AMD closed Q4 2025 with a symbolic and highly business-relevant milestone: reached a 41.3% share of server CPU revenue, its highest figure to date according to the latest data from Mercury Research shared by the company itself. This is the first time it has surpassed 40% in this metric, which is especially important because it reflects not only volume but also product mix and “quality” of the share: selling more in higher-value segments.
The key takeaway is clear: AMD isn’t winning just on units, but through positioning in ranges with better average selling prices (ASP) and, by extension, greater revenue impact. In a market driven by demand linked to Artificial Intelligence, cloud computing, and hyperscale environments pushing platform upgrades, this difference matters.
Key quarter figures (Mercury Research, Q4 2025)
| Segment | Unit Share | Revenue Share | QoQ Change (revenue) | YoY Change (revenue) |
|---|---|---|---|---|
| Server | 28.8% | 41.3% | +1.8 | +4.9 |
| Desktop | 36.4% | 42.6% | +1.6 | +14.6 |
| Laptop | 26.0% | 24.9% | +3.3 | +3.3 |
| Total Client | 29.2% | 31.2% | +3.0 | +7.4 |
| Total x86 CPUs | 29.2% | 35.4% | +2.9 | +6.8 |
(Note: Revenue share is calculated by AMD based on Mercury data.)
Servers: less than 30% in units, over 41% in revenue
The dominant figure of the quarter is servers: 41.3% revenue share with 28.8% unit share. Year-over-year, AMD increases by +4.9 points in revenue and +3.1 points in units. It was already strong in the previous quarter (39.5% revenue in Q3 2025), and Q4 confirms that this progress isn’t an isolated spike.
This gap between revenue and units usually indicates that the manufacturer is capturing more sales in higher-value configurations (for example, CPUs with more cores, higher performance, or aiming for critical workloads). In today’s context, where infrastructure for AI and analytics demands density, performance, and efficiency, the “premium mix” is not a detail: it is core to the business.
Desktop: 42.6% in revenue and the most notable YoY leap
In desktop PCs, AMD delivers a particularly strong quarter: 42.6% revenue share and 36.4% unit share. The YoY revenue growth is +14.6 points, significantly outpacing the unit growth (+9.5). In other words, besides selling more, it’s selling “better.”
This differential often appears when the market strongly absorbs mid-to-high and high-end ranges, where margins are higher and competition is more based on platform and perceived performance than pure price.
Laptops: clear traction in units and steady revenue growth
In laptops, AMD records 26.0% in units and 24.9% in revenue. The most notable data here is the sequential evolution: +4.1 points QoQ in units (from 21.9% to 26.0%), accompanied by +3.3 points QoQ in revenue (from 21.6% to 24.9%). YoY, the revenue increase is also +3.3 points.
In a segment traditionally very sensitive to OEM platform availability and energy efficiency, this kind of quarterly jump usually signals greater presence in launches and commercial configurations, as well as better alignment with professional profiles that prioritize autonomy and performance.
Total x86: 35.4% revenue share and consistent growth
Overall, AMD finishes Q4 2025 with 35.4% revenue share in x86 CPUs, up from 28.6% a year earlier (+6.8 points YoY). In units, the total x86 share also rises to 29.2%. This snapshot suggests widespread gains: in servers, clients, and the entire market.
What does this mean for Intel? Pressure shifts to execution and timing
With AMD consolidating share in higher-value segments, the competitive focus shifts to Intel’s ability to reconquer traction through product and process. In this context, the following become especially important:
- 18A, as a technological pillar to recover competitiveness in manufacturing.
- Panther Lake, as a key bet for the mobile market throughout 2026.
- Nova Lake, announced as the major move for desktops in the upcoming cycle.
Beyond the label of each family, the message is that Intel needs a credible response in performance, efficiency, and availability. Because the market is rewarding (with revenue, not just units) those who best fit modern workloads: intensive virtualization, data workloads, and increasingly AI.
Frequently Asked Questions
What does “revenue share” mean and why is it more important than unit share?
Revenue share reflects the weighting of a brand in total market billing. If it grows faster than units, it usually indicates stronger sales of high-end or higher ASP products, meaning a “better mix.”
Why can AMD have 28.8% in server units but 41.3% in revenue?
Because a significant part of its sales is concentrated in higher-value configurations (more cores, premium ranges, more expensive platforms), raising the revenue per CPU relative to the market average.
Which segment shows the biggest YoY jump in Q4 2025?
Desktop: +14.6 points YoY in revenue share, accompanied by +9.5 points in units.
What should we watch in 2026 to see if the trend continues?
The evolution of server revenue share (due to its impact on margins), traction in laptops (where OEM design is key), and Intel’s competitive response in process and new platforms.
via: X