AMD has released data on its CPU market share for the first time in some while, showcasing some impressive gains as it begins to eat into Intel’s portion.
The Q4 revenue figures for AMD show Team Red has clawed back market share across all three CPU sectors and is currently at its highest proportion of market share in five years.
Desktop processors continue to be the cornerstone of AMD’s business and in Q4 2018 they accounted for 15.8% of all units solid. This is up from 13% in Q3 2018 and up from 12% year on year. This is the highest desktop CPU market share AMD has enjoyed since Q4 2014.
Notebooks are the second biggest secret for AMD and the gains here are even more impressive considering AMD’s relatively low-key releases on this front. 12.1% of notebook processors sold were AMD in the previous quarter, up from 10.9% in Q3 2018 and up from 6.9% year on year. That’s close to AMD doubling its market share of notebook CPUs in the span of a year.
Things are also looking up on the server front with AMD’s EPYC server CPUs, although it’s here where AMD still has a ton to do in order to win business back from Intel. Just 3.2% of Server CPUs sold in Q4 2018 were AMD branded, although this is still double the 1.6% in Q3 2018 and 4x increase over the 0.8% share this time last year.
“In 2018, we delivered our second straight year of significant revenue growth, market share gains, expanded gross margin and improved profitability based on our high-performance products,” said AMD CEO Lisa Su during an earnings call.
“Importantly, we more than doubled our Epyc processor shipments sequentially and delivered record GPU data center revenue in the quarter.
“Despite near-term graphics headwinds, 2019 is shaping up to be another exciting year driven by the launch of our broadest and most competitive product portfolio ever with our next-generation 7-nanometer Ryzen, Radeon, and Epyc products.”
While Intel is still clearly dominant in the CPU market, these gains are going to start alarm bells ringing. While AMD’s market share is comparatively small, it’s also a battle of mind share. Intel revels in its position as the default CPU provider of choice. Tip any further into AMD’s favour and this may not be the case for too long.