AMD has started 2025 with remarkable momentum, capturing a record-breaking server revenue share and posting significant gains across all CPU segments. According to the latest Q1 2025 report from industry analyst firm Mercury Research, AMD’s strategic focus on enterprise, cloud, and the emerging AI PC market is paying significant dividends.
The headline figure from the report is AMD’s performance in the lucrative server market. The company achieved an all-time high server revenue share of 39.4%. This represents a substantial increase of 6.5 percentage points compared to the same quarter last year (Y/Y) and a 3.1 percentage point jump from the previous quarter (Q/Q). This strong growth is attributed to continued adoption of AMD EPYC processors across both cloud and enterprise customers.
| Category | Quarter | Unit Share | Revenue Share | Q/Q Change (points) | Y/Y Change (points) |
|---|---|---|---|---|---|
| Server | Q1 2025 | 27.2% | 39.4% | Unit: +1.5, Rev: +3.1 | Unit: +3.6, Rev: +6.5 |
| Desktop | Q1 2025 | 28.0% | 34.4% | Unit: +0.9, Rev: +6.4 | Unit: +4.1, Rev: +15.2 |
| Mobile | Q1 2025 | 22.5% | 22.1% | Unit: -1.2, Rev: +0.5 | Unit: +3.2, Rev: +7.3 |
| Total Client | Q1 2025 | 24.1% | 26.5% | Unit: -0.5, Rev: +2.7 | Unit: +3.5, Rev: +10.2 |
| Total CPU | Q1 2025 | 24.4% | 31.6% | Unit: -0.3, Rev: +3.1 | Unit: +3.6, Rev: +9.0 |
The client computing segment also proved to be a major success story for AMD. Overall client revenue share, which includes desktops and mobile processors, surged to 26.5%. This marks a massive 10.2 percentage point increase year-over-year and a 2.7 point gain since the end of 2024.
Breaking down the client segment highlights even more impressive growth:
- Desktop: AMD saw its largest gains in the desktop market, with revenue share climbing to 34.4%. This is a staggering 15.2 percentage point increase from Q1 2024 and a 6.4 point increase from the prior quarter.
- Mobile: Driven by strong demand for Ryzen-powered notebooks and the growing interest in AI PCs, AMD’s mobile revenue share grew to 22.1%, up 7.3 percentage points year-over-year.
Combining all segments, AMD’s total CPU revenue share now stands at 31.6%, a gain of 9.0 percentage points over the past year and 3.1 points in the last quarter alone.
The report shows a consistent trend of market share expansion for AMD, reflecting strong execution and a competitive product portfolio that is resonating with consumers and businesses alike.
Note: Revenue share was calculated by AMD based on data provided by Mercury Research.
