AMD's RDNA 4 GPUs Face Market Share Decline Amidst CPU Gains

AMD's presence in the graphics card market is facing significant challenges, as recent data from JPR indicates a substantial decline in market share for its RDNA 4-based GPUs. Despite the introduction of new products like the Radeon RX 9070 and 9070 XT, the company's share has dwindled to a mere 6%, leaving Nvidia with an overwhelming 94% of the market. This contrasts sharply with AMD's strong performance in the CPU sector, where it continues to gain ground against Intel. The current situation suggests a complex dynamic for AMD, where success in one area is offset by struggles in another, painting a mixed picture of its overall market standing.

AMD's graphics card division is currently experiencing a difficult period. According to analytics from JPR, the company's share of the add-in graphics card market has plummeted to a mere 6% in the second quarter of 2025, a significant drop from 12% just a year prior. This decline is particularly notable given that the new RDNA 4 GPUs, specifically the RX 9070 and 9070 XT, became available in March and were on sale throughout the quarter. These premium cards, priced at $549 and $599 respectively, have seen demand outstrip supply, yet their impact on overall market share remains minimal. This suggests that while there is interest in the latest RDNA 4 offerings, the sheer volume of units reaching consumers is insufficient to challenge Nvidia's overwhelming dominance. The market is eagerly anticipating the release of more mainstream RDNA 4 GPUs, such as the RX 9060 and 9060 XT, which are expected to be more affordably priced and could potentially boost AMD's market presence in the coming quarters. However, the current figures paint a stark picture of AMD's uphill battle in the fiercely competitive GPU landscape, highlighting the challenges of competing with a market leader that holds virtually all remaining share.

GPU Market Struggles: AMD's Diminishing Share

AMD's RDNA 4 graphics cards have yet to make a significant impact on the market, with JPR's analysis revealing a drastic reduction in AMD's market share to a mere 6% in the second quarter of 2025. This stark figure represents a halving of their market presence compared to the previous year, placing Nvidia in an almost monopolistic position with 94% of the add-in graphics card market. Despite the release of the Radeon RX 9070 and 9070 XT in March, their relatively high price points and seemingly limited production volumes have hampered widespread adoption, failing to translate demand into substantial market share gains.

The data from JPR underscores a concerning trend for AMD in the graphics card sector. Even with the introduction of new RDNA 4 models, like the RX 9070 and 9070 XT, which were available throughout Q2 2025, AMD's market share continued its descent, falling from 8% in Q1 to 6%. While these particular GPUs, despite their premium pricing, have experienced demand exceeding supply, their limited availability means they haven't been able to meaningfully shift the overall market dynamics. The expectation is that more budget-friendly RDNA 4 cards, such as the RX 9060 and 9060 XT, which have only recently entered the market, will need to perform exceptionally well in the upcoming quarter to reverse this downward trajectory. Without a significant increase in the volume of shipped units, particularly in the more accessible price segments, AMD faces a formidable challenge in regaining any substantial foothold in the GPU market against Nvidia's near-total control.

CPU Market Success: AMD's Ascending Dominance

In contrast to its GPU segment, AMD is experiencing considerable success in the CPU market, steadily eroding Intel's long-standing dominance. JPR's report for Q2 2025 indicates a significant shift in client CPU market share, with Intel's share falling from 76% in Q2 2024 to 67%, while AMD's share has grown from 24% to a notable 33%. This robust performance in the processor arena presents a brighter outlook for AMD, showcasing its ability to effectively compete and gain market traction in a crucial segment of the computing industry.

AMD's strategic focus and product development efforts in the CPU space are yielding impressive results. Over the past year, the company has consistently chipped away at Intel's market leadership in client CPUs for PCs and laptops. Intel's share has decreased by nearly 10 percentage points year-over-year, dropping to 67% in Q2 2025, while AMD's share has surged to 33%. This strong growth trajectory positions AMD as a formidable competitor in the CPU market, demonstrating its capacity to deliver compelling products that resonate with consumers and drive market shifts. This success in CPUs offers a critical counterpoint to the challenges faced in the GPU sector, highlighting AMD's diversified portfolio and its ability to innovate and capture market share in different segments of the hardware industry. The consistent gains in CPU market share provide a strong foundation for AMD's overall business, even as it navigates the competitive pressures in the graphics card arena.