AMD’s Server Market Share Surges to 33%, Achieving Record CPU Dominance Over Intel

AMD's Epyc server processors have achieved a record-breaking market share of 33%, signaling their dominance over Intel in the CPU market.

AMD's Epyc server processors achieved an all-time high revenue share of 33%, marking a significant milestone for the company.
The Epyc server unit share also experienced growth, reaching 23.6%, indicating increasing popularity among server users.
In the x86 client market, AMD gained 0.4 point unit share and 1.0 revenue share over the previous quarter, positioning themselves as a formidable competitor to Intel.

AMD’s Server Market Share Surges to 33%, Achieving Record CPU Dominance Over Intel

AMD’s EPYC server processors are stirring up the tech industry, achieving an impressive all-time high revenue share of 33% at the end of last quarter. This marks a significant milestone for Team Red, as their server market share saw a notable increase of 1.2 points quarter-over-quarter and an impressive 5.2 points year-over-year.

The Epyc server unit share also experienced growth, reaching 23.6% compared to the previous quarter’s 23.1% and a substantial increase from the same quarter the previous year, which stood at 18.1%. These numbers indicate that AMD’s Epyc processors are gaining traction and becoming increasingly popular among server users.

But it’s not just the server market where AMD is making strides. The Ryzen desktop CPUs have also seen healthy gains, with a unit share of 23.9% and a revenue share of 19.2%. The AM4/AM5 processors, in particular, have shown impressive growth, gaining 4.1 and 4.7 point unit share quarter-over-quarter and year-on-year, respectively.

Several factors contributed to these positive numbers, including the release of the Ryzen 8000G (Phoenix) and the increasing popularity of the Ryzen 7 7800X3D and the 7600. While the revenue share saw more modest increases, rising by 3.3% and 3.8% quarter-over-quarter and year-on-year, respectively.

However, it wasn’t all smooth sailing for AMD in the mobility segment. The unit share dropped slightly to 19.3%, while the revenue share fell by 0.1%. These declines can be attributed to the launch of Intel’s Core Ultra “Meteor Lake” processors, which posed stiff competition in the market. On a positive note, the year-on-year numbers showed growth, with a 3.1 point unit share increase and a 4.0 point revenue share increase.

In the x86 client market, AMD had a strong Q1, gaining 0.4 point unit share and 1.0 revenue share over the previous quarter. The chipmaker’s revenue share also saw a significant growth of 3.8 points year-on-year, while the unit share increased by 3.6 points. At the end of Q1 2024, AMD held an impressive 20.6% CPU unit share and a 16.3% revenue share, up from 17% and 12.5% in Q1 2023.

These numbers clearly demonstrate AMD’s growing dominance in the CPU market, particularly in the server segment where they have achieved record-breaking market share. With their Epyc processors gaining popularity and their Ryzen desktop CPUs showing healthy gains, AMD is positioning itself as a formidable competitor to Intel.

As the tech industry continues to evolve, it will be interesting to see how AMD’s market share progresses and if they can maintain their momentum in the face of fierce competition. One thing is for sure, AMD’s rise to dominance is a testament to their commitment to innovation and delivering high-performance processors that meet the demands of today’s computing needs.

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Background Information

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.

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About Intel:

Intel Corporation, a global technology leader, is for its semiconductor innovations that power computing and communication devices worldwide. As a pioneer in microprocessor technology, Intel has left an indelible mark on the evolution of computing with its processors that drive everything from PCs to data centers and beyond. With a history of advancements, Intel's relentless pursuit of innovation continues to shape the digital landscape, offering solutions that empower businesses and individuals to achieve new levels of productivity and connectivity.

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Technology Explained

AM4: The AM4 socket is a type of processor socket used in the computer industry. It is the latest socket from AMD and is used for their Ryzen, Athlon, and A-Series processors. It is designed to be compatible with the latest technologies, such as DDR4 memory, PCIe 3.0, and USB 3.1. It also supports the latest AMD Ryzen CPUs, which offer improved performance and power efficiency. The AM4 socket is used in a variety of desktop and laptop computers, and is becoming increasingly popular in the gaming and enthusiast markets. It is also used in many commercial and industrial applications, such as servers, workstations, and embedded systems. The AM4 socket is a versatile and powerful platform that can be used to build powerful and efficient computers.

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AM5: Socket AM5 (LGA 1718) is a zero insertion force flip-chip land grid array (LGA) CPU socket designed by Advanced Micro Devices, that is used for AMD Ryzen microprocessors starting with the Zen 4 microarchitecture. AM5 replaces the Socket AM4 and is AMD's first LGA socket designed for mainstream, non-enthusiast CPUs.

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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.

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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.