Why it issues: It’s no secret that for the reason that launch of its Ryzen processors, AMD has been clawing CPU market share away from chief Intel. In its newest monetary report, CEO Dr. Lisa Su revealed this has been taking place for ten quarters in a row, or 30 months, and the corporate now has “more than 50 percent of premium processor sales at many top global etailers.”
Last 12 months introduced a number of indicators that AMD was taking the battle to Intel within the desktop CPU area, having seen its market share enhance each quarter since Q2 2017. Illustrating the recognition of group crimson’s processors was a survey displaying they had been most popular by 60 p.c of Europeans. There can also be the truth that Amazon’s ten best-selling CPUs within the US include eight AMD merchandise.
AMD posted a record Q1 2020 revenue of $1.79 billion. While that’s up 40 p.c in comparison with the identical interval final 12 months, it’s down 16 p.c from the earlier quarter. Su cited Covid-19 components, together with decreased provide chains and closed retail shops in China for the QoQ downturn.
“PC demand in the rest of the world was strong, offsetting the softness in China,” stated Su. “Client processor revenue grew significantly year-over-year as strong Ryzen processor demand resulted in significant double-digit percentage increases in unit shipments and ASP. As a result, we believe we gained client unit market share for the tenth straight quarter.”
Su added that demand for Ryzen 3000 and the previous-generation Ryzen 2000 chips had been sturdy, with each CPU traces making up greater than 50 p.c of gross sales at many high on-line retailers.
AMD can also be making strides within the laptop computer phase, the place Ryzen Mobile 4000 helps it to “strong double-digit percentage year-over-year.”
With the worldwide pandemic inflicting many product delays, there was concern the disruption might have an effect on the launch of Zen three and RDNA 2 GPUs, however Su says these are nonetheless on monitor.
Looking ahead, AMD says it expects weaker shopper demand within the second half of 2020, however nonetheless initiatives yearly income development of 25 p.c.
In different AMD information, an inner roadmap from the corporate has proven DDR5 and native USB 4.zero help arriving in 2022.