近日,研究分析公司Mercury Research提供了過去一個季度x86處理器市場份額的數據,顯示2024年第四季度裏,AMD在消費類和服務器市場的份額繼續增加。除了市場份額的增長外,AMD在營收方面的佔比也有提升,令人印象深刻。

TomsHardware 表示 ,AMD在消費類PC處理器市場經歷了強勁增長,無論營收佔比還是市場份額都有明顯增幅。2024年第四季度裏,AMD在消費類PC處理器市場的份額增長至24.6%,同比增長4.5%,環比增長0.7%,營收佔比則增長到23.8%,同比增長8.4%,環比增長2.1%。這些數字反映了AMD在高端市場的份額增加,同時平均銷售價格(ASP)也在提升。
桌面市場在經歷了2024年第三季度的大幅增長後,第四季度出現了環比下滑,但是從全年情況來看,AMD還是很成功的。雖然英特爾繼續在筆記本電腦市場佔據主動地位,領先幅度非常大,不過AMD保持着穩定和持續的增長,這是未來擴張的關鍵。AMD在服務器市場保持着強勁的勢頭,2024年第四季度創造了新的市場份額記錄,達到了25.1%,同時營收佔比飆升至35.5%,表明佔領了更多高利潤、高性能市場。
| 季度 | 4Q24 | 3Q24 | 2Q24 | 1Q24 | 4Q23 | 3Q23 | 2Q23 | 1Q23 | 4Q22 | 3Q22 | 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | 4Q20 | 3Q20 | 2Q20 | 1Q20 | 4Q19 | 3Q19 | 2Q19 | 1Q19 | 4Q18 | 3Q18 | 2Q18 | 1Q18 |
| AMD桌面市場份額 | 27.1% | 28.7% | 23.0% | 23.9% | 19.8% | 19.2% | 19.4% | 19.2% | 18.6% | 13.9% | 20.6% | 18.3% | 16.2% | 17.0% | 17.1% | 19.3% | 19.3% | 20.1% | 19.2% | 18.6% | 18.3% | 18% | 17.1% | 17.1% | 15.8% | 13% | 12.3% | 12.2% |
| 季度增長 | -1.6% | +5.7% | -1.0% | +4.1% | +0.6% | -0.2% | +0.2% | +0.6% | +4.7% | -6.6% | +2.3% | +2.1% | -0.8% | -0.1% | -2.3% | +0.1% | -0.8% | +0.9% | +0.6% | +0.3% | +0.3% | +0.9% | 0% | +1.3% | +2.8% | +0.7% | +0.1% | +0.2% |
| 年度增長 | +7.4% | +9.5% | +3.6% | +4.7% | +1.2% | +5.3% | -1.2% | +0.9% | +2.4% | -3.1% | -3.1% | +3.5% | -1.0% | -3.1% | -3.1% | -2.1% | +0.7% | +2.4% | +5% | +4.8% | +4.9% | +3.8% | +2.1% | +1.2% | +0.8% | +2.1% | +1.8% | - |
| 季度 | 4Q24 | 3Q24 | 2Q24 | 1Q24 | 4Q23 | 3Q23 | 2Q23 | 1Q23 | 4Q22 | 3Q22 | 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | 4Q20 | 3Q20 | 2Q20 | 1Q20 | 4Q19 | 3Q19 | 2Q19 | 1Q19 | 4Q18 | 3Q18 | 2Q18 |
| AMD移動市場份額 | 23.7% | 22.3% | 20.3% | 19.3% | 20.3% | 19.5% | 16.5% | 16.2% | 16.4% | 15.7% | 24.8% | 22.5% | 21.6% | 22.0% | 20.0% | 18.0% | 19% | 20.2% | 19.9% | 17.1% | 16.2% | 14.7% | 14.1% | 13.1% | 12.2% | 10.9% | 8.8% |
| 季度增長 | +1.4% | +2.0% | +1.0% | -1.0% | +0.8% | +2.9% | +0.3% | -0.2% | +0.7% | -9.1% | +2.3% | +0.9% | -0.4% | +2.0% | +1.9% | -1.0% | -1.2% | +0.3% | +2.9% | +0.9% | +1.5% | +0.7% | +1% | +0.9% | - | - | - |
| 年度增長 | +3.4% | +2.8% | +3.8% | +3.1% | +3.9% | +3.8% | -8.3% | -6.3% | -5.2% | -6.3% | -0.4% | +4.8% | +4.4% | +2.6% | +1.8% | +0.01% | +1.1% | +2.8% | +5.5% | +5.8% | +3.2% | +4% | +3.8% | +5.3% | - | - | - |
| 季度 | 4Q24 | 3Q24 | 2Q24 | 1Q24 | 4Q23 | 3Q23 | 2Q23 | 1Q23 | 4Q22 | 3Q22 | 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | 4Q20 | 3Q20 | 2Q20 | 1Q20 | 4Q19 | 3Q19 | 2Q19 | 1Q19 | 4Q18 | 3Q18 | 2Q18 |
| AMD服務器市場份額 | 25.1% | 24.2% | 24.1% | 23.6% | 23.1% | 23.3% | 18.6% | 18.0% | 17.6% | 17.5% | 13.9% | 11.6% | 10.7% | 10.2% | 9.5% | 8.9% | 7.1% | 6.6% | 5.8% | 5.1% | 4.5% | 4.3% | 3.4% | 2.9% | 3.2% | 1.6% | 1.4% |
| 季度增長 | +0.9% | +0.1% | +0.5% | +0.5% | -0.2% | +4.7% | +0.6% | +0.4% | +0.1% | +3.6% | +2.3% | +0.9% | +0.5% | +0.7% | +0.6% | +1.8% | +0.5% | +0.8% | +0.7% | +0.6% | +0.2% | +0.9% | +0.5% | -0.3% | -1.6% | +0.2% | - |
| 年度增長 | +2% | +0.9% | +5.6% | +5.6% | +5.5% | +5.8% | +4.7% | +6.3% | +6.9% | +7.3% | +4.4% | +2.7% | +3.6% | +3.3% | +3.7% | +3.8% | +2.6% | +2.3% | +2.4% | +2.2% | +1.4% | +2.7% | +2% | - | +2.4% | - | - |