08-16-2019, 04:21 AM
https://www.extremetech.com/computing/29...on-pricing
Quote:AMD’s desktop market share was flat in Q2, at 17.1 percent of the channel. This isn’t necessarily surprising. AMD has been cutting prices on its older 2000 series parts to stimulate uptake, but there was an unmistakable surge of interest in third-generation Ryzen after those chips launched. We don’t know how strong the surge will be, but European retailer Mindfactory released July sales data showing that AMD shipments skyrocketed after July 7. The DIY retail market for CPUs is typically estimated to be between 10-20 percent of the space. If AMD continues to enjoy high retail demand, we will see that reflected in the Q3 2019 figures for overall desktop market share. As always, when considering data from a single company or source, keep in mind that it reflects information at that specific retailer, not the wider market.
Notebook share is the major winner, both year-on-year and quarter-on-quarter. AMD has picked up two percentage points of share since the beginning of the year and grown its market share by 1.6x relative to Q2 2018. The challenge for the company will be keeping that share as Intel’s CPU shortage lessens. Some analysts have predicted that AMD would lose its gains in this area as Intel shipped more cores; we’ll see what Q3 shows us in that regard.
The server market continues to tick upwards, with AMD claiming 3.4 percent of the space now, up from 1.4 percent the previous year. AMD didn’t hit its previous goal of taking 5 percent of the entire server market by Q4 2018 (the company told us earlier this year that it believed it had secured at least 5 percent of the 2S / dual-socket server space). We’re not concerned by the relatively slow server ramp — the Epyc CPUs AMD just launched are the most impressive performance leap the company has ever delivered in that market.
Overall, AMD’s market share figures show a company executing well and gaining share. AMD has predicted that its Compute and Graphics revenue will increase by 1.2x over 2018 when the impact of slowing semi-custom design sales is taken into effect (Xbox One and PS4 sales are falling as the new console cycle builds momentum).