, contributing to a decline in market share from over 90% in 2024 to 84.16% today. Whether this downward trend will persist is contingent on NVIDIA's ability to stabilize its supply in the near term. However, in the current scenario, AMD has effectively leveraged its stable inventory and competitive pricing to make substantial inroads. Intel's introduction into the market adds an intriguing variable. Although Intel's 1.2% share might appear minimal, its Arc series graphics cards, such as the B580, have garnered attention in the mid-range market through aggressive pricing strategies. Intel's aspirations in the GPU domain are becoming evident, and with ongoing improvements in driver support and performance optimization, it could emerge as a formidable third force alongside AMD and NVIDIA. Looking forward, AMD's challenge lies in sustaining this growth momentum, particularly through strategic pricing of the RX 9070 series. Should it outperform the RTX 5070 within a $500 to $600 price range, AMD could further erode NVIDIA's market presence. Meanwhile, should NVIDIA fail to promptly resolve its supply bottlenecks, its dominant position could face intensified pressure. For technology enthusiasts and IT professionals, the GPU market in 2025 is undoubtedly a development to watch closely: Will AMD's resurgence continue, and how will NVIDIA respond? The resolution of this hardware battle may begin to unfold over the coming months.