AMD's CPU offerings are generally considered to best Intel's competition, especially since the company's Zen 3, Ryzen-5000 series of CPUs launched to great critical and customer acclaim. However, silicon performance can only get you so far - one other issue impacting market penetration is availability of said processors. As AMD fights for constrained wafer supply from TSMC - in no small part due to their focusing of their entire portfolio on the company's highly-sought 7 nm process - users worldwide are generally seeing insufficient stocks of AMD silicon to satisfy their needs. And as such, it seems that at least some users are going with Intel solutions, due to their higher availability in the market.
According to a report from Mercury Research, AMD's constrained chip supply has led the company to a market share loss QoQ. AMD's desktop penetration fell from 20.1% to 19.3% in a single quarter, and its mobile market share saw a similar decrease, going from a 20.1% share down to 19.1%. Of course, not only from market share and shipments are a company's financials made of; AMD ushered in higher ASP (Average Selling Price) for its products, leading the company to a 50% increase in YoY revenue. This doesn't mean AMD is selling less CPUs, however; the x86 CPU market grew a massive 20.1% YoY, so AMD is actually shipping more product than in previous years - it just couldn't account for the entirety of that x86 market increase. Overall, and considering AMD's desktop, mobile, and server markets, the company's x86 market share decreased by 0.7% in Q4 2020 to 21.7% - still a very significant increase, YoY, from its previous 15.5% of the market pie.
114 Comments on Despite AMD Momentum, Intel Claws Back Market Share in Both Desktop and Mobile
Lion's hare is on OEMs hands.
And they do shit like this:
www.notebookcheck.net/Polish-source-claims-Nvidia-and-Intel-worked-together-to-block-the-marketing-of-premium-AMD-Ryzen-4000-laptops-with-high-end-GPUs-in-2020.515615.0.html Oh, tone down BS please.
AMD is not in fab business for many years and it just happened to roll out new:
1) APUs for major consoles
2) BIG GPUs
3) New CPU cores
all at once.
German site has both in stock, although, not sure what people would say about pricing:
Intel was being outsold up to 6 to 1 in the newest consumer market (Germany). You can buy any AMD CPUs from Germany and some of the companies provide free world wide shipping too. What I see for the last quarter was as Xmas loomed and interest in PC hit a fever pitch many pre built PCs that had been sitting in inventory for months were gobbled up by parents of adolescents and some PC lovers. As evidence, (before it became known), when the 3000 series and 6000 series launched one could buy a mid range Gaming PC for the cost of a 3080. The consoles are probably the biggest drag on supply but we are starting to see supply improve. It would seem the 5600X is becoming easier to acquire.
So I have noticed that here in the states the 5600X and 5800X go in stock and can stay in stock for hours vs minutes prior to the holidays.
I've also noticed even the big retailers here in the states charge a premium, seeing 5600X @ $375 several times. That makes it more expensive than a 10700K.
So the 10700K and the 5600X trade blows on various gaming benchmarks, with the 10700K winning in most productivity scenarios. There's really not a reason to spend more money to go 5600X, or waste time waiting in a queue.
Really the only chips Intel can't currently meet or beat in performance are the 5900X and 5950X, and those are basically absent from retail channels. You are talking about one retailer in Germany selling individual chips to DIY people. You do realize that 99% of chip sales are in an actual functioning computer right?
I mean, if I told you that 95% of the engines sold by Advance Auto Parts were Chevrolet smallblock V8s, would you then conclude that 95% of the automobile engines sold on the planet were GM? Cause that is exactly the kind of logic you are using.
I am not sure what makes 10900k, a $470 CPU cost "the same" (or where).
Definitely not on the same German site:
And 12% some in single threaded scenarios
www.computerbase.de/2020-11/amd-ryzen-5000-test/5/#abschnitt_multicoreszenarien
While consuming 1.77 Times more energy at full load.
Hardly something to opt for.
1080P gaming:
CPU overall :
In fact, I'd say the main reason to supply DIY supply chain has more to do with marketing - the DIY crowd and the sites like TPU, AT, Toms etc that cater to 'us' collectively - are very vocal. Just to illustrate, at this moment in the forums, look what the ratio of known users to guests is :
Total: 12,545 (members: 176, guests: 12,369)
I wouldn't even doubt that Rocket Lake for example, will mostly be sold to smaller SI's, retail DIY outlets, and the big OEM specialty rigs like Omen and Alienware. That's good for us no doubt, and would be a lot more than AMD has done with Zen 3, but I recognize it for what it is - halo products for marketing purposes.
computerbase just one of them.
www.computerbase.de/2020-11/amd-ryzen-5000-test/4/#abschnitt_amd_ryzen_vs_intel_core_in_1080p About 16%. Judging by figures on mindfactory, about 80%
Penetrate this.
Try Steam survey, imo way more legit than One country results.
It gets more complicated. I believe AMDs use of CCX chiplets depends on TSMC substrate technology called Chip on Wafer on Substrate or CoWoS. This allows them to have chiplets on TSMC nodes. There are other technologies that do more or less the same thing on other nodes, but I don't think they will perform as well in AMDs CCX use case. Their other option is make a monolithic die, like Intel and most others do. But that means yield will go down, using small CCXs is really their big path to keeping costs down.
Still, one would think they could for example make a monolithic 4 or 6 core without too much impact to margins / yield.
It's a case of buy from us only or else.
Almost 1 Million.
Now lets put that in perspective, which the article completely failed to do.
How many PCs shipped in 2020? 302.4M.
Zen 3 was only a Q4 product. So, what were PC shipments in Q4? 143.7M
Ok, so AMD shipped < 1M Zen 3 in Q4, into a market of 143.7M PCs sold.
This comes out to 0.6%.
To put this in more perspective, Intel had about 80.5% of the market. 80.5% of 143.7M is 115.7M. A quarter is 3 months, or roughly 90 days.
1M CPUs is about how many CPUs Intel shipped in 3/4 of one day in Q4, on average.
I'm quite certain that had they wanted to, Intel could have shipped 1M Rocket Lake CPUs in Q4. As noted, it only takes a day. In fact, I'd be suprised if Intel didn't already have tens of millions of Rocket Lake chips sitting around ready for shipment.
What AMD did is the definition of paper launch :
"A release of a product, especially a computer component, in extremely limited quantities, making it very difficult for consumers to get their hands on. The purpose of this is generally for a company to be able to say "we have the fastest chip", before they can actually produce large numbers of them. "