AMD CPU Market Share At An All Time High
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Sourcehttps://www.pcmag.com/news/amds-desktop-cpu-market-share-hits-historic-high..
AMD’s market share in the desktop CPU space increased in the second quarter. The company’s share of desktop CPU shipments reached 32.2%, up from 23% a year prior. This is a new record for AMD. Mercury Research, a chip tracking firm, provided this data. The increase is attributed to strong demand for AMD’s new Granite Ridge processors, particularly the X3D versions, which have become popular in the PC gaming market.
According to AMD's own calculations, based on Mercury Research data, this increase in unit share also translated to a higher revenue share. AMD claims it now holds a 39.3% share of the desktop CPU revenue for the quarter. This is partly explained by the higher price points of the latest X3D chips. The Ryzen 9900X3D and 9950X3D, released in March, are priced between $469 and $700. This pricing strategy has contributed to the company's estimated revenue growth.
However, the increase in market share comes with a nuance. While AMD has a historic high in percentage share, a decline in the overall desktop market and in Intel's shipments means that AMD's higher share is based on a smaller number of units compared to previous years. In the past, AMD's higher shipment numbers were often driven by lower-end chips. Now, the company is gaining share with higher-end, more expensive products.
While the desktop market shows growth for AMD, the laptop market tells a different story. In the second quarter, AMD's laptop CPU share fell to 20%, a decrease from 22.5% in the first quarter. This decline may be linked to consumer mix-related weakness. Intel's gains in the business PC segment, which is a stronger market in the first half of the year, also contributed to this shift. AMD also recently released new Threadripper 9000 chips, which may influence future shipment numbers.
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