디스크리트 GPU 시장 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the discrete GPU market size is projected to be USD 83.31 billion in 2025, USD 96.06 billion in 2026, and reach USD 229.29 billion by 2031, growing at a CAGR of 19.01% from 2026 to 2031.

This report is Segmented by Device Application (Mobile Devices and Tablets, Pcs and Workstations, Servers and Datacenter Accelerators, Gaming Consoles and Handhelds, Automotive / ADAS, and More), Memory Type (GDDR-Based GPUs, and HBM-Based GPUs), Performance Tier [Low-Cost GPUs (Less Than USD 100), Mainstream GPUs (USD 100-USD 400), and More}, and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Discrete GPU Market Trends and Insights

AI Training and Inference Demand for Discrete Accelerators

The discrete GPU market is being reshaped by AI infrastructure spending, and live inference demand is now rising fast enough to stand beside training as a core buying driver. NVIDIA reported USD 197.3 billion in fiscal 2026 data center revenue out of total revenue of USD 215.9 billion, underscoring how deeply AI workloads have reshaped the revenue mix of the leading supplier. The same company indicated that inference accounted for a meaningful share of data center activity, suggesting that the spending base is shifting from model construction to production deployment. AMD is pursuing the same part of the market, as its data center segment reached USD 5.75 billion in Q1 2026, up 57% year over year, supported by Instinct shipments and hyperscaler demand, including Meta deployments. This matters for the discrete GPU market because inference creates broader, repeatable demand across clouds, enterprises, and sovereign compute programs, rather than relying on only a small number of training clusters. It also means competitive strength now depends on packaging, system design, interconnects, and software support as much as on the chip itself.

Premium Gaming and Esports Visual Fidelity Upgrades

Premium gaming remains a durable demand driver because higher-end buyers are paying for both visual quality and software features that extend the relevance of cards over time. NVIDIA launched the GeForce RTX 5090 at USD 1,999, the RTX 5080 at USD 999, the RTX 5070 Ti at USD 749, and the RTX 5070 at USD 549, which set the pricing anchor for the top end of the gaming stack. NVIDIA also stated that more than 800 games and applications use RTX and DLSS technologies, indicating that upgrade demand is supported by a deep software base rather than hardware specifications alone. In the discrete GPU market, this software tie-in matters because players tend to stay within platforms that preserve feature access and game optimization. Neural rendering, ray tracing, and higher fidelity requirements are therefore shortening the useful life of older cards in competitive and enthusiast gaming. This keeps gaming important to the discrete GPU market even while AI accelerators lead revenue growth, because gaming still supports developer tools, driver ecosystems, and product cadence across the wider stack.

Memory Supply Tightness and Rising Board Costs

The discrete GPU market continues to face memory tightness because AI accelerators and gaming boards are drawing from overlapping advanced memory and packaging resources. NVIDIA's GeForce RTX 50-series moved gaming cards further into GDDR7, which raised the baseline memory requirement for premium consumer products. Samsung began commercial HBM4 shipments in 2026 for AI computing, confirming that suppliers are expanding capacity but also showing how quickly advanced memory is being pulled into accelerator programs. When HBM and high-end graphics memory are in tight supply at the same time, board costs rise, and the lower end of the discrete GPU market loses pricing flexibility. That pressure is hardest on add-in-board partners that do not have the same purchasing scale as the largest brands. It also limits how quickly vendors can push supply beyond flagship products, even when end demand stays strong.

Other drivers and restraints analyzed in the detailed report include:

1. Creator and Professional Visualization Workstation Refresh
2. Laptop GPU Adoption for Portable Gaming and AI-Creation Workloads
3. Integrated Graphics and Powerful Notebooks Squeezing Entry-Level GPU Demand

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Servers and datacenter accelerators accounted for 38.42% of the discrete GPU market in 2025, making them the largest device application segment. This position reflects demand that is no longer centered only on model training and is increasingly tied to production inference across cloud, enterprise, and sovereign compute environments. NVIDIA's fiscal 2026 data center revenue reached USD 197.3 billion, indicating how much spending has already shifted toward accelerator systems. AMD also reported USD 5.775 billion in Q1 2026 data center segment revenue, supported by Instinct deployments at hyperscalers, including Meta. The discrete GPU market is therefore being pulled by server platforms that combine silicon, packaging, networking, and software into full compute systems rather than by standalone chips alone.

PCs and workstations remained the second-largest revenue pool, as premium gaming cards and enterprise workstations continued to command high selling prices. Lenovo's ThinkStation P4 launch in May 2026, built around AMD Ryzen PRO 9000 Series processors and the NVIDIA RTX PRO 6000 Blackwell Workstation Edition, shows how workstation demand is moving toward local AI inference and advanced visualization in a single machine. Gaming consoles and handhelds still shape visual expectations across the wider ecosystem, but they do not contribute directly to the add-in-board channel that defines most of the discrete GPU industry. Automotive and ADAS applications are expanding from a small base as in-vehicle compute needs rise, while mobile devices, tablets, and other embedded uses remain constrained by thermal and power limits. This keeps the discrete GPU market concentrated in segments where performance density and memory scale justify the extra hardware cost.

Geography Analysis

China remains central to that position because it combines very large AI compute demand with policy support for domestic alternatives when access to the highest-end imported accelerators is restricted. The export review changes in early 2026 did not reduce complexity, and the documentary burden around advanced chip shipments continued to shape how vendors approached the China channel. Asia-Pacific also plays a critical role in supplying memory and advanced components, as Samsung's commercial HBM4 shipments in 2026 underscored the region's importance to accelerator readiness. Japan and South Korea remain important sources of premium gaming and professional visualization demand, while India and Southeast Asia are expanding through cloud GPU build-outs and a larger gaming user base.

