Processors: AMD is taking market share from Intel on all fronts
The end of 2025 could hardly have been better for AMD. All units achieved records. In x86 servers, the revenue share is growing to over 41 percent.
(Image: Andreas Wodrich / heise medien)
In the fourth quarter of 2025, AMD chipped away at Intel's processor market share in all key market segments: The company achieved records with CPUs for servers, notebooks, and desktop PCs. “AMD recorded growth in all segments in the quarter that was well above the seasonal average,” writes market observer Mercury Research in an email announcement.
| AMD market share of x86 processors (Source: Mercury Research) | |||
| Category | Q4/25 | Q3/25 | Q4/24 |
| Server | 28.8% | 27.8% | 25.7% |
| Desktop | 36.4% | 33.6% | 26.9% |
| Mobile | 26.0% | 21.9% | 23.8% |
| x86 Total* | 31.3% | 30.9% | 25.6% |
| *including IoT and consoles | |||
Total shipments decreased compared to the previous quarter for two reasons (Mercury does not specify by how much). Firstly, demand for Sony's (Playstation 5) and Microsoft's (Xbox Series X/S) current console generation is continuously declining due to their age. Secondly, Intel is said to have switched some of its client processor production to server models. As this transition takes several months, there is a temporary gap.
Server, desktop, and notebook CPUs, on the other hand, have increased. The market observer Jon Peddie Research specifically mentions an increase of 2.7 percent compared to the previous quarter.
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AMD gets much more money per server CPU
In desktop PCs, AMD achieved its largest market share to date of 36.4 percent, calculated by units sold. The company saw the largest growth in notebook processors. Intel's production switch is said to have hit the mobile division the hardest. AMD's server business has been growing steadily for years.
Based on Mercury's figures, AMD itself estimates that the company holds a 41.3 percent market share in terms of revenue for server CPUs. This means AMD's average price is significantly higher than Intel's. AMD also earns more per unit for desktop processors: AMD states a 42.6 percent revenue share (with a 36.4 percent unit share). For notebook CPUs, however, the average price is slightly lower than Intel's (24.9 percent revenue share, 26.0 percent unit share).
Including all x86 processors, AMD is approaching a one-third market share. Compared to the end of 2024, it increases from 25.6 to 31.3 percent. The sequential growth of 0.4 percentage points is moderate because Intel dominates, among other things, the IoT and edge markets. However, AMD is also said to have grown to a record high here. Furthermore, notebook processors have the strongest influence because they represent the largest unit volumes.
Mercury estimates that client x86 processors recently accounted for 86.7 percent of the market and ARM models for 13.3 percent, primarily distributed across Apple's Macs and MacBooks, as well as Chromebooks. In servers, ARM is said to account for around 12 percent. According to market observers, however, these figures are uncertain and could be revised.
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