Is AMD the New CPU King? Q2 2024 Market Share Surge Suggests So

In the heart of the semiconductor industry, AMD continues to challenge the norms, securing its position as a dominant player. The second quarter of 2024 has been momentous for AMD, as reflected in Mercury Research’s latest report. This article delves into AMD’s impressive growth in server and client revenue shares, emphasizing the underlying demand for its 4th Gen EPYC and Ryzen 8000 series processors.

Growth in Server Market Share

According to the report, AMD achieved an unprecedented increase in server revenue share by 6.6 percentage points year-over-year (Y/Y) and 0.7 percentage points quarter-over-quarter (Q/Q), reaching a record 33.7%. This growth underscores AMD’s expanded cloud deployments and burgeoning enterprise momentum, capitalizing on the robust capabilities of its 4th Gen EPYC processors.

Server unit share also experienced a notable increase, with a 5.6 percentage point rise Y/Y and a 0.5 percentage point gain Q/Q. This progress not only reflects the quality and innovation behind AMD’s product lineup but also the strategic moves that have broadened its market foothold.

Surge in Client Revenue and Unit Shares

Turning to the client market, AMD’s report highlights a 4 percentage point increase in revenue share Y/Y and a 1.8 percentage point rise Q/Q, reaching an 18.1% share. This ascendancy is predominantly driven by the strong performance of both Ryzen mobile and desktop CPUs.

Client unit share surged by 3.8 percentage points Y/Y and 0.5 points Q/Q, showcasing AMD’s effective penetration in the rapidly evolving consumer technology landscape.

Desktop and Mobile Units in Focus

Within the client market, desktop unit share reported a 3.6 percentage point increase Y/Y, despite facing a slight Q/Q dip of 1 percentage point. On the other hand, mobile unit share registered a commendable growth of 3.8 percentage points Y/Y and 1.1 points Q/Q, reflecting AMD’s adaptability and prowess in mobile computing technologies.

Overall Market Performance

The overall revenue share rose by 4.9 percentage points Y/Y and 1.6 percentage points Q/Q to 24.2%. AMD’s comprehensive approach to covering both server and client domains substantiates its overarching market strategy and technological strength.

The overall unit share also mirrored this positive trend with a 3.9 percentage point increase Y/Y and a 0.5 percentage point rise Q/Q. This growth trajectory affirms AMD’s sustained momentum and its ability to meet diverse consumer needs.

AMD’s meteoric rise in 2024 Q2 is a testament to its innovation-driven approach and strategic market executions. The advances in server, client, and mobile markets not only highlight AMD’s tactical victories but also set a promising trajectory for the future.

With the Middle Eastern technology landscape continuously evolving, particularly in tech-savvy economies like Saudi Arabia, AMD’s ongoing expansions could pave the way for significant regional advancements.