AMD’s shopper and server CPU gross sales surge, pushed by newest Ryzen and Epyc chips

In a nutshell: AMD managed to claw some market share away from Intel throughout the first quarter of the 12 months as Team Red’s shopper and server CPU gross sales elevated, because of the recognition of the Ryzen 8000 processors and the newest Epyc chips. The one space the place AMD noticed a quarterly decline was laptops, although yearly gross sales did enhance.

The newest figures from Mercury Research (through Tom’s Hardware) present Q1 2024 was an excellent quarter for AMD as its unit and income share for server and desktop CPUs elevated, each yearly and sequentially.

AMD took a 23.9% unit share of the desktop market within the first quarter, up 4.1% QoQ and 4.7% YoY. Its income share additionally noticed spectacular positive aspects, as much as 3.3% quarterly/3.8% yearly to achieve 19.2%.

Increased demand for AMD’s desktop CPUs, particularly the Ryzen 8000-series, can be evident within the newest Steam survey. Valve’s outcomes present that AMD was up 2.24% in opposition to Intel final month, taking its person share to 33.46%.

AMD’s server positive aspects have been much more spectacular. The firm has elevated its unit share by 5.6% in comparison with final 12 months (0.5% quarterly) to achieve 23.6%. This space was additionally the place AMD had its highest income share: 33%, up 5.2% YoY and 1.2% QoQ.

AMD says that its yearly improve in server CPU gross sales was pushed by development in enterprise adoption and expanded cloud deployments.

While AMD noticed its yearly unit and income share develop within the laptops class (3.1% and 4%, respectively), this was the one space the place it skilled a quarterly decline, albeit by simply 0.1% in each circumstances. It’s additionally AMD’s smallest space with regards to unit and income share, at 19.3% and 14.9%, respectively.

The yearly improve in laptop computer gross sales was partly because of Ryzen 8040 notebooks, in keeping with AMD. The launch of Intel’s Core Ultra Meteor Lake collection probably led to its rival’s sequential decline.

We not too long ago heard rumors that AMD will use a brand new naming scheme for its Zen 5-based cell CPUs. Following the business craze for all issues AI-related, the next-gen cell processors might be known as Ryzen AI 5, Ryzen AI 7, and Ryzen AI 9. Asus’ upcoming VivoBook S16 laptops, for instance, might be powered by the AMD Ryzen AI 9 HX 170.

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