英特尔霸权崩解！ CPU市占摔至历史新低、AMD靠EPYC狂吞3成市场

爱集微01-25

英特尔( INTC-US ) 在客户端与服务器处理器市场的主导地位正面临前所未有的挑战。最新市调显示，其竞争对手AMD在这两大核心市场持续扩张市占，使英特尔的领先优势明显缩水，甚至跌至多年来新低。根据Mercury Research 公布的最新数据，过去七年间，英特尔在客户端与服务器CPU 市场的出货量与营收市占皆呈现下滑趋势，市场占有率跌至历史新低；反观超微半导体，市占率几乎每一季都稳定成长，...

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CPU market share falls to a record low, AMD relies on EPYC to swallow 30% of the market","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMDD":0.6,"AMDW":0.6,"AMD":1.93,"AMDU":0.6,"DAMD":0.6,"AMUU":0.6,"04335":1.95,"AMDG":0.6,"INTC":1.95,"AMDY":0.6,"AMYY":0.6},"content_text":"英特尔( INTC-US ) 在客户端与服务器处理器市场的主导地位正面临前所未有的挑战。最新市调显示，其竞争对手AMD在这两大核心市场持续扩张市占，使英特尔的领先优势明显缩水，甚至跌至多年来新低。根据Mercury Research 公布的最新数据，过去七年间，英特尔在客户端与服务器CPU 市场的出货量与营收市占皆呈现下滑趋势，市场占有率跌至历史新低；反观超微半导体，市占率几乎每一季都稳定成长，逐步削弱英特尔对整体CPU 市场的掌控力。尽管英特尔目前仍是服务器处理器市场的最大供应商，但其优势已大不如前。截至2025 年第三季，英特尔在服务器处理器的出货量市占已降至约72%，营收市占更仅剩61% 。若回顾历史数据， 2019 年初，英特尔在服务器处理器市场几乎一手遮天，无论出货量或营收占比都接近九成七。然而短短不到七年，市占率便一路下探，使竞争对手超微半导体得以迅速扩张。根据Mercury Research 的统计，AMD目前在该市场的占比已逼近三成，而在2018 年时，其市占仍仅徘徊在1% 至2% 的低位。此外，随着AMD持续推出新一代EPYC 服务器处理器，英特尔在市场上的优势也不断被削弱。EPYC 首代产品“Naples”于2017 年中正式亮相，初期导入速度虽然相对缓慢，但其在效能表现与能源效率上的亮眼表现，迅速获得早期采用者肯定，并透过市场口碑扩散开来。这波正面回馈为EPYC 奠定成功基础，使其至今仍维持高度竞争力。EPYC 系列处理器成为推动超微半导体成长的关键引擎，凭借更高的核心数配置与出色的能源效率，成功吸引大量云端服务业者与企业级用户采用。与此同时，英特尔在客户端市场的表现显得更加吃力。该公司虽在2016 至2017 年间短暂取得些许优势，但自AMD推出Zen 架构后，市占率便持续走低。随着后续Zen 架构不断进化，以及搭载X3D 芯片的产品问世，英特尔在桌上型与笔记型电脑等细分市场皆明显失守。从时间点来看，英特尔市占下滑大致始于2017 年，正好与首代Ryzen 处理器登场相互呼应。尽管英特尔一度借由第12 代Alder Lake 与第13 代Raptor Lake 处理器夺回部分市场，但后续第13 代与第14 代产品传出稳定性疑虑，促使不少DIY 玩家与OEM 厂商转向Ryzen，也成为超微半导体在桌机市场市占快速攀升的重要因素。目前来看，英特尔在服务器与客户端两大市场的处理器出货占比，皆已滑落至约六成水准；反观超微半导体，在桌上型电脑领域的市占率已突破三成。不过在笔记型电脑市场，由于ARM( ARM-US ) 架构处理器在行动平台具备高度竞争力，超微半导体的成长动能明显放缓，市占大致停留在约20% 左右。整体而言，英特尔在笔电市场的退守，让苹果( AAPL-US ) 与超微半导体皆成为受益者；但在超微半导体表现最为亮眼的桌机市场，苹果的市占则未见明显扩张。综合观察，英特尔在客户端与服务器处理器市场正同时承受压力。市场普遍认为，若Panther Lake 能在行动平台带动效能与能效的实质提升，英特尔仍有机会止跌回升；至于桌上型电脑领域，外界关注焦点则集中在下一代Nova Lake 平台，能否成为英特尔重返竞争核心的关键转折。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2606230727","isCrawlerRequest":true}