AMD's consumer and server CPU sales surge, driven by latest Ryzen and Epyc chips

[midian182]

In a nutshell: AMD managed to claw some market share away from Intel during the first quarter of the year as Team Red's client and server CPU sales increased, thanks to the popularity of the Ryzen 8000 processors and the latest Epyc chips. The one area where AMD saw a quarterly decline was laptops, though yearly sales did improve.

The latest figures from Mercury Research (via Tom's Hardware) show Q1 2024 was a good quarter for AMD as its unit and revenue share for server and desktop CPUs increased, both annually and sequentially.

AMD took a 23.9% unit share of the desktop market in the first quarter, up 4.1% QoQ and 4.7% YoY. Its revenue share also saw impressive gains, up to 3.3% quarterly/3.8% annually to reach 19.2%.

Increased demand for AMD's desktop CPUs, especially the Ryzen 8000-series, is also evident in the latest Steam survey. Valve's results show that AMD was up 2.24% against Intel last month, taking its user share to 33.46%.

Most popular CPUs among Steam survey participants in April

AMD's server gains were even more impressive. The company has increased its unit share by 5.6% compared to last year (0.5% quarterly) to reach 23.6%. This area was also where AMD had its highest revenue share: 33%, up 5.2% YoY and 1.2% QoQ.

AMD says that its yearly increase in server CPU sales was driven by growth in enterprise adoption and expanded cloud deployments.

While AMD saw its yearly unit and revenue share grow in the laptops category (3.1% and 4%, respectively), this was the one area where it experienced a quarterly decline, albeit by just 0.1% in both cases. It's also AMD's smallest area when it comes to unit and revenue share, at 19.3% and 14.9%, respectively.

The yearly increase in laptop sales was partly thanks to Ryzen 8040 notebooks, according to AMD. The launch of Intel's Core Ultra Meteor Lake series likely led to its rival's sequential decline.

We recently heard rumors that AMD will use a new naming scheme for its Zen 5-based mobile CPUs. Following the industry craze for all things AI-related, the next-gen mobile processors could be called Ryzen AI 5, Ryzen AI 7, and Ryzen AI 9. Asus' upcoming VivoBook S16 laptops, for example, could be powered by the AMD Ryzen AI 9 HX 170.

Permalink to story:

AMD's consumer and server CPU sales surge, driven by latest Ryzen and Epyc chips

 

[Nobina]

At this point getting Intel for my desktop CPU doesn't even cross my mind. They've been having a poor run for a while now. I'm guessing their laptop CPUs can't possibly suck as much and that's a huge market.

 

[Kn0xx]

At this point getting Intel for my desktop CPU doesn't even cross my mind. They've been having a poor run for a while now. I'm guessing their laptop CPUs can't possibly suck as much and that's a huge market.

Intel still has market share not because its better, its because business OEM contracts...
AMD have to fight OEM's first, then push sales in business channels.

 

[Uncle Al]

Intel being the bigger company is part of what drives AMD to do better and better. With Intel's abysmal performance the past few years AMD could catch and pass them if they had the capital to grow enough but even with that it would take them 10 years or longer to make it happen, but anything is possible ....

 

[Theinsanegamer]

At this point getting Intel for my desktop CPU doesn't even cross my mind. They've been having a poor run for a while now. I'm guessing their laptop CPUs can't possibly suck as much and that's a huge market.

Intel's still on my plate, mostly because of low prices. Hard to beat $120 i5s when AMD ryzen 6 cores are $300.

 

[Lew Zealand]

Intel's still on my plate, mostly because of low prices. Hard to beat $120 i5s when AMD ryzen 6 cores are $300.

Sure, that'd be bad if those were actual prices. But they're not.

Core i5-12400F: $132
Ryzen 5 7600: $189

The Ryzen is 18% faster at 1080p before overclocking (not an option on the i5) and the Ryzen will have greater upgrade options in the future if you're interested.