Last year, amd launched several attacks on Intel in the field of desktop CPU. Since the second quarter of 2017, AMD's market share has increased every quarter, which shows the popularity of AMD processors. Indeed, AMD's latest financial report shows that its profit in the first quarter of this year increased more than nine times compared with the same period last year.
According to our previous reports,According to Dr. Lisa Su, AMD's chief executive officer, this situation has lasted for 10 consecutive quarters, that is, 30 months. At present, the company has accounted for more than 50% of the sales of high-end processors in many of the world's top e-commerce.
Dr. Lisa Su said that the strong demand for PCs in other regions of the world offset the weakness of the Chinese market. The revenue of consumer desktop processors increased significantly year on year. The strong demand for ryzen processors led to a double-digit growth in unit shipments and average sales prices. As a result, we believe we have increased our client market share for the tenth consecutive quarter.
According to Lisa Su, there is strong demand for ryzen 3000 and the previous generation of ryzen 2000 chips, which account for more than 50% of the sales of many top online retailers. Amd has also made great strides in the notebook area, with ryzen mobile 4000 helping it double-digit year-on-year growth in the notebook area.
Many products have been delayed due to the global new crown epidemic,There are concerns that the launch of Zen 3 and ryzen 3 and rDNA 2 GPUs may be affected, but Dr. Lisa Su said that these products are still in progress. Looking ahead, amd said it expects consumer demand to weaken in the second half of 2020, but expects full year revenue to grow by 25%。
There are a lot of information leaked by Zen 3 architecture at present. The most expected thing is that Zen 3 architecture will upgrade the CCX design to a single CCX with eight cores sharing 32MB of three-level cache (previously, Zen / zen2's single CCX only has four cores). Such a design solves the problem of delay in cross CCX communication on the same CCD.
In addition, the Zen 3 architecture has technological improvements (upgraded to TSMC's second-generation 7Nm process n7p), and IPC is expected to significantly increase by 10-15%, still seeking defeat alone.
The progress of rDNA 2 is even more terrifying. Previously, on March 6, amd CEO Su Zifeng announced at the AMD financial analyst conference that the energy efficiency ratio of the next-generation rDNA 2 architecture's radeon RX GPU will be 50% higher than the existing rDNA GPU.