Analysts Expect AMD’s Server Market Share to Grow to 25% in 2022: More than Doubling in 12-18 Months

According to BofA analyst Vivek Arya, AMD’s server processor share should breach the 25% mark next year ahead of the Zen 4 (Genoa/Raphael) launch. For reference, the company accounted for just 10-11% of the overall market share near the end of the first quarter of FY21. This means that Su’s team is headed for a phenomenal growth rate of more than 2x in the next 12-18 months, as Intel delays the launch of its Sapphire Rapids-SP to H1 2022.

Arya noted that AMD’s supercomputing business has grown by five times in the last 12 months, reaching a share of 10%, driving an EPS of $4 versus the $2.65 consensus estimates for 2022. As seen over the last few years, the red roadmap has been very consistent with the timely execution of various product lineups, a stark contrast to rival Intel’s tidings.

The analyst expects AMD’s stock to grow 20% and 10% in 2021 and 2022, respectively alongside Broadcom, Teradyne, Analog Devices, and Qorvo.

Via: AMD, Qorvo named among ‘under-the-radar’ semiconductor stocks at BofA (NASDAQ:AMD) | Seeking Alpha

Areej Syed

Processors, PC gaming, and the past. I have been writing about computer hardware for over seven years with more than 5000 published articles. Started off during engineering college and haven't stopped since. Mass Effect, Dragon Age, Divinity, Torment, Baldur's Gate and so much more... Contact: areejs12@hardwaretimes.com.
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