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

According to Mordor Intelligence, the north america gaming GPU market size is projected to expand from USD 7.66 billion in 2025 and USD 8.80 billion in 2026 to USD 15.30 billion by 2031, registering a CAGR of 11.70% between 2026 to 2031.

This report is Segmented by GPU Type (Discrete GPUs, and Integrated GPUs), Device Type (Gaming Desktops, Gaming Laptops, and Smartphones and Tablets (Mobile Gaming)), End-User Type (Casual Gamers, and Enthusiast and Professional Gamers), Memory Type (GDDR6, GDDR6X, Legacy Graphics Memory, and Unified Memory), and Country. The Market Forecasts are Provided in Terms of Value (USD).

North America Gaming GPU Market Trends and Insights

AI Upscaling And Neural Rendering Refresh The Upgrade Cycle

In the North America gaming GPU market, AI frame generation is now as important as raw rendering power because the newest visual gains are tied to the latest hardware platforms. NVIDIA introduced DLSS 4.5 at CES 2026 with a second-generation transformer model for super resolution and a new Dynamic Multi Frame Generation capability, and those features were limited to RTX 50-series Blackwell GPUs. That hardware gating changes buyer behavior because an older card can still run a game, yet it cannot deliver the same image reconstruction, latency handling, or frame delivery experience as a newer model. AMD is also pushing further into ML-assisted rendering, with the FSR SDK 2.2 adding ML-powered FSR Upscaling 4.1 and Ray Regeneration 1.1 for RDNA 4 while still keeping analytical fallback modes for older hardware. As more major titles are optimized around these techniques, the North America gaming GPU market is shifting toward shorter upgrade windows and stronger demand for cards that can unlock the full visual stack. This gives an advantage to vendors that can pair hardware launches with a strong software ecosystem and clear feature separation across each product tier.

AAA Titles And Ray Tracing Raise Baseline GPU Requirements

The North America gaming GPU market is also moving upward because current high-end games treat ray tracing and AI-assisted rendering as baseline expectations rather than as optional extras. NVIDIA built the Blackwell GeForce RTX 50 family around fifth-generation Tensor Cores, fourth-generation RT Cores, PCIe Gen 5, and GDDR7 support, which shows how premium gaming workloads are evolving. The company then extended that feature set into the mainstream tier with the RTX 5060 launch in April 2026, which brought DLSS 4 and Multi Frame Generation to a USD 299 product level. AMD responded at Computex 2025 with the Radeon RX 9060 XT and FSR 4 support, confirming that mainstream competition now depends on neural rendering capability as much as on conventional graphics throughput. This pushes more buyers toward upper mid-range and enthusiast configurations, because smooth play on high refresh displays increasingly depends on dedicated AI and ray-tracing blocks instead of only raw shader count. As a result, major game releases now have a stronger ability to move spending toward higher performance cards in the North America gaming GPU market.

Tariff And Trade Actions Raise Import Costs

Section 232 changed pricing conditions in the North America gaming GPU market by imposing a 25% duty on certain imported semiconductors and derivative products from January 15, 2026. Because a large share of add-in-board supply is assembled outside the United States, the added duty lifts landed cost before retail margin, logistics cost, and channel markup are applied. That is hardest to absorb at entry price points, where buyers are more sensitive to price changes and board partners have less flexibility to offset the increase elsewhere. The policy also pushes supply chains to review regional assembly choices more closely, which may support longer-term manufacturing shifts even while near-term shelf prices remain elevated. Canada and Mexico still feel part of that pressure because pricing decisions for the region often start in the U.S. channel and then spread across neighboring markets. The result is a slower unit recovery path for the North America gaming GPU market, even when interest in new launches remains solid.

Other drivers and restraints analyzed in the detailed report include:

1. Esports, Streaming, And Creator Demand Sustain Premium GPU Spend
2. Mobile AAA Pipelines Expand Gaming GPU Demand
3. Elevated GDDR Pricing Pressures GPU Affordability

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

Segment Analysis

Discrete GPUs held 86.67% of the North America Gaming Graphics Processing Unit (GPU) market share in 2025, and the segment is projected to expand at a 12.12% CAGR through 2031. This combination of scale and speed shows that the North America gaming GPU industry is still being defined by dedicated graphics hardware rather than by shared silicon solutions. NVIDIA's RTX 50-series Blackwell architecture raised the performance floor with fifth-generation Tensor Cores and fourth-generation RT Cores, which reinforced the appeal of discrete gaming products across 2025 and 2026 launches. The RTX 5060 and related Blackwell products also widened access to those features at lower price points, which helped extend the addressable buyer base beyond only the top end.

Integrated GPUs remained the smaller tier in the North America gaming GPU market, even as their performance improved enough to become a credible option for lighter play and value-focused systems. Intel's Panther Lake Arc B390 was benchmarked above the earlier AMD 890M iGPU and near RTX 4050 laptop-class results in entry-level titles, which shows how quickly the baseline is rising for integrated graphics. Even so, shared memory bandwidth, tighter power limits, and weaker performance under heavier ray-traced loads still keep integrated options below discrete cards in demanding play scenarios. That is why dedicated graphics should continue to anchor revenue, profitability, and product differentiation across the forecast period in the North America gaming GPU market.