North America remained the second-largest geography in the discrete GPU market because hyperscaler AI spending, premium gaming demand, and high-end workstation purchases all stayed concentrated in the region. NVIDIA and Intel announced a multi-generational collaboration in September 2025 to develop custom data center CPUs and x86 systems with NVIDIA RTX GPU chiplets, which reinforced North America's role in future platform integration. NVIDIA and Corning also announced a multiyear partnership in May 2026 to expand US optical connectivity manufacturing capacity, linking GPU demand more directly to domestic AI infrastructure deployment. At the same time, export review rules continued to affect regional channel strategy because North American vendors still had to manage compliance for international shipments.

Europe's discrete GPU market is split between a mature gaming and workstation base in major Western markets and a growing push toward sovereign AI compute capacity. The Middle East and Africa remain smaller in absolute size, but investment in AI infrastructure in the Gulf is improving the region's relevance to future accelerator deployment. South America is centered on Brazil and Argentina, where demand is strongest in gaming and content creation but remains highly price sensitive. Across all 3 of these regions, the discrete GPU market is benefiting from the same long-run AI and premium graphics trends, but local growth still depends heavily on infrastructure funding, import conditions, and the availability of higher-end products.

1. NVIDIA Corporation
2. Advanced Micro Devices, Inc.
3. Intel Corporation
4. ASUSTeK Computer Inc.
5. Micro-Star International Co., Ltd.
6. GIGA-BYTE TECHNOLOGY Co., Ltd.
7. ZOTAC Technology Limited
8. SAPPHIRE Technology Limited
9. TUL Corporation
10. PNY Technologies, Inc.
11. ASRock Inc.
12. Colorful Technology Company Limited
13. Palit Microsystems Ltd.
14. InnoVISION Multimedia Limited
15. Leadtek Research Inc.
16. Sparkle Computer Co., Ltd.
17. Moore Threads Intelligent Technology (Beijing) Co., Ltd.
18. Biren Technology Co., Ltd.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 AI Training and Inference Demand for Discrete Accelerators
  • 4.2.2 Premium Gaming and Esports Visual Fidelity Upgrades
  • 4.2.3 Creator and Professional Visualization Workstation Refresh
  • 4.2.4 Laptop dGPU Adoption for Portable Gaming and AI-Creation Workloads
  • 4.2.5 Local AI Inference on Deskside Workstations
  • 4.2.6 China Domestic GPU Substitution and Sovereign Stack Buildout
• 4.3 Market Restraints
  • 4.3.1 Memory Supply Tightness and Rising Board Costs
  • 4.3.2 Integrated Graphics and Powerful Notebooks Squeezing Entry-Level dGPU Demand
  • 4.3.3 Export Controls and China-Specific Import Restrictions Distorting Product Mix
  • 4.3.4 Power, Thermals, and PSU Upgrade Burden at the High End
• 4.4 Industry Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Device Application
  • 5.1.1 Mobile Devices and Tablets
  • 5.1.2 PCs and Workstations
  • 5.1.3 Servers and Datacenter Accelerators
  • 5.1.4 Gaming Consoles and Handhelds
  • 5.1.5 Automotive / ADAS
  • 5.1.6 Other Embedded and Edge Devices
• 5.2 By Memory Type
  • 5.2.1 GDDR-based GPUs
  • 5.2.2 HBM-based GPUs
• 5.3 By Performance Tier
  • 5.3.1 Low-Cost GPUs (Less than USD 100)
  • 5.3.2 Mainstream GPUs (USD 100-USD 400)
  • 5.3.3 High-Performance Consumer GPUs (USD 400-USD 1,200)
  • 5.3.4 Data Center / AI Accelerator GPUs (Greater than USD 1,200)
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 Europe
    • 5.4.2.1 Germany
    • 5.4.2.2 United Kingdom
    • 5.4.2.3 France
    • 5.4.2.4 Italy
    • 5.4.2.5 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 Japan
    • 5.4.3.3 South Korea
    • 5.4.3.4 India
    • 5.4.3.5 Southeast Asia
    • 5.4.3.6 Rest of Asia-Pacific
  • 5.4.4 Middle East and Africa
    • 5.4.4.1 Middle East
      • 5.4.4.1.1 Saudi Arabia
      • 5.4.4.1.2 United Arab Emirates
      • 5.4.4.1.3 Turkey
      • 5.4.4.1.4 Rest of Middle East
    • 5.4.4.2 Africa
      • 5.4.4.2.1 South Africa
      • 5.4.4.2.2 Nigeria
      • 5.4.4.2.3 Rest of Africa
  • 5.4.5 South America
    • 5.4.5.1 Brazil
    • 5.4.5.2 Argentina
    • 5.4.5.3 Rest of South America

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.4.1 NVIDIA Corporation
  • 6.4.2 Advanced Micro Devices, Inc.
  • 6.4.3 Intel Corporation
  • 6.4.4 ASUSTeK Computer Inc.
  • 6.4.5 Micro-Star International Co., Ltd.
  • 6.4.6 GIGA-BYTE TECHNOLOGY Co., Ltd.
  • 6.4.7 ZOTAC Technology Limited
  • 6.4.8 SAPPHIRE Technology Limited
  • 6.4.9 TUL Corporation
  • 6.4.10 PNY Technologies, Inc.
  • 6.4.11 ASRock Inc.
  • 6.4.12 Colorful Technology Company Limited
  • 6.4.13 Palit Microsystems Ltd.
  • 6.4.14 InnoVISION Multimedia Limited
  • 6.4.15 Leadtek Research Inc.
  • 6.4.16 Sparkle Computer Co., Ltd.
  • 6.4.17 Moore Threads Intelligent Technology (Beijing) Co., Ltd.
  • 6.4.18 Biren Technology Co., Ltd.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment