With the rise of Apple’s M1 Arm chip in PCs, AMD’s CPU market share and revenue have surged
This Mercury Research The CPU market share results will be announced in the second quarter of 2021. This indicates that AMD has lost its desktop share because it prioritizes the production of higher-margin SKUs and server and notebook chips, thereby increasing its overall revenue. Share.
We also learned some new information about Arm: Dean McCarron of Mercury Research also told us that thanks to the strong sales of Chromebooks and Apple’s Arm-powered M1 processors gaining traction, Arm-based CPUs continue to grow, he said, “Based on According to our estimates, if PC processors are included in the share calculation, ARM’s share of PC processors is about 7%, up from about 5% in the previous quarter, and less than 2% a year ago.”
There are also many changes in the x86 market. AMD’s production capacity is limited, so the company continues to focus on producing products with the highest profit margins, causing the company’s share of the desktop market to drop by 2.3 percentage points to a 17.1% share. However, as AMD shifts to producing higher-priced chips that can generate more profit, these regressions may not be as problematic as they seem. (We have a complete breakdown of each section at the end of the article).
AMD also clearly prioritized the production of its notebook computer chips, as it increased its share of the notebook computer division by 1.9 percentage points, even reaching 20%, regaining some of the markets it had lost in the previous quarters.
For AMD’s server business, the situation is even more optimistic. According to data from Mercury Research, both it and Intel’s unit growth exceeded 10% during the quarter. AMD gained a share (+0.6pp) during this period and reached a market share of 9.5%, setting a recent high.
However, as we will introduce in more depth in the following server breakthroughs, McCarron’s numbers include all types of servers, and some reports that narrow the competitive landscape (only those where AMD competes) claim that AMD has reached a server market share of this quarter 15% (Arm is 4%).
No matter how you measure the server market segment, AMD will continue to gain share, McCarron commented: “In addition, we believe that AMD has set a new record for server CPU units and revenue.”
The revenue share data in the report proves this-AMD continues to increase revenue as it shifts its production to chips with higher profit margins and uses its chip price to take advantage of higher performance than we have seen in the past.
Since 2007, AMD has occupied the highest share of the entire PC market at 22.5%, but the company’s market share in the third quarter of last year also reached 22.4%, so overall it was only a slight increase.
Although shipments did not set a record, the revenue of the entire desktop PC market in the second quarter still reached a record $18 billion. This is another sign that the average CPU price is still high. According to McCarron, the CPU shipments per quarter in the past three quarters exceeded 120 million units, which is much higher than the 90 million units per quarter in the pre-Covid era.
Please note that the above table only covers income. Below you will find specific unit share figures for each market segment, as well as complete historical data and more information about server market share figures.
AMD and Intel desktop market share in the second quarter of 2021
|2Q21||1Q21||2020 Q4||The third quarter of 2020||The second quarter of 2020||1Q20||2019 Q4||Q3 2019||2Q19||1Q2019||2018 Q4||2018 Q3||2Q18||The first quarter of 2018||2017 Q4||2017 Q3||2017 Q2||2017 Q1||2016 Q4||2016 Q3|
|AMD desktop unit share||17.1%||19.3%||19.3%||20.1%||19.2%||18.6%||18.3%||18%||17.1%||17.1%||15.8%||13%||12.3%||12.2%||12.0%||10.9%||11.1%||11.4%||9.9%||9.1%|
|Quarter-on-quarter/Year-on-year (pp)||-2.3 / -2.1||+0.1 / +0.7||-0.8 / +1.0||+0.9 / +2.1||+0.6 / +2.1||+0.3 / +1.5||+0.3 / +2.4||+0.9 / +5||Flat / +4.8||+1.3 / +4.9||+2.8 / +3.8||+0.7 / +2.1||+0.1 / +1.2||+0.2 / +0.8||+1.1 / +2.1||-0.2 / +1.8||-0.3 /-||+1.5 /-||+0.8 /-||——|
AMD and Intel laptop/mobile market share in the second quarter of 2021
|2Q21||1Q21||Q4 2020||The third quarter of 2020||The second quarter of 2020||1Q20||Q419||Q3 2019||2Q19||1Q2019||2018 Q4||2018 Q3||2Q18|
|AMD mobile unit share||20.0%||18.0%||19%||20.2%||19.9%||17.1%||16.2%||14.7%||14.1%||13.1%||12.2%||10.9%||8.8%|
|Quarter-on-quarter/Year-on-year (pp)||+1.9 / +0.01||-1.0 / +1.1||-1.2 / +2.8||+0.3 / +5.5||+2.9 / +5.8||+0.9 / +3.2||+1.5 / +4.0||+0.7 / +3.8||+1.0 / +5.3||+0.9 /?|
AMD and Intel server unit market share in the second quarter of 2021
|2Q21||1Q21||Q4 2020||The third quarter of 2020||The second quarter of 2020||1Q20||2019 Q4||Q3 2019||2Q19||1Q2019||2018 Q4||2018 Q3||2018 Q2||2017 Q4|
|AMD server unit share||9.5%||8.9%||7.1%||6.6%||5.8%||5.1%||4.5%||4.3%||3.4%||2.9%||3.2%||1.6%||1.4%||0.8%|
|Quarter-on-quarter/Year-on-year (pp)||+0.6 / +3.7||+1.8 / +3.8||+0.5 / +2.6||+0.8 / +2.3||+0.7 / +2.4||+0.6 / 2.2||+0.2 / +1.4||+0.9 / +2.7||+0.5 / +2.0||-0.3 /-||+1.6 / 2.4||+0.2 /-|
AMD’s server share forecast is based on IDC’s forecast, but only considers single-socket and dual-socket markets, which eliminates the (edge) of four-socket (and above) servers, network infrastructure, and Xeon D. Therefore, Mercury’s numbers are different from those cited by AMD, which predicts a higher market share. The following is AMD’s comment on the matter: “Mercury Research captured all x86 server-class processors in its server unit estimates, regardless of equipment (server, network, or storage), and the estimated 1P [single-socket] And 2P [two-socket] Tan [Total Addressable Market] IDC only includes traditional servers. “
Below we can see some different methodologies:
This report comes from Market Research Company Omida Using different methods, it shows that AMD has set a recent record with a 15% market share. The report also found that the Arm server’s share is 4%, and it is expected that it will reach 14% of the entire server market by 2025.
AMD and Intel’s total market share in the second quarter of 2021
|2Q21||1Q21||Q4 2020||The third quarter of 2020||The second quarter of 2020||1Q20||2019 Q4||Q3 2019||2Q19||2018 Q4||2018 Q3|
|AMD overall x86||22.5%||20.7%||21.7%||22.4%||18.3%||14.8%||15.1%||14.6%||13.9%||12.3%||10.6%|
|Overall PP change QoQ / YoY||+1.8 / +4.2||-1.0 / +6.0||-0.7 / +6.2||+4.1 / +6.6||+3.5 / +1.2 (+3.7?)||-0.7 /?||+0.9 / +3.2||+0.7 / +4||?||?||——|
Although other market segments do not include the Internet of Things and semi-custom (such as AMD’s game console business), the calculation of the entire x86 market also includes these products.