AMD gained CPU market share at the expense of Intel in Q1 2024
The increase was observed primarily in desktops and servers
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When it comes to CPUs, AMD and Intel dominate the market. The competition between the two is fierce. If a report suggests that one is taking a lead, the other quickly gains back the lost numbers in the next quarter. And in Q1 2024, AMD gained a higher share in the CPU market compared to Intel!
According to a report in Tom’s Hardware based on the data shared by Mercury Research, AMD gained both revenue and unit market share in Q1 2024. AMD attributes this gain to the increased demand for 4th Gen EPYC and Ryzen 8000 series processors.
Excerpts from AMD’s statement reads,
Mercury noted in their first quarter report that AMD gained significant server and client revenue share driven by growing demand for 4th Gen EPYC and Ryzen 8000 series processors.
As we noted during our first quarter earnings call, server CPU sales increased YoY driven by growth in enterprise adoption and expanded cloud deployments.
According to the data from Mercury Research, AMD’s server unit and revenue share increased by 0.5% and 1.2% in the last quarter. Looking at the year-on-year (Y/Y) numbers, the gain was 5.6% and 5.2% for the unit and revenue share, respectively.
A similar pattern was observed across desktop devices, where AMD’s unit share increased by 4.1% in the last quarter and 4.7% in the last year. As for the revenue share, the gain was 3.3% for the quarter and 3.8% for the year.
The figures for mobile CPUs should be a concern for AMD. At a time when it’s gaining at the expense of Intel in desktop devices and servers, mobile’s quarterly unit and revenue share fell by 1.0% and 0.1%, respectively. Experts attribute this to the popularity of arch-rival Intel’s Meteor Lake processor.
This loss in market share also affected AMD’s YoY figures for the mobile segment, which only increased by 3.1% for unit share and 4.0% for revenue share.
The results are in line with what was expected. We previously reported that when it comes to AI, AMD Ryzen surpasses Intel Meteor Lake’s performance. And the former is cheaper as well. So that must have played in AMD’s favour!
We will have to wait for next quarter’s results to gain more perspective on how the market is responding to the chips unveiled by AMD and Intel.
Who do you think will ultimately have a higher CPU market share, AMD or Intel? Share with our readers in the comments section.
