Obviously, it is only a matter of time before EPYC breaks through Opteron’s record. It can be said that there is no suspense, AMD is still in a rising period, and there is still a lot of potential. AMD CEO Dr. Lisa Su said in the second quarter of 2022 earnings call that with the imminent release of several EPYC processors such as the Zen 4 architecture-based Genoa and Zen 4c architecture-based Bergamo, after entering 2023, AMD’s share of the enterprise market will continue to grow steadily.
Epyc CPUs is about to surpass Opteron’s all-time high market share
Earlier analysis pointed out that AMD will grow at a higher rate than its peers and continue to capture market share from rival Intel, including the personal computing and server markets. This trend will continue this year and next and is expected to remain at least until late 2024. The reason why AMD can maintain the upward trend is largely due to the performance of EPYC processors in the server market.
A research report shows that shipments of AMD processors in the server market will continue to rise in 2023 and 2024. Unlike the consumer market, which is currently evenly matched, AMD’s chiplet architecture strategy is quite effective in the server market. A recent report from Next Platform stated that synthesizing data from multiple market research agencies, it can be confirmed that AMD’s share of the server market has reached more than 25%, completely changing the landscape of the server market.
In 2019, Ruth Cotter, senior vice president of AMD global marketing, human resources, and investor relations, told the media that AMD has set a goal of reaching a 10% market share in the server market by the second quarter of 2020. At the same time, it will reach a market share of 25% within five years, and strive to surpass the historical high of 26% created by Opteron.