In 2023, AMD saw a significant increase in its CPU market share in the mobile and server sectors.

AMD is a key player in the computer chip industry. The company designs and manufactures processors (CPUs) for computers, as well as graphics cards (GPUs) for powerful visual effects. Let's delve into some statistics about AMD to understand its position in the tech industry.

According to The Motley Fool, AMD's total revenue for 2023 was $22.7 billion, down from $23.6 billion in 2022. In the fourth quarter of 2023, AMD's global revenue was $6.2 billion.

As of 2024, AMD has approximately 26,000 employees, a 4% increase from 2023. Further AMD statistics indicate that the highest revenue generated in 2023 came from the data center sector, amounting to $6.49 billion.

In the fiscal year of 2023, about 36.24% of the company's shares were owned by public companies and individual investors. It is projected that by the end of 2024, data center GPU revenue will reach $2 billion, with approximately $400 million in the fourth quarter.

Product and Innovation

Processor (CPU): AMD's Ryzen series CPUs are known for offering good performance at competitive prices. Their focus on cores and threads makes them attractive to gamers and content creators.Graphics Card (GPU): AMD's Radeon series of graphics cards is another strong competitor to Nvidia's products. Gamers seeking powerful visual effects at a reasonable price often consider AMD GPUs.

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Innovation: AMD has been pushing the boundaries of chip design. They have introduced features such as chiplets, combining smaller silicon pieces in a single package for better performance and efficiency.

Founded in 1969, AMD has been a major player in the chip industry for over 50 years. Headquartered in Santa Clara, California, at the heart of Silicon Valley, AMD faces competition not only from Intel and Nvidia but also from other chip manufacturers like ARM.

AMD Market and Customer Situation

The battle for CPU dominance between AMD and Intel is very intense. By 2023, it is estimated that AMD will hold about 30% of the desktop CPU market share, with Intel taking the remaining 70%. In the laptop CPU market, AMD's share is lower, at around 20%.

AMD is engaged in the manufacturing of several computer hardware fields but is primarily known for its CPUs and GPUs. As mentioned in AMD's statistics, this AI chip company has announced its three main customers: Microsoft, Meta Platforms, and Oracle. By the end of 2024, AMD will supply 15% to 25% of its AI shipments to these customers, with the rest to be followed by Nvidia.

AMD Financial Statistics

[Note: The original text seems to be cut off here, so the translation ends at this point. If there is more information to be translated, please provide the complete text.]The chart above depicts AMD's annual financial analysis based on the year 2023. For the entire year of 2023, the company's revenue was $22.7 billion, with a gross margin of 46%, operating income of $401 million, net income of $854 million, and diluted earnings per share of $0.53. Based on non-GAAP standards, the gross margin was 50%, operating income was $4.9 billion, net income was $4.3 billion, and diluted earnings per share were $2.65.

2023 Fourth Quarter GAAP Quarterly Financial Performance:

 

Non-GAAP Quarterly Financial Performance:

 

AMD Statistics further indicates that the gross margin (GAAP) was 47%, and non-GAAP was 51%. GAAP operating expenses and operating income were $2.575 billion and $342 million, respectively, while non-GAAP operating expenses were $1.727 billion and operating income was $1.412 billion. At the same time, the company's net income (both GAAP and non-GAAP) revenue was $667 million and $1.249 billion, respectively. The GAAP operating profit margin and diluted earnings per share were 6% and $0.41, respectively, while the non-GAAP profit margin was 23% and $0.77.

2023 Third Quarter Revenue

The net income for GAAP and non-GAAP was the same, at $5.8 billion, an increase of 6% compared to the same period last year. On the other hand, gross profit (GAAP) was $2.747 billion, an increase of 6%, and non-GAAP profit was $2.963 billion (+6%). In addition, the gross margin (GAAP) was 47%, and non-GAAP was 51%. GAAP operating expenses and operating income were $2.533 billion and $224 million, respectively, while non-GAAP operating expenses were $1.697 billion and operating income was $1.276 billion. Furthermore, AMD's GAAP net income was $1.135 billion, and non-GAAP performance was $5.504 billion. The GAAP operating profit margin and diluted earnings per share were 4% and $0.18, respectively, while the non-GAAP profit margin was 22% and $0.70.

