Intel has long been leading a more overwhelming market share than AMD, but since the launch in 2017 of the 1st generation Ryzen CPU family, AMD has slowly shaved its Intel lead Aside from the turmoil caused by the pandemic, AMD's server, mobile and desktop sales have been on an upward trajectory for many years, but Intel is still on a downward trajectory. We have maintained a big lead in all 3 categories.

According to a Mercury Research report, shipments of X86 clients provided by amd via email increased by 3.6% year-on-year, from 17% overall to 20.6%. It still leaves Intel in a commanding lead, but it leaves the Blue company concerned as it struggles to meet revenue expectations.

The breakdown of the numbers shows that AMD continues to make a profit in the server market, driven by strong sales of its 4th generation Epyc processors. AMD achieved a staggering 5.6% year-on-year growth, reaching 23.6% of the overall server market. Its revenue share has increased to 33% — the company's record according to AMD — indicating that sales of high-margin products are going very well. Moving to the desktop market, AMD gained 4.7% year-on-year and 86% share of the Desktop x23.9 market. Personally, I'm a bit surprised by its benefits, given that the Ryzen7000 series processors have been on the market for more than 18 months, but the demand for the ryzen8000 series Apu is certainly a contributing factor. AMD's desktop revenue share was 19.2%, up from 15.4% a year earlier. That's a healthy increase of 3.8%.

The laptop market is still tough. AMD's unit share increased from 2023 Q1 to 16.2% in 2024 Q1 to 19.3%. It is still a healthy profit, although behind the market share of desktops and servers. Even more impressive is AMD's revenue share gain, which is 14.9% compared to 10.9% the previous year. 

That 19.3% share is actually down compared to a 20.3% Q4 2023 result, which could be attributed to INTEL's rising Meteor Lake Cpu, but AMD is still looking for ryzen8040 notebooks

Overall, these numbers are good for AMD. Intel is particularly concerned about AMDs increasing its share of the lucrative server CPU market. There are few short-term answers to AMD's core count and power efficiency benefits. 

The two companies are hoping to benefit from the fledgling AI PC and laptop market for the rest of 2024. It's not that the AI hype makes so much sense to gamers right now. Our eyes are already turning to AMD's Zen5 and Intel's Arrow Lake Cpus coming later this year. Can AMD steal Intel's market share further? Or, Intel is cooking something that surprises everyone to enjoy.