Friday, May 10th 2024

AMD Hits Highest-Ever x86 CPU Market Share in Q1 2024 Across Desktop and Server

AMD has reached a significant milestone, capturing a record-high share of the X86 CPU market in the first quarter of 2024, according to the latest report from Mercury Research. This achievement marks a significant step forward for the chipmaker in its long battle against rival Intel's dominance in the crucial computer processor space. The surge was fueled by strong demand for AMD's Ryzen and EPYC processors across consumer and enterprise markets. The Ryzen lineup's compelling price-to-performance ratio has struck a chord with gamers, content creators, and businesses seeking cost-effective computing power without sacrificing capabilities. It secured AMD's 23.9% share, an increase from the previous Q4 of 2023, which has seen a 19.8% market share.

The company has also made major inroads on the data center front with its EPYC server CPUs. AMD's ability to supply capable yet affordable processors has enabled cloud providers and enterprises to scale operations on AMD's platform. Several leading tech giants have embraced EPYC, contributing to AMD's surging server market footprint. Now, it is at 23.6%, a significant increase over the past few years, whereas AMD was just above 10% four years ago in 2020. AMD lost some share to Intel on the mobile PC front due to the Meteor Lake ramp, but it managed to gain a small percentage of the market share of client PCs. As AMD rides the momentum into the second half of 2024, all eyes will be on whether the chipmaker can sustain this trajectory and potentially claim an even larger slice of the x86 CPU pie from Intel in the coming quarters.
Below, you can see additional graphs of mobile PC and client PC market share.

Source: AnandTech
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140 Comments on AMD Hits Highest-Ever x86 CPU Market Share in Q1 2024 Across Desktop and Server

#51
Vya Domus
FoulOnWhiteAMD need their own fabs, but it will never happen
Intel will have to go fabless eventually, it's unavoidable. They simply cannot compete with TSMC, who's able to concentrate all their resources into their foundries unlike Intel and they need the best nodes to compete with AMD and Nvidia. If they keep using their own nodes they'll just fall behind.
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#52
Daven
SL2That's not gonna happen anytime soon, lots of old machines running out there.
The chart shows the increase in new machine sales each data point not a running total.
P4-630Companies want stability/reliability and also they don't want to have issues with BIOS'es and no beta BIOS'es...
Then that definitely excludes Intel.
Minus InfinityLOL, Intel's FABs are separate entity and are in the business to make money, AMD will one day probably be a customer and even Pat with all his hubris said he would welcome them as a customer. Luckily most rational business don't act like fanboys and trolls.
This is completely untrue and exactly what Intel wants you to think. Intel owns all its fabs and its all under one business. And no AMD, Apple, Nvidia, etc will never use Intel fabs as long as they are owned by Intel.
nguyenWell Intel is like the clown of tech world atm LOL. Good that AMD is taking marketshare away from Intel.

If we talk about stocks, AMD is worth 2x as much as Intel right now, making Intel effectively the underdog.
Intel won’t be the underdog until their marketshare is significantly below AMDs or ARMs in the server/desktop/laptop space.
Vya DomusIntel will have to go fabless eventually, it's unavoidable. They simply cannot compete with TSMC, who's able to concentrate all their resources into their foundries unlike Intel and they need the best nodes to compete with AMD and Nvidia. If they keep using their own nodes they'll just fall behind.
This! A thousands times this!
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#53
P4-630
Funny to see AMD being defended by it's fans.... :D
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#54
ARF
P4-630Funny to see AMD being defended by it's fans.... :D
Everyone knows that choosing the AMD products is the smarter option, but they refuse to admit.
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#55
P4-630
ARFEveryone knows that choosing the AMD products is the smarter option, but they refuse to admit.
I used to buy ATi GPU's in the past though.
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#56
RGAFL
Everyone knows Intel is bleeding money getting their fabs up to date. But it's not their own money that's bleeding, it's taxpayer money. If it was their own, they would be in deep trouble.
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#57
Steevo
Darmok N JaladI’m still waiting for the day that I get issued an AMD machine at work. I think Intel still really has the corporate world locked up.
I’m going to purchase my next work laptop and it will be AMD, no more stupid dual GPU for Desktop Window Manager and Windows to mismanage and cause stutters as to flip flops and some things you cannot force to run in high performance mode. So an IGPU capable of driving some pixels is very welcome.
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#58
Random_User
Vya DomusIntel will have to go fabless eventually, it's unavoidable. They simply cannot compete with TSMC, who's able to concentrate all their resources into their foundries unlike Intel and they need the best nodes to compete with AMD and Nvidia. If they keep using their own nodes they'll just fall behind.
Fabless, or truly spin off them to a separate branch. Either own chip design, or fabs. At this point Intel tries to sit on two chairs, and In current IT world, it's impossible to get both, as each branch eats too much resources. It's possible to get fabs, if the own design is absolute winner. But so far, Intel tries to push the chip R&D, pursuing AMD, and simultaneously tries to catch up TSMC, while has to use their capacities for certain products. This is double embaracing. If not OEM, and multiyear contracts, Intel would go under already.

