Since the Ryzen/Xiaolong processors went on the market, AMD’s performance over the past three to four years is obvious to all, especially since the 7nm Zen2/Zen3 architecture, AMD has continued to set new highs in the desktop, mobile and server markets. AMD’s earnings report a few days ago It was also said at the meeting that they had increased their share for six consecutive quarters, and they were about to return to the high point of the K8 era, and their share had risen to 24.6%.
Research firm Mercury Research released the x86 CPU market share report for the third quarter of 2021.It mentioned that AMD’s share in the entire x86 CPU market reached 24.6%,This was an increase of 2.1 percentage points from the previous quarter.
The 24.6% share is almost 1/4 of the x86 world.The highest share in AMD’s history was 25.2% in the Q4 quarter of 2006, which was just over 1/4 of the share. At that time, AMD’s K8 processor was in full swing.
At this rate, there should be no suspense for AMD to exceed the highest level in history in the Q4 quarter of this year, and it has returned to its peak in 15 years.
In this total share of 24.6%, the performance of the notebook business is particularly eye-catching, with a market share of 22.0% (excluding IoT devices), setting a record high for AMD. This is an increase of 1.8 percentage points from last year.
According to AMD’s earnings report,In the third quarter of 2021, AMD’s notebook business revenue also hit a record high of 16.2%.The quarterly growth was 1.3 percentage points and the annual growth was 3.9 percentage points.
After AMD returns to the peak of the K8 era in the x86 market in 2021, AMD will have the next generation of new products in 2022, that is, 5nm Zen4. This generation will be upgraded regardless of the process and architecture, or advanced technologies such as DDR5/PCIe 5. A fan can expect AMD’s share to hit the 30% mark, which is historic.