In the third quarter of 2023 AMD He deserved it Market shares relevant in all market segments, at least year-on-year. According to analysts at Mercury Research in the industry Desktop AMD achieved a share of 19.2%, a value that is slightly below the 19.4% in the second quarter significantly higher than the 13.9% from 12 months ago.
This was clearly a disastrous quarter compared to the previous performance – it peaked at 20.5% in the second quarter of 2022 – but the three months analyzed show that the company also increased the “sales share” number, meaning that demand focused on products with a higher price list, with stable customers Switching to Ryzen 7000.
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As for them In the mobile segment, AMD accounted for 19.5% of shipmentsan improvement compared to the 15.7% in the third quarter of 2022 and the 16.5% in the second quarter of 2023. In this case too, we are a far cry from the record 24.8% in the second quarter of 2022but the increase in market share in the third quarter suggests a good end to the year for sales of AMD CPU notebooks.
With regard to revenue share, what has already been said applies to desktops: here, too, there is a significant increase compared to the comparable quarters, so that the market is asking for the latest generation of laptops with Ryzen 7000 and is concentrating on premium solutions. As a consequence of all this AMD increased its share of the customer market to 19.4% from 17.3% in the previous quarter; A year ago the company stopped at 15%.
Finally, about the scope serverA premise must be made: while companies like IDC only pursue servers with one and two sockets (1P and 2P) and leave out the rest, Mercury Research analyzes the entire sector – storage and platforms with a larger number of sockets, but also IoT.
AMD’s continued growth in the EPYC CPU space – which is also reflected in the decision to keep the 3rd generation EPYCs available until 2026 – is not really news, we have known for years that the company is stealing market share from Intel. Well, in the third quarter of 2023, the company led by Lisa Su recorded one Market share of 23.3%, a big jump compared to 18.6% in Q2 2023 and 17.5% in Q3 2022. The sales share also rose to 29.4%, a sign that the industry has not received the offer of 4th generation EPYC CPUs very well.
The analysis – which confirms the recently published good quarterly report – lacks competitive data, especially Intel but also ARM solutions. At the moment there is no further information, if we find out we will update the content, but in general it is safe to assume that AMD’s advances will come entirely at the expense of Intel.