And it's sad, because everyone needs a strong constant competition, in both CPUs/silicon, and foundries. Because they all do great stuff, only when pushed to the wall and trying to compete. I don't mean leapfrogging, but rather when both, or multiple rivals get equally good product lines.

The best way is to split the foundries to separate entity, so thecitizen and governmets can be sure, the funds reach the destination, instead of becoming sediment in the corporate pockets. And other fabless companie would be more prone to use these fabs, as there would be less incentive for intel to "share" the third party IP and design with own products.
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#59
FoulOnWhite
intel won't go fabless, they don't just make stuff for themselves. They might split into two near seperate entities though. Im sure they have invested far to much time and money to ditch them, and imo would be a dumb move as i believe it was for AMD(if they ever owned any) There are always advantages to owning your own fabs, rather than been beholden to someone else to make your wafers for you. If they go under, get attacked by china, or for whatever reason have a outage, you are doomed with no supply. Even a inferior backup wafer supply is better than none.
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#60
mechtech
8 year chart.

Would be nice to see a 30-year chart.
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#61
1d10t
Includes OEM and ODM markets of course, where majority of them are still under contract or retention just like my company. Meanwhile in the DIY market it's only 1:50 in top tens Amazon Best Sellers.




I think that sufficient because these market or community tends to shout louder :D
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#62
Tek-Check
Darmok N JaladI’m still waiting for the day that I get issued an AMD machine at work. I think Intel still really has the corporate world locked up.
Corporations need to employ more IT people who are more knowledgeable about AMD's battery efficiency and wider laptop choices.
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#63
Panther_Seraphin
mechtech8 year chart.

Would be nice to see a 30-year chart.
www.nextplatform.com/2021/05/11/amd-finally-breaks-the-10-percent-server-share-barrier/

Around 20 years of data up to 2021

I am glad to see that AMD is picking up market share. Intel needs to really take advantage of their Foveros technology ASAP to try and get a technological lead over AMD again.
Tek-CheckCorporations need to employ more IT people who are more knowledgeable about AMD's battery efficiency and wider laptop choices.
Its actually more the bean counters. You could pickup Hp/Dell/Lenovos with Intels for cheaper than the "equivalent" AMD for a long time.

IT: "But AMDs have better battery life"
Beancounter: "Most people use them plugged in the office and the Intel ones are $/£30-50 cheaper a unit"
IT: "But AMDs are a better choice"
Beancounter: "It is 5-6 figures extra to replace our fleet with AMD vs Intel, you somehow justify that 6 figure difference in productivty etc then we will consider it, otherwise Intel it is"
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#64
kapone32
1d10tIncludes OEM and ODM markets of course, where majority of them are still under contract or retention just like my company. Meanwhile in the DIY market it's only 1:50 in top tens Amazon Best Sellers.




I think that sufficient because these market or community tends to shout louder :D
This just proves that even though the narrative says that the 7900X3D sucks stills sells quite well.
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#65
P4-630
1d10tIncludes OEM and ODM markets of course, where majority of them are still under contract or retention just like my company. Meanwhile in the DIY market it's only