According to the latest market data from Mercury Research, AMD has successfully returned to its pre-Bulldozer market state (by revenue) with a share of 16.9% in the overall x86 processor market. The chipmaker still controls less than a quarter of the PC and server market, although data from other surveys such as Steam, Mindfactory, and PassMark (yes, they only represent the enthusiast segment I know) show a much higher share for the underdog. The reason being that these figures represent the share by revenue while those are based on units sold.
AMD did fairly well in both the client and server markets, gaining a percent of share across both, reaching a 15-year and 14-year high for the former and latter, respectively. In the second quarter of 2021, total microprocessor sales declined by 3.1% quarter-over-quarter, a tame figure considering the season. AMD gained 0.8% QoQ and a rather impressive 7.3% YoY across the overall x86 market. In the client segement, the company gained 0.7% QoQ, and 4.1% YoY, with the server segment doing slightly better, gaining 0.8% QoQ and 4.7% YoY.
In comparison, Intel’s server share dropped from 94.5% the same quarter last year to 91.1% in the second quarter of 2021, and 91.8% in Q1 2021.
It’s important to note that AMD has been prioritizing the semi-custom market along with the server and higher-end client products during the pandemic. This has reflected in a notable increase in revenue compared to the last year, even if overall shipments have dropped slightly quarter-on-quarter. The chipmaker should return to the budget market in force by the end of the year as the semiconductor shortages improve, and the console drop in prominence.