AMD’s data center market share has been one of its primary growth factors since the inception of the Epyc brand. In the second quarter of 2023, Team Red’s x86 CPU share in the server segment grew by 4.6% year-over-year, approaching the 20% mark for the first time. The quarter-over-quarter growth was flat, with a paltry half percent gain for the Epyc camp.
The second quarter was a healthy one for the data center market. Both chipmakers gained market share in the premium data center segment. A drop in the shipments of single-socket Xeon chips gave AMD the opening needed to expand its market. Things weren’t so rosy in the client channel. Shipments of Zen-based chips declined as semi-custom chip demand (PlayStation/Xbox SoCs) was down.
Intel’s x86 market share grew by 6.4% year-on-year to 82.7% at the end of the second quarter. Entry-level mobile CPUs, especially Celeron/Pentium grade parts used in Chromebooks, led the charge after months of excess inventory.
The desktop and notebook processor market was up 20% quarter-on-quarter, primarily a result of the retail inventory correcting itself. In contrast, year-on-year shipments were down by a chunk. Furthermore, Arm CPU share in the PC market was down 3.1 points, dropping to 12.5% at the end of Q2. Apple PCs accounted for the bulk of the Arm-based market.