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[PCWorld] AMD's Desktop CPU Share Soars 10 Percentage Points in a Year

ap_puff

Member
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Gamers already bought into the Ryzen desktop platform...and AMD's latest (and best) is shipping now.
AMD’s desktop CPU market share jumped nearly 10 percent in the last year, an analyst reported Thursday, on the heels of AMD’s strong rollout of its latest desktop gaming CPU.


Mercury Research, which tracks the market share of PC CPUs from AMD, Intel, and Qualcomm, reported sweeping gains in most segments of the CPU market. A portion of the report specific to AMD was provided to journalists by AMD, but confirmed by Mercury.





In general, because of the relatively low share of Qualcomm Snapdragon X CPUs, any share gains AMD realizes usually reflect a corresponding drop in Intel’s market share.


AMD’s results were excellent: The company’s desktop market share, in units, increased by 9.6 percentage points year-over-year, to 28.7 percent. In mobile, AMD now holds 22.3 percent of the CPU market, an increase of 2.8 percentage points. Intel typically holds 80 percent of the market, and AMD the other 20 percent. In overall client processors, that relationship still largely holds true: AMD sold 23.9 percent of all client CPUs during the period.
In desktops, at least, there’s evidence of strong momentum for AMD’s existing Ryzen 7000X, 8000G and 9000X chips — even with middling 9000X reviews and post-launch, performance-altering Windows updates. Mercury’s numbers report the last year’s worth of sales. But the future looks bright, too. AMD just launched its Ryzen 9000X3D chips this week, and our Ryzen 7 9800X3D review reflects the majority opinion: It “obliterates” Intel’s best.


Intel, of course, is wrestling with significant layoffs as well as buckets of red ink in its most recent earnings report. Analysts have begun to scrutinize Intel’s foundry plan, amid Intel complaints that it hasn’t seen a dime of the CHIPS Act money that’s been promised to build new fabs in the United States. President-elect Trump has threatened to at least rework the CHIPS Act, too.


Mercury’s report is excerpted below, with one caveat: Revenue numbers are calculated by AMD itself, and not Mercury, Mercury analyst Dean McCarron said. AMD claims that server revenue share — its market share of the total amount spent on servers, rather than units — hit 33.9 percent, a new record. The report also excludes semicustom chips AMD sells into game consoles, as well as chips that sell into Internet of Things (IOT) devices.


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ap_puff

Member
Thoroughly deserved.

These guys have made such an incredible comeback in the CPU space.

Now if only they could do the same with their GPU's.
It's actually pretty interesting that servers responded way more quickly than consumer, AMD is almost at 35% already despite being pretty much entirely out of the game 6 years ago. Those prebuilt/laptop contracts with Dell and HP are absolutely carrying the day for Intel... I wonder if things will shift more rapidly now that Arrow Lake is using TSMC silicon which means Intel might have issues supplying this year's lineup
 

Dorfdad

Gold Member
thank you all.. I bought the stock when it dropped awhile back and now hoping for them to become a bigger player in the CPU space.
 

MikeM

Gold Member
This is a big part why I own AMD shares. AI is cool and all but they have a solid consumer business and CPU market share continues to rise.

Yeah their GPUs aren’t as good as Nvidia but they are still viable and have potential with an AI upscaler and better RT.
 

willothedog

Member
Thoroughly deserved.

These guys have made such an incredible comeback in the CPU space.

Now if only they could do the same with their GPU's.
If RDNA4 is not a smash hit, I can see them noping out of the consumer GPU business. The latest financials for the Radeon division are down again 12pts to 2% operating margin.
 
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flying_sq

Member
I have 5900x in my desktop and 5800H in my laptop, was Intel until gen2 Ryzen. From what I know about the 9900X3D, they won't be disabling the cores in gaming. I have been 50/50 on getting a 9800X3D, but I like the extra cores for other things beyond gaming.
 

marquimvfs

Member
If RDNA4 is not a smash hit, I can see them noping out of the consumer GPU business. The latest financials for the Radeon division are down again 12pts to 2% operating margin.
I wouldn't mind that, given that they continue in the APU business. Theirs onboard graphics is da shit.
 

StereoVsn

Member
Yeah, upgraded to 7800x3D and it’s been a great CPU. It’s a shame Intel has fallen so much as competition would be good so AMD doesn’t rest on its laurels and doesn’t overprice.
 
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