Hardware support: AMD ship +63% more client CPUs in Q1/2021 than one year before

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How AMD Came to TSMC

AMD ship +63% more client CPUs in Q1/2021 than one year before

Posted: 10 May 2021 09:25 PM PDT

The current market share figures no longer see AMD on a great growth path in the client segment (desktop+mobile) for the first quarter of 2021. AMD did gain slightly in the client segment compared to Q1/2020, but actually lost slightly compared to Q4/2020. Some even questioned whether AMD had ordered enough wafers for processor production (at TSMC) at all. But the relative numbers in this case clearly hide what really happened.

Market Share	x86 Desktop	x86 Mobile
Q1/2021 (AMD vs Intel)	19.3% vs 80.7%	18.0% vs 82.0%
Q4/2020 (AMD vs Intel)	19.3% vs 80.7%	19.0% vs 81.0%
Q1/2020 (AMD vs Intel)	18.6% vs 81.4%	17.1% vs 82.9%

For this purpose, a simplified calculation was attempted, which relates the market share data from Mercury Research to the PC sales figures from Canalys and IDC. This calculation is not very accurate because the effect of AMD's high market share in the DIY segment could not be factored out. However, this effect is probably still small for the total numbers, since the DIY segment only makes up a fraction of the desktop market, which is much smaller than the mobile market. Other side effects could not be considered either, but are probably much more smaller. The resulting data is therefore not really accurate, but should at least be correct in direction.

PC/CPU sales	Q1/2018	Q1/2019	Q1/2020	Q1/2021
World-wide PC sales	~60.7M pcs	58.7M pcs	53.8M pcs	83.4M pcs
Client market share (AMD vs Intel)	~9.4% vs ~90.6%	~14.4% vs ~85.6%	17.5% vs 82.5%	~18.4% vs ~81.6%
AMD (interpolated)	~6M pcs	~8½M pcs	~9½M pcs	~15½M pcs
Intel (interpolated)	~55M pcs	~50M pcs	~44½M pcs	~68M pcs

Notes:
- world-wide PC sales is the average of numbers from Canalys and IDC
- client market share according to Mercury Research numbers - where not available, interpolated with an average of 1x Desktop + 2x Mobile market share
- all resulting AMD/Intel numbers only to be taken very roughly and have an error margin of certainly ±0.5 million pieces

According to this, AMD was not able to increase its client market share significantly in the first quarter of 2021, but it was able to convincingly increase the sheer amount of processors that were delivered. Compared to the same period last year, AMD (according to this rough calculation) shipped about +63% more processors, compared to the first quarter of 2019 (two years ago) even +82% as well as the first quarter of 2018 (three years ago) even +158%. AMD had thus also pre-ordered significantly larger production capacities accordingly.

The reason why AMD could not show a significant increase in client market share is simply due to an enormous expansion of the entire PC market. The years 2018-2019 show almost the same number of approximately 60 million PCs shipped in the first quarter. 2020 saw a (temporary) collapse in shipments, but still even that number is halfway in line. In 2021, on the other hand, there was a real boom and about 83 million PCs were shipped in the first quarter. The PC market is thus on a path to make up for the losses of 2012-2017 within just the years 2020/21.

One can speculate whether AMD should have anticipated this and should have ordered even larger wafer quotas from TSMC. However, it is a fact that AMD itself already expected increasing (own) sales figures and ordered a corresponding amount of wafers. If AMD had shipped those 15½ million CPUs in a first quarter of 2018/19, they would have achieved a client market share of about 26%.

PS: This does not mean that AMD would be better off in any way. Rather, it shows all the more that AMD's delivery volumes simply depend on the wafer availability at TSMC. AMD certainly had the (market) potential for even higher volumes and consequently larger market shares in the first quarter of 2021. But they simply could not deliver more because the wafer quantity at TSMC is limited. Intel, on the other hand, was apparently able to step into this opportunity without major problems and deliver much more than usual in a first quarter.

Source: 3DCenter.org

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