As per latest figures from Mercury research, AMD’s overall share in the consumer CPU market is approaching the 20% mark. This includes the desktop as well as notebook processor market. As far as the server CPU segment is concerned, we’re looking at 6%, still shy of the double digit figure. The 10% figure AMD quoted during its Q2 earnings call was either the company’s own estimate or a report from IDG. Mercury’s percentages generally tend to be more conservative. Let’s have a look at the individual figures.
|AMD Desktop Unit Share||19.2%||18.6%||18.3%||18%||17.1%||17.1%||15.8%||13%||12.3%||12.2%||12.0%||10.9%||11.1%||11.4%||9.9%||9.1%|
In the desktop market, AMD has been rapidly gaining ground while Intel has seen significant drops in revenue recently. From Q1 to Q2, AMD’s share grew from 18.6% to 19.2%. In comparison, the second quarter of 2019 was flat, with little to no gain.
|Q2 20||Q1 20||Q4 19||Q3 19||Q2 19||Q1 19||Q4 18||Q3 18||Q2 18|
|AMD Mobile Share||19.9%||17.1%||16.2%||14.7%||14.1%||13.1%||12.2%||10.9%||8.8%|
The mobile market has been growing at a much faster pace. In the last two years, since the introduction of Picasso based laptops, AMD’s share has essentially doubled, growing from around 10% in Q3 18 to 19.9% in Q2 2020. Since the launch of Renoir based devices last year, the company’s share has grown by almost 50% (14.1% in Q2 19 to 19.9% in Q2 20). We expect growth to be relatively stunted in the coming months due to chip shortages, but as supply picks up once again, things should return to normal.
|Q2 20||Q1 20||Q4 19||Q3 19||Q2 19||Q1 19||Q4 18||Q3 18||Q2 18||Q1 18|
|AMD Server CPU Share||5.8%||5.1%||4.5%||4.3%||3.4%||2.9%||3.2%||1.6%||1.4%||0.8%|
In the server CPU market, AMD has been slowly and steadily gaining momentum. At present, Team Red sits over ~6% of the total enterprise market. Recent quarters have seen healthy gains, going from 3.4% in Q2 19 to 5.8% in Q2 20, a gain of nearly 2x. With Milan slated to launch later this year, expect this figure to cross the 10% mark soon.