Every fifth laptop in the world uses AMD Ryzen – Intel is losing ground in the processor market

The central processor market took a long time to recover from the pandemic, which was characterized by increased demand for personal computers. New shocks for the global economy did not add confidence to buyers in the future, but Bernstein analysts claim that the processor market has begun to approach an equilibrium state. And for AMD this process is more successful than for Intel.

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AMD continues to strengthen its position at least in the segment of processors for PCs and server systems relative to Intel. According to Bernstein, in the third quarter, the number of central processing units shipped to the market grew sequentially by 7%, which is in line with seasonal trends. At the same time, supply volumes of finished PCs decreased year-on-year by 2% versus a one-percent increase in the second quarter. CPU supply channels are beginning to show signs of normalization in supply and demand.

In the PC segment in the third quarter, the number of processors shipped for mobile and desktop PCs as a whole exceeded the number of computers shipped by only 2%, while in the second quarter this imbalance reached 9%. The current state is already close to equilibrium between supply and demand. In the laptop segment separately, the number of processors shipped in the third quarter exceeded laptop shipments by 4%, and sequentially it increased by 10%. In the desktop segment, the number of central processing units shipped in the third quarter was 4% below par. In other words, the PC processor market has become much closer to equilibrium.

AMD in physical terms increased its share of the laptop processor market by a couple of percentage points to 19.2%; in the desktop segment, the increase was measured by six percentage points and corresponded to a 28.7% market share. In terms of revenue, AMD’s share of the overall PC processor market grew sequentially by eight percentage points to 27.3%. Intel’s latest quarterly report showed that in the third quarter the company was not keen on stimulating demand for its processors, and this also indicates that the supply-demand relationship is close to equilibrium.

In the server segment, AMD’s progress in increasing its market share in volume terms has slowed slightly, although in terms of money its share has grown more strongly. The situation in the market for computational accelerators for artificial intelligence systems continues to pose a certain challenge for both AMD and Intel. According to Intel estimates, this year it will earn no more than $500 million from the supply of its Gaudi family accelerators, while AMD has raised its forecast for revenue from the sale of its Instinct family accelerators to $5 billion. In any case, this is several times less than the revenue it receives Nvidia is in this market, and the performance dynamics of all three companies in 2025 is of serious intrigue.