According to Jon Peddie Research (JPR) data reported by both TechPowerUp and Tom's Hardware, overall PC GPU shipments reached 75.5 million units in the second quarter, up 10.4% quarter-over-quarter and 1.1% year-over-year. Both outlets attribute this growth primarily to notebook graphics, which JPR says surged 16.8% quarter-over-quarter, while desktop GPU shipments fell 4% over the same period.

The growth comes despite record-high prices tied to component shortages, which JPR president Dr. Jon Peddie attributed to a mix of supply-side positioning, artificial demand shocks, and localized market dynamics, as quoted by Tom's Hardware. TechPowerUp notes that JPR's overall PC GPU figures include both integrated and dedicated graphics across desktops and laptops, which helps explain why notebook demand can offset desktop declines.

On vendor market share, both sources report Intel leading the overall PC GPU market with 56% share, driven largely by integrated graphics bundled into its CPUs and laptop chips. TechPowerUp says Intel's share slipped about 1% quarter-over-quarter and roughly 5% year-over-year, while Nvidia grew 0.46% and AMD grew 0.6% quarter-over-quarter. Tom's Hardware, however, reports Nvidia at 23% and AMD at 21% of the consumer GPU market, with AMD's share up significantly from 14% a year earlier — a gain the outlet says came alongside rising sales of AMD's consumer CPUs.

The two sources diverge somewhat on discrete GPU trends. TechPowerUp reports desktop GPUs down 4% quarter-over-quarter without further breakdown, while Tom's Hardware states that discrete GPU unit shipments — a category it says includes standalone GPUs across desktops and notebooks — actually rose 12.2% quarter-over-quarter and 14.1% year-over-year, calling it the best market dynamics in some time. Tom's Hardware estimates roughly 20 million discrete GPUs were shipped by AMD, Intel, and Nvidia in the quarter, based on attach rates and Nvidia's market dynamics, though it notes JPR does not publish exact discrete GPU totals and has yet to release its full desktop add-in-board report.

On the CPU side, TechPowerUp reports that AMD's client CPU shipments grew 12.74% and Intel's grew 8.99%, with notebooks now accounting for a record 78% of client CPU shipments versus 22% for desktops. Tom's Hardware similarly notes that the overall consumer CPU market contracted 1.1% year-over-year, driven by a steep sequential drop in desktop CPU shipments alongside a significant rise in mobile CPU shipments, reinforcing the broader shift toward notebooks across both CPU and GPU markets.