Coming out of the darkish occasions that preceded the launch of AMD’s Zen CPU structure in 2017, to say that AMD has turned issues round on the again of Zen could be an understatement. Ever since AMD launched its first Zen-based Ryzen and EPYC processors for consumer and server computer systems, it has been constantly gaining x86 market share, rising from a bit participant to a good rival to Intel (and all at Intel’s expense).
The first quarter of this 12 months was no exception, in keeping with Mercury Research, as the corporate achieved file excessive unit shares on x86 desktop and x86 server CPU markets because of success of its Ryzen 8000-series consumer merchandise and 4th Generation EPYC processors.
“Mercury noted in their first quarter report that AMD gained significant server and client revenue share driven by growing demand for 4th Gen EPYC and Ryzen 8000 series processors,” an announcement by AMD reads.
Desktop PCs: AMD Achieves Highest Share in More Than a Decade
Desktops, notably DIY desktops, have at all times been AMD’s strongest market. After the corporate launched its Ryzen processors in 2017, it doubled its presence in desktops in simply three years. But within the current years the corporate needed to prioritize manufacturing of costlier CPUs for datacenters, which result in some erosion of its desktop and cellular market shares.
As the corporate secured extra capability at TSMC, it began to regularly enhance manufacturing of desktop processors. In This autumn final 12 months it launched its Zen 4-based Ryzen 8000/Ryzen 8000 Pro processors for mainstream desktops, which seemed to be fairly widespread with PC makers.
As a results of this and different elements, AMD elevated unit gross sales of its desktop CPUs by 4.7% year-over-year in Q1 2024 and its market share achieved 23.9%, which is the best desktop CPU market share the corporate commanded in over a decade. Interestingly, AMD doesn’t attribute its success on the desktop entrance to any explicit product or product household, which suggests that there are a number of elements at play.
Mobile PCs: A Slight Drop for AMD amid Intel’s Meteor Lake Ramp
AMD has been regularly regaining its share inside laptops for about 1.5 years now and gross sales of its Zen 4-based Ryzen 7040-series processors have been fairly robust in Q3 2023 and This autumn 2023, when the corporate’s unit share elevated to 19.5% and 20.3%, respectively, as AMD-based pocket book platforms ramped up. By distinction, Intel’s Core Ultra ‘Meteor Lake’ powered machines solely started to hit retail cabinets in This autumn’23, which affected gross sales of its processors for laptops.
In the primary quarter AMD’s unit share in the marketplace of CPUs for notebooks decreased to 19.3%, down 1% sequentially. Meanwhile, the corporate nonetheless demonstrated vital year-over-year unit share enhance of three.1% and income share enhance of 4%, which alerts rising common promoting worth of AMD’s newest Ryzen processors for cellular PCs.
Client PCs: Slight Gain for AMD, Small Loss for Intel
Overall, Intel remained the dominant power in consumer PC gross sales within the first quarter of 2024, with a 79.4% market share, leaving 20.6% for AMD. This shouldn’t be notably shocking given how robust and numerous Intel’s consumer merchandise lineup is. Even with continued success, it would take AMD years to develop gross sales by sufficient to utterly flip the market.
But AMD truly gained a 0.3% unit share sequentially and a 3.6% unit share year-over 12 months. Notably, nevertheless, AMD’s income share of consumer PC market is considerably decrease than its unit share (16.3% vs 20.6%), so the corporate remains to be considerably pigeonholed into promoting extra finances and fewer premium processors general. But the corporate nonetheless made a robust 3.8% acquire because the first quarter 2023, when its income share was round 12.5% amid unit share of 17%.
