CPUsNews

AMD’s Server and Mobile CPU Shares Have Increased, Desktop Share Dropped in H2 2020-H1 2021 as Company Focuses on Profit Margins

Just the other day, we shared AMD’s gains in the CPU market over the last year in terms of the overall revenue share. Suffice to say, the chipmaker has been making the most money it has in more than a decade. This has, however, come at a cost. The semiconductor shortages have forced AMD to focus where the dough is: The server and the mobile (laptop) CPU markets. Company CEO Dr. Lisa Su said as much in an interview during the Q2 earnings call, and it shows:

This image has an empty alt attribute; its file name is schenker-amd-mobile-h-series-supply-1024x768.png

Speaking about the company’s phenomenal second quarter wherein it managed to double the revenue and triple profitability, she said that they have been focused on the “most strategic segments of the PC market”. These include notebooks, gaming notebooks, premium consumer notebooks, and commercial notebooks. The same can be said about AMD’s Epyc Rome and Milan processors. Over the last six months, we’ve been seeing ample adoption of the Epyc-SP among cloud providers, most notably Google, Amazon, as well as several universities. In fact, 9 Out of 10 Most Energy Efficient Supercomputers are Powered by AMD’s Epyc CPUs.

In the desktop “DIY” space, however, this has resulted in fewer budget SKUs as more and more are dedicated to the mobile/server segments, and the higher-end CPU stacks. As the bulk of consumer processor sales take place in the budget space, this has resulted in fewer AMD shipments over the last year. AMD’s desktop PC share fell by -2.3% QoQ and -2.1% YoY. However, a focus on high revenue segments meant that the client revenue in the same period grew by +0.7% QoQ, and 4.1% YoY.

This image has an empty alt attribute; its file name is mercury_research_amd.jpg

Competition in the mobile market has been much more severe, with Intel making the bulk of mainstream machines. AMD managed to gain ~2% of the CPU share compared to the last quarter and a minute +0.1% YoY.

In the server segment, things have been much more dynamic, with AMD gaining +3.7% share compared to the same period last year, and +0.6% QoQ. The company now controls approximately 10% of the market in the server space.

Via: Twitter (Dylan)

Areej

Computer Engineering dropout (3 years), writer, journalist, and amateur poet. I started my first technology blog, Techquila while in college to address my hardware passion. Although largely successful, it was a classic example of too many people trying out multiple different things but getting nothing done. Left in late 2019 and been working on Hardware Times ever since.

Leave a Reply

Your email address will not be published. Required fields are marked *

Back to top button