Wednesday, August 5th 2020

AMD x86 Market Share Reaches 2013 Level Highs

Mercury Research, one of the electronics industry's premier analyst firms, has revealed its market analysis results - and as you no doubt expected, these paint AMD in a very positive light. According to the company, AMD has reached market share levels it didn't hold since 2013 - a marked improvement over its continuingly dwindling presence in both enterprise's and consumer's minds following some debatable management decisions and technology pursuits.

AMD's Desktop x86 unit share rose to 19.2% in 2Q20, a 0.6% gain over the previous quarter and a very significant 2.1% year-over-year (YoY) increase - a significant achievement following 10 straight quarters of growing market share for the company. However, AMD's mobile chip share paints a much more impressive story, where the company managed to achieve a historic 19.9% of the market - a segment where AMD has long struggled historically, where it embattled a deeply entrenched Intel (and still is battling both Intel and OEM's perceptions and Intel-geared product development and manufacturing workflow). AMD's 2Q18 share in the mobile market was a mere 8.8% - AMD more than doubled its share in just two years, and increased its share by 2.9% over the prior quarter and a 5.8% gain YoY. And that number can only go up, following the extremely warm reception of the company's latest Ryzen 4000 mobile processors, which have already scored 50 design wins with some 30 more designs to be released before year's end.
When it comes to enterprise, AMD has achieved a 5.8% market share - which may seem very low; relativize this number with AMD's 0.8% market share back in 4Q17, though, and you'll see this is nothing short of groundbreaking. AMD's CEO Lisa Su, however, has said that the company has already broken the two-digit barrier in market share for the server market - we'll definitely be seeing more details on this soon.

However you paint it, these are historic results for AMD, and paint a much healthier picture of the x86 market than we've seen in years.
Sources: Mercury Research, via Tom's Hardware
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6 Comments on AMD x86 Market Share Reaches 2013 Level Highs

#1
trparky
AMD better not let up on the gas pedal, they need to keep going with the pedal pushed to the flood.
Posted on Reply
#2
Patriot
trparkyAMD better not let up on the gas pedal, they need to keep going with the pedal pushed to the flood.
It's going to be hard not to take massive server share this year, anything HPC that uses Nvidia ref design will use Epyc.
All gpu servers this gen are rome/milan...
Posted on Reply
#3
yotano211
Their laptop designs are the most important, more people have laptops today and since they had virtually no-small sales in that department, that is going to be the biggest area of growth for them. And usually laptops have higher profit margins than desktops.
Posted on Reply
#4
Unregistered
yotano211There laptop designs are the most important, more people have laptops today and since they had virtually no-small sales in that department, that is going to be the biggest area of growth for them. And usually laptops have higher profit margins than desktops.
Indeed, and in that front AMD is well placed, they offer better performance at a better price and certainly better battery life.
#5
watzupken
I do hope they can keep up the momentum. With Intel waking up, the years ahead will get competitive. But at the same time because AMD is becoming better known over the last few years, the public opinion of Intel is the best is slowly eroding. In fact I was quite surprise to hear quite a number of my friends asking me if AMD is a good brand because someone recommended a PC with AMD processor to them. Shows that the brand is starting to make inroads by positive word of mouth marketing/ recommendation.
Posted on Reply
#6
hat
Enthusiast
watzupkenI do hope they can keep up the momentum. With Intel waking up, the years ahead will get competitive. But at the same time because AMD is becoming better known over the last few years, the public opinion of Intel is the best is slowly eroding. In fact I was quite surprise to hear quite a number of my friends asking me if AMD is a good brand because someone recommended a PC with AMD processor to them. Shows that the brand is starting to make inroads by positive word of mouth marketing/ recommendation.
Intel still appears to be sleepy. I'm not blaming them for sitting on their hands for the node, but definitely the architecture. If they could get away with refining Skylake for even longer, they would... but they'd prefer to do so at a smaller process. If they actually had a working 10nm node, they could make a lot more chips with the same silicon.
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