AMD CPU business has achieved another milestone by capturing nearly 28% of the overall x86 market share (by revenue). The chipmaker gained two points in the first quarter of 2022 QoQ, and 7 points YoY. All three segments contributed equally, thanks to a diverse mix of products, with high-end Ryzen 7/9 CPUs and APUs being the primary driving factors in the consumer space.
|Q1 2022||Q4 2021||Q3 2021||Q2 2021||Q1 2021||Q4 2020||Q3 2020||Q2 2020||Q1 2020||Q4 2019||Q3 2019||Q2 2019|
|AMD Desktop CPU Share||18.3%||16.2%||17.0%||17.1%||19.3%||19.3%||20.1%||19.2%||18.6%||18.3%||18.0%||17.1%|
|AMD Mobility CPU Share||22.5%||21.6%||22.0%||20.0%||18.0%||19.0%||20.2%||19.9%||17.1%||16.2%||14.7%||14.1%|
|AMD Server CPU Share||11.6%||10.7%||10.2%||9.50%||8.9%||7.1%||6.6%||5.8%||5.1%||4.5%||4.3%||3.4%|
|AMD Overall x86 CPU Share||27.7%||25.6%||24.6%||22.5%||20.7%||21.7%||22.4%||18.3%||14.8%||15.5%||14.6%||13.9%|
The server business also saw steady growth, gaining 0.9 points QoQ and 2.7% YoY. The desktop share grew the most, going from 16.2% in Q4 21 to 18.3% in Q1 22. This is still a couple of percent lower than the highest recorded figure of 20.1% from Q3 2020. The mobile or notebook market is treating AMD extremely well, registering a record share of 22.5%, a gain of 0.9% QoQ, and 4.5% YoY.
Finally, we have the server segment which has been growing by leaps and bounds. In the first quarter, it rose by roughly one point. This puts AMD Epyc market share at 11.6%, still lagging Intel by a massive margin but gaining momentum with every quarter.
Lower shipments of low-priced entry-level CPUs and strong ramps of new mobile processors (Alder Lake CPUs for Intel and Barcelo and Rembrandt CPUs cores for AMD) resulted in much higher mobile CPU prices, which helped set the record client (combined desktop and notebook) average selling prices of $138, which were up more than 10 percent on quarter and more than 30 percent on year.Dean McCarron (Mercury Research)