The fourth quarter of 2025 was definitely a highlight for AMD, with both the EPYC and Ryzen CPU product lines reaching new highs in revenue and market share.
According to Mercury Research, AMD’s CPU market share has been steadily increasing, reaching its highest peak in shipments and revenue by the end of 2025.
In Q4 2025, AMD’s desktop CPU shipment share was 36.4%, with a revenue share of 42.6%, representing a year-over-year increase of 14.6 percentage points and a quarter-over-quarter increase of 1.6 percentage points, both record highs.
Similar to the desktop segment, AMD’s mobile CPU business also achieved a 3.3 percentage point year-over-year growth, with a market share of 26.0% and a revenue share of 24.9%.
Currently, AMD’s mobile lineup is extensive, covering entry-level, mainstream, and high-end Ryzen AI MAX series products. With the continued rollout of the latest Ryzen AI 400 and Ryzen AI MAX series, their market share is expected to keep climbing.
Finally, let’s look at AMD’s server market share. Its revenue share increased by 4.9 percentage points year-over-year and 1.8 percentage points quarter-over-quarter, reaching 41.3% this quarter.
The server shipment share is currently 28.8%, rapidly approaching 30%. AMD’s Genoa and Turin CPUs comprise the majority, with a significant supply of older chips still in the market. Additionally, AMD’s next-generation Venice CPU based on the Zen 6 architecture is set to be released later this year.
Specifically:
Server revenue share increased by 4.9 percentage points year-over-year and 1.8 percentage points quarter-over-quarter, reaching a record 41.3%.
Customer revenue share grew by 7.4 percentage points year-over-year and 3.0 percentage points quarter-over-quarter, reaching 31.2%.
Desktop revenue share increased by 14.6 percentage points year-over-year and 1.6 percentage points quarter-over-quarter, reaching 42.6%.
Notebook revenue share grew by 3.3 percentage points year-over-year and quarter-over-quarter, reaching 24.9%.
Overall revenue share increased by 6.8 percentage points year-over-year and 2.9 percentage points quarter-over-quarter, reaching 35.4%.
Overall, AMD’s client Ryzen CPU market share stands at 29.2% in shipments and 31.2% in revenue, up 3.0 and 7.4 percentage points respectively from the previous year.
AMD’s total CPU market share is 29.2% in shipments and 35.4% in revenue, representing year-over-year increases of 2.9 and 6.8 percentage points.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
AMD Yes! CPU sales and revenue both hit record highs
The fourth quarter of 2025 was definitely a highlight for AMD, with both the EPYC and Ryzen CPU product lines reaching new highs in revenue and market share.
According to Mercury Research, AMD’s CPU market share has been steadily increasing, reaching its highest peak in shipments and revenue by the end of 2025.
In Q4 2025, AMD’s desktop CPU shipment share was 36.4%, with a revenue share of 42.6%, representing a year-over-year increase of 14.6 percentage points and a quarter-over-quarter increase of 1.6 percentage points, both record highs.
Similar to the desktop segment, AMD’s mobile CPU business also achieved a 3.3 percentage point year-over-year growth, with a market share of 26.0% and a revenue share of 24.9%.
Currently, AMD’s mobile lineup is extensive, covering entry-level, mainstream, and high-end Ryzen AI MAX series products. With the continued rollout of the latest Ryzen AI 400 and Ryzen AI MAX series, their market share is expected to keep climbing.
Finally, let’s look at AMD’s server market share. Its revenue share increased by 4.9 percentage points year-over-year and 1.8 percentage points quarter-over-quarter, reaching 41.3% this quarter.
The server shipment share is currently 28.8%, rapidly approaching 30%. AMD’s Genoa and Turin CPUs comprise the majority, with a significant supply of older chips still in the market. Additionally, AMD’s next-generation Venice CPU based on the Zen 6 architecture is set to be released later this year.
Specifically:
Server revenue share increased by 4.9 percentage points year-over-year and 1.8 percentage points quarter-over-quarter, reaching a record 41.3%.
Customer revenue share grew by 7.4 percentage points year-over-year and 3.0 percentage points quarter-over-quarter, reaching 31.2%.
Desktop revenue share increased by 14.6 percentage points year-over-year and 1.6 percentage points quarter-over-quarter, reaching 42.6%.
Notebook revenue share grew by 3.3 percentage points year-over-year and quarter-over-quarter, reaching 24.9%.
Overall revenue share increased by 6.8 percentage points year-over-year and 2.9 percentage points quarter-over-quarter, reaching 35.4%.
Overall, AMD’s client Ryzen CPU market share stands at 29.2% in shipments and 31.2% in revenue, up 3.0 and 7.4 percentage points respectively from the previous year.
AMD’s total CPU market share is 29.2% in shipments and 35.4% in revenue, representing year-over-year increases of 2.9 and 6.8 percentage points.