Sales of Ryzen CPUs helped AMD's Computing and Graphics division reach $1.37 billion in sales, a 45% increase over the same period last year. The company's CFO, Devinder Kumar, attributed this strong growth to "significant growth" in Ryzen CPU sales during the company's Q2 earnings call.

AMD declined to be specific, but the increase appears to have been spurred primarily by Zen 2 processors, such as the Ryzen 3000 series. These chips are our #1 recommended CPU for gaming, and thanks to their success, this segment, which focuses on client-side and non-enterprise business, accounts for 15% of AMD's overall sales, up from just 2% a year ago.

This is even more impressive given that these sales must serve as a counterweight to declining sales of desktop Navi graphics cards. CEO Dr. Lisa Su described the quarter's slump as "somewhat expected expected," but it still means that AMD is relying on its CPU products to sustain its GPU business.

"We had our best client processor sales in the last 12 years," says CEO Lisa Suh (via Seeking Alpha).

"The PC market was strong during the quarter due to the increase in telecommuting and schooling driven by COVID-19. Nevertheless, we believe our growth is largely due to our 11th consecutive quarter of market share gains."

Indeed, as we spend and have spent much more time indoors than ever before, laptop and PC sales are certainly on the rise. That is certainly accelerating sales of mobile Ryzen 4000 series processors.

EPYC sales are managed separately for the enterprise, embedded, and semi-custom segments and were down slightly this quarter due to the lack of semi-custom sales. However, AMD believes that approximately 12-16 months after launch, the next generation of game consoles built on AMD's technology, the Xbox Series X and PlayStation 5, will be worthy of its portfolio. Until then, AMD will carry the bulk of the next-generation console load at the margin.

RDNA 2, the same GPU architecture that will be introduced in consoles, will also be introduced in desktop gaming PCs at about the same time.

So overall, the spread has been quite positive at AMD over the past three months, in contrast to Intel's financials, which were very positive in terms of revenue, but highlighted delays in chip production, causing the company's stock price to fall one to three levels.

Good news for us consumers. We are best when things are scrapped...

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