The year 2024 has been a remarkable one for AMD, as the company’s EPYC and Ryzen CPU lines continue to set benchmarks for performance and revenue gains. According to the latest report from Mercury Research, AMD is making substantial strides in both revenue and market share with its server and client CPU offerings.
In the server sector, AMD’s revenue share soared to an impressive 33.9%, showcasing a significant yearly increase of 2.7 percentage points. The company also saw a slight quarterly growth of 0.1 percentage points in both server unit sales and revenue. This progress is notably attributed to their existing Zen 4-based EPYC processors like Genoa, Bergamo, and Sienna. With the recent introduction of the EPYC 9005 “Turin” series, renowned for its outstanding performance, cost-efficiency, and energy efficiency, further growth in both market share and revenue is anticipated.
Turning to desktop CPUs, AMD’s Ryzen processors have driven an impressive jump in market share from 19.2% last year to a robust 28.7%. This leap reflects the appeal of AMD’s Ryzen offerings, particularly in the entry-level and high-end desktop markets. Products such as the Ryzen X3D line have become bestsellers globally, strengthening AMD’s position even further with the launch of the Ryzen 9000 series and the 9800X3D.
The mobile market has also been promising for AMD, with a unit share increase to 22.3% and revenue gain to 19.2% in the latest quarter, marking a steady rise from the previous quarter’s figures. AMD’s Ryzen AI 300 APUs, known for their superior performance and integrated AI capabilities, are gaining popularity in gaming and beyond. Although availability remains a challenge, more mobile products featuring these chips are expected soon, especially at the CES 2025 showcase.
Despite Intel’s efforts to sway the market with its Core Ultra 200S lineup, consumer trust has waned due to previous instability issues in Intel’s recent generations of chips, thus cementing AMD’s growth momentum. AMD’s strides in the x86 CPU market are transforming its ambitions, aiming for a significant portion of the global processor market in the foreseeable future. As AMD continues to rise, Intel is increasingly being seen in the rearview mirror.
With AMD’s continual advancements and an aggressive push in the CPU market, the company is steadily working towards reaching its lofty target of a 50% market share. This upward trajectory if sustained, will surely bring exciting developments in CPU technology and market dynamics.
