TechNews, February 8th - According to the latest data released by market research firm Mercury Research, AMD scored a major victory in the fourth quarter of 2023, thanks to the resounding success of its Ryzen 7000 series and the fourth-generation EPYC 9004/8004 series. Whether it's desktops, laptops, or servers, AMD has significantly increased its market share, leaving Intel struggling to keep up.
In the entire consumer market (including desktop and laptop), AMD currently holds an overall shipment share of 20.2%, marking an increase of up to 3.1 percentage points year-over-year and a sequential increase of 0.8 percentage points.
However, when it comes to revenue, AMD only accounts for 15.4%, showing a year-over-year increase of 2.1 percentage points but a sequential decrease of 1.5 percentage points. This illustrates the double-edged nature of cost-effectiveness.
Looking specifically at desktops and laptops, AMD's share situation is quite similar, with similar ups and downs in momentum, so I won't delve into further details.
In servers and data centers, AMD EPYC processors are truly reaping a bumper harvest, currently commanding a 23.1% market share, the highest among the three major segments, and a whopping 5.5 percentage points increase year-on-year.
Furthermore, it's worth noting that AMD EPYC is the real revenue driver, with a revenue share soaring to 31.1%, marking a significant 4.4 percentage points increase year-on-year.
The key point to remember here is that the server market places a strong emphasis on long-term stability. AMD's market share was virtually nil at one point, but since the inception of the Zen architecture in 2017, it has surged ahead relentlessly, leaving Intel Xeon struggling to keep up in both performance and cost-effectiveness.
From a historical perspective, the Zen architecture can indeed be considered one of the most successful products ever, leading AMD to significant advancements across all fronts. While there was a major dip in the consumer market in 2022, it gradually recovered, and the server market continued to thrive.
However, overall, AMD still remains in a position of relative weakness, with Intel maintaining a firm grip on roughly eighty percent of the market.
