With Lisa Su at the wheel of AMD, the company has reached levels that neither the market nor the users have remembered. Since the Athlon 64 and Opteron 64 the Reds didn’t have a successful performance to be seen as a threat to the blue giant, but …
AMD is growing exponentially and increasing its market share in CPUs
The report from Mercury Research indicates, where the numbers are more or less in line with what we have seen on sales and shares at retailers. It should be noted that this report talks about the Processor Market in general including Desktop, Server, Laptop and the rest of the market segments, so this is an overall assessment.
The data is illuminating: AMD has risen to the 16.9% of the total share compared to Intel, or what is the same, the market share of x86 processors for the second quarter of this year 2021 has surpassed the previous mark of the company.
This mark belongs to the year 2006 and, according to this report, sets a new benchmark for AMD within the market share of processors. This shows that Lisa Su has grown in almost every segment, especially in desktop computers where AMD today sells around 80% of the processors thanks to its Zen architectures.
What difference has it made against Intel in this quarter of 2021?
Console SoCs wreak havoc on the Red Team
As we saw over a week ago, the chip shortage, contracts with SONY and Microsoft, and TSMC’s lack of production have forced the company to make a series of pretty unprecedented decisions.
AMD reduced its shipments of inexpensive low-end processors for laptops for the remainder of the year, focusing on higher-margin processors to improve the company’s profitability. This means that the CPU market share is not the most indicated despite the good data obtained, since it leaves out a very large market to focus on commitments to the PS5 and Xbox Series X SoCs.
The data indicates this, since it only increased 0.8 point sequential percentage, while the annual increased by 7.3 points. In the last quarter, the growth was 0.7% and 4.1 for the x86 desktop market, while on x86 servers it managed to increase by 11.6 points and 4.7 on a year.
This is the best data in the business in 15 years, which is being said soon, and they show that AMD today is a safe bet that users and businesses are gaining. It remains to be seen how the strategy adopted with consoles affects this CPU market share, where it is more than predictable that it will eventually wreak havoc at the cost of higher revenues.
