Feb 04, 2021 20:00:00

AMD will steadily increase its CPU share in 2020, and shipments of the Ryzen 5000 series have already exceeded 1 million units

AMD announced its financial results for the fourth quarter of 2020 on January 26, 2021, revealing that sales in the same period increased 53% year-on-year to $ 3.24 billion (about 340 billion yen). did. AMD is steadily growing its business, but a new report released by a market research company reveals that it is also showing steady growth in the CPU share battle with Intel.

AMD gained CPU share in 2020 | PCWorld
https://www.pcworld.com/article/3606108/amds-cpu-share-skyrocketed-in-2020-along-with-low-end-pc-sales.html

AMD Shipped Almost 1 Million Ryzen 5000 CPUs in Q4, Research Firm Estimates | PCMag
https://www.pcmag.com/news/amd-shipped-almost-1-million-ryzen-5000-cpus-in-q4-research-firm-estimates

Market research firm Mercury Research reports that AMD is gaining a significant share of the low-end processor market. According to Mercury Research, AMD speculates that processor shipments in the fourth quarter of 2020 (October-December) reached a record high as it gained a significant share of the low-priced processor market. I will.

The table below summarizes the share of x86 (32-bit) processors by manufacturer in the fourth quarter of 2020, the third quarter of 2020 (July-September), and the fourth quarter of 2019. As of the fourth quarter of 2019, Intel had an overwhelming share of 84.9%, but in the third quarter of 2020 it dropped to 77.6%. After that, Intel regained a small share in the fourth quarter of 2020 and recorded 78.3%, but AMD succeeded in increasing the share of 32-bit processors to more than 20% throughout 2020.

x86 CPU share	2019Q4	2020Q3	2020Q4
Intel	84.9%	77.6%	78.3%
AMD	15.1%	22.4%	21.7%
total	100.0%	100.0%	100.0%

The fourth quarter of 2020 seems to have been a very important time for the PC market, said Dean Macaron of Mercury Research, 'Total sales in the processor market reached a record high, and the fourth quarter and the full year of 2020. We set a new record for both of them. ' The number of processors shipped in the fourth quarter of 2020 was 125 million.

In addition, it seems that the increase in processor shipments was supported by the significant increase in entry-level processors such as Intel's Celeron processor and AMD's A4 / A6 series. Both the Celeron and A4 / A6 series are processors found in entry-level PCs such as Chromebooks, and Macaron points out that 'many of these are shipped to the educational PC market.' I will.

The table below summarizes the share of mobile processors by manufacturer in the fourth quarter of 2020, the third quarter of 2020, and the fourth quarter of 2019. Although not showing as much growth as 32-bit processors, AMD is steadily increasing its share here as well, reaching 20% share in the third quarter of 2020. Although it dropped to 19% in the fourth quarter of 2020, it still increased by 2.8% year-on-year. Although the market share is up 2.8%, AMD's mobile processor shipments have increased by 60% year-on-year, Macaron said.

Mobile CPU share	2019Q4	2020Q3	2020Q4
Intel	83.8%	79.8%	81.0%
AMD	16.2%	20.2%	19.0%
total	100.0%	100.0%	100.0%

The table below summarizes the share of desktop processors by manufacturer in the fourth quarter of 2020, the third quarter of 2020, and the fourth quarter of 2019. Again, AMD achieved a market share of over 20% in the third quarter of 2020, but in the fourth quarter of 2020 it dropped slightly to 19.3%. Although the growth rate is low compared to other divisions, it is clear that it is still gradually taking Intel's share.

CPU share for desktop	2019Q4	2020Q3	2020Q4
Intel	81.7%	79.9%	80.7%
AMD	18.3%	20.1%	19.3%
Other	0.1%	0.1%	0.1%
total	100.0%	100.0%	100.0%

In addition, Macaron pointed out that the transition from desktop PCs to laptops over the past few years has been further accelerated by the pandemic of the new coronavirus, and the growth of the processor market in 2020 will be mainly 32-bit processors and mobile. I presume that it happened on a desktop processor.

However, AMD's Ryzen 5000 series of desktop processors has made great strides, shipping nearly one million units in the fourth quarter of 2020, more than double the number of shipments of the most popular series to date. Estimated. Mercury Research points out that the strong performance of the Ryzen 5000 series raised the average selling price of AMD processors and contributed to record sales in the fourth quarter.

AMD announces new generation CPU 'Ryzen 5000' series for notebook PC --GIGAZINE