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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。 Officials and industry leaders highlight rising demand and deeper cooperation Soybeans, carried as ballast on the return voyage from Asia to America some 200 years ago, have become a ballast of China-U.S. agricultural trade. Susan Thornton, former acting U.S. assistant secretary of State for East Asian and Pacific Affairs, offered the historical footnote to a room where "ballast" had already become the word of the day. "So that kind of makes this word ballast even more, I think, essential for our U.S.-China agricultural trade," she told the gathering, organized by the U.S. Soybean Export Council, or USSEC, during its annual Soy Connext conference held in Chicago on Friday. The event drew U.S. and Chinese officials, U.S. soy industry leaders, and a Chinese delegation of traders and representatives from oil crushing, food and feed companies. Chinese Consul General in Chicago Wang Baodong said soybeans have served for many years "as an important bridge in China-U.S. agricultural cooperation, and the soybean trade has been a ballast of the broader part for economic and trade relationship". China is home to the world's largest market for agricultural products, he noted, and high-quality U.S. soybeans help meet rising demand from Chinese consumers while generating income and supporting jobs in U.S. farm communities. Those were the good old days, Wang said, recalling that 2022 marked the highest level ever for U.S. agricultural and soybean exports to China. The good old days, he added, came to an abrupt halt last year. "The U.S. government launched the tariff and trade war against China, and China was compelled to take necessary countermeasures, and as a result, soybean trade between our two countries was disrupted for a period of time, and American farmers became a victim and bore much of the cost, which was never an outcome China wished to see," he said. "There are no winners in tariff and trade wars," Wang said. "As we see it, equality, mutual respect, and mutual benefit remain the right way for China and the U.S. to get along with each other and achieve win-win cooperation." Wang also pointed to the opportunity for U.S. soy farmers. This year marks the beginning of China's 15th Five-Year Plan (2026-30) period, he said, with the country advancing high-quality development and high-standard opening-up while continuing to improve its business and investment environment. Promising prospects As living standards keep rising, he said, Chinese demand for agricultural products from around the world, including the United States, will continue to grow. The prospects for high-quality U.S. soybean exports to China, in his view, remain promising. Cao Derong, president of the China Chamber of Commerce for Import and Export of Foodstuffs, Native Produce and Animal By-Products, or CFNA, echoed the view. "Economic and trade relations should continue to serve as the ballast and propeller of China-U.S. relations, not as barriers or flashpoints," Cao said in a video message. The CFNA remains committed to maintaining and strengthening exchanges between the Chinese and U.S. soybean sectors, Cao said. He said the chamber this year hosted a visiting U.S. soybean association delegation as well as representatives from the Indiana Soybean Alliance, and said he hoped to see dialogue between the two sides deepen further. Mike McCranie, chair of USSEC, has watched that relationship grow alongside his own career. He first visited China in 1982 and raised his first soybeans 40 years ago. "It has changed a lot since then. I have been to China five times, developing great relationships. I really value those relationships," he said. Thornton described the trade as a "textbook case" of two economies growing into each other. U.S. soybean yields have skyrocketed in recent decades on the back of technology and precision agriculture, she said, and that leap coincided with China's dramatic rise in living standards and a growing appetite for pork and poultry, which in turn drove the demand for livestock feed. The United States and China operate two of the most complex food systems in the world, and she described them as highly complementary. As major producers, consumers and traders of agricultural products, the two countries share a responsibility to ensure the global food supply remains stable, sustainable, high-quality and abundant, she said. 
。 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。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%。
二 | 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%。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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