by AMD’s successes and achievements in recent years have endless. The latest report from Mercury Research on the alignment of forces in the market for x86-compatible processors based on the results of the second quarter of 2020 allows us to add one more to the list of important victories of the chip maker – its share reached 18.3%, and in the segment of consumer processors it was 19.7%. This is a new record since 2013.
Exactly a week, AMD reported record revenue amid 12-year best consumer processor sales and Intel’s struggles to master the 7nm process technology.
Detailed data on AMD shares in the desktop, mobile and server market segments of x86-compatible processors in Q2 2020 and prior periods are shown in the table below:
Share
AMD
III quarter.
2016
IV quarter.
2016
I quarter.
2017
II quarter.
2017
III quarter.
2017
IV quarter.
2017
I quarter.
2018
II quarter.
2018
III quarter.
2018
IV quarter.
2018
I quarter.
2019
II quarter.
2019
III quarter.
2019
IV quarter.
2019
I quarter.
2020
II quarter.
2020
desktop 9.1% 9.9% 11.4% 11.1% 10.9% 12% 12.2% 12.3% 13% 15.8% 17.1% 17.1% 18% 18.3% 18.6% 19.7% mobile ——————— 8.8% 10.9% 12.1% 13.1% 14.1% 14.7% 16.2% 17.1% 19, 9% server room ————— 0.8% —1.4% 1.6% 3.2% 2.9% 3.4% 4.3% 4.5% 5.1% 5.8%
As noted above, AMD now holds 18.3% of the processor market against 14.8% a quarter earlier and 13.9% a year earlier.
In the segment of processors for desktop PCs, AMD share rose to 19.7%, which corresponds to an increase of 1.1 percentage points in quarterly terms and by as much as 5.8 percentage points in annual terms.
In the mobile segment, AMD now holds 19.9%, which is 2.8% and 5.8% more than a quarter earlier and a year earlier, respectively. Thus, it can be argued that the latest 7nm Ryzen 4000 mobile APUs (Renoir family) turned out to be very successful, although we were convinced of this long ago.
In the server segment, AMD’s share reached 5.8%, which is almost double its share a year ago. And this figure is puzzling. In a recent report, AMD said it had doubled its EPYC server chip sales, adding that it now has a double-digit share of the server market (over 10%).
It’s all about the calculation methodology – AMD makes predictions of server market share based on IDC research, considering only servers with one and two sockets (1S-2S) minus platforms with four or eight sockets (4S-8S), network solutions and Xeon D. Below is an explanation of AMD:
“Mercury Research records all x86 server-class processors in its server market score, regardless of device (server, network, or storage), while IDC scores on 1P / 2P platforms and TAM [Total Addressable Market] includes traditional servers only. “
AMD is expected to bring very promising 7nm Zen 3 architecture to market this year – both the 3rd Gen EPYC server (Milan) and the Ryzen 4000 series desktop (Vermeer). The new chips should bolster AMD’s position by ensuring continued robust growth across all segments of the processor market.
Source: Tom’s Hardware
