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装机价格暴涨！CPU出货暴跌20% AMD却迎来高光时刻_我的网站

一 |     根据市场调研机构Mercury Research发布2026年第二季度x86 CPU市场报告，整体CPU出货量环比增长超过10%，远超正常季节性趋势，但桌面CPU出货量同比暴跌超过20%，成为市场中最惨淡的板块。Mercury Research首席分析师Dean McCarron表示，二季度x86和Arm CPU的实际出货量强劲增长，主要得益于Intel在移动端大幅增加出货量，以及AMD产品持续放量。    (ECNS) -- The Beijing Economic-Technological Development Area, also known as Beijing E-Town, has emerged as a major destination for AI investment, with several companies securing funding worth billions of yuan this year.     In the first half of the year, eight leading AI companies based in Beijing E-Town raised more than 15 billion yuan ($2.1 billion), spanning fields including world models, AI chips and AI-generated content, the official data released by the E-Town shows.         AI video and world-model developer AIsphere recently completed its Series C funding round, raising a total of 2.98 billion yuan ($414 million). The funding will support the development of its video-generation foundation models, real-time world models and industrial applications, according to news released by the E-Town.    Automotive chipmaker SemiDrive Technology completed a Series C funding round worth nearly $100 million in May. World-model company VAST secured more than 1 billion yuan ($139 million) in strategic investment in July, bringing the total raised in its Series A funding rounds to nearly 3 billion yuan ($417 million).    During the 14th Five-Year Plan period (2021–2025), Beijing E-Town established government-guided funds totaling about 20 billion yuan ($2.8 billion).    It has also recently launched four new industrial investment funds with a combined value of 20 billion yuan, including an 8-billion-yuan fund focused on AI and integrated circuits.     Beijing E-Town said during the 15th Five-Year Plan period (2026–2030) it will continue to expand support for AI development across the entire industry chain, from computing infrastructure and algorithms to models and applications.    （By Helen Mo, intern Liu Shuangjing)                    。    但同比来看，CPU市场在出货量上仍呈萎缩态势，主要拖累项是IoT、SoC和嵌入式产品出货量下降，以及桌面CPU的大幅下滑。其中AMD在所有主要板块均获得份额增长，整体x86市场份额达到30.7%的历史新高，包含IoT、主机SoC和嵌入式产品在内，AMD份额为34.1%，这也是AMD十几年来最为高光的时刻。

二 | 具体来看，受显卡缺货、主板和内存及SSD等组件价格上涨影响，桌面CPU是本季度出货下降最多的板块，出货量同比和环比均下降超过20%。AMD和Intel的桌面CPU出货量都出现大幅下滑，但AMD跌幅小于Intel，份额反而有所增长升至34.9%，高于一季度的33.2%和去年同期的32.2%。Intel份额降至65.1%，低于一季度的66.8%和去年同期的67.8%。但需要注意，AMD此次桌面端CPU份额提升并非因为卖得多，而是因为跌得少。移动CPU市场则呈现完全不同的景象，Intel在二季度新增了数百万颗移动CPU产能，缓解了此前几个季度的供应瓶颈。    但AMD的出货量增速几乎与Intel持平，份额从一季度的28.3%升至28.9%，同比去年二季度的20.6%增长了8.4个百分点，Intel仍以71.1%占据主导，但份额持续下滑。服务器CPU市场则同比增长近20%，AMD服务器CPU份额升至34.5%，高于一季度的33.2%和去年同期的27.3%。

三 | 如果只看EPYC对阵Xeon的核心数据中心市场，AMD份额已达46.4%，同比增加9.2个百分点，距离追平Intel仅一步之遥。Mercury Research指出，由于Intel将边缘和网络处理器归入数据中心和AI业务线统计，AMD的实际份额还被低估。    。

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