Mindfactory, a major German computer hardware retailer, has published new sales data for the month of July. AMD has had an extremely good month, even by the standards of previous Ryzen launches.
Before we dive into the numbers, the usual caveats: These figures reflect data from a single German company, not the entire retail channel. Most companies don’t publish data like this. Data from Amazon and Newegg shows somewhat different splits on the best-selling CPU cores. Amazon has AMD occupying 12 of the Top 20 best-selling chips, but only three of the parts are based on Matisse, none higher than 6th place. Newegg has AMD holding 11 of the Top 20 spots, but the first Matisse CPU is in 12th place — the Ryzen 5 3600.
This is not to imply that the Mindfactory data is wrong, but it should not be read as speaking to the entire retail market.
Reddit user Ingebor has published Mindfactory sales data for the month of June. First up, unit sales:
That’s a very strong launch month for AMD, considering that the company didn’t even go on-sale until 7/7. While AMD’s market share grew 11 percentage points, it’s the increase in total processor shipments that reflects strong demand for the new parts. In June, Mindfactory sold ~9000 – 9500 AMD CPUs and ~4000 – 4500 Intel chips. In July, AMD appears to have sold ~18,500 CPUs and just shy of 5000 Intel CPUs. It looks as though Intel demand was driven by the 9900K, 9700K, and 9600K, implying that at least some Intel fans delayed purchases to see if AMD would bring something to the table that they wanted to purchase, then pulled the trigger on upgrades of their own. A great many shoppers, however, were clearly looking for something from Team Red. It’s good to see the 3900X on this list — the chip may be difficult to find right now, but this is evidence that parts are making it to market.
The previous slide focused on unit shipments, this slide captures earned revenue. This graph is remarkable for how small the gap is between Intel’s market share (21 percent) and its revenue (25 percent). Typically, Intel revenue share is much larger — compare the previous month, when Intel was 32 percent of unit shipments but 48 percent of revenue for an example of how this trend usually moves. In order for AMD to be doing this much better in terms of overall revenue share, the only explanation is that AMD’s ASPs have increased dramatically. Looking to the next chart, we see…
Exactly that. The last time we discussed Mindfactory data, the company was reporting an average selling price (ASP) for AMD hardware of 178€. Today, AMD’s ASPs stand at 238.89€. That’s an increase of 1.34x over April. Mindfactory reports a 1.5x increase over June. This kind of improvement is why AMD was focused on raising its ASPs and cutting costs with 7nm, to allow it to compete more effectively with Intel.
AMD’s most recent quarterly forecast doesn’t predict very strong revenue growth for the rest of the year, but it blames that weakness on a weaker-than-expected console cycle. AMD has stated that its gross margin on all 7nm products is over 50 percent. Excluding the impact of lower semicustom sales, AMD expects full year Q2019 revenue to be up 20 percent. Factor in semicustom, and total revenue growth is expected to be single-digit percentage.
Overall, the data suggests Ryzen is selling very well. Intel continues to have a bulwark with gamers who want single-threaded top-end gaming performance above all other options, but third-generation Ryzen closed the gap between both companies in that area as well.
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