AMD’s Epyc server processors are on fire (not literally), achieving an all-time high revenue share of 33% at the end of last quarter. Team Red’s server market share was up 1.2 points and 5.2 points quarter-over-quarter and year-over-year, respectively. The Epyc server unit share reached 23.6%, up from 23.1% the previous quarter, and 18.1% from the year before quarter. The server share recorded >5.0 point unit and revenue gains YoY in Q1 2024.
The Ryzen desktop CPUs also exhibited healthy gains, reaching 23.9% unit share and 19.2% revenue share. The AM4/AM5 processors gained 4.1 and 4.7 point unit share quarter-over-quarter and year-on-year, respectively. The Ryzen 8000G (Phoenix) release paired with the increasing popularity of the Ryzen 7 7800X3D and the 7600 contributed to these numbers. The revenue share saw more modest increases, rising by 3.3% and 3.8% quarter-over-quarter, and year-on-year, respectively.
The mobility segment dropped slightly to 19.3% unit share and 14.9% revenue share. The quarterly unit share was down 1%, while the revenue share fell by 0.1%. These drops can be attributed to the launch of Intel’s Core Ultra “Meteor Lake” processors. On the bright side, year-on-year numbers were positive, gaining 3.1 point unit share and 4.0 point revenue share.
AMD’s x86 client market share had a healthy Q1, gaining 0.4 point unit share and 1.0 revenue share over the last quarter. The chipmaker’s revenue share grew by 3.8 points year-on-year, while the unit share was up 3.6 points. At the end of Q1 2024, AMD held 20.6% CPU unit share and 16.3% revenue share, up from 17% and 12.5% in Q1 2023.
