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Ryzen2-Feature

Market share isn't the literal be-all, finish-all of a healthy company, merely information technology's a critical component. After 2006, and peculiarly subsequently 2022, AMD'southward CPU marketplace share took a brutal chirapsia. In the wake of Ryzen's debut almost exactly a year ago, enthusiasts and investors have both been curious about how much AMD'southward new CPU core has changed its fortunes in the market and whether Ryzen had put the company on a new basis. That data has been slow in coming — not only does information technology take inquiry firms time to dig through sales figures later a quarter is over, new products aren't instantly adopted, even past people who somewhen plan to adopt them.

New research from Dean McCarron at Mercury Research suggests that AMD's growth throughout 2022 was steady and significant. AMD'southward market share in Q3 2022 rose to x.9 percentage from 9.one percentage, a gain of ane.2x, every bit reported by THG. Its Q4 2022 figures are similarly college, from 9.ix percent in Q4 2022 to 12 pct in Q4 2022, which again reflects an overall gain of 1.2x.

It'due south like shooting fish in a barrel to look at figures like this and conclude a 2.1-pct-point proceeds in market share isn't much, but that oversimplifies the situation. The ane.2x increment in market share is a better way to consider the financial implications for AMD. Office of why AMD's financials have improved so much, in addition to the moderate impact of cryptocurrency-fueled GPU sales, is considering the Ryzen CPU sales released throughout 2022 commanded, on boilerplate, much higher ASPs than previous Bulldozer-derived CPUs and APUs.

In the months earlier Ryzen 7 launched, AMD CPUs (Run into on Amazon) typically held 3-4 spots on Amazon's Pinnacle 20, all with lower-cease CPUs selling almost exclusively at or beneath $150.

Amazon-Top20

This data from the Wayback Machine makes the point: 4 AMD SKUs, with an unweighted-by-sales-figures boilerplate selling price of $144. The about expensive CPU is the FX-8370 at #17 and $189. AMD's highest-ranked CPU was the FX-6300, at $100.

As of this writing, AMD has seven spots on Amazon'south Top 20. It's highest-ranked CPU is the Ryzen 5 1600 at #2 and $189. The too-unweighted ASP of its seven CPUs is higher, at $192. Its most expensive chips are the Ryzen vii 1700X and Ryzen vii 1700 with Wraith Cooler, both at $279. In short, while we tin't describe verbal conclusions, we take reason to believe that AMD made significantly more money from CPU sales in 2022, including AMD's own Q4 2022 results. From speaking to Dean McCarron of Mercury Research, THG concludes AMD likely shifted an additional 2 million CPUs over the unabridged year.

In that location'south reason to believe 2022 could be even stronger. During the Q4 2022 briefing call, AMD'south CEO Lisa Su told investors that "I retrieve in terms of overall new product revenues, if you have Ryzen, EPYC and and then our new graphics products in totality, in Q4 they were most 33 percent of our revenue and we expect that to ramp nicely as we go into 2022."

The majority of AMD'southward 2022 revenue, in other words, came from PS4/Xbox One sales, older APUs, and older graphics cards. That as well makes sense, given that AMD didn't have a truthful top-to-bottom solution for Ryzen until just weeks ago, with the launch of its new 2200G and 2400G APUs. With Ryzen now fully in-market place and a Ryzen+ refresh coming in the next few months, AMD should continue to improve its overall functioning and market share.