AMD’s desktop PC market share skyrockets amid Intel’s Raptor Lake crashing scandal — AMD makes biggest leap in recent history

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AMD’s desktop PC market share skyrockets amid Intel’s Raptor Lake crashing scandal — AMD makes biggest leap in recent history

AMD has gained a substantial 5.7 percentage points of share of the desktop x86 CPU market in the third quarter compared to Q2, the largest quarterly share gain since we began tracking the market share reports in 2016. AMD also raked in a strong increase in revenue share, jumping 8.5 percentage points over the prior quarter, indicating that it is selling a strong mix of higher-end CPU models. 

During the quarter, AMD launched its new Ryzen 9000-series family of processors amid a scandal related to stability issues with Intel’s Raptor Lake chips, which generated a flood of negative press for the company over the course of several months, and inventory adjustments for one of Intel’s customers. AMD now commands 28.7% of the desktop processor market. AMD also continued to gain share in the laptop and server markets, though its gains on the desktop side of the business were the most impressive, according to Mercury Research.

(Image credit: AMD/Mercury Research)

(Image credit: Mercury Research/Tom’s Hardware)

In Q3 2024, Intel maintained a strong lead in the client PC market, commanding 76.1% of the market in terms of units, while AMD held a smaller 23.9% share. However, the dynamics are not in Intel’s favor, as AMD gained 2.9 percentage points (pp) quarter-over-quarter and 4.6 pp year-over-year, which are significant achievements. Intel will, of course, continue to lead in client PCs for the foreseeable future as the company has extensive and diverse product offerings for client PCs, an entrenched position in the corporate PC sector, and access to its vast manufacturing capacities.

Desktop PC, Mobile, Client Revenue / Unit Share

(Image credit: Mercury Research/Tom’s Hardware)

Swipe to scroll horizontally

Desktop CPUs via Mercury Research

Row 0 – Cell 0

3Q24

2Q24

1Q24

4Q23

3Q23

2Q23

1Q23

4Q22

3Q22

2Q22

1Q22

4Q21

3Q21

2Q21

1Q21

4Q20

3Q20

2Q20

1Q20

4Q19

3Q19

2Q19

1Q2019

4Q18

3Q18

2Q18

1Q18

4Q17

3Q17

2Q17

1Q17

4Q16

3Q16

AMD Desktop Unit Share

28.7%

23.0%

23.9%

19.8%

19.2%

19.4%

19.2%

18.6%

13.9%

20.5%

18.3%

16.2%

17.0%

17.1%

19.3%

19.3%

20.1%

19.2%

18.6%

18.3%

18%

17.1%

17.1%

15.8%

13%

12.3%

12.2%

12.0%

10.9%

11.1%

11.4%

9.9%

9.1%

Quarter over Quarter / Year over Year (pp)

+5.7% / +9.6%

-1% / +3.6

+4.1 / +4.7

+0.6 / +1.2

-0.2 / +0.5

+0.1 / -1.02

+0.6 / +0.9

+4.7 / +2.4

-6.6 / -3.1

+2.2 / +3.4

+2.1 / -1.0

-0.8 / -3.1

-0.1 / -3.1

-2.3 / -2.1

+0.1 / +0.7

-0.8 / +1.0

+0.9 / +2.1

+0.6 / +2.1

+0.3 / +1.5

+0.3 / +2.4

+0.9 / +5

Flat / +4.8

+1.3 / +4.9

+2.8 / +3.8

+0.7 / +2.1

+0.1 / +1.2

+0.2 / +0.8

+1.1 / +2.1

-0.2 / +1.8

-0.3 / –

+1.5 / –

+0.8 / –

–

AMD’s biggest breakthrough in the third quarter was, of course, gaining 5.7 pp of unit share of the desktop x86 CPU market. The company now commands 28.7% of the market, up a whopping 9.6 pp compared to the same quarter a year ago, which is likely the highest share the company has had in at least 15 years. AMD’s desktop CPU revenue share also increased by 7.7 pp year-over-year to 27.3%. 

Intel’s desktop share dropped to 71.3%, and Dean McCarron with Mercury Research tells us Intel explained the decline was caused by an inventory correction at one of its customers. If this is true, then Intel’s share may bounce back in Q4 2024.

