Intel is under immense pressure from AMD

AMD made substantial advancements in market share across server, laptop, and desktop segments at Intel’s expense in the third quarter of 2023, as reported by Mercury Research.

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Tom’s Hardware highlights AMD’s notable growth, with a 5.8% increase in server and desktop PC shipments and a 3.8% surge in laptop units. This positions Team Red with nearly one-fifth of CPUs in both desktops and laptops sold during the quarter, and in the server sector, it holds nearly a quarter of the CPU market.

Overall, AMD’s CPU market share has risen to 19.4%, a significant climb from the 15% reported during the same period last year. In terms of revenue share, AMD experienced gains of 4.1% in desktops, 5.1% in laptops, and 1.7% in servers. Consequently, its total revenue share increased from 12.2% to 16.9%.

While Mercury Research’s data lacks figures for Intel and Arm, it is reasonable to infer that AMD’s advancements came at the expense of Intel, given the latter’s substantial dominance in these segments. AMD’s progress in the consumer market was fueled by PC manufacturers acquiring processors for the back-to-school and holiday seasons.

The provided table outlines the year-over-year and quarter-over-quarter changes in AMD’s revenue and unit shares in the CPU market.