In the second quarter of 2026, AMD achieved its highest-ever x86 processor market share. The company now controls 34.1% of the x86 processor market when including IoT, console SoCs, and embedded CPUs. Excluding these categories, AMD's share stands at 30.7% of the overall x86 processor market, marking a significant gain.
The total CPU market experienced a 10% sequential increase in unit shipments during Q2 2026, surpassing typical seasonal trends. This growth was largely attributed to increased supplies from Intel, particularly in mobile client processors, and continued strong product ramps from AMD. Arm CPU shipments also showed strong increases in the quarter.
While the overall market grew sequentially, year-over-year unit shipments for the CPU market contracted. This decline was primarily due to significantly lower shipments in IoT, SoC, and embedded products, partly influenced by AMD's shrinking game console business, and a substantial drop in desktop CPU volumes. Conversely, shipments of data center and notebook processors saw strong growth during the same period.
The desktop X86 CPU market was characterized as "ugly" in the Mercury Research report, indicating significant challenges and declining sales in this segment. Despite this, both AMD and Intel increased CPU shipments sequentially when excluding IoT, SoC, and embedded products, with AMD showing faster growth and gaining unit share across major segments.
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AMD reached its highest-ever x86 processor market share in Q2 2026, capturing 34.1% of the market including IoT and console SoCs, and 30.7% excluding them. This growth occurred as the overall CPU market saw a 10% sequential increase in unit shipments, driven by strong demand in data center and laptop segments, despite a decline in desktop CPU sales.