Intel's Arc GPUs Capture 1% of the Market, Signaling Potential Growth

In a significant development for the graphics card industry, Intel's Arc GPUs have captured one percent of the market, a substantial leap from their previous negligible presence. This newfound traction offers a glimmer of hope for Intel's aspirations in the competitive GPU landscape. Meanwhile, AMD reports a surge in gaming revenue, prompting a closer look at the evolving dynamics among the major players.

Intel's Arc GPUs Make Their Mark Amidst Shifting Market Dynamics

Recent market research from JPR for the third quarter of 2025 reveals that Intel's Arc graphics processing units have secured a noteworthy one percent share of the add-in board market. This achievement marks Intel's official entry into a segment predominantly controlled by established giants. While the specific models driving this initial success remain unclear, speculation points towards Battlemage-derived boards, such as the Intel Arc B580 or its professional counterpart, the Intel Arc Pro B60.

Simultaneously, AMD has experienced an increase in its market share, moving from six percent to seven percent. Consequently, Nvidia's share saw a two percent decrease, settling at ninety-two percent. However, the exact precision of these figures from a single research entity warrants cautious interpretation.

Further complicating the market picture are AMD's latest financial disclosures, which highlight a significant one hundred and eighty-one percent growth in "gaming" revenue. AMD CEO Lisa Su attributed this impressive growth to increased semi-custom revenue, driven by Sony and Microsoft's preparations for the holiday sales period with console chip stockpiling. While AMD also noted a substantial rise in graphics card revenue, a precise breakdown between console chips and discrete PC graphics cards was not provided. This ambiguity makes it challenging to reconcile AMD's overall gaming revenue surge with JPR's report of a modest one percent market share gain from Nvidia.

Despite these complexities, the success of AMD's Radeon RX 9000 series and RDNA 4 architecture appears undeniable, with models like the RX 9070 XT consistently topping sales charts. For Intel, the emergence of its Arc GPUs, even with a small market share, is a positive indicator. Persistent rumors about a more powerful Arc B770 board suggest Intel's continued commitment to its graphics card division. Should Intel finalize its rumored deal with Apple for chip manufacturing, the additional financial resources could bolster further investment in Arc, potentially fostering a much-needed third major competitor in the graphics card arena.

The emergence of Intel's Arc GPUs, however nascent, injects a fresh wave of competition into a market long dominated by two main players. This development could ultimately benefit consumers through increased innovation and more diverse product offerings. As Intel continues to refine its Arc architecture and potentially expands its manufacturing capabilities through strategic partnerships, the future of the graphics card market promises to be an exciting and dynamic one, pushing the boundaries of performance and accessibility.