There are several concerns here when adding Intel s numbers to these ones.
First is that Intel still hold 57% of the server market despite notably inferior products, it means that Intel manage to lure customers with whatever mean they use, and methink that it s surely not by branding technical advantages.
How did you get 57%? You need to subtract Instict GPU sales to arrive at CPU sales, which is around $600m for the quarter.
I get Intel 3.0 billion + AMD 1.7 billion = 4.7 billion in server CPU revenue.
Market share ratio: 64% Intel vs. 36% AMD
Second, and that s the worse, is that AMD was holding 20% of the client market in Q1
2023 and for Q1 2024 it s only 15%, yet their product portfolio as never been as strong since in early 2023 all they had in the mobile market, that account for 60% of PC sales, was RMB.
Since then they released Phoenix wich is unrivaled till this day and yet they lost 5 pts of marketshare, there s something at play here that has nothing to do with the quality of the products, and this should be adressed by AMD because if a technical advantage yield a negative result it means that there s anti competitive practices as only explanations.
One thing to keep in mind is that RMB did not amount to much in market share. Most of it came from Cezanne etc.
Phoenix mobile really only started shipping in mid 2023 (started the ramp), Hawk Point January.
And what is new, where AMD has never competed before is corporate desktop. Phoenix dice (big and small) are a good fit for this market, and they were only released at the end of January.
So, AMD is still in early stages of Zen 4 ramp. Strix Point (Zen 5) is going into category above Phoenix / Hawk, so it will be addition, not replacement (later this year).