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.
| 2Q20 | 1Q20 | 4Q19 | 3Q19 | 2Q19 | 1Q2019 | 4Q18 | 3Q18 | 2Q18 | 1Q18 | 4Q17 | 3Q17 | 2Q17 | 1Q17 | 4Q16 | 3Q16 | |
| 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% |
| QoQ Change | +0.6 | +0.3 | +0.3 | +0.9 | Flat | +1.3 | +2.8 | +0.7 | +0.1 | +0.2 | +1.1 | -0.2 | -0.3 | +1.5 | +0.8 | |
| YoY Change | +2.1 | +1.5 | +2.4 | +5 | +4.8 | +4.9 | +3.8 | +2.1 | +1.2 | +0.8 | +2.1 | +1.8 |
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.
