Summary: AMD had a successful third quarter in 2023, with its Ryzen CPUs gaining market share across all segments, positioning it well for continued success in the future.
- AMD had a successful third quarter in 2023, with its Ryzen CPUs gaining market share across all segments.
- Ryzen mobile chips and Epyc server performed exceptionally well.
- AMD's Ryzen and Epyc processors are poised to play a significant role in shaping the industry.
AMD had a strong third quarter in 2023, with its Ryzen CPUs gaining market share across all segments. The company saw positive gains in both unit and revenue shares throughout the quarter. Particularly, the Ryzen mobile chips and EPYC server performed exceptionally well.
In terms of Ryzen notebooks, the market share by revenue grew by 31% from Q2 to Q3, reaching 17.3% by the end of the third quarter. Compared to the same period last year, there was a significant yearly gain of 41%. This indicates that AMD sold more premium and high-end laptop chips this quarter and year compared to the previous year.
Not only did AMD experience growth in market share, but its unit sales also increased by 17% and 24% quarter-on-quarter and year-on-year, respectively. This suggests that Ryzen Laptops sold more in both quantity and quality (average selling price) last quarter, contributing to notable market share gains for AMD.
Moving on to the desktop and DIY segment, there wasn’t much change from the previous quarter. However, there were major strides made year-on-year. The Ryzen desktop CPU market share by revenue jumped 33.6% from Q3 2022 to the last quarter, reaching 17.3%. Additionally, AMD’s unit market share soared 38% from fall 2022 to this year, reaching 19.2%. Similar to the mobility segment, these numbers indicate significant gains in both average selling price and unit share.
The Epyc server segment is crucial for AMD as it accounts for a significant portion of its revenue and operating income. With the AI boom revolutionizing the technology sector, the Epyc and Instinct IPs will play a vital role in AMD’s growth in the coming years. In terms of market share, the Epyc server segment saw a 17% quarter-on-quarter growth in revenue share, reaching 29.4%. While it remained relatively flat compared to the previous year, the AMD server market share by unit experienced more movement. It grew by 25% and 33% quarter-on-quarter and year-on-year, respectively, reaching 23.3% at the end of the last quarter.
Overall, AMD had a successful third quarter in 2023, with its Ryzen CPUs gaining market share in various segments. The company’s strong performance in both the mobility and desktop segments, as well as the growth in its server market share, positions it well for continued success in the future. With the increasing demand for high-performance computing and AI technologies, AMD’s Ryzen and Epyc processors are poised to play a significant role in shaping the industry.
About AMD: AMD, a large player in the semiconductor industry is known for its powerful processors and graphic solutions, AMD has consistently pushed the boundaries of performance, efficiency, and user experience. With a customer-centric approach, the company has cultivated a reputation for delivering high-performance solutions that cater to the needs of gamers, professionals, and general users. AMD's Ryzen series of processors have redefined the landscape of desktop and laptop computing, offering impressive multi-core performance and competitive pricing that has challenged the dominance of its competitors. Complementing its processor expertise, AMD's Radeon graphics cards have also earned accolades for their efficiency and exceptional graphical capabilities, making them a favored choice among gamers and content creators. The company's commitment to innovation and technology continues to shape the client computing landscape, providing users with powerful tools to fuel their digital endeavors.AMD Website: https://www.amd.com/
AMD LinkedIn: https://www.linkedin.com/company/amd/
CPU: The Central Processing Unit (CPU) is the brain of a computer, responsible for executing instructions and performing calculations. It is the most important component of a computer system, as it is responsible for controlling all other components. CPUs are used in a wide range of applications, from desktop computers to mobile devices, gaming consoles, and even supercomputers. CPUs are used to process data, execute instructions, and control the flow of information within a computer system. They are also used to control the input and output of data, as well as to store and retrieve data from memory. CPUs are essential for the functioning of any computer system, and their applications in the computer industry are vast.
EPYC: EPYC is a technology designed by computer chip manufacturer AMD for use in the server and data center industry. It was introduced in June 2017 and features an innovative design to improve performance and power efficiency. EPYC processor technology is based on an innovative 14nm processor architecture, allowing up to 32 high-performance cores in a single socket. This allows for more efficient processing power, increased memory bandwidth, and greater compute density. EPYC is now widely used in the data center and cloud computing industry and provides benefits such as greater scalability, increased resource efficiency, and advanced virtualization capabilities. Additionally, EPYC technology is used in data intensive servers like server farms, gaming, and virtualization platforms. EPYC ensures that even with large deployments in multi-processor environments, power consumption and performance levels are optimized to ensure maximum efficiency.
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