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AMD Gains Further x86 Processor Market Share

Tags: AMD (NYSE:AMD)

Quick Link: HEXUS.net/qaeiim

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PRESS RELEASE

Mercury Research just released, their Q4 2019 x86 Processor Report, which once again demonstrates that AMD’s growth continues with the company gaining further traction in all three of the key x86 segments – notebook, desktop and server - with nine consecutive quarters of growth in notebook and desktop:

  • AMD-powered laptops from major OEMs increased by 50 percent in 2019, helping to drive AMD notebook share, excluding IoT, up 1.5 share points quarter over quarter, and up 4 share points year over year, hitting 16.2%.
  • Thanks to the strength of powerful new processors launched in Q4, like the Ryzen 9 3950X and the 3rd generation Threadripper family, desktop, excluding IoT, also increased, with AMD share moving up 0.3 share points quarter over quarter, and 2.4 share points year over year, hitting 18.3%.
  • The ramp of 2nd generation EPYC processors, launched mid-2019, has been significantly faster than 1st generation, thanks to performance and TCO advantages over the competition. This in turn has helped drive share gains for AMD server, excluding IoT, of 0.2 share points quarter over quarter, and 1.4 share points year over year, hitting 4.5%.

Exiting Q4 2019, AMD has established a very competitive product portfolio across all three major segments, placing it in a strong position for 2020.

 

AMD Share by Segment

Q4 2019

Share

Last quarter AMD share this high

 

 

Change (points)

 

Share

Quarter

Year

Quarter

Server excl. IoT

4.5%

0.2

1.4

Q3 2013

Desktop excl. IoT

18.3%

0.3

2.4

Q3 2014

Mobile excl. IoT

16.2%

1.5

4.0

Q2 2013

Client excl. IoT

17.0%

1.1

3.5

Q3 2013

Overall x86 Share less Semi & IoT

15.5%

0.9

3.2

Q4 2013