AMD servers will dominate in the second quarter of 2024. Can Intel clients counterattack?

【ITBEAR】According to news on August 15, market research organization Mercury Research recently released a latest report, pointing out that AMD achieved significant growth in data center and laptop CPU market share in the second quarter of 2024. Although Intel has increased its share of the desktop market and continues to maintain its lead in overall shipments, AMD's performance remains impressive.

1. In the second quarter of 2024, Intel accounted for 78.9% of the market share and AMD accounted for 21.1%.
2. AMD’s shipment share achieved a month-on-month growth of 0.5% and a year-on-year growth of 3.8%.
3. Intel dominates enterprise PC sales.
4. Intel has huge production capacity.

   

   1. In the desktop market, AMD lost 1% of its market share to Intel in the second quarter of 2024, and currently controls 23%, while Intel accounts for 77%.
5. This may be related to the fact that AMD is about to release a new Zen 5 architecture desktop CPU in August.
6. However, compared with the second quarter of 2023, AMD still achieved a 3.6% year-on-year share growth in the second quarter of 2024, which is an achievement worthy of recognition.

   

   Laptop Market
7. AMD achieved sequential and year-over-year growth in the laptop market.
8. In the second quarter of 2024, AMD held 20.3% of the x86 notebook processor market, up 1% from the first quarter of this year and 3.8% from the same period last year.
9. Notably, AMD’s laptop CPU revenue share was 17.7%, lower than its 20.3% shipment share.

   

   AMD's biggest success in the second quarter may be in the server area. The company managed to take another 0.5% share away from Intel and now controls 24.1% of the data center CPU market with its EPYC CPUs, the company's highest server market share in decades. While Intel remains the undisputed leader in terms of shipments, controlling approximately 75.9% of data center CPU shipments in the second quarter, AMD appears to be in the upper end of the spectrum for machines that demand the highest performance and most expensive processors. Be on the leading edge. This can be concluded from the financial results of both companies in the second quarter of 2024. Intel generated $3 billion in revenue by selling 75.9% of data center CPUs (by shipments), while AMD generated $2.8 billion by selling 24.1% of server CPUs (by shipments), indicating that The average selling price of AMD EPYC is significantly higher than Intel Xeon.

In fact, according to AMD's own calculations based on Mercury Research data, AMD's revenue share in the server market in the second quarter of 2024 was 33.7%, achieving a quarter-on-quarter growth of 0.7% and a year-on-year growth of 6.6%. In addition, Intel currently has no products that can compete with AMD's 96-core and 128-core processors, so AMD dominates the high-end server market.
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