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Mercury Research Q3'20 x86 Share Report - AMD increases share yet again

Mercury Research Q3’20 x86 Share Report – AMD increases share yet again

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Mercury Research recently released their Q3 2020 x86 CPU Market Share report and AMD continues to make significant gains, quarter over quarter (QoQ) and year over year (YoY), in all key segments. The unit share info is as follows:

  • AMD overall x86 CPU share was 22.4%, an increase of 4.1 share points quarter over quarter (QoQ) and 6.3 share points year over year (YoY)
  • Highest share since Q4 2007
  • AMD desktop x86 share, excluding IoT, was 20.1%, an increase of 0.9 share points QoQ, and 2.1 share points YoY
  • AMD desktop share has grown over 12 consecutive quarters
  • Highest since Q4 2013
  • AMD notebook x86 share, excluding IoT, was 20.2%, an increase of 0.3 share points QoQ, and 5.5 share points YoY
  • AMD notebook share has grown over 12 consecutive quarters
  • This is a new record for AMD x86 notebook share, eclipsing the previous high of 19.9% set in Q2 2020
  • AMD client x86 share, excluding IoT, was 20.2%, an increase of 0.5 share points QoQ, and 4.3 share points YoY
  • Highest since Q2 2011

According to Mercury, AMD also gained QoQ and YoY in the x86 server market. AMD utilizes a server-specific TAM of roughly 20 million CPUs, based on IDC data. We will update our x86 server share once IDC Q3 2020 data is available.

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