AMD CPU revenue share

AMD Roars in Q2 2025: Desktop and Server CPUs Lead Massive Market Share Gains

AMD CPU revenue share

The latest CPU market share report from Mercury Research for the second quarter of 2025 is in, and the numbers paint a clear picture: AMD is on a roll! Team Red has demonstrated exceptional growth, particularly in the desktop “Ryzen” and datacenter “EPYC” segments, signaling a significant shift in the competitive x86 landscape. Let’s dive into the details of AMD’s impressive performance and what’s driving this surge in Q2 2025.

Ryzen Revolution Continues: Desktop Dominance Powered by X3D and AM5

AMD’s desktop CPU division has seen a phenomenal increase in market share during Q2 2025. The data reveals a substantial jump in both unit share and revenue share, highlighting the strong demand for Ryzen processors.

Unprecedented Desktop Unit Share Growth

In Q2 2025, AMD’s desktop unit share soared to a remarkable 32.2%. This represents a significant leap from the previous quarter’s 28.0% and a massive increase compared to the 23.0% held in Q2 2024. This almost 10% growth in just one year underscores the increasing popularity and adoption of AMD’s desktop offerings, fueled by innovative technologies like X3D and the versatile AM5 platform.

Revenue Share Almost Matches Server Powerhouse

The financial success of AMD’s desktop CPUs is equally impressive. The desktop revenue share reached 39.3% in Q2 2025, a substantial climb from 34.4% in the prior quarter and a staggering 20.5% increase year-over-year. What’s particularly noteworthy is that this figure nearly matches the revenue share of AMD’s powerful EPYC server CPUs, highlighting the strength and profitability of their desktop segment. Industry analysts attribute this success to the strong performance and value proposition of AMD’s latest Ryzen processors, including the highly sought-after X3D variants and the broad appeal of the AM5 ecosystem.

EPYC Performance Drives Record Server Revenue

AMD’s datacenter “EPYC” CPUs continue their strong trajectory, establishing new benchmarks in the server market. The Q2 2025 report showcases significant gains in this crucial segment.

Dominant Server Revenue Share Achieved

AMD’s server revenue share reached an unprecedented 41.0% in Q2 2025. This marks a notable increase of 1.5 percentage points from the previous quarter and a substantial 7.2 percentage point jump compared to the same period last year. This figure represents the highest server revenue share for AMD since the introduction of the first EPYC processors, demonstrating their growing influence and success in the demanding datacenter market. Strong adoption across cloud and enterprise sectors is cited as the primary driver for this remarkable achievement.

Steady Growth in Server Unit Share

While the revenue share saw a more dramatic increase, AMD’s server unit share also continued its upward trend, reaching 27.3% in Q2 2025. This is a modest increase of 0.1 percentage points from the previous quarter and a solid 3.2 percentage point gain year-over-year, indicating a consistent expansion of AMD’s presence in server deployments.

AMD CPU revenue share
Image Source: Mercury Research

Mobile Segment Shows Resilience and Future Potential

The mobile segment presented a slightly different picture in Q2 2025. While there was a minor dip compared to the previous quarter, the year-over-year performance remains positive.

Slight Quarterly Dip, Strong Annual Growth

AMD’s mobile unit share in Q2 2025 stood at 20.6%, a slight decrease from the 22.5% in Q1 2025. Similarly, the mobile revenue share saw a minor reduction to 21.5% from 22.2% in the prior quarter. However, when compared to Q2 2024, both unit share (20.3%) and revenue share (17.7%) show positive growth, indicating underlying strength in the mobile sector. The report notes that the ramp-up of Ryzen AI 300 series is ongoing, with high demand and limited initial quantities. The future performance of this segment is anticipated to be strong as supply catches up with demand.

Overall x86 Market Share Reflects AMD’s Broad Success

Looking at the overall x86 CPU market share, AMD’s gains in the desktop and server segments have significantly impacted their total standing.

Consistent Year-Over-Year Growth

AMD’s total CPU unit share (excluding IOT/SC) reached 24.2% in Q2 2025, a slight decrease from the previous quarter’s 24.4% but a healthy increase from the 21.3% recorded in Q2 2024. The total CPU revenue share stood at 33.0% in Q2 2025, showing growth both quarter-over-quarter (31.7% in Q1 2025) and year-over-year (24.2% in Q2 2024). These figures underscore AMD’s increasing competitiveness and ability to capture a larger share of the overall x86 CPU market.

Conclusion: AMD’s Momentum Set to Continue

The Q2 2025 CPU market share data from Mercury Research clearly demonstrates AMD’s strong momentum across key market segments. The remarkable growth in desktop, driven by the popularity of Ryzen, X3D, and the AM5 platform, coupled with the record-breaking server revenue share thanks to EPYC, positions AMD as a formidable force in the x86 landscape. While the mobile segment saw a minor dip, its year-over-year growth and the ongoing ramp-up of new technologies suggest a positive outlook. With a strong product portfolio and continued innovation, AMD is well-poised to further challenge the competition and potentially achieve even greater success in the quarters to come. This report serves as a strong indicator of the ongoing shift in the CPU market, with AMD establishing itself as a true powerhouse.

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Keywords: AMD, Ryzen, EPYC, CPU market share, Q2 2025, desktop CPU, server CPU, mobile CPU, X3D, AM5, Intel, Mercury Research, CPU revenue share, CPU unit share, Zen 5

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