AMD approaches '30%' x86 CPU market share, thanks to servers 'n' laptops
- Reference: 1652423467
- News link: https://www.theregister.co.uk/2022/05/13/amd_intel_x86/
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This is according to analysts at Mercury Research, which said on Wednesday that AMD's x86 market share reached 27.7 percent against Intel in the first quarter of 2022. This beat the 25.6 percent record AMD set in the previous quarter, which, notably, surpassed the 25.3 percent shipment milestone it achieved against Intel back in 2006.
AMD's x86 share in the first three months of 2022 grew 2.1 points from the previous quarter and seven points from the same period last year, reflecting the high level of growth the home of Ryzen has reported over several quarters.
[1]
This growth came from AMD's chips for servers and laptops. In servers, AMD's share grew 2.7 points year-over-year to 11.6 percent, its 12th consecutive quarter of share growth in the segment. For laptops, AMD's share leaped 4.4 points year-over-year to 22.5 percent.
[2]
[3]
The only segment where AMD didn't gain market share from Intel in the first quarter was the desktop PC space, which as a whole saw CPU shipments drop by 30 percent, the worst decline in history, according to Mercury.
AMD's desktop share was 18.3 percent, which is down 1 point from the same period last year, likely thanks to Intel's [4]Alder Lake silicon that have received a fair amount of praise. It's interesting to note that Taiwanese CPU vendor Via is counted in this segment; Mercury said that company's shipments were so minimal, its share rounded down to zero.
[5]
The research firm said the historical decline in desktop processors was due to normal seasonality — not as many people buy a PC after the holidays — and excess inventory held by partners.
[6]AMD to offer CPUs with Xilinx AI engine in 2023
[7]Rocketing chip sales growth to ease off this year, reach $680bn, say analysts
[8]How Intel and AMD hope to win the cloud security game
[9]Intel blames software, COVID lockdowns for Arc GPU delays
What's noteworthy is that AMD was able to grow in servers and laptops even though both segments also saw a decline in overall shipments. But this shouldn't come as a surprise given that AMD has [10]doubled its data center business and reported double-digit revenue growth for client CPU parts over the past several quarters.
Despite this downturn, Mercury said the x86 market set several records, including for server CPU processor revenue and the average selling price for client CPUs. The latter was driven by a ramp of new high-end laptop processors from [11]Intel and [12]AMD . At the same time, Intel and AMD didn't ship as many low-end laptop chips.
If you're curious how Arm has been doing in the CPU market for PCs, Mercury estimated that the chip architecture's share was 11.3 percent in the first quarter when included with desktop and laptop chips from Intel and AMD. This was up from 10.3 percent in the previous quarter, and it was nearly double the 5.9 percent share Arm held during the first quarter of last year, no doubt fueled by [13]Apple's homegrown M1 chips.
That's another way of saying that Intel has multiple reasons to be concerned about its place in the industry, but at least the semiconductor giant is doing all it can to retain the technology leadership crown once again as part of its [14]ambitious comeback plan. ®
Get our [15]Tech Resources
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[4] https://www.theregister.com/2021/10/27/intel_alder_lake/
[5] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/systems&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44Yn4sRyk3TArd9P-7B5W35QAAAME&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[6] https://www.theregister.com/2022/05/04/amd_xilinx_q1_2022_results/
[7] https://www.theregister.com/2022/01/10/chip_growth_this_year/
[8] https://www.theregister.com/2022/05/12/intel_amd_security/
[9] https://www.theregister.com/2022/05/11/intel_arc_delays/
[10] https://www.nextplatform.com/2022/05/04/can-amd-keep-doubling-its-datacenter-business/
[11] https://www.theregister.com/2022/01/04/intel_alder_lake/
[12] https://www.theregister.com/2022/01/04/amd_ryzen_ces/
[13] https://www.theregister.com/2021/10/18/apple_macbook_pro/
[14] https://www.theregister.com/2022/02/18/intel_gelsinger_plan/
[15] https://whitepapers.theregister.com/
AMD approaches '30%' x86 CPU market share, thanks to servers 'n' laptops
So AMD are chipping away at Intel's market share?
And it's about damn time too.
AMD deserves its place in the sun. It has toiled much too long under Intel's shadow.
Now it can spread its wings and soar, while Intel is going to actually have to innovate again instead of surfing on its success.
Competition is good.
well its taken them nigh on 30 years so no big achievement really. and there are still software and platform compatibility to contend with.
There's always that one piece of software , Middle ware which wont run on AMD out there.
Some of us remember their first push at the Pentium Market and how they will come to dominate that in 1994.
Intel need the competition but they don't take nor ever really have taken AMD as a serious threat.
Maybe they will now !
The only segment where AMD didn't gain market share from Intel in the first quarter was the desktop PC space
Intel has just brought a new generation of chips out; AMD's next big move will happen later this year. I for one will probably pick up a new AMD chip from the next generation (or if the performance isn't much better pick up a x59*0 for a good price)
Laptops
We have periodically tried out AMD powered laptops and the result has nearly always been the same - the battery life on them is considerably lower than their Intel equivalents.
Now, this is likely not all AMD's fault to be honest - but manufacturers seem to build their AMD laptops that bit cheaper than their Intel ones. Overall quality usually seems lower.
So we end up sticking with Intel in laptops. Desktops though? More than happy to have an AMD chip in a desktop.
Epyc
The Epyc chips are a thing of wonder though.
The compute density is off the charts, even Sapphire Rapids won't compete here.
It looks like Zen4 based Epyc processors will have upto 96 Cores per socket, giving you 384 vCPU for a 2 Socket Pizza Box.
The only place where intel can compete is in the 4 Socket + area for very large memory configurations, even then it looks like a 2 socket Genoa could handle 12TB of memory assuming 1 slot per memory channel and 512GB Dimms.
Come on AMD produce a 4 Socket Box, that will even eat into the Intel 8 Socket business.
Guess you could call this Mercury Ryzen
A pint for Mr Martin