AMD has achieved some huge wins by way of market share and income share in Q2 2023 based mostly on the most recent numbers supplied by Mercury Research. The corporate has additionally achieved the very best CPU market share in 14 years, breaking previous the 20% barrier.
AMD’s CPU Market Share Hits 14-12 months Excessive As Firm Breaks Previous 20% General x86 Share In opposition to Intel
From the numbers supplied by Mercury Analysis, it may be seen that AMD gained +1.8 factors over the earlier quarter resulting in a 22.5% market share this quarter. This brings AMD’s present share to a 14-year excessive in opposition to Intel who presently stands at a 77.5% share however has been in a decline ever since AMD launched its Zen CPU structure. In comparison with the earlier yr, AMD achieved a +4.2 level bounce over Intel which is undoubtedly spectacular.
AMD Q2 2023 x86 CPU Market Share (by way of Mercury Analysis):
| Q2 2023 | Q1 2023 | This fall 2020 | Q3 2020 | Q2 2020 | Q1 2020 | This fall 2019 | Q3 2019 | Q2 2019 | Q1 2019 | This fall 2018 | Q3 2018 | Q2 2018 | Q1 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMD Desktop CPU Market Share | 17.1% | 19.3% | 19.3% | 20.1% | 19.2% | 18.6% | 18.3% | 18.0% | 17.1% | 17.1% | 15.8% | 13.0% | 12.3% | 12.2% |
| AMD Mobility CPU Market Share | 20.0% | 18.0% | 19.0% | 20.2% | 19.9% | 17.1% | 16.2% | 14.7% | 14.1% | 13.1% | 12.2% | 10.9% | 8.8% | N/A |
| AMD Server CPU Market Share | 9.50% | 8.9% | 7.1% | 6.6% | 5.8% | 5.1% | 4.5% | 4.3% | 3.4% | 2.9% | 4.2% | 1.6% | 1.4% | N/A |
| AMD General x86 CPU Market Share | 22.5% | 20.7% | 21.7% | 22.4% | 18.3% | 14.8% | 15.5% | 14.6% | 13.9% | N/A | 12.3% | 10.6% | N/A | N/A |
Coming to segment-specific market share, the AMD Server and Cell Division carried out effectively with the Cell segment-leading with a +1.9 level share which presently sits at 20% in opposition to Intel’s 80%. Within the server phase, we noticed a +0.6 level acquire for a share that now sits at 9.5% versus Intel’s nonetheless gargantuan 90.5% share. Lastly, we’ve got the desktop share the place AMD fell -2.3 factors and sits at 17.1% in comparison with Intel’s 82.9%.
It may be seen that AMD has targeted its main efforts on the cellular and server phase whereas the desktop phase takes a small hit. The corporate has been dealing with extreme provide constraints & whereas precedence 7nm shipments are going in the direction of EPYC and Ryzen cellular, the Ryzen desktop CPUs are nonetheless main by way of gross sales over at main stores.
From a 22.5% market share, AMD was capable of acquire 16.9% of the full x86 market income, 15.8% shopper, and 11.6% server. The final time AMD was capable of obtain income share this excessive was all the way in which again in 2006-2007. Again in 2019, AMD said that its purpose was to attain a ten% server share by Q2 2020 and surpass the historic ranges on 20-25% market share set by Opteron chips all the way in which again in 2003. It took the corporate a little bit over a yr of its meant purpose to succeed in close to 10% server share.
This was in opposition to Intel with a server CPU portfolio that was weak and relying solely on its older 14nm course of node. Intel has undoubtedly laid out a stable plan (on paper) for its server lineup past 2023 which seems to be sturdy however AMD additionally has a well-formulated plan to sort out that with its next-gen Zen processors. As for the shopper market, the 7nm provide constraints are the primary chains holding the corporate again. If TSMC and AMD can overcome these, then AMD has no motive to not surpass 20% or much more inside a yr.
