AMD grabs a quarter of x86 market with desktop gains, but server growth slows
- Reference: 1731415392
- News link: https://www.theregister.co.uk/2024/11/12/amd_gains_on_intel/
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Processor shipments in Q3 were up only modestly on a sequential basis, with growth well below what is expected for the seasonal norm, according to independent PC component sales number cruncher [1]Mercury Research .
The analyst attributed this to much lower desktop CPU shipments from Intel compared to Q2, blamed on PC makers drawing down inventory and slowing CPU purchases.
[2]
In contrast, AMD was unaffected by any inventory adjustments and saw seasonal desktop CPU growth, plus increases in mobile CPU shipments above what was expected during the quarter, Mercury observed.
[3]
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The all-inclusive market data shows that AMD gained 0.5 percent sequentially to take it up to a quarter of all x86 chips – including not just server and desktop CPUs, but IoT chips and semi-custom products used in kit like game consoles.
This is actually a year-on-year decline for the Intel rival. It's down from the 30.7 percent it stood at in Q3 2023, hit by weaker demand for its system-on-chip (SoC) silicon for several quarters – a trend that appears to be slowing.
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Of course, the other side of this coin is that Intel still accounted for 75 percent of the x86 market during Q3, [6]despite all its woes . AMD continues to inch up against it across all segments in which they compete.
This includes desktop chips, where the challenger has gained almost ten percentage points compared to a year ago – from 19.2 percent in Q3 2023 to 28.7 percent in Q3 this year, half of which came during the last quarter.
However, Mercury cautioned this situation can be deceptive. Intel's apparent decline is partly due to inventory of its chips being used up by OEMs, so that if you looked at the figures for actual CPUs sold, Intel's share would likely be higher.
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Mobile CPU share movements also favored AMD, but were less marked than in desktop because of a smaller impact from inventory adjustments on Intel's figures in the mobile segment. Here, AMD was still up by 2.8 percent compared with the same period a year ago, taking its share of mobile to 22.3 percent.
[8]The Register takes AMD's Ryzen 9800X3D for a spin
[9]Fujitsu, AMD lay groundwork to pair Monaka CPUs with Instinct GPUs
[10]AMD teases its GPU biz 'approaching the scale' of CPU operations
[11]A closer look at Intel and AMD's different approaches to gluing together CPUs
The server market was where AMD was expected by many to make gains against Intel. But Mercury's figures show the challenger increasing its market share by just 0.9 percent year-on-year, and just 0.1 percent over the previous quarter to 24.2 percent.
Both AMD and Intel experienced significant growth in server CPU shipments, with Intel seeing gains in both datacenter (DCAI) and networking/communications (NEX) segments, according to Mercury. The analyst only shares the actual figures with its paying subscribers.
"Due to very similar growth rates, AMD saw only a near-negligible increase in total share, and we note that Intel's Xeon SP shipment growth slightly outpaced AMD's Epyc as Intel's NEX shipments recovered," said research president Dean McCarron.
Turning to Arm PC CPU shipments, Mercury believes the share of client systems represented by this architecture increased to 10.3 percent in Q3, up from 10 percent in Q2.
However, it cautions that estimates for this sector are "rougher and significantly less accurate than typical" due to some "unusual shifts in the overall PC market."
If shipments have increased, this would be accounted for primarily by higher Apple Mac shipments – with small growth contributions from Chromebooks and Arm chips going into Copilot-enabled PCs.
"It's best to describe Arm share as approximately flat sequentially," McCarron said. ®
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[1] https://www.mercuryresearch.com/
[2] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/systems&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=2&c=2ZzOJtXKFsntpXb-3spyYZgAAANU&t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0
[3] 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=44ZzOJtXKFsntpXb-3spyYZgAAANU&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[4] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/systems&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=3&c=33ZzOJtXKFsntpXb-3spyYZgAAANU&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[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=44ZzOJtXKFsntpXb-3spyYZgAAANU&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[6] https://www.theregister.com/2024/11/01/intel_q3_2024/
[7] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/systems&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=3&c=33ZzOJtXKFsntpXb-3spyYZgAAANU&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[8] https://www.theregister.com/2024/11/07/amd_ryzen_9800x3d_review/
[9] https://www.theregister.com/2024/11/01/amd_fujitsu_monaka_instinct/
[10] https://www.theregister.com/2024/10/30/amd_q3_2024/
[11] https://www.theregister.com/2024/10/24/intel_amd_packaging/
[12] https://whitepapers.theregister.com/
Re: Who's still wanting Intel chips?
My company for example. They only buy Intel, and nobody would risk their jobs by suggesting amd or forcing the issue. So we have less for more.
Re: Who's still wanting Intel chips?
You'd be surprised how conservative some people are when it comes to technology purchases, and to paraphrase and old saying: nobody ever got sacked for buying Intel.
Re: Who's still wanting Intel chips?
Most business are just buying Dell / Lenovo laptops
Corporate IT have approved Dell / Lenovo, purchasing have approved that staff grade X can have a model Y
It will run windows 11 and have 3 years of support
Nobody cares who made the CPU
Re: Who's still wanting Intel chips?
So, what you're really saying is that you have no idea how IT purchasing works in large orgs
There are some arbitrary decisions made in business by old and bold, non technical manglers and directors, who think "they know" tech and will then use their "seniority" to force a business decision based on bias, not knowledge.
For instance, many moons ago, I had a manager demanding to know why "His IP Address" had changed on his work PC, can't remember why said manager knew his IP address, but after 15+ minutes trying to explain what DHCP does and why "His IP Address" doesn't matter in the context of a work network, I had to walk away and ask him to raise a ticket to get it "resolved"...
Some times manglement know better.... apparently!
Start with what matters ... to him in one sentence:
1) Assigning IP addresses as required saves money compared to giving each computer a fixed IP address.
If that is not enough go for:
2) There is a limited supply of IP addresses. You could employ a human to keep track when computers are retired, what their IP address was and to assign disused addresses to new computers. The alternative is to have a computer automatically assign addresses when computers are turned on and add addresses back to the unused list when computers are turned off.
If that isn't enough consider checking for a genuine problem: "Has assigning your computer a new IP address caused any software to fail?". If not, "Of course I can switch the company back to static IP addresses. I will need £X0,000/year of budget to replace the DHCP server with humans."
The final option: update your CV and decide how much of a pay rise you would need to feel happy about dealing with this sort of crap.
Re: Start with what matters ... to him in one sentence:
Hmmmm ... could that person then ssh -X and/or "remote desktop" into that office deskside workstation from anywhere in the world?
Who's still wanting Intel chips?
I don't know who is still buying these compared to AMD?
You'd think 50% each would at least have happened by now.