AMD's Epyc processors continue to take share from Intel even before Zen 5
AMD continues to take market share from Intel in the lucrative server business. The overall picture shows weakening console sales.
Servers with AMD and Intel processors. The Epycs in particular are making life difficult for Intel.
(Image: c't)
AMD owns almost a quarter of the server processor market – In the second quarter of 2024, 24.1 percent of all server CPUs sold came from AMD. This is the estimate of market observer Mercury Research. AMD's server market share has thus increased by 5.5 percentage points or almost 30 percent within a year.
Since the introduction of the second Epyc series in 2019, AMD has been shaking off Intel's supremacy in data centers. The teething troubles of the first generation had been resolved by then and interest from companies was growing.
The new Epyc processors with Zen 5 architecture, which significantly accelerate AVX512 throughput in particular – an instruction set extension that is most likely to be used in servers, are due to be released by the end of the year. Intel, meanwhile, is looking to graze cloud data centers in particular with its Sierra Forest. These Xeons have up to 288 efficiency cores.
Stagnation in desktop PCs and notebooks
In the client market, notebooks are the most important – they make up around three quarters of all client CPUs, desktop PCs only a quarter. In notebooks, AMD has remained at around 20 percent since the summer of 2023.
In desktop processors, AMD's market share has dropped minimally to 23 percent. This may also be due to the fact that the Ryzen 9000 models had already been announced and some interested parties wanted to wait for this generation.
In the overall view, including IoT devices and games consoles, AMD's market share has decreased significantly since the second quarter of 2023. This is due to the late life cycle of the current console generation Playstation 5 and Xbox Series X/S, whose demand traditionally declines.
Excluding IoT and consoles, AMD continues to grow. The 21.1 percent share now represents a historically pleasing figure for the company. AMD only had a higher market share without games consoles in the Athlon era in 2006 – when it was 25.3 percent.
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