AMD had a strong 2024, making notable gains in the x86 CPU market across both consumer and server segments. According to fresh data from Mercury Research, provided by AMD, the company chipped away at Intel’s dominance, particularly in the desktop PC processor space. While AMD’s gains in the server market slowed slightly, its revenue share growth was significant, highlighting its success in higher-margin segments.
Consumer PC market: AMD closes the gap
Intel maintained a commanding lead in the consumer PC processor market with a 75.4 per cent unit share in Q4 2024. However, AMD made significant inroads, boosting both its unit and revenue share as more users opted for Ryzen processors.
By the end of 2024, AMD’s consumer CPU revenue share climbed to 24.6 per cent, marking a 4.5 per cent increase year-over-year (YoY) and a 0.7 per cent rise quarter-over-quarter (QoQ). The company’s unit share also saw a 4 per cent bump, signalling that AMD’s CPUs are steadily gaining traction. The growing presence of AMD chips in premium segments, along with rising average selling prices (ASPs), helped drive this revenue growth.
The desktop processor market was a particular bright spot for AMD. The company’s unit share surged to 27.1 per cent, reflecting a 7.4 per cent YoY increase, although it dipped 1.6 per cent from the previous quarter. Intel, on the other hand, saw a mixed quarter, losing share due to Raptor Lake CPU stability issues and inventory corrections. However, it managed to regain some ground with the launch of Arrow Lake-S desktop processors, which boosted its unit share by 1.6 per cent QoQ.
Meanwhile, AMD’s revenue share in desktops hit 27.3 per cent, up a whopping 12.1 per cent YoY, as its high-end Ryzen 9000-series CPUs gained popularity. Despite Intel’s efforts with Arrow Lake-S, it struggled to recover revenue share in the premium desktop segment.
Mobile CPUs: AMD slowly but steadily climbing
In the mobile processor space, Intel continued to dominate, outselling AMD 3:1 in unit share. However, AMD made steady progress, with its mobile unit share reaching 23.7 per cent in Q4 2024. This marked a 3.4 per cent YoY gain and a 1.4 per cent increase QoQ. The company’s revenue share also rose to 21.6 per cent, up 6.5 per cent YoY and 2.4 per cent QoQ.
While Intel’s Arrow Lake and Lunar Lake notebook processors remain highly competitive, AMD’s consistent growth suggests increasing adoption of Ryzen-powered laptops. Improved performance, power efficiency, and brand recognition have helped AMD attract more users, making this segment a crucial battleground for future expansion. With laptops outselling desktops 3:1, AMD’s 3.4 per cent YoY gain represents a solid step forward.
Server CPUs: AMD hits record market share
On the server side, AMD continued its steady climb, reaching an all-time high in market share by Q4 2024. The company’s unit share rose to 25.1 per cent, reflecting a 2 per cent YoY gain and a 0.9 per cent increase QoQ. While Intel’s Xeon processors still power three out of four servers, maintaining that lead is becoming increasingly difficult, forcing Intel to offer steeper discounts to compete.
The real standout figure was AMD’s server revenue share, which surged to 35.5 per cent. This 3.7-point YoY jump and 1.6-point QoQ increase indicate that AMD isn’t just selling more chips—it’s also capturing a larger slice of the high-performance, high-margin server market. In fact, AMD’s data centre business outperformed Intel’s data centre and AI division in Q4, marking Intel’s worst quarter for data centre CPU sales in 13 years.
The bottom line
AMD’s strong 2024 performance highlights its growing influence in both consumer and server CPU markets. While Intel still holds the lead, AMD’s revenue gains, increasing ASPs, and rising popularity in high-end segments show that its strategy is paying off. With continued momentum in desktop, mobile, and server spaces, AMD is proving to be a formidable challenger in the ongoing CPU wars.