Gaming desktops accounted for a 54.31% share of the North America Gaming Graphics Processing Unit (GPU) market size in 2025. That lead reflects the strength of enthusiast builders who still prefer full-power discrete cards, larger power budgets, broader upgrade flexibility, and custom cooling that is not available in thinner mobile systems. The Blackwell generation also encouraged fresh desktop builds because it was the first consumer GPU line built around PCIe Gen 5, which added a compatibility reason for platform refresh beyond raw performance gains. In the North America gaming GPU market, desktops therefore remain the core revenue base where premium specifications and add-in-board variety are easiest to monetize.

Gaming laptops are projected to grow at a 12.67% CAGR through 2031, making them the fastest-expanding device type in the North America gaming GPU market. That growth reflects better thermal design, broader OEM support, and stronger consumer acceptance of portable systems that can deliver advanced AI-assisted rendering without giving up premium gaming performance. NVIDIA's laptop rollout for the RTX 50 family, including broad OEM availability and pre-orders across ASUS, Lenovo, HP, MSI, and other brands, helped normalize premium notebook gaming across the region. Smartphones and tablets remain the smallest device segment through 2031, but their graphics capability is rising quickly as Qualcomm and MediaTek bring console-like rendering features into flagship mobile chips.

List of Companies Covered in this Report:

1. NVIDIA Corporation
2. Advanced Micro Devices, Inc.
3. Intel Corporation
4. Qualcomm Incorporated
5. Apple Inc.
6. MediaTek Inc.
7. Palit Microsystems Ltd.
8. ASUSTeK Computer Inc.
9. Acer Inc.
10. Lenovo Group Limited
11. Dell Technologies Inc.
12. HP Inc.
13. Micro-Star International Co., Ltd.
14. GIGABYTE Technology Co., Ltd.
15. ASRock Inc.
16. ZOTAC Technology Limited
17. PNY Technologies, Inc.
18. SAPPHIRE Technology Limited
19. TUL Corporation
20. Pine Technology Holdings Limited

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 Upscaling and Neural Rendering Refresh the Upgrade Cycle
  • 4.2.2 AAA Titles and Ray Tracing Raise Baseline GPU Requirements
  • 4.2.3 Esports, Streaming, and Creator Demand Sustain Premium GPU Spend
  • 4.2.4 Mobile AAA Pipelines Expand Gaming GPU Demand
  • 4.2.5 Vapor-Chamber Designs Unlock Thinner High-Performance Gaming Laptops
  • 4.2.6 Unreal Engine 5 Mobile Toolchains Improve Premium Phone GPU Monetization
• 4.3 Market Restraints
  • 4.3.1 Tariff and Trade Actions Raise Import Costs
  • 4.3.2 Elevated GDDR Pricing Pressures GPU Affordability
  • 4.3.3 Stronger Integrated Graphics Erode Entry-Level Discrete Demand
  • 4.3.4 Notebook Thermal Limits Constrain Real-World Performance Gains
• 4.4 Industry Value Chain Analysis
• 4.5 Impact of Macroeconomic Factors on the Market
• 4.6 Regulatory Landscape
• 4.7 Technological Outlook
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Suppliers
  • 4.8.2 Bargaining Power of Buyers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By GPU Type
  • 5.1.1 Discrete GPUs
  • 5.1.2 Integrated GPUs
• 5.2 By Device Type
  • 5.2.1 Gaming Desktops
  • 5.2.2 Gaming Laptops
  • 5.2.3 Smartphones and Tablets
• 5.3 By End-User Type
  • 5.3.1 Casual Gamers
  • 5.3.2 Enthusiast and Professional Gamers
• 5.4 By Memory Type
  • 5.4.1 GDDR6
  • 5.4.2 GDDR6X
  • 5.4.3 Legacy Graphics Memory
  • 5.4.4 Unified Memory
• 5.5 By Geography
  • 5.5.1 United States
  • 5.5.2 Canada
  • 5.5.3 Mexico

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, Products and Services, Recent Developments)
  • 6.4.1 NVIDIA Corporation
  • 6.4.2 Advanced Micro Devices, Inc.
  • 6.4.3 Intel Corporation
  • 6.4.4 Qualcomm Incorporated
  • 6.4.5 Apple Inc.
  • 6.4.6 MediaTek Inc.
  • 6.4.7 Palit Microsystems Ltd.
  • 6.4.8 ASUSTeK Computer Inc.
  • 6.4.9 Acer Inc.
  • 6.4.10 Lenovo Group Limited
  • 6.4.11 Dell Technologies Inc.
  • 6.4.12 HP Inc.
  • 6.4.13 Micro-Star International Co., Ltd.
  • 6.4.14 GIGABYTE Technology Co., Ltd.
  • 6.4.15 ASRock Inc.
  • 6.4.16 ZOTAC Technology Limited
  • 6.4.17 PNY Technologies, Inc.
  • 6.4.18 SAPPHIRE Technology Limited
  • 6.4.19 TUL Corporation
  • 6.4.20 Pine Technology Holdings Limited

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-Need Assessment