AMD 2023Q3 performance report: notebook and server CPU markets continue to grow

According to news from this site on November 10, in the third quarter of 2023, AMD’s server, notebook and desktop businesses all experienced growth.

Compared with the same period last year, the desktop PC market share increased by 5.8 percentage points, the mobile device field increased by 3.8 percentage points, and the server market increased by 5.8 percentage points

## Compared with the same period last year, AMD’s profits in the desktop, laptop and server fields increased by 4.1%, respectively. 5.1% and 1.7%.

AMD’s consumer processor market share increased to 19.4% in Q3, up from 17.3% in the previous quarter and 15% in Q3 2022.

In the third quarter of 2023, AMD’s share of the desktop processor market was 19.2%, a slight decrease of 0.2% from the previous quarter, but significantly higher than the 13.9% in the same period last year

AMD's revenue share increased both sequentially and year-over-year, indicating higher average selling prices (ASPs) as demand shifted to more expensive Ryzen 7000 processor models.

In the field of mobile processors, AMD's share in the third quarter of 2023 was 19.5%, compared with 16.5% in the previous quarter and 2022 It was 15.7% in the third quarter. AMD created a peak of 24.8% in the second quarter of 2022 and has not exceeded it for the time being.

AMD has been steadily increasing its share of the server processor market, with 2022 and 2023 being breakout years for the company, with its share growth accelerating sharply. In the third quarter of 2023, AMD's share was 23.3%, an increase of 18.6% quarter-on-quarter and 17.5% year-on-year. Sales share increased 4.7% from the previous quarter and 5.8% year over year.

AMD recently announced its financial report data for the third quarter of 2023. Revenue reached US$5.8 billion, gross profit margin was 47%, operating income was US$224 million, net income was US$299 million, and diluted earnings per share were US$0.18. Calculated on a non-GAAP basis, its gross profit margin was 51%, operating income was US$1.3 billion, net income was US$1.1 billion, and diluted earnings per share were US$0.70

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