CPU sales in the global market have plummeted to levels of 30 years ago in an unprecedented decline. Companies like Intel have reported losses for the first time in decades, however, it seems that AMD is not being affected as much by this crisis, rather the opposite.
The company has increased its revenue by 70% since last year, and they continue to gain market share with their Ryzen desktop and laptop processors, and especially for their EPYC chips for server systems and data centers. AMD’s market share in desktops and notebooks has reached 24.8%, rising up to 31.4% if we only take into account X86 processors and remove ARMs from the equation. Undoubtedly good data, especially taking into account the general decline in sales in the sector.
Specifically, the growth in the share of AMD x86 processors has seen a rise of 3.7 percentage points in the last quarter, and translates into 8.9% more in one year.
As for the server market, AMD has garnered growth records to reach 13.9%. The information comes from the hand of the market research firm MercuryResearch to which they have had access in Tom’s Hardware
The future of AMD seems quite optimistic if we take into account that the arrival of the new generations of its processors based on Zen 4, with the AMD Ryzen 7000 on desktop and the EPYC Genoa for servers. In addition, it is expected that the AMD Radeon with RDNA 3 architecture will not take too long to arrive either.
However, bad times are also ahead for the graphics market, with estimates of up to 50% less sales due to the current economic situation and the falling price of cryptocurrencies, which has caused many miners to get rid of their equipment. . It cannot be hidden that a large number of the record sales in recent years, which caused unprecedented price increases and stockouts, were directly related to the sale of GPUs to crypto miners.
We will have to closely monitor the evolution of CPU and GPU manufacturers to see how they manage to weather the storm.
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