AMD's server market share reaches a new high in the second quarter of 2024, while Intel fights back in the client market

王林
Release: 2024-08-13 16:32:33
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News from this site on August 13, according to the latest report from market research firm Mercury Research, AMD once again achieved excellent results in the second quarter of 2024, with its market share increasing in both the data center and laptop CPUs. However, Intel has improved its desktop market share and continues to lead in overall shipments. + As expected.

2024 二季度 AMD 服务器市场份额创新高,英特尔在客户端市场反击AMD’s shipment share increased by 0.5% month-on-month and 3.8% year-on-year.

Expect AMD to take years to fully turn around the market, and here’s why:

Intel dominates enterprise PC sales.

Intel has huge production capacity.
  1. Desktop Market Share: AMD vs. Intel

    In Q2 2024,
  • AMD
  • ’s market share fell by 1% and currently holds 23%.
  • Intel

    ’s market share increased by 1% and now holds 77%.

      AMD’s new version of Zen 5 architecture desktop CPUs scheduled to be released in August may be one of the reasons why it has lost some market share.
    • Despite this, AMD still achieved 3.6% year-over-year growth in Q2 2024 compared to Q2 2023.
    • 2024 二季度 AMD 服务器市场份额创新高,英特尔在客户端市场反击

      In laptops, AMD achieved sequential and year-over-year growth.
    • The company captured 20.3% of the x86 notebook processor market in the second quarter of 2024, up 1% from the first quarter of this year and 3.8% from the same period last year.
  • However, AMD’s laptop CPU revenue share is 17.7%, well below its 20.3% shipment share.
  1. AMD's biggest success in the second quarter may have been in the server space. The company managed to steal another 0.5% share from Intel and now controls 24.1% of the data center CPU market with its EPYC CPUs, marking the company's highest server market share in decades.
  2. While Intel remains the undisputed leader in terms of shipments, controlling approximately 75.9% of data center CPU shipments in the second quarter, it is worth noting that AMD appears to be at the high end, demanding the highest performance and leads the field of machines with the most expensive processors.
  3. In fact, according to AMD's own calculations based on Mercury Research data, AMD's revenue share of the server market in the second quarter of 2024 was 33.7%, up 0.7% quarter-on-quarter and 6.6% year-over-year. Additionally, Intel currently has no products that can compete with AMD's 96-core and 128-core processors, so AMD controls the high-end server market.

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source:ithome.com
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