AMD’s 2021 financial report data released on the second day of the new year shows that the company’s revenue increased by 68%, and non-GAAP net profit soared by 118% year-on-year. For the capital market, this is already a good enough answer.
A few days ago, the statistical agency Mercury Research announced the market share of x86 processors in the fourth quarter of 2021. Analyst Dean McCarron said that throughout 2021, x86 processor shipments and revenue will set new records.
In terms of vendor share, AMD’s share increased to 25.6% in the fourth quarter, a quarter-on-quarter increase of 1 percentage point and a year-on-year increase of 3.9 percentage points.
Since the VIA market has zero sense of presence, the increase in AMD corresponds to the decrease in Intel’s share, and the corresponding proportions are exactly the same.
The subdivision found that AMD’s main contribution to this improvement came from server and game console products, of which server share reached 10.7% in Q4. However, it may be that the Ryzen 5000 has been on the market for a long time and the launch of Intel’s 12th-generation Core has led to a decline in AMD’s share in both the desktop market and the notebook CPU market (month-on-month), while Intel has benefited from it.
However, with AMD’s launch of Zen3+-based Ryzen 6000 series APUs, Ryzen 7 5800X3D and Milan-X 3D cached EPYC processors at the beginning of this year, and Zen4 Ryzen 7000 in the second half of the year, the x86 war in 2022 is still good.