Intel Struggles To Reverse AMD's Share Gains In x86 CPU Market

An anonymous reader shared this report from CRN:
CPU-tracking firm Mercury Research reported on Thursday that Intel's x86 CPU market share grew 0.3 points sequentially to 75.6 percent against AMD's 24.4 percent in the first quarter. However, AMD managed to increase its market share by 3.6 points year over year. These figures only captured the server, laptop and desktop CPU segments. When including IoT and semicustom products, AMD grew its x86 market share sequentially by 1.5 points and year over year by 0.9 points to 27.1 percent against Intel's 72.9 percent... AMD managed to gain ground on Intel in the desktop and server segments sequentially and year over year. But it was in the laptop segment where Intel eked out a sequential share gain, even though rival AMD ended up finishing the first quarter with a higher share of shipments than what it had a year ago...
While AMD mostly came out on top in the first quarter, [Mercury Research President Dean] McCarron said ARM's estimated CPU share against x86 products crossed into the double digits for the first time, growing 2.3 points sequentially to 11.9 percent. This was mainly due to a 'surge' of Nvidia's Grace CPUs for servers and a large increase of Arm CPU shipments for Chromebooks.

Meanwhile, PC Gamer reports that ARM's share of the PC processor market 'grew to 13.6% in the first quarter of 2025 from 10.8% in the fourth quarter of 2024.' And they note the still-only-rumors that an Arm-based chip from AMD will be available as soon next year.

[I]f one of the two big players in x86 does release a mainstream Arm chip for the PC, that will very significant. If it comes at about the same time as Nvidia's rumoured Arm chip for the PC, well, momentum really will be building and questioning x86's dominance will be wholly justified.

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