 

AMD Revenue Statistics: By Business SegmentA report published by Statista indicates that in 2023, the highest revenue generated by the AMD division came from the data center sector, amounting to $6.49 billion. In addition, the revenue of other divisions within the AMD group includes gaming ($6.21 billion), embedded ($5.32 billion), and client ($4.65 billion). Statistics further points out that in the fourth quarter of 2023, AMD's main business divisions were data centers and gaming, accounting for revenues of $2.28 billion and $1.37 billion respectively. In this quarter, the total revenue generated by all of AMD's divisions was $6.17 billion.

AMD's R&D Expenditure

According to the above analysis, AMD's R&D expenditure in 2023 was $5.8 billion, lower than the $5 billion in 2022.

Leading Semiconductor Companies

A report published by Statista on March 18, 2024, indicates that AMD is the 6th largest semiconductor company in the world, with a market value of $308.7 billion. The leading semiconductor company is Nvidia, with a market value of $2,204 billion. Other major semiconductor companies are TSMC ($714.45 billion), Broadcom ($573.81 billion), ASML ($383.22 billion), Samsung ($364.73 billion), AMD ($308.7 billion), Qualcomm ($186.57 billion), Intel ($180.23 billion), Applied Materials ($166.53 billion), Texas Instruments ($156.17 billion), Arm Holdings ($133.47 billion), Lam Research ($121.55 billion), and Tokyo Electron ($114.12 billion).

AMD's CPU Market ShareA report released by Mercury Research indicates that for the first quarter of 2023, AMD's desktop CPU market share was 19.2%, with other quarterly market shares being the second quarter (19.4%), the third quarter (19.2%), and the fourth quarter (19.8%). Additionally, AMD's Mobility CPU market shares are divided into the first quarter (16.2%), the second quarter (16.5%), the third quarter (19.5%), and the fourth quarter (20.3%). The market share of AMD's server CPU is the first quarter (18%), the second quarter (18.6%), the third quarter (23.3%), and the fourth quarter (23.1%). Similarly, AMD's overall x86 CPU quarterly market share is the first quarter (34.6%), the second quarter (17.3%), and the third quarter (19.4%).

PC GPU Total Statistics

According to AMD, for the first quarter of 2023, AMD's PC GPU market share was 13%, and for the second quarter, the market share was 14%. Furthermore, other brands that had PC GPU market shares in the first and second quarters of 2023 are NVIDIA (19% and 18%) and Intel (67% and 68%).

PC dGPU Statistics

As of 2023, in the first and second quarters, AMD's PC dGPU held market shares of 8% and 10%, respectively. Additionally, other companies such as NVIDIA and Intel obtained market shares of 88% and 8% in the first quarter of 2023, respectively, and in the second quarter, these proportions were 87% and 3%.PC iGPU Statistics

AMD's total market share of PC iGPUs in the first and second quarters of 2023 are 15% and 16%, respectively. Additionally, Intel's shares for the first and second quarters of 2023 are 85% and 84%, respectively.

Desktop GPU Total Market Share

As of 2023, AMD's total market share of desktop GPUs in the first and second quarters are 11% and 14%, respectively. During the same forecast period, AMD's desktop iGPU market share reaches 10% and 12%, respectively. On the other hand, AMD's desktop dGPU market holds a share of 12% and 17%, respectively.

Notebook GPU Total Market ShareAMD's total notebook GPU market share for the first and second quarters of 2023 were 14% and 15%, respectively. Similarly, AMD's notebook iGPU market share was 16% for both the first quarter and the second quarter. On the other hand, AMD's notebook dGPU market share was 3% for the first quarter and 3% for the second quarter.

