AMD’s Desktop x86 unit share rose to 19.2% in 2Q20, a 0.6% acquire over the earlier quarter and a really vital 2.1% year-over-year (YoY) improve – a major achievement following 10 straight quarters of rising market share for the corporate. However, AMD’s cellular chip share paints a way more spectacular story, the place the corporate managed to realize a historic 19.9% of the market – a phase the place AMD has lengthy struggled traditionally, the place it embattled a deeply entrenched Intel (and nonetheless is battling each Intel and OEM’s perceptions and Intel-geared product growth and manufacturing workflow). AMD’s 2Q18 share within the cellular market was a mere 8.8% – AMD greater than doubled its share in simply two years, and elevated its share by 2.9% over the prior quarter and a 5.8% acquire YoY. And that quantity can solely go up, following the extraordinarily heat reception of the corporate’s newest Ryzen 4000 cellular processors, which have already scored 50 design wins with some 30 extra designs to be launched earlier than yr’s finish.
When it involves enterprise, AMD has achieved a 5.8% market share – which can appear very low; relativize this quantity with AMD’s 0.8% market share again in 4Q17, although, and you may see that is nothing in need of groundbreaking. AMD’s CEO Lisa Su, nevertheless, has mentioned that the corporate has already damaged the two-digit barrier in market share for the server market – we’ll undoubtedly be seeing extra particulars on this quickly.
However you paint it, these are historic outcomes for AMD, and paint a a lot more healthy image of the x86 market than we have seen in years.
