Hmm, so while Coffee Lake starts to grab more money, AMD actually did quite well in november Mindfactory data (retail sales of CPUs in a largish German etailer). If you didn't read about this data before, see the previous posts page or two ago for context/caveats, please.
(Data gathered and organised by Ingebor at Reddit)
Unit share holding or slightly rising.
The revenue share actually went a bit up. People bought the higher-priced SKUs more.
Source:
https://imgur.com/a/ozrEU#3lKrfpL
https://www.reddit.com/r/AMD_Stock/comments/7h2n43/best_month_for_amd_so_far_intels_coffee_lake/
P.S. My own tacking suggests that sales were mostly around the october level (1600-1650 Ryzens and TRs/week) through the month but spiked strongly (+100%) in the last week, with some small increase the weak prior. So the effect of "black friday" and Christmas sales is rather diluted in the data, so far. How that momentum carries into december, I dunno. I didn't look at Intel's sales so no idea if they also got such a jump in the last week.
P.S.2 Seems that Coffee Lake sales rose, so the supply improved. But only slightly. Launch month had them sell 510 pieces of Core i7-8700K (large part sold/ordered the first day), november added 640 pieces. There was a substantial increase of i5-8400 from 60 to 330 pieces, but that is still a low number. For perspective, R7 1800X is 420/month and R5 1600 is 2700/month.