I'd say if AMD actually climbs to 33% during Z5's lifetime, I'll call it a victory. 40%+ would be amazing.
But I don't have much hope. I suspect the real reason is just that the INTC servicing is Enhanced Massage Parlor tier. You get everything lubricated and stimulated until you're satisfied.
The lubrication being money and the stimulation being Intel boys doing half the integration job so laptop makers just plop the CPU in where they're told and get sent what they need to do and execute it.
Feels like AMD is lacking in terms of "customer service" towards OEMs.
Also, if we could get an OEM worker to talk, I'm pretty sure there would be very loud complaints about the usual AMD problems. Docs being a labyrinth of "go to document X->document Y->document Z->document X->repeat circle", multiple calls to AMD personnel with "we'll get back to you" which comes back after weeks and the answer is "errr we're not really sure", and so on.
For all the loudmouthing he does, George Hotz did illustrate that with detail. And I've heard many many complaints over the years that "AMD does all Open Source, but the docs are so empty nobody but themselves understands anything".
Outside of outright shady anticompetitive practices, Intel had (for most of the last several decades) real performance advantage in 2 to all 3 out of 3 major segments: Notebooks, Servers, Desktop. And then Intel could leverage these advantages for further anti-competitive practices.
We may be breaking new ground with Intel being behind in possibly all 3 out of 3 of the segments once Zen 5 is fully released in all the segments, say in mid 2025.
In servers, AMD is already > 30%, might be above 50% by mid 2025.
In consumer / gaming desktops, also > 50% worldwide
In commercial desktops - starting from virtually zero, it's challenge to even get the foot in the door.
Notebook - hardest to predict. 30% is optimistic but possible.
Overall, client + server, IIRC AMD is at ~20% dollar revenue. 30% would break the Intel monopoly.
35% or over would probably break Intel in its current form.