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AMD is growing in the CPU market

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AMD continues to strengthen its position in the CPU market with notable gains in both unit and revenue share, according to a new report from Bernstein.
By Maria
14 aug. 2024 09:22 am
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Advanced Micro Devices (NASDAQ:AMD) continues to solidify its position in the CPU market with notable gains in both unit and revenue share, according to a new report from Bernstein.

The report highlights AMD's continued momentum in the notebook CPU segment, where the company captured an additional unit share in Q2 2024, bringing its total to approx. 20.3%. This jump in market share was accompanied by a corresponding increase in revenue share, which increased by almost three points to reach 17.7%.

Bernstein's analysis shows that AMD's gains are not limited to notebooks. The company also made progress in the desktop CPU market, where it saw a slight increase in revenue share. While Intel still maintains a dominant position in the desktop segment, AMD's ability to gradually erode its rival's market share underscores the competitive pressures Intel faces.

According to Bernstein, AMD's market share gains are partly driven by the company's recent price adjustments. AMD's average selling prices for notebooks rose 13% quarter-over-quarter, narrowing the gap to Intel's premium prices. Despite this price increase, AMD's selling prices are still approx. 26% below their COVID-19 peak levels. In contrast, Intel's notebook sales prices fell by 2% in the same period, although they still command a premium over AMD's products.

In the server CPU market, AMD gained 0.5 percentage points of unit share and increased its revenue share by 1 point in Q2 2024. Sales prices in this sector increased by 3% sequentially, compared to the 1% increase for Intel.

"Intel's Sierra Forest and Granite Rapids launches, and AMD's Turin launch, will be closely watched in this context as Intel hopes to reverse the market share trend and AMD tries to maintain it," analysts at Bernstein wrote. "And AMD investors obviously continue to look towards AI, although we don't think the outlook, although recently raised, has been above expectations, but we'll have to see if they might be able to take advantage of their larger competitors' recent delays ,” they added.

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