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AMD achieved significant increases in revenue and sales share in the server, laptop and desktop PC markets in the last quarter. Compared to the same period last year,
AMD achieved significant increases in revenue and sales share in the server, laptop and desktop PC markets in the last quarter. Compared to the same period last year, AMD’s share increased by 5.8% in desktops, 3.8% in mobile and 5.8% in servers. Looking at AMD’s cash flow percentage (share of revenue) compared to its competitors for the year, AMD gained 4.1% on desktops, 5.1% on laptops, and 1.7% on servers.
Previous quarters have been challenging for both the consumer PC and server markets as chip makers and their customers struggle to normalize inventory levels and balance supply and demand. Things largely returned to normal for the two major CPU vendors, AMD and Intel, in the third quarter; While computer manufacturers started purchasing processors for preschool and holiday periods, server manufacturers increased machine production based on the latest EPYC. and Xeon platforms. According to Mercury Research, AMD will be luckier than Intel in the 3rd quarter of 2023.
According to Mercury Research, AMD increased its client and server CPU market share on both a quarterly and annual basis in the third quarter of 2023. The data doesn’t include Intel and Arm figures, but given AMD and Intel’s dominance in client PCs, we can assume AMD’s gains are at Intel’s expense.
| Row is 0, cell is 0 | 3Q23 | 2Q23 | 1Q23 | 4Q22 | 3Q22 | 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | 4Q20 | 3Q20 | 2Q20 | 1Q20 | 4Q19 | 3Q19 | 2Q19 | 1st quarter of 2019 | 4Q18 | 3Q18 | 2Q18 | 1Q18 | 4Q17 | 3Q17 | 2Q17 | 1Q17 | 4Q16 | 3Q16 |
| AMD Desktop Unit | 19.2% | 19.4% | 19.2% | 18.6% | 13.9% | 20.5% | 18.3% | 16.2% | 17.0% | 17.1% | 19.3% | 19.3% | 20.1% | 19.2% | 18.6% | 18.3% | 18% | 17.1% | 17.1% | 15.8% | 13% | 12.3% | 12.2% | 12.0% | 10.9% | 11.1% | 11.4% | 9.9% | 9.1% |
| Quarter on Quarter/Year on Year (pp) | -0.2/+0.5 | +0.1/-1.02 | +0.6/+0.9 | +4.7/+2.4 | -6.6/-3.1 | +2.2/+3.4 | +2.1/-1.0 | -0.8/-3.1 | -0.1/-3.1 | -2.3/-2.1 | +0.1/+0.7 | -0.8/+1.0 | +0.9/+2.1 | +0.6/+2.1 | +0.3/+1.5 | +0.3/+2.4 | +0.9/+5 | Equal/+4.8 | +1.3/+4.9 | +2.8/+3.8 | +0.7/+2.1 | +0.1/+1.2 | +0.2/+0.8 | +1.1/+2.1 | -0.2/+1.8 | -0.3/- | +1.5/- | +0.8/- | — |
INSIDE desktop computer segment In the third quarter of 2023, AMD’s share in the division was 19.2%; 19.4%, down slightly from the previous quarter but up significantly from 13.9% in the previous quarter, which was an abnormally low quarter for the company. Interestingly, AMD’s revenue share increased compared to both the previous quarter and the same period last year, according to data calculated by AMD based on data from Mercury Research; This indicates a higher average selling price (ASP) resulting from the switch to the more expensive AMD Ryzen. 7000 pieces.
