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posted by janrinok on Thursday February 07 2019, @04:19PM   Printer-friendly
from the over-to-you,-Intel dept.

AMD Market Share Gains Accelerate in Desktop PCs, Servers and Notebooks

During the company's recent earnings call, AMD CEO Lisa Su alluded to market share gains in the fourth quarter of 2018 but didn't provide specific figures.

Today AMD shared numbers from third-party industry analyst firm Mercury Research that outline those gains. AMD gained share in desktop PC processors, notebooks, and servers, highlighting that its Zen-based processors continue to pressure Intel on all fronts, but more importantly, AMD's rate of growth is also accelerating. These improvements come as the company is on the cusp of releasing 7nm processors for the desktop PC and server markets, marking its first process node lead over Intel.

AMD now holds 15.8% of the desktop processor market, a 2.8% gain on a quarterly basis and a 3.9% year-over-year (YoY) improvement. That represents the company's largest portion of the market since the fourth quarter of 2014. [...] Notebook processors are critical because they comprise two-thirds of the overall processor market, but AMD has been plagued by slow uptake. That tide seems to be turning as the company gained 1.3% share on the quarter and a whopping 5.3% more share YoY. That marks the company's highest percentage of the notebook market since Q3 2013.

[...] During the company's recent earnings call, Lisa Su said that AMD had achieved its goal to claim "mid-single-digit" data center share in 2018. However, Mercury Research's server share projections are lower at 3.2% unit share. AMD shared its take on the disparity:

Mercury Research captures all x86 server class processors in their server unit estimate, regardless of device (server, network or storage), whereas the estimated 1P [single-socket] and 2P [two-socket] TAM [Total Addressable Market] provided by IDC only includes traditional servers. We used IDC's server forecast of the 1P and 2P server TAM of roughly 5M units to compute our server market share estimates. We believe that in Q4 2018 we achieved ~5% unit share of the 1P and 2P server market addressed by our EPYC processors (as defined by IDC).

Previously: AMD Improves Server Market Share by 100%... to 2%


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  • (Score: 2) by bob_super on Thursday February 07 2019, @08:10PM (4 children)

    by bob_super (1357) on Thursday February 07 2019, @08:10PM (#797936)

    ARMs are now "good enough" for over 90% of people's needs. That's pretty good, given that all but a few ARMs on the market are optimized for battery operation.
    Google Docs is teaching people that they can live outside of the x86 world. The more programs get ported either to ARM, or to a browser, the most Intel/AMD will feel the pinch.
    They can keep milking the high-end users. But like Intel graphics, mid-range smartphones, or Korean cars, when customers realize they are just good enough to make the pricier ones a questionable premium, the market shifts.

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  • (Score: 2) by Freeman on Thursday February 07 2019, @09:25PM (3 children)

    by Freeman (732) on Thursday February 07 2019, @09:25PM (#797974) Journal

    Google Docs is teaching people to hand 100% of their data to Google. Not just their usage habits. When I can get a perfectly good $200 x86/x86-64 machine, why should I trap myself in the current ARM ecosystems? Most notably, Android with the various flavors such as Barnes and Noble / Kindle / Samsung / ..., or some other Silo. Yes, Microsoft is coming out with / has come out with an ARM version of windows, but I may as well switch to Apple/Linux considering the lack of support for x86 programs. It's like hailing Chromebooks as the next great thing to liberate the users from the mundane useful computer. Instead, all you're doing is buying into a proprietary ecosystem. Yes, Microsoft is a proprietary ecosystem, but it's remained as large as it has through ubiquity/convenience. The average user doesn't want to bother learning something new and is quite ticked off, if they can't have a hard copy of my pictures or whatever. I really do like how far ARM has come, but it's still hampered by program incompatibility. That said, I do have a Raspberry Pi, a Raspberry Pi 2, Raspberry Pi Zero, a Raspberry Pi 3, a Nook Color, a Nook Touch, and a Samsung tablet. I've most definitely put the most hours use time on my Nook Touch e-ink reader, probably followed by the Samsung Tablet.

    --
    Joshua 1:9 "Be strong and of a good courage; be not afraid, neither be thou dismayed: for the Lord thy God is with thee"
    • (Score: 0) by Anonymous Coward on Friday February 08 2019, @12:41PM (2 children)

      by Anonymous Coward on Friday February 08 2019, @12:41PM (#798269)

      The value of Google docs is that it is breaking the world's addiction to Microsoft Office. People ignored Open Office and even ignore Libre Office, but Google docs convenience, auto-save, and collaborative editing are killer features.

      But yes with all the data harvesting the cure is worse than the disease. I use all open source: etherpad and ethercalc hosted on sandstorm.io, with mailinabox.email for email. But I am not having much luck getting other people to follow suit.

      • (Score: 2) by Freeman on Friday February 08 2019, @03:58PM (1 child)

        by Freeman (732) on Friday February 08 2019, @03:58PM (#798356) Journal

        The addiction to Microsoft Office is mandated by the bosses of the masses. When your workplace will only buy Intel, Windows, and Microsoft Office. There's not a whole lot the average worker can do. The average worker doesn't need a full Office Suite at home, either.

        --
        Joshua 1:9 "Be strong and of a good courage; be not afraid, neither be thou dismayed: for the Lord thy God is with thee"
        • (Score: 3, Insightful) by bobthecimmerian on Saturday February 09 2019, @02:25AM

          by bobthecimmerian (6834) on Saturday February 09 2019, @02:25AM (#798657)

          The bosses are part of the problem, but not all of it. In the early and mid 2000s I worked with a lot of people that wouldn't even consider Open Office for personal use, because they were comfortable with Microsoft Office.