Report: NVIDIA's Chip Shortage And Tariffs Are Slowing Growth In PC GPU Market

The great graphics card shortage of 2025 (yes, I'm officially dubbing it as such now, at least in reference to NVIDIA's newest generation GeForce RTX 50 series) is not only frustrating, it's also stalling growth in the PC GPU market, according to the latest report by the bean counters (or would that be chip counters?) at Jon Peddie Research.

Digging into the high-level overview takes some maneuvering, because the macro graphics market is a two part affair. There's the overall shipment of GPUs, which includes integrated graphics that are packaged with CPUs (even if the end user isn't making use of the iGPU), and the discrete graphics chip market, which is the one we're more interested in.

Yes, you can further segment the graphics categories into even more ways, such as embedded GPUs as found in game consoles like the PlayStation 5 and Xbox ...