AMD Website Traffic

By Country/Region

AMD Statistics further explains that the United States covered the highest website traffic on amd.com, accounting for a 13.44% share, which increased by 1.92% in the total number of website visitors in March 2024. Additionally, the total website traffic share for other countries is as follows: China: 12.3% (-4%), Russia: 5.56% (+2.6%), Germany: 4.48% (+2.01%), and India: 4.45% (+24.71%).

By Device

AMD Statistics further shows that the desktop and mobile traffic share for amd.com in March 2024 were 50.57% and 49.25%, respectively.

In the United States, the total user share for amd.com is 26.41%, with a total of 6.27 million users, where desktop and mobile users account for 52.81% and 47.19%, respectively.Brazilian website users amount to 1.97 million, with a traffic share of 8.28%. Desktop and mobile users account for 45.03% and 54.97% respectively.

Following Brazil in terms of website users are India (1.16 million and 4.88%), Indonesia (1.07 million and 4.52%), and Japan (931,840 and 3.92%).

The shares of desktop and mobile users are as follows: India (41.37% and 58.63%), Indonesia (21.93% and 78.07%), and Japan (62.24% and 37.76%).

Demographically, the male and female users of amd.com are 74.7% and 25.3% respectively. In March 2024, AMD's age-based statistics show that the largest observed number of website users is in the 18 to 24 age group, accounting for 34.04%. Approximately 32.92% of amd.com users are between the ages of 25 and 34. Other user shares are 17.71% and 8.41%, belonging to the 35 to 44 and 45 to 54 age groups respectively. About 4.13% of the website users are between the ages of 55 and 64. Users who consider themselves to be 65 and older account for 2.78% of the share.

In terms of traffic sources, AMD Statistics reports that the highest natural search traffic for amd.com is 56.3%. Direct search is the next most popular traffic source, with a share of 37.46%, followed by referrals, which account for 2.8% of the share. Other traffic source shares include social media (2.46%), email (0.38%), paid search (0.42%), and display (0.18%).

Social media referral rates are not provided in the given text.YouTube dominates social media traffic on amd.com, accounting for 44.92% of the share. Reddit and LinkedIn follow with traffic shares of 28.48% and 15.29%, respectively. Twitter and Facebook trail behind with social media traffic shares of 3.58% and 3.25%, respectively. Other social media traffic collectively accounts for 4.48%.

Leading AMD Processor Statistics

Based on Geekbench score performance, the AMD Ryzen 9 7950X is the company's world-leading single-core processor, scoring 2,939.

As mentioned in AMD Statistics for March 2024, the top multi-core processor is the AMD EPYC 9554, scoring 20,643.

The next multi-core processor with a score of 19,619 is manufactured by AMD Ryzen 9 7950X3D.

AMD by Ownership StatisticsIn the fiscal year of 2023, approximately 36.24% of the company's shares are owned by public companies and individual investors. At the same time, other institutional investors account for 23.36%. In addition, the other ownership shares of the AMD Group are held by Insiders (21%) and Mutual Funds (19.39%).

Impact and Future

Gaming: AMD is a major player in the gaming industry, providing powerful processors and graphics cards that offer smooth and immersive gaming experiences. Their focus on cost-performance ratio makes them a popular choice for many gamers.

Data Centers: AMD is also focused on the growing demand for cloud computing and data centers. Their EPYC (Ryzen) server processors are designed to efficiently handle large workloads.

Future: With the increasing demand for powerful and efficient computing, AMD is well-prepared for sustained growth. Their focus on innovation and competitive pricing may enable them to gain more market share in the coming years.

Overall, AMD is a significant force in the field of computer chips. Its focus on innovation, competitive pricing, and a strong product lineup makes it a company to watch in the rapidly evolving technology sector.