On the heels of a stellar Q3 2021 earnings report last week, AMD’s market share in the CPU market has reached a new high since the launch of the Ryzen family. AMD has gained revenue share for the 6th straight quarter in PCs as Ryzen 5000 processor shipments increased by a double-digit percentage sequentially. Gaming also continues to be a high-growth segment for AMD, with significant growth in Radeon GPU sales and strong demand for Sony and Microsoft game consoles powered by semi-custom chips.
The sales in the client computing segment were key to driving market share gains, as seen this week in the latest Mercury Research Q3 2021 x86 CPU Market Share report:
- AMD increased overall x86 unit share by 2.1 points quarter-over-quarter, resulting in share of 24.6 percent.
- This is is the 2nd highest overall x86 share for the chipmaker, ever. AMD’s highest overall x86 share was 25.3% dating back to the fourth quarter of 2006.
- AMD notebook x86 unit share, excluding IoT, was 22.0 percent, a new all-time high for AMD. This is a gain of 1.8 share points year-over-year.
- AMD notebook revenue also hit an all-time high of 16.2 percent in the third quarter of 2021, increasing 1.3 share points Q-Q, and 3.9 share points Y-Y.