In the CPU space, AMD is taking more market share from rival Intel, and it's not just desktop processors that are making gains. The company also grabbed a lot of server and laptop revenue share last quarter. Like many industries, the PC market continues to underperform in 2023, marking its worst year ever as shipments fell 15%, according to Gartner. However, shipments increased slightly in the fourth quarter, by 0.3%, giving reason for optimism.
The last quarter was a particularly strong one for AMD. High demand for fourth-generation Epyc and Ryzen 7000 series processors helped boost AMD's revenue share in the final three months of 2023, according to Mercury Research (via Tom's Hardware).
AMD's Epyc server CPU business was the top-performing category with 31.1% revenue share (23.1% unit share). This represents a 4% year-over-year increase in revenue share. Unit share saw a larger year-over-year increase of 5.5%, but that number was actually down 0.2% from the first quarter, which AMD attributed to Intel server processors "being sold into non-data center applications, as well as increased Atom shipments."
AMD's consumer processor revenue share also increased sequentially in the fourth quarter, with desktops increasing by 1.3% and notebooks increasing by 2.5%. The company also grew its unit share in this category, especially mobile CPUs, which grew 3.9% year over year. The total client revenue share increased by 2% year-on-year to 15.4%, but fell by 1.6% month-on-month.
In Steam's survey, Intel's market share is also gradually losing to AMD. Valve's latest survey results show that AMD's user share reached 34.25%, a record high, and increased by 0.59% in January.
AMD is preparing to release new motherboards based on the 800 series chipset later this year, along with the Ryzen 9000 Granite Ridge desktop processor. The company will still use the AM5 CPU socket in these motherboards to power Ryzen 7000, 8000, and 9000 CPUs.