半导体行业观察·2025-05-18 03:33Core Insights - AMD has achieved record revenue shares in the server market, reaching 39.4%, with significant growth in both server and desktop segments [1][2] - The growth in server revenue is attributed to AMD's existing products based on the Zen 4 architecture, including the Genoa and Bergamo series, as well as the ongoing success of the Zen 5 series [1][4] Server Market Performance - AMD's server shipment share increased to 27.2%, while revenue share rose to 39.4%, marking a quarter-over-quarter increase of 1.5 and 3.1 percentage points, respectively, and a year-over-year increase of 3.6 and 6.5 percentage points [1][2] - The overall revenue share for servers grew by 6.5% year-over-year and 3.1% quarter-over-quarter [2] Desktop and Mobile Market Performance - In the desktop segment, revenue share increased by 15.2% year-over-year and 6.4% quarter-over-quarter, with shipment share reaching 28% and revenue share at 34.4% [3][4] - Mobile revenue share saw a year-over-year increase of 3.6 percentage points and a quarter-over-quarter increase of 9 percentage points [4] Future Outlook - AMD is developing the Zen 6 architecture, with software support already in place, indicating a strong future trajectory for the company in the CPU market [4] - The company continues to focus on a wide range of products across various market segments, from entry-level Ryzen chips to high-end Ryzen AI series [4]