AMD client processor shipments were down 8 last quarter while
Hardware

AMD client processor shipments were down 8% last quarter, while Intel was down 19%-38%

In announcing its second-quarter results yesterday, AMD said the 25 percent increase in consumer segment revenue was primarily due to rising demand for pricier Ryzen laptop processors. More detailed reports showed that the total number of client processors shipped during the quarter fell 8%, but the average selling price rose 35%.

    Image source: AMD

Image source: AMD

The relevant information is contained in Report Form 10-Q, which was released this morning. Unlike rival Intel, which previously admitted it reduced notebook processor shipments by 38% in the second quarter, AMD doesn’t separate changes in mobile and desktop processor shipments as desktop processor shipments are down year-over-year decreased by 19%. In any case, AMD’s 8% decline on average can be seen as a more successful result for the quarter.

At the same time, the average selling price of AMD’s client processors rose 35% in the second quarter, which is also better than Intel’s numbers, which rose 13% for mobile models and 1% for desktop models last quarter. AMD explicitly notes that it was increased demand for pricier Ryzen processors for laptops that contributed to this average selling price dynamic.

AMD shares fell slightly yesterday as investors reacted to the company’s lack of absolute immunity to reduced consumer demand. However, industry analysts tie the main hopes for AMD’s positive revenue momentum with the server segment. Rosenblatt officials, for example, see upside potential for the company’s stock to $200 a share, double the current level. In their opinion, AMD will continue to strengthen its position in the market for server processors at the expense of competitor Intel. According to Bernstein, AMD is weathering the downturn in the PC market much better than its closest competitor, which will not prevent the company from further increasing its market share in the long term. Morgan Stanley analysts generally agree with them.

About the author

Dylan Harris

Dylan Harris is fascinated by tests and reviews of computer hardware.

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