Sales of AMD’s new Ryzen processor for consumer PCs may be gaining more ground than many investors and market analysts have been predicting.

A big hardware reseller in Europe, Germany’s Mindfactory, makes sales data public. Starting in March, the launch of the first AMD Ryzen processors, the shift from Intel INTC, -0.85% to AMD AMD, -2.11% at this retailer has been astonishing.

(Public data are compiled here.)

In March, Intel processors represented 72.4% of total unit sales. Ryzen launched on March 2, giving AMD a full month of ramp time. The company was able to capture 27.6% of the market. AMD sales rose every month since then, hitting 48.7% in July and 56.1% in August, overtaking Intel for the first time in nearly a decade.

(Public data are compiled here.)

This also marks the first time in just as long that AMD processor revenue has exceeded that of Intel at this retailer. With a 54% share advantage, the Ryzen brand is clearly making money for the company’s CPU division and putting a smile on the face of its investors.

See: AMD is making a big bet on the commercial PC market

Aug. 10 saw the release of the Ryzen Threadripper processor, a high-priced and high-margin part that competes against the flagship consumer-product line from Intel. These AMD processors account for a large portion of this retailer’s revenue, considering unit sales volume and the timing of the release. Intel also launched new high-performance desktop processors last quarter, but the pent-up excitement and interest in Threadripper appears to dwarf the flagship Intel options.

Diving into the breakdown of the sales data shows that AMD has a diverse processor lineup that has many popular options. The highest-selling unit is $220. This is a much higher ASP (average selling price) than AMD could claim before Ryzen’s release (because of performance deficiencies) and should lead to better margins as the sales extend into the second half of the year.

This data, of course, are sourced from only a single hardware vendor in Germany, but sales reports from North American stores like Newegg and Amazon AMZN, -1.78% are showing a similar, if not as dramatic, trend. All indications tell us that Threadripper is selling better than the Core i9 family in North America, giving AMD the edge in the high-margin segment.

Consumer Ryzen processors haven’t exceeded the sales of the Core i7 and Core i5 product family, but they are catching up. The only question is if Intel’s upcoming Coffee Lake processor refresh, which brings higher core counts and better performance for enthusiasts, can counter the momentum that AMD has been building since March.

Market share is difficult to measure with fewer vendors sharing data, but all external indicators tell us that the Ryzen processor family is pushing toward a better third quarter than many have been expecting.

Ryan Shrout is the founder and lead analyst at Shrout Research, and the owner of PC Perspective. Follow him on Twitter @ryanshrout.

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