When AMD announced the results of the second fiscal quarter, it explained yesterday that the 25 percent increase in the customer segment was due mainly to the increase in demand for more expensive Ryzen models for laptops. More detailed reporting revealed that the number of client processors delivered per quarter dropped by 8%, but the average sale price increased by 35%.
This information was in the form of a 10-Q report, which was published by this morning. AMD does not share changes in the supply of mobile and desktop processors, as opposed to competing Intel, which previously admitted that in the second quarter it reduced the number of processors shipped for laptops by 38%, and in the desktop segment it decreased by 19% compared to the same period last year. In any case, the average 8% reduction in AMD could be considered a more successful result of the quarter.
At the same time, the average cost of running the AMD client processor in the second quarter rose by 35%, which is also better than Intel, because it increased by 13% for mobile models and 1% for desktops in the last quarter.
The AMD exchange rate dropped slightly yesterday because investors responded to the company ' s lack of absolute immunity to reduce demand in the consumer segment of the market. While industry analysts point to the main expectations of the positive performance of AMD with the server segment. For example, Rosenblatt sees in the company ' s shares the growth potential of up to $200 per unit, double that of the current level. In their view, AMD will continue to strengthen its position in the server processor market to the detriment of competitive Intel. According to experts Bernstein, AMD is clearly more likely to resist a decline in the PC market than the largest rival, and this would not prevent it from continuing to increase its market share in the long term. They are in general solidarity with Morgan Stanley analysts.