In the fast-paced world of computer hardware, market share is a critical indicator of success. And in Q3 2023, AMD (Advanced Micro Devices) has secured a significant win, with its AMD EPYC server CPUs and Ryzen mobile processors dominating the market. This victory for the “Red Team” is a testament to the company’s relentless innovation and its ability to offer competitive solutions for both the server and mobile segments.
EPYC & Ryzen CPUs Rising to Prominence
AMD’s resurgence in market share is primarily attributed to the recent launches of the EPYC 9004/8004 series for servers and the Ryzen 7000 mobile lineup for laptops. These new offerings have breathed fresh life into AMD’s product portfolio, providing a diverse range of options for customers. Let’s delve into the specifics of their market share gains.
AMD Desktop CPU Market Share
- Q3 2023: 19.2%
- Q2 2023: 19.4%
- Q3 2022: 13.9%
- Q2 2022: 20.6%
- Q1 2029: 17.1%
As per Mercury Research, AMD’s desktop CPU market share for Q3 2023 stands at an impressive 19.2%. This is a clear indication of AMD’s consistent growth in the desktop segment.
AMD Mobility CPU Market Share
- Q3 2023: 19.5%
- Q2 2023: 16.5%
- Q3 2022: 15.7%
- Q2 2022: 24.8%
- Q1 2029: 20.0%
In the mobility sector, AMD has achieved a market share of 19.5% in Q3 2023. This reflects the growing popularity of their Ryzen mobile processors and the diversified product range they offer to meet various customer needs.
AMD Server CPU Market Share
- Q3 2023: 23.3%
- Q2 2023: 18.6%
- Q3 2022: 17.5%
- Q2 2022: 13.9%
- Q1 2029: 8.9%
When it comes to server CPUs, AMD has made significant strides with a market share of 23.3% in Q3 2023. The EPYC server CPUs have garnered substantial attention from HPC (High-Performance Computing) and Data Center customers. AMD’s commitment to enhancing support and warranties, along with the introduction of new SKUs, has strengthened their position in the mainstream data center market.
AMD Overall x86 CPU Market Share
- Q3 2023: 19.4%
- Q2 2023: 17.3%
- Q3 2022: 28.5%
- Q2 2022: 29.2%
- Q1 2029: 21.7%
In the overall x86 CPU market, AMD’s market share now stands at 19.4% (volume) and 16.9% (revenue) in Q3 2023. This is a substantial increase from the previous quarter, highlighting their continuous growth in the market.
A Closer Look at the Gains
To understand the significance of these market share gains, it’s important to note that AMD’s x86 share has seen consistent improvement in both volume and revenue. The current figures mark an increase from 17.3% (volume) and 14.1% (revenue) in the previous quarter, and even more so from last year’s 15.0% (volume) and 12.2% (revenue) in Q3 2022.
EPYC CPUs for Servers
The AMD EPYC CPUs for servers have made remarkable progress, with a 5.8-point increase in market share compared to the previous year. This success places AMD closer to achieving its ambitious goal of a 40% server market share by the end of 2024. The latest 4th Gen EPYC lineup has gained strong traction among HPC and Data Center customers. Furthermore, the company’s commitment to extending its 3rd Gen AMD EPYC server CPUs with enhanced support and warranties, along with the introduction of new SKUs, is expected to drive even more market share in the mainstream data center segment.
Ryzen Mobile Processors
The mobile segment has been another area of notable growth for AMD, with a 3.8-point increase in market share compared to the previous year and a 2.9-point increase over the previous quarter. This surge can be attributed to the popularity of the latest Ryzen 7000 series and the increased volume of Ryzen 6000 processors. While AMD’s supply of Ryzen 7000 CPUs has faced some bottlenecks, the strength of their Phoenix and Dragon Range CPUs is undeniable. The Phoenix series, with its Ryzen AI, aims to compete with Intel’s upcoming Meteor Lake CPUs, positioning itself as an “AIPC” product.
The desktop market, although experiencing a more modest 0.5-point market share increase compared to the previous year, is not to be overlooked. AMD’s Ryzen 7000 Desktop CPUs have surpassed Intel in markets like South Korea, and this trend is likely to continue in other regions. Reduced prices during upcoming deals seasons and falling costs of hardware components, including AM5 motherboards, DDR5 memory, and SSDs, will further attract customers and DIY builders in the coming months.
The Road Ahead
AMD’s strong performance across all segments, particularly with EPYC and Ryzen mobile, indicates a promising future. The desktop segment is also poised for increased market share, as it’s already experiencing improved revenue share in the current quarter. With the company’s plans to unveil its next-gen portfolio based on the Zen 5 architecture at CES 2024, the competition will undoubtedly be challenged. The continued socket compatibility for upcoming processors in the AM5 segment is expected to further solidify AMD’s position in the market.
In conclusion, AMD EPYC server CPUs and Ryzen mobile processors have made significant inroads into the market, securing a notable win in Q3 2023. With their commitment to innovation and customer satisfaction, AMD’s trajectory seems to be on an upward trend. As we look ahead to CES 2024, the tech world eagerly awaits what AMD has in store, and it’s clear that the “Red Team” is on a winning streak.
AMD’s market share success in Q3 2023 can be attributed to the strong performance of their EPYC server CPUs and Ryzen mobile processors, as well as the diverse product portfolio they offer to meet customer demands.
AMD’s desktop CPU market share has seen consistent growth, with a 19.2% market share in Q3 2023 compared to 13.9% in Q3 2022.
AMD’s success in the server CPU market is driven by their EPYC CPUs, which have gained popularity among HPC and Data Center customers, as well as the company’s commitment to improving support, warranties, and expanding their product offerings.
AMD’s mobile segment growth is significant due to the popularity of their Ryzen 7000 series and the competitive offerings of Phoenix and Dragon Range CPUs, positioning them as strong contenders in the mobile CPU market.
AMD’s plans to unveil its next-gen portfolio based on the Zen 5 architecture at CES 2024 indicate their commitment to continued innovation and competition in the CPU market.