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服务器CPU,AMD市占首超40%
半导体芯闻· 2026-02-14 08:56
Core Viewpoint - AMD has significantly increased its market share in the server CPU segment, achieving a revenue share of 41.3% in Q4 2025, marking a 1.8% increase from Q3 2025 and a 4.9% year-over-year growth in a multi-billion dollar market [2]. Group 1: Server Market - AMD holds a 40% revenue share in the server CPU market, with its EPYC processors capturing 41.3% of the revenue share in Q4 2025 [2]. - AMD's unit share in the server market is 28.8%, indicating higher average selling prices compared to Intel, which has a unit share of 71.2% and a revenue share of 58.7% [2][3]. - The year-over-year growth for AMD in the server market is 4.9%, reflecting strong performance in a competitive landscape [2]. Group 2: Desktop Market - In the desktop CPU market, AMD's revenue share is 42.6%, while its unit share is 36.4%, suggesting that AMD's Ryzen processors command higher average prices [3]. - The desktop segment has seen a quarter-over-quarter revenue growth of 1.6% and a year-over-year growth of 14.6%, indicating increasing popularity among gamers [3]. Group 3: Mobile/Notebook Market - In the mobile and notebook CPU market, Intel dominates with a revenue share of 75.1% and a unit share of 74%, reflecting its pricing strategy aligned with its market presence [4]. - AMD holds a 29.2% unit share and a 35.4% revenue share in the mobile CPU market, showcasing its competitive positioning despite Intel's overall lead [4].