Since the launch of the 3rd Gen Zen 3 core architecture, AMD’s focus has shifted to the high-margin server segment. The chipmaker has launched two Epyc lineups in the last twelve months, with two more on the way. These include the 3rd Gen Epyc Milan-X, 4th Gen Epyc Genoa, Genoa-X, and Zen 4c-based Bergamo for cloud providers.
AMD entered 2023 with much promise, especially in the server and data center space. Epyc-powered systems account for roughly 25% of the server CPU market. Mercury reports that AMD held 17.5% of the server market at the end of Q3 2023, up from 13.9% in Q2 2022. It would be fair to say that by the end of Q4, that figure should have crossed 20%.
|Total (inc. SoC & IoT)||28.5%||31.4%||32.4%|
Omdia Research believes that AMD has already captured a quarter of the server market, and this report is from mid-2022. We can easily conclude that the Q1 2023 numbers will be close to the 30% mark. Using the data compiled by @SKundojjala on Twitter, we get the same results.
Investment firm KeyBanc reports (via: WCCFTech) that Epyc Genoa is a massive success in the data center market and should help the company capture more than 30% of the market by the end of 2023. At the time of writing, AMD holds a 22% market share in the server space, according to the analyst.
The 4th Gen Epyc Genoa family pushes the core count to 96 with support for next-gen DDR5 memory, PCIe Gen 5, and CXL 1.1 interconnect. It’s the first AMD CPU architecture to natively support AVX512 with the same (or better) efficiency as Intel’s Xeon Sapphire Rapids-SP family. The delayed launch of the latter has truly helped its rival cement its position in the server and data center space.