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takyon [soylentnews.org] writes:

AMD Market Share Gains Accelerate in Desktop PCs, Servers and Notebooks [tomshardware.com]

During the company's recent earnings call [tomshardware.com], 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% [soylentnews.org]

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