The latest sales data from microprocessorsshared by Mercury Research, they see AMD in great shape. The growing demand for chip EPYC fourth generation and the great interest registered by Ryzen 8000 series in the desktop sector, they are driving the profits of Lisa Su’s company.
Overall, the market share AMD increased 3.6 percentage points and 3.8 percent in revenue compared to the same period last year. The Sunnyvale company, which is blowing out 55 candles these days, holds 20.6% of the market with an excellent 23.6% in the segment server and an excellent 23.9% at that desktop.
On an annual basis, AMD also grows a lot on the mobile side, with its solutions for notebooks. AMD attributes the gains to sales of Ryzen mobile CPUs that have nearly doubled in the space of one year. Thanks to the launch of a significant number of PCs based on the platform Ryzen 8040. The numbers return +3.1% and +4% in the mobile segment, respectively in terms of units sold and revenues.
Image courtesy of AMD/Mercury Research.
AMD data under the lens: the only flaw is the “mobile” segment
However, and this is the only “shadow” for AMD in the results published by analysts Mercury Researchin the last quarter of observation AMD’s numbers began to suffer a decline regarding laptop market. The slight negative sign is due to the launch of the offer Intel Core Ultra Meteor Lake, which allowed the company led by Pat Gelsinger to make its voice heard again. It will be interesting to follow the trend in the coming months.
In the first quarter of the year, however, AMD continued in the wake of its previous successes with regards to CPUs intended for data center. I earnings in percentage terms boasted by AMD they are impressive, taking into account that we are talking about a particularly profitable sector for chip manufacturers.
Mercury Research it also confirms that the positive sign on a quarterly basis highlighted by EPYC CPUs highlights the conquest of new market shares at the expense of rival Intel.
AMD spokespeople commented that “Server CPU sales increased year over year driven by growth in enterprise adoption and expanding cloud deployments“.
Opening image credit: Copilot Designer.