AMD Hits Highest x86 CPU market share since 2013 – Mobility makes huge gains, Ryzen Desktop & EPYC server are steadily rising
The latest AMD market share statistics from Mercury Research have been released and, according to them, the red team has just secured its highest x86 CPU market share since 2013. This is a great victory for AMD in its continued journey with the Zen family of processors, reaching for newer heights with each successive generation of Ryzen and EPYC CPUs.
AMD achieves highest x86 CPU market share since 2013 – EPYC Server & Ryzen Desktop helped, but Ryzen mobility dominated
Second quarter 2020 results were reported by Mercury Research (via Tom hardware) and they paint a very positive picture for the entire x86 segments of AMD. In the second quarter of 2020, AMD achieved a market share of x86 CPUs of 18.3%, the highest since 2013 (Q4). AMD also reached a record high for its market share for CPU in mobility thanks to the recently launched Ryzen 4000 Renoir line, which has been very well received by both the tech community and consumers.
One thing to keep in mind is also that the figures shared by Mercury Research may look slightly different from the figures reported by AMD itself. For example, the figures AMD uses for its presentations are based on IDC’s data for the server segment that only covers the 1P & 2P servers, while Mercury Research covers the entire x86 segment that includes 4S, 8S and Edge servers, hence we widen the gap in terms of market shares of the two independent companies.
Mercury Research records all x86 server class processors in their estimate of their server unit, regardless of the device (server, network or storage), while the estimated 1P [single-socket] and 2P [two-socket] TAM [Total Addressable Market] provided by IDC includes only traditional servers. – AMD
It still means that AMD is gaining the server’s market share in those two categories (1P / 2P) versus Intel and gaining some ground in the specific segment. That said, let’s take a closer look at the latest market share results by segment and how they perform against Intel for the first half of the year (2020).
AMD Q2 2020 x86 CPU market share (via Mercury Research):
|Q2 2020||1st quarter 2020||Q4 2019||Q3 2019||Q2 2019||1st quarter 2019||Q4 2018||Q3 2018||Q2 2018||1st quarter 2018|
|AMD Desktop CPU market share||19.2%||18.6%||18.3%||18.0%||17.1%||17.1%||15.8%||13.0%||12.3%||12.2%|
|AMD Mobility CPU market share||19.9%||17.1%||16.2%||14.7%||14.1%||13.1%||12.2%||10.9%||8.8%||N / A|
|AMD Server CPU market share||5.8%||5.1%||4.5%||4.3%||3.4%||2.9%||4.2%||1.6%||1.4%||N / A|
|AMD General x86 CPU market share||18.3%||14.8%||15.5%||14.6%||13.9%||N / A||12.3%||10.6%||N / A||N / A|
AMD Mobility CPU market share Q2 2020
AMD’s mobility segment saw its largest market share increase in the second quarter of 2020. The share increased from 17.1% (Q1 2020) to 19.9% (Q2 2020). This is an increase of + 2.9% compared to the previous quarter and an increase of + 5.8% compared to the previous year. Currently, a market share of 19.9% in the mobility segment is the highest ever achieved by AMD since its inception.
The main growth was mainly due to the launch of the Ryzen 4000 ‘Renoir’ family, which as mentioned has become very popular in the technical room. The family offers amazing CPU performance with solid efficiency and battery life. The AMD Ryzen 4000 laptops also have a much lower price and offer better performance per dollar compared to the competing Intel parts. AMD has a full range of Renoir laptops available from various OEM partners, with more variants available at the end of this year.
Intel also introduced its Comet Lake-H lineup in the second quarter of 2020, but it seems that AMD is leading the way with more sales and unit shipments. In our recent report, we reported that AMD Renoir’s total shipments to ODMs tripled from the first to the second quarters with record total mobile shipments. AMD reports that there is unprecedented demand for Ryzen 4000 mobile CPUs, so we can expect AMD’s mobile segment to continue to grow in a stable manner for the rest of 2020.
The AMD Ryzen 4000 Mobility CPUs will compete with Intel’s 10nm Tiger Lake CPUs in the coming month, but we’ll have to wait and see if the blue team’s new family will be available in sufficient quantities to break through the Ryzen 4000 momentum or not.
AMD Desktop CPU market share Q2 2020
Next, we have the desktop segment where AMD captured 19.2% of the market share in the second quarter of 2020, compared to 18.6% in the first quarter of 2020, up + 0.6% from the previous quarter. and an increase of + 2.1% compared to the previous year. Although it is not as important as AMD’s mobility segment. we should note that the existing Ryzen 3000 CPUs have put more or less a huge dent in Intel’s desktop segment as their volumes have fallen by 14% during recent revenues and desktop revenues have fallen by 9%. It’s both a mix of a poor 14nm supply and Ryzen 3000 ‘Matisse’ CPUs that are so disruptive that Intel’s desktop segment has been put in such a miserable state.
Sales of AMD Ryzen 3000 CPUs have also slowed compared to a few months ago, as AMD Ryzen 4000 CPUs based on the Zen 3 architecture are on the horizon. That said, we can see a resurgence in sales by the time COVID-19 declines in late Q3 or early Q4 2020, as existing Ryzen 3000 CPUs are getting big discounts on the full lineup ahead of the next-generation arrival. family.
AMD also entered two major OEM segments last month which should boost the market share of desktop CPUs in the third quarter of 2020. Both the AMD Ryzen 4000G series and the Threadripper Pro series were introduced, offering a range of stunning features, capabilities and performance levels for their target audience PCs for consumers, businesses, professionals and workstations.
AMD Server CPU market share Q2 2020
Finally, we have market shares for servers, which are reported at 5.8% in the second quarter of 2020, versus 5.1% overall in the previous quarter. This is a profit of + 0.6% compared to Q1 2020 and a profit of 2.2% compared to the previous year. Again, these figures are specific to the entire server segment, while the figures reported by AMD came from IDC and related to the 1P & 2P (1-socket / 2-socket) servers. Those figures were reported at 8.0% for 2019 and would exceed double figures by 2020.
Intel still has a massive server segment share of 94.2% and $ 7.1 billion in revenue in the previous quarter, but even with a 5.8% share and $ 565 million in revenue, the entire technical community is very optimistic about AMD’s EPYC platform and what the next generation has to offer, such as the Zen 3 based EPYC Milan and Zen 4 based EPYC Genoa. Also to add that Intel recently announced a massive slowdown in its 7nm process roadmap, shifting by at least 12 months, indicating a major slowdown in its next-generation server offering.
AMD’s EPYC Rome server family has already disrupted Intel’s entire 14nm portfolio and still looks very competitive against Intel’s upcoming 10nm Ice Lake-SP family. With AMD’s EPYC Milan, the red team will reach new heights in performance and efficiency on the server platform, while Intel will have to wait for a good 7nm response on AMD’s 2020 server platform until 2023.