AMD's market share in data centers has been one of its biggest growth drivers since the launch of the Epyc brand. In Q2 2023, Team Red's x86 CPU share in the server segment increased 4.6% year-over-year, approaching the 20% mark for the first time. Quarter-over-quarter growth remained stable, with a paltry half a percent gain for the Epyc camp.
The second quarter was healthy for the data center market. Both chipmakers have been gaining market share in the high-end data center segment. Declining shipments of single-socket Xeon chips have given AMD the opening to expand its market. Things haven't been so rosy in the customer channel. Shipments of chips based on Zen technology have declined due to lower demand for semi-custom chips (PlayStation/Xbox SoCs).
Intel's x86 market share increased 6.4% year-over-year to 82.7% at the end of the second quarter. Entry-level mobile CPUs, particularly the Celeron/Pentium used in Chromebooks, led the charge after months of excess inventory.
The desktop and laptop processor market grew 20% quarter-on-quarter, mainly due to the correction in retail inventories. On the other hand, deliveries from one year to the next fell by a notch. Additionally, the share of Arm processors in the PC market declined by 3.1 points, falling to 12.5% at the end of the second quarter. Apple PCs made up the majority of the Arm processor market.
Via: CRN