AMD reached the highest market share since Q4 2007 in the microprocessor compartment x 86 , driven by increasing sales in all sectors, in particular the area of ​​ notebooks , where the ‘company has registered a new record .

This is the summary of Mercury Research’s analysis on the third quarter of this year , in which it is certified (but the last quarterly had been very clear about it) how the company led by Lisa Su is collecting the fruits of years of work and the opportunities left by Intel due to delays in setting up the 10 nanometers and the absence of new architectures for a long period of time.

The new data arrive on the eve of the market debut of the new Ryzen microprocessors 5000 for desktop systems, capable (according to AMD) to outperform Intel in all respects, including gaming. Intel will not respond to Ryzen 5000 except during the first quarter 2021 with Rocket Lake CPUs, effectively leaving AMD the Christmas season to extend its run.

Let’s get to the heart of Mercury Research’s analysis, starting from the “macro” data, that is the general share in the CPU sector x 86 (all data excludes the IoT sector): AMD rises to 22, 4% with an increase of 4.1 percentage points compared to the second quarter and 6.3 points over the year last. As written at the beginning, it is the highest data since Q4 2007.

Moving to the desktop sector only , AMD’s share reached 20, 1% , an increase of 0.9 percentage points over the previous quarter and +2.1 over the same period last year. AMD’s share in the desktop sector grows from 12 quarters in a row, and the new figure is the highest since the fourth quarter 2013.

According to analyst Dean McCarron, “ a little more than 60 % of AMD’s largest desktop sales come from what I would consider the high-end (e.g. not APUs or dual-cores, so Matisse and a small fraction of Pinnacle processors Ridges that remain.) I would say that 100% of the gain comes from these solutions as for the wing band, because Intel’s high-end has been flat and AMD’s has grown, while Intel’s entry-level business has surpassed that of AMD . Core i3, Pentium and Celeron grew very strongly and if you limited the share to entry-level only, Intel would have gained in the third trimes three “.

Regarding the notebook sector, AMD reached 20, 2% of the market x 86 , with an increase of 0.3 percentage points on the second quarter and 5.5 points over the past year . Again, the company’s share grows from 12 consecutive quarters and has surpassed the previous record of 19, 9% of Q2 2020.

It is precisely in the context of laptops that AMD is running, and it is not a small sector when you think it makes up about the 60% of the client market. “I would say Intel’s greatly improved availability of Core i3, Pentium and Celeron CPUs has had an impact , as AMD’s quarterly earnings were much lower than in previous quarters, especially in the mobile segment: the share grew by 0.3 points versus 2.9 points in the second quarter and 0.8 points in the first quarter, so growth is slowing and Intel appears to be in the process of catching up . I expect the market to continue to become more competitive in the coming quarters, especially in the low-end, due to the increased availability of entry-level solutions from Intel, “explained analyst McCarron.

The market share in the client sector x 86 , then the set of desktop and notebook CPUs, touched 20,2%, an incremen by 0.5 points on the previous quarter and 4.3 points on Q3 2019, marking a new high from Q2 2011.

And i server? The situation here is a moment more complex in numerical terms. AMD bases its market estimates on data from IDC, but it only takes into account single- and dual-socket platforms, cutting out four-socket and multi-socket servers, network infrastructure and edge computing. So the data that AMD usually reports is different from Mercury Research estimates, much higher and probably already in double digits.

That said, for the third quarter

Mercury Research analysts point to a 6.6% server share for AMD, an increase of 0.8 points on Q2 2020 and 2.3 points on Q3 2019 . “AMD has gained share in servers, but if only EPYC and Xeon Scalable were compared, last quarter’s number would have been around 12, 1% against 10, 4%, a pretty big gain, “McCarron explained. “This is mainly because Intel’s Xeon SP business fell due to a cloud recession and a degree slump in sales to businesses and governments, while AMD’s server solutions set a new revenue record and are still growing. . Entering the strong growth of Intel’s Atom SoC, AMD’s gain is much less and stops at 0.8 points. “