A few days ago, AMD shared Mercury Research’s latest results on the CPU market share, which gave us an in-depth understanding of its performance in the CPU market. According to the report, AMD’s CPU market share has set a record since 2007, and its desktop processor share is a new high since 2013. In the client x86 market, AMD has the highest share since the second quarter of 2011.
The report followed AMD’s outstanding financial performance and heralded such an astonishing growth. Prior to this, Intel recently released a disappointing earnings report, especially in terms of Intel desktop computer processor sales.
However, AMD’s share growth is certainly not limited to the desktop market. The company is going all out, hoping that it will gain share from Intel in every area of competition.
But Intel still insists that they won’t get more competition than expected, so Intel may have planned to cut its market share across the board. Intel also sees a sharp shift in its product portfolio to low-priced desktop PC chips, which implies that AMD’s share growth will enter the high-end lucrative market. Dean McCarron of Mercury Research also provided additional comments in each section below. He confirmed our assertion that AMD is expanding its share of the desktop high-end market.
The report pointed out that AMD’s impressive performance in the desktop market was before the release of the Zen 3 Ryzen 5000 processor. According to the company, the new chip is ahead of Intel in all indicators, including Intel’s last bastion: gaming. These chips will land on November 5.
From the current situation, Intel will not make any response to Ryzen 5000 until Rocket Laker will land in the first quarter of 2021. This means that AMD will likely have a holiday sales season to expand the revenue outlined below in a very fast manner. For Intel, this seems to be a long winter.
The following are the main points of AMD, and the following is a breakdown of each segment, including historical data:
AMD’s overall x86 CPU share was 22.4%, an increase of 4.1 percentage points from the previous quarter (chain) and a year-on-year growth of 6.3 percentage points: this was the highest share since the fourth quarter of 2007.
Excluding the Internet of Things, AMD’s desktop x86 share was 20.1%, an increase of 0.9% quarter-on-quarter and an increase of 2.1% year-on-year: AMD’s desktop share has grown for 12 consecutive quarters: the highest since the fourth quarter of 2013.
The x86 share of AMD notebook computers excluding the Internet of Things was 20.2%, an increase of 0.3 percentage points from the previous month and a year-on-year increase of 5.5 percentage points: AMD’s laptop share has grown for 12 consecutive quarters: This is a new record for AMD’s x86 laptop share, exceeding The previous record hit a high of 19.9% in the second quarter of 2020.
Excluding the Internet of Things, the AMD client x86 share was 20.2%, an increase of 0.5% over the previous quarter and an increase of 4.3% over the same period last year: the highest level since the second quarter of 2011.
AMD and Intel desktop market comparison
According to reports, AMD has won a 20.1% share of the desktop computer market, which is the highest penetration rate since the fourth quarter of 2013. In fact, AMD has increased its desktop computer market share for twelve consecutive quarters.
This is Dean McCarron’s analysis of his report:
“More than 60% of AMD’s desktop shipment growth comes from products that I think are high-end (for example, not dual-core or APU units, so Matisse and the remaining small part of Pinnacle Ridge cores).”
“I said 100% of the revenue comes from their high-end products, because Intel’s high-end products are flat, AMD’s high-end products are growing, and Intel’s entry-level business surpasses AMD’s products. Intel’s i3/Pentium/Celeron growth is very strong. The share is limited to the entry-level level, and Intel will grow in the third quarter.”
AMD and Intel notebook market comparison
AMD now has a 20.2% share of the notebook computer processor market, an increase of 5.5% in a year. This is AMD’s fastest-growing market so far, accounting for about 60% of the client processor market, which means that these benefits are very important in terms of overall volume and revenue.
This is also a new record for AMD’s notebook share, surpassing the 19.9% record set in the second quarter of 2020.
“What I want to say is that Intel has greatly improved the availability of i3 / Pentium / Celeron. This is because AMD’s quarterly earnings are significantly lower than the previous quarters, especially in the mobile business. AMD’s mobile business share has increased by 0.3 Percentage points, compared with 2.9 percentage points in the second quarter and 0.8 points in the first quarter, so the gains are slowing down and Intel seems to be catching up. I expect that due to Intel’s entry-level products, in the next few quarters, especially In the low-end market, the market will continue to become more competitive. Production capacity has grown so much.” McAllen said.
AMD and Intel server sector market share
AMD’s server share forecast is based on IDC’s forecast, but only illustrates the single-socket and dual-socket markets, thereby eliminating four-socket (and beyond) servers, network infrastructure and Xeon D (Edge). Therefore, Mercury’s numbers are different from those cited by AMD, which predicts a higher market share.
This is AMD’s comment on the matter: “Mercury Research has counted the server unit estimates of all x86 server processors, regardless of equipment (server, network or storage), and the estimated 1P [单插槽]And 2P [双插槽] TAM provided by IDC [总可寻址市场]Only traditional servers are included. “
Dean McCarron shared the server results in the report, but AMD did not communicate with the media. He said: “According to Mercury, AMD has also obtained QoQ and YoY in the x86 server market. AMD uses approximately 20 million server-specific TAM CPUs based on IDC data. Once IDC’s third quarter 2020 data is obtained, we will Update x86 server sharing.”
In both cases, the report shows that Mercury Research’s calculations indicate that AMD has indeed gained server market share, although McCarron said AMD’s growth was hindered by the sharp increase in Intel’s Atom SoC shipments this quarter.
“No matter which method is used for statistics, AMD has gained server share, but if only AMD EPYC v is compared with Intel Xeon SP, the figure will be 12.1%, compared with 10.4% in the previous quarter. This is a Considerable growth. This is mainly due to the sharp decline in sales of Intel’s Xeon SP business in cloud computing and enterprise/government, while AMD’s server products are still growing, creating new revenue records; however, because of Intel’s The high growth of Atom SoC, the share growth is much smaller. It reaches 0.8 points,” McCarron said.
AMD and Intel total market share
The best overall view may come from the overall market share of x86. AMD has now reached a market share of 22.4%, an increase of 6.3 percentage points from the previous year. This is the company’s highest share since the fourth quarter of 2007.
In terms of customer Djangox86 share (excluding the Internet of Things), AMD reached 20.2%, an increase of 4.3% year-on-year. This is the highest level since the second quarter of 2011.