Intel’s participation in servers falls to 63% while AMD and ARM extends market

For years, Intel has been the absolute reference in servers processors. There was no rival to cough him. He had a practically exclusive market and that did not seem to change, until AMD decided to move. He did it without hurry, but very clearly. With the arrival of its EPYC processors, it began to cut step by step, gaining ground constantly.

So much, that At the end of 2024 he managed to overcome Intel in income within the servers sector. And be careful, this is not a day or a specific figure: it is the reflection of a trend that has been cooking for years and now begins to really notice.

To have everything to give ground: how the panorama has changed

To understand what is happening now, it is convenient to look back. In 2017, Intel had practically the entire server market in his hands. We talk about a quota close to 100 %. AMD barely counted and ARM was little more than a radar name. But then the Zen architectureand with it, a series of much more competitive products by AMD.

In 2020, the company had already recovered a 10 % share. A few years later, that quota made an important leap. Much of the merit was that Intel stuck with Sapphire Rapidsone of his most important bets, which ended up being late and with more complications than expected. AMD, who came with well -made duties, did not miss the moment and continued to gain ground, while his main rival began to notice the pressure.

Today, the latest reports of signatures such as IDC either Mercury Research They place a AMD with 33 % of the market for incomewhile Intel has fallen to 63 %. But the most relevant is what is coming: estimates for 2025 point to 36 % for AMDand if everything remains the same, could reach 40 % in 2027. For its part, Intel would remain down, falling below 50 %while ARM would win weight and would move around 10 or 12 %.

Of course, all this is measured in income, not in units sold. AMD has managed to position itself especially well in the high performance segmentwhere prices and margins are greater, while Intel maintains its strength in cheaper configurationswhich balances the volume.

For now, it does not seem that this trend will change soon. AMD maintains a very solid road map, continues to take muscle in innovation and take advantage of each slip of its rival. Intel, on the other hand, has its hopes in the future Xeon 6 series, but for the moment, the data does not still reflect that supposed turn.