The past year was an extremely successful one for AMD, with the chipmaker achieving record growth in every segment, leaving most peers far behind. Revenue from the Computing and Graphics segment increased 32% year-on-year to $2.6 billion, with significant contributions from both Ryzen 5000 and Radeon RX 6000 processor sales. Overall, the client processor business saw a growth of over 10% by revenue compared to the previous year.
The record growth of the client segment was led by Ryzen notebook sales. The primary drivers were premium (ultrabook-class) Ryzen notebooks and gaming laptops, along with high-end Ryzen 5000 desktop CPUs. Zen 3 processor shipments grew by over 10% quarter over quarter (Q4 2021 vs Q3 2021), marking the seventh consecutive quarter with market gains.
AMD confirmed that its 5nm Zen 4 processors will come with the Ryzen 7000 nomenclature, bringing enormous performance gains both in the client and server segments. Raphael and Genoa are on track for launch in the last quarter of 2022.
The revenue from the Radeon graphics division more than doubled for the third consecutive quarter, a positive change from last year’s largely stagnant figures. The Radeon RX 6000 (Navi 2x) GPU shipments and revenue both grew by over 10% quarter over quarter, thanks to high demand for the Big Navi GPUs.
AMD expects similar results from 2022. Although the demand is high, and the supply chains are stretched thin, Dr. Su is confident that recent investments in foundry and substrate capacity should make the difference. Increment capacity is slated to come online through 2022, most notably the second half of the year.
Read more about AMD’s Q4 earnings here:
- AMD Epyc, Instinct MI200 Revenue Grew by Over 100% YoY in Q4, Epyc CPUs to Drive Revenue Growth in 2022