AMD now commands 28.7% of desktop CPU market, server chips also see significant gains

[zohaibahd]

What just happened? AMD's latest quarterly figures reveal it is going from strength to strength across desktop, mobile, and server markets. The numbers were revealed by Mercury Research's new report, and they suggest that the company is steadily eating into Intel's share.

Starting off on the desktop front, AMD's consumer x86 CPUs now command a 28.7% unit share, skyrocketing from just 19.2% in 2023. The last quarter saw it at 23%, so this latest jump is pretty meteoric. AMD's revamped Ryzen portfolio covering value to enthusiast segments seems to be paying dividends.

The 3D V-Cache-equipped Ryzen X3D parts have been a particular hit with gamers and power users. And with the recent Ryzen 9000 series and flagship 9800X3D launch, AMD seems poised to keep making inroads against Intel in the DIY desktop space. The Ryzen 9000 series failed to hit AMD's claimed numbers when it launched, leading to disappointed buyers, but the company has now redeemed itself with the 9800X3D, which we've crowned the "new gaming CPU king" in our review.

As for mobile, AMD chalked up a 22.3% share and 19.2% revenue share in Q3 2024, up from 20.3% and 17.7%, respectively, last quarter. The Ryzen AI 300-series APUs with their blend of performance and AI capabilities look to be hitting the sweet spot. More mainstream and high-end Ryzen AI mobile offerings are tipped for CES 2025, which should give the company another shot in the arm against Intel and Qualcomm's Snapdragon silicon.

Speaking of Intel, the company is going through some serious turmoil with widespread layoffs and quarter after quarter of bleak forecasts. The grand US chip factory plans enabled by the CHIPS Act funding also appear to be in disarray. This should translate to even greater gains for AMD down the line – since Qualcomm's share in the x86 processor market is minuscule, any increase in sales and market share realized by AMD essentially comes at the expense of Intel's existing dominance.

Moving on to the server CPU market, AMD's share climbed to 24.2% in Q3 2024, up from 23.3% a year prior. More impressively, the revenue share spiked to a hefty 33.9%, compared to 31.2% in Q3 2023. AMD also launched EPYC 9005 "Turin" processors last month based on Zen 5 architecture, so you can expect these numbers to spike even more.

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AMD now commands 28.7% of desktop CPU market, server chips also see significant gains

 

[Dimitriid]

Desktop consumer CPUs seems like a much smaller segment than mobile a.k.a. Laptops in which they're still noticeably behind. And this time I'm not sure it can be attributed strictly to intel's previous unsavory tactics: Lunar Lake does seem to be sacrificing enough of the performance to improve battery life quite a bit but not enough that they're underpowered for the casual segment of laptops.

I know this is going to be heresy for PC Gamers but perhaps it's time AMD diverts some of their focus on 3D cash stuff and takes advantage of at least a temporary solid lead to just invest back into efficiency to similarly take more of the laptop market away from intel, that is while they can: Given the geopolitical situation we just don't know how many years of their really strong TSMC chips we have before a cartoon bear-like individual seriously disrupts their operations likely before they fully transition out of the T from their acronym.

 

[wiyosaya]

Ah yes. AMD is in Intel's rear-view mirror.

 

[airbornex]

The more competition, the better for all of us. Now AMD’s eating up desktop, mobile, and server shares. Let's wait to see if Qualcomm can become a true power outside of mobile, too.

 

[BabaYaga]

https://ir.amd.com/news-events/pres...-reports-third-quarter-2024-financial-results


GPUs
Gaming segment revenue was $462 million, down 69% year-over-year and 29% sequentially primarily due to a decrease in semi-custom revenue.

CPUs
Client segment revenue was $1.9 billion, up 29% year-over-year and 26% sequentially primarily driven by strong demand for “Zen 5” AMD Ryzen™ processors.

RDNA GPUs are 6.8% of their total revenue and getting much smaller each earnings.

This is their focus.

Record Data Center segment revenue of $3.5 billion was up 122% year-over-year and 25% sequentially primarily driven by the strong ramp of AMD Instinct™ GPU shipments and growth in AMD EPYC™ CPU sales.

This is why they are mering RDNA and CDNA. They don't want to waste R&D on RDNA anymore.

 

[Dreadcthulhu]

Desktop consumer CPUs seems like a much smaller segment than mobile a.k.a. Laptops in which they're still noticeably behind. And this time I'm not sure it can be attributed strictly to intel's previous unsavory tactics: Lunar Lake does seem to be sacrificing enough of the performance to improve battery life quite a bit but not enough that they're underpowered for the casual segment of laptops.

I know this is going to be heresy for PC Gamers but perhaps it's time AMD diverts some of their focus on 3D cash stuff and takes advantage of at least a temporary solid lead to just invest back into efficiency to similarly take more of the laptop market away from intel, that is while they can: Given the geopolitical situation we just don't know how many years of their really strong TSMC chips we have before a cartoon bear-like individual seriously disrupts their operations likely before they fully transition out of the T from their acronym.

AMD isn't actually investing all that much into desktop chips as it stands. Most of AMD's desktop chips right now are basically repurposed server chips, using the same exact chiplets as the servers, just with a different I/o die (and AMD reused the old Zen 4 I/o die for Zen 5 on the desktop), with the APUs simply being reused laptop chips. Even the whole 3D cache thing was originally intended for certain server & workstation loads; it also being really good for games was something AMD engineers discovered after the chips were being made for server stuff.

I do agree that AMD might be well served by going after more of the laptop market; from what I have heard its not so much the mobile chips themselves AMD needs to work on, but stuff like helping laptop makers design motherboards, and maintaining full availability of said mobile chips that AMD has struggled with.

 

[Gezzer]

This shouldn't be all that surprising. With all the problems Intel had with 13th and 14th gen high end CPUs, and more importantly how they reacted, why would anyone trust them? Really, IMHO it's not so much that AMD didn't **** the bed, it's more that Intel did, big time. I was a dedicated AMD fanboi from the K6-2 days, but made the jump to an i7 875K and was Intel until my latest, a Ryzen 7 5800X3D. In both cases one was delivering the goods, the other simply wasn't.

 

[toooooot]

Good for them. I remember when AMD struggled so badly trying to sell their inferior CPUs.