AMD's strong EPYC & Ryzen CPU portfolio has led to the company gaining its record revenue and unit share as per the latest report by Mercury Research.
AMD EPYC & Ryzen CPU Portfolio Leads To Record Revenue/Unit Share Gains In Q3 2024
2024 has been a blast for AMD, with a strong continued portfolio of EPYC & Ryzen CPUs based on the x86 architecture and the unveiling of its next-generation families based on the Zen 5 processor architecture. Today, Mercury Research announced its latest statistics, covering the revenue & unit figures for AMD and the results speak for themselves.
On the server side, AMD's market share increased from 23.3% (Q3 2023) to 24.2% (Q3 2024) while the revenue increased to 33.9% versus 31.2% in the prior year. Now the most interesting thing is that this share only amounts to the sales of the existing Zen 4-based EPYC portfolio, such as Genoa, Bergamo, and Sienna. The company's EPYC 9005 "Turin" family was launched this quarter & since it offers a disruptive performance, TCO, and efficiency, we can expect further upticks in the shares and revenue moving forward.
On the desktop side, the AMD x86 "Ryzen" market share grew significantly from 19.2% in 2023 to 28.7%. Even compared to last quarter when the share was 23.0%, this is a significant update. The result is due to a strong portfolio of Ryzen offerings covering the entry-level and high-end desktop segments. The Ryzen X3D offerings in particular are the bestsellers among major retailers worldwide. With the launch of the Ryzen 9000 and the latest 9800X3D, we can see AMD continue to mount up its unit and revenue share.
Intel, on the other hand, launched its Core Ultra 200S, but the reception hasn't been that strong, while consumers have lowered trust in the blue team after their instability fiasco affecting 14th & 13th Gen chips.
Finally, on the mobile side, AMD saw a share gain of 22.3% and a revenue gain of 19.2%, up from 20.3% and 17.7% in Q2 2024, respectively. AMD's Ryzen AI 300 APUs also offer a strong suite of performance and AI features, especially the graphics portion, which has been incredible. Gaming segments such as handhelds are all onboard with the Ryzen AI APU family, and we are seeing more and more products pop up with these chips inside.
Availability of the Ryzen AI chips is an issue that AMD has to overcome as there are still a limited number of laptops that are actually on sale with these chips currently, but once AMD gets over it, we can see better figures. The company is also expected to introduce more mobile options for mainstream and high-end products at CES 2025.
Overall, AMD's gains in the x86 segment are a story in itself, with EPYC & Ryzen propelling the red team to new heights every iteration. With Intel now in the rearview, AMD has all the momentum it needs to push towards reaching the 50% market share goal.