Mercury noted in their third quarter report that AMD gained significant server, desktop, and notebook unit share Y/Y driven by the strong ramp of 4th Gen EPYC and Ryzen 7000 series processors.
Year-over-year, AMD gained 5.8% points of server unit share, 5.3% points of desktop unit share and 3.8% points of notebook unit share. Year-over-year, AMD gained 1.7% points of server revenue share, 4.1% points of desktop revenue share and 5.1% points of notebook revenue share.
Quarter-over-quarter, AMD gained 4.7 points of server unit share, with solid demand for both 3rd and 4th Gen EPYC processor families contributing to the results. As outlined in the AMD Q3 earnings, 4th Gen EPYC CPU revenue grew more than 50 percent sequentially, representing a majority of our server processor revenue and unit shipments, as hyperscalers expanded deployments of EPYC processors to power internal workloads and public instances, while optimizing infrastructure spend.
Quarter-over-quarter, AMD also gained 2.9 points of mobile unit share, with more than 50 notebooks designs powered by Ryzen AI in market and sales of our Ryzen 7000 processors, featuring our industry-leading Ryzen AI on-chip accelerator, growing significantly as inventory levels in the PC market normalized and demand returned to seasonal patterns.