(Image credit: Mercury Research/Tom’s Hardware)

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Mobile CPUs via Mercury Research

Row 0 – Cell 0

2Q24

2Q24

1Q24

4Q23

3Q23

2Q23

1Q23

4Q22

3Q22

2Q22

1Q22

4Q21

3Q21

2Q21

1Q21

4Q20

3Q20

2Q20

1Q20

Q419

3Q19

2Q19

1Q2019

4Q18

3Q18

2Q18

AMD Mobile Unit Share

22.3%

20.3%

19.3%

20.3%

19.5%

16.5%

16.2%

16.4%

15.7%

24.8%

22.5%

21.6%

22.0%

20.0%

18.0%

19%

20.2%

19.9%

17.1%

16.2%

14.7%

14.1%

13.1%

12.2%

10.9%

8.8%

Quarter over Quarter / Year over Year (pp)

+2% / 2.8%

+1 / +3.8

-1 / +3.1

0.8 / 3.9

2.9 / 3.8

0.3 / -8.3

-0.2 / -6.3

+0.8 / -5.1

-9.1 / -6.4

+2.3 / +4.8

+0.9 / +4.4

-0.4 / +2.6

+2.0 / +1.8

+1.9 / +0.01

-1.0 / +1.1

-1.2 / +2.8

+0.3 / +5.5

+2.9 / +5.8

+0.9 / +3.2

+1.5 / +4.0

+0.7 / +3.8

+1.0 / +5.3

+0.9 / ?

Row 2 – Cell 24

Row 2 – Cell 25

Row 2 – Cell 26

In the laptop segment, AMD saw steady growth compared to both the previous quarter (+2 pp) and the same ******* last year (+2.8 pp), perhaps because the company launched its Ryzen AI 300-series products slightly ahead of Intel’s Lunar Lake and could sell more of these new products to early adopters of x86-based Copilot+ PCs. In Q3 2024, AMD held 22.3% of the x86 laptop processor market, whereas Intel’s share decreased to 77.7%. 

22.3% is not exactly AMD’s record mobile CPU market share, as the company commanded 24.8% in Q2 2022.

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Server Revenue / Unit share

(Image credit: Mercury Research/Tom’s Hardware)

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Server CPUs via Mercury Research

Row 0 – Cell 0

3Q24

2Q24

1Q24

4Q23

3Q23

2Q23

1Q23

4Q22

3Q22

2Q22

1Q22

4Q21

3Q21

2Q21

1Q21

4Q20

3Q20

2Q20

1Q20

4Q19

3Q19

2Q19

1Q2019

4Q18

3Q18

2Q18

4Q17

AMD Server Unit Share

24.2%

24.1%

23.6%

23.1%

23.3%

18.6%

18%

17.6%

17.5%

13.9%

11.6%

10.7%

10.2%

9.5%

8.9%

7.1%

6.6%

5.8%

5.1%

4.5%

4.3%

3.4%

2.9%

3.2%

1.6%

1.4%

0.8%

Quarter over Quarter / Year over Year (pp)

+0.1% / +0.9%

+0.5 / + 5.6

+0.5 / +5.6

-0.2 / 5.5

4.7 / 5.8

0.6 / 4.7

+0.4 / +6.3

+0.1 / +6.9

+3.6 / +7.3

+2.3 / +4.4

+0.9 / +2.7

+0.5% / +3.6

+0.7 / +3.6

+0.6 / +3.7

+1.8 / +3.8

+0.5 / +2.6

+0.8 / +2.3

+0.7 / +2.4

+0.6 / 2.2

+0.2 / +1.4

+0.9 / +2.7

+0.5 / +2.0

-0.3 / –

+1.6 / 2.4

+0.2 / –

Row 2 – Cell 26

Row 2 – Cell 27

When it comes to servers, AMD’s share totaled 24.2% as the company gained 0.1 pp unit share sequentially and 0.9 pp year-over-year, which is a rather modest increase but reflects the company’s gradual market share gain. However, the company also increased its revenue share to 33.9%, a 2.7 pp gain year-over-year. Typically, AMD advances its share amid the ramp-up of its latest EPYC processors when its server partners roll out products based on them, so it is reasonable to expect the company to post a market share gain in the coming quarters. 

Intel, of course, retained its volume lead with a 75.8% unit market share. Yet, as it usually happened in the recent quarter, AMD managed to sell more higher-end CPU models than Intel, which is reflected by its revenue share, which is higher compared to its unit share. It is also noteworthy that for the first time, AMD’s data center business unit outsold Intel’s data center and AI group in Q3 2024 ($3.549 billion vs $3.3 billion).

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