AMD now accounts for 25 percent of all x86 processor shipments, but only made a slight increase in the past quarter against industry leader Intel in servers – the main gains came from the desktop market.
In contrast, AMD was unaffected by any inventory adjustments and saw seasonal desktop CPU growth, plus increases in mobile CPU shipments above what was expected during the quarter, Mercury observed. Of course, the other side of this coin is that Intel still accounted for 75 percent of the x86 market during Q3,This includes desktop chips, where the challenger has gained almost ten percentage points compared to a year ago – from 19.2 percent in Q3 2023 to 28.7 percent in Q3 this year, half of which came during the last quarter.
The server market was where AMD was expected by many to make gains against Intel. But Mercury's figures show the challenger increasing its market share by just 0.9 percent year-on-year, and just 0.1 percent over the previous quarter to 24.2 percent.