半导体行业观察·2025-06-30 01:52Core Viewpoint - Intel is rapidly losing its dominance in the server CPU market to AMD and ARM-based solutions, with predictions indicating that by 2027, AMD and Intel's market shares may be nearly equal [1][2]. Group 1: Market Share Dynamics - As of June 2025, AMD holds approximately 33% of the server CPU market, while Intel's share has decreased to around 62%, a significant change from 2017 when Intel dominated the market [1]. - AMD's market share has surged from about 10% in 2020 to over 20% in 2021 and 2022, with projections suggesting it will reach 36% by the end of 2025, while Intel's share is expected to drop to around 55% [2]. - By 2027, AMD's market share could reach 40%, with Intel potentially falling below the symbolic 50% threshold, and ARM processors may grow to capture 10% to 12% of the market [2]. Group 2: Competitive Landscape - AMD's success is attributed to its Zen architecture and a strong product roadmap, which enhances its competitive edge, while Intel's recent efforts, including the Xeon 6 series, have not positively impacted market data [3]. - The growth of ARM-based server processors, although currently below 10%, is also notable as they gradually gain market share [2].