AMD increased overall overall market share of consumer processors to 19.4%, from 17.3% a quarter ago and 15% a year earlier, a significant improvement. The same happened with revenue share, a measure of how well the company can ship pricier parts in 2023.
| Row is 0, cell is 0 | 3Q23 | 2Q23 | 1Q23 | 4Q22 | 3Q22 | 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | 4Q20 | 3Q20 | 2Q20 | 1Q20 | S419 | 3Q19 | 2Q19 | 1st quarter of 2019 | 4Q18 | 3Q18 | 2Q18 |
| AMD Mobile Volume Sharing | 19.5% | 16.5% | 16.2% | 16.4% | 15.7% | 24.8% | 22.5% | 21.6% | 22.0% | 20.0% | 18.0% | 19% | 20.2% | 19.9% | 17.1% | 16.2% | 14.7% | 14.1% | 13.1% | 12.2% | 10.9% | 8.8% |
| Quarter on Quarter/Year on Year (pp) | 2.9/3.8 | 0.3/-8.3 | -0.2/-6.3 | +0.8/-5.1 | -9.1/-6.4 | +2.3/+4.8 | +0.9/+4.4 | -0.4/+2.6 | +2.0/+1.8 | +1.9/+0.01 | -1.0/+1.1 | -1.2/+2.8 | +0.3/+5.5 | +2.9/+5.8 | +0.9/+3.2 | +1.5/+4.0 | +0.7/+3.8 | +1.0/+5.3 | +0.9/? | Row 2 – cell 20 | Row 2 – cell 21 | Row 2 – cell 22 |
As for processors for mobile computersAMD controlled 19.5% of shipments, up from 16.5% in the previous quarter and 15.7% in the third quarter of 2022. This is still significantly less than AMD’s peak of 24.8% in the second quarter of 2022. Updated data shows that one in every five laptops sold in the coming months will have an AMD processor. Meanwhile, AMD’s revenue share grew at a faster pace during the periods cited, reflecting higher ASPs and more competitive Ryzen 7000 series offerings.
| Row is 0, cell is 0 | 3Q23 | 2Q23 | 1Q23 | 4Q22 | 3Q22 | 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | 4Q20 | 3Q20 | 2Q20 | 1Q20 | 4Q19 | 3Q19 | 2Q19 | 1st quarter of 2019 | 4Q18 | 3Q18 | 2Q18 | 4Q17 |
| AMD Server Unit Sharing | 23.3% | 18.6% | 18% | 17.6% | 17.5% | 13.9% | 11.6% | 10.7% | 10.2% | 9.5% | 8.9% | 7.1% | 6.6% | 5.8% | 5.1% | 4.5% | 4.3% | 3.4% | 2.9% | 3.2% | 1.6% | 1.4% | 0.8% |
| Quarter on Quarter/Year on Year (pp) | 4.7/5.8 | 0.6/4.7 | +0.4/+6.3 | +0.1/+6.9 | +3.6/+7.3 | +2.3/+4.4 | +0.9/+2.7 | +0.5%/+3.6% | +0.7/+3.6 | +0.6/+3.7 | +1.8/+3.8 | +0.5/+2.6 | +0.8/+2.3 | +0.7/+2.4 | +0.6/2.2 | +0.2/+1.4 | +0.9/+2.7 | +0.5/+2.0 | -0.3/- | +1.6/2.4 | +0.2/- | Row 2-cell 22 | Row 2—cell 23 |
AMD has been gradually increasing its market share since 2017 presenter However, 2022 and 2023 have been breakthrough years for the company because its share has increased sharply in recent quarters. In the third quarter of 2023, AMD’s share was 23.3%, compared to 18.6% in the previous quarter and 17.5% compared to the same period last year. The revenue share increased significantly by 4.7% compared to the previous quarter and 5.8% compared to the same period last year. This strong growth can be attributed to the high popularity of AMD’s latest 4th generation EPYC processors, which were AMD’s most popular data center products in the third quarter; because major cloud providers used them for internal workloads and public instances.
According to Mercury Research data provided by AMD, AMD managed to increase both unit and revenue share in the CPU market overall across all categories, including desktop CPUs, laptop CPUs, and server CPUs. We’ll include commentary and analysis from Mercury Research’s Dean McCarron when they arrive later this week.
Source: Port Altele
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