In the second quarter of this year, amid fluctuating tariff conditions, the shipment of client CPUs experienced a notable rise, showcasing an impressive growth of approximately 7.9% from the previous quarter.
Rise in Client CPU Shipments: From 62 Million to Over 67 Million; Server CPU Shipments Also Rose by 22% Year-Over-Year
In early April 2023, the announcement of a baseline 10% tariff on a wide array of imports by the Trump administration instigated concern among hardware and consumer electronics manufacturers. Many rushed to import goods to the US, taking advantage of a temporary pause that lasted roughly three months. Fortunately, key electronic products, such as semiconductors, PCs, smartphone devices, and chips, were granted exemptions regardless of their origin.
The tariff-driven uncertainty contributed to a wider expansion in the PC market, positively influencing shipments across various components, including CPUs. According to the latest data from Jon Peddie Research, the overall client CPU shipments witnessed an unusual surge of 7.9% during Q2 2025. Typically, growth during the initial quarters remains stagnant, yet current trends indicate that tariff situations are poised to profoundly impact future shipment volumes as well.
We think the PC CPUs’ growth was accelerated by the coming tariffs, and to a much lesser extent, by AI PCs.
– Jon Peddie, President of JPR
Turning to server CPU shipments, there was a slight quarter-over-quarter increase of 0.6% and a robust year-over-year growth of 22%.Intel continues to dominate with 73% of the total market share; however, AMD has successfully enhanced its share to 27%—a rise of around 8% compared to last year. AMD asserts its competitive edge across all segments, thereby making its increasing market share unsurprising as it delivers better performance.
Looking ahead to upcoming quarters, the newly implemented 100% tariffs on chips could pose significant challenges for both Intel and AMD. Chips produced domestically in the US will be exempt, which positions Intel favorably due to its new fabrication facilities. Conversely, as AMD relies on TSMC in Taiwan for fabricating its CPUs, it may not enjoy the same leeway. Unless AMD opts to invest in its own US-based fabs, it could face burgeoning tariffs on its CPUs that may lead to soaring prices, adversely affecting its market leverage and consumer appeal.
For more details, visit: Jon Peddie Research
Related Articles:
President Trump Issues Warning to Chipmakers: Avoid ‘Hefty’ Tariffs by Investing in U.S. Manufacturing as it Becomes a Top Priority
8:58
Lenovo Unveils LOQ Tower PC Featuring AMD Ryzen 8000HX CPUs and RTX 50 Desktop GPUs; Legion Pro 7 Laptop Boasts Up To Ryzen 9 9955HX3D and RTX 5080
8:53
Lenovo Launches Legion Pro 32UD-10, 27UD-10, and 27Q-10 OLED Gaming Monitors with Up to 240Hz UHD and 280Hz QHD Refresh Rates
8:51
Leave a Reply