Mercury Report: The Emerging Dual-Power Competition Landscape in the x86 Market - Intel's Retreat and AMD's Ascent
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Author:小编   

Data from market research institutions reveals that Intel's long-standing dominance in the server and client CPU markets is now under serious threat, with its market share steadily dwindling to unprecedented lows over the past seven years. In the server market, during the first quarter of 2019, Intel commanded an impressive 97% share in terms of both shipment and revenue. Yet, by the third quarter of 2025, its shipment share had plummeted to 72%, and its revenue share had contracted to 61%. This pivotal shift took place in 2017 when AMD introduced its first-generation EPYC processors. AMD's market share then experienced a meteoric rise, jumping from less than 2% in 2018 to nearly 30%.
In the client market, Intel's position has been gradually eroding ever since AMD unveiled its Zen architecture. Although the release of Intel's 12th and 13th-generation chips provided a temporary boost, the instability issues plaguing the 13th and 14th-generation chips prompted a substantial number of users and manufacturers to migrate to the Ryzen platform. Consequently, Intel's overall shipment share has dropped to around 60%, while AMD's share in the desktop market has soared past 30%.
The competition in the notebook market is even more intricate. The emergence of ARM architecture processors, particularly Apple Silicon, has led to Apple and AMD jointly carving up the market share that Intel has relinquished in the mobile sector.