AMD CPU Market Share Continues to Grow, Stock Down 1.5% Despite Strong Year-to-Date Performance

AMD's CPU market share rose 2.9% YoY to 24.2% in Q2, with server and desktop CPU unit shares increasing 3.2% to 27.3% and 9.2% to 32.2%, respectively. Mobile CPU unit share rose 0.2% to 20.6%. AMD's steady progress in the CPU market could result in more gains for the company's shares in the long term.

AMD's CPU market share continued its upward trajectory in Q2 2025, with notable gains across various segments. According to data from Mercury Research, AMD's total CPU market share rose by 2.9% year-over-year (YoY) to 24.2% [1]. This growth was driven by significant improvements in the desktop and server CPU markets.

In the desktop CPU market, AMD's unit share increased by 9.2% YoY to 32.2%, marking one of the company's strongest year-over-year gains in recent years [1]. This growth is attributed to the success of AMD's latest Ryzen 9000-series processors and growing traction in both consumer and commercial systems. Despite Intel maintaining the majority of the desktop CPU market, AMD's gains highlight a continuing shift toward AMD, particularly in the enthusiast and performance segments. AMD's desktop CPU revenue share also climbed to 39.3%, an increase of 20.5% YoY [1].

On the server side, AMD's unit share rose by 3.2% YoY to 27.3%, driven by the latest EPYC platform ramp [1]. This growth reflects growing demand for EPYC processors, driven by performance, efficiency, and competitive total cost of ownership. AMD's server CPU revenue share climbed to 41% in Q2 2025, a substantial 7.2% gain YoY [1].

While AMD made progress in desktops and servers, its position in mobile CPUs weakened after two consecutive quarters of declines. In Q2 2025, AMD's mobile CPU unit share was 20.6%, down 1.9% quarter-over-quarter (QoQ) but still up 0.3% YoY [1]. Intel maintained a strong lead in mobile PCs with a unit share of 79.4% in Q2 2025, which is up 1.9% from the previous quarter [1].

AMD's steady progress in the CPU market could result in more gains for the company's shares in the long term. The company's ability to capture a larger slice of premium sales in desktops and servers, while also making strides in the mobile market, positions AMD well for future growth. However, the continued dominance of Intel in the consumer PC segment and the mobile CPU market remains a challenge for AMD.

References:
[1] https://www.tomshardware.com/pc-components/cpus/amds-desktop-pc-market-share-hits-a-new-high-as-server-gains-slow-down-intel-now-only-outsells-amd-2-1-down-from-9-1-a-few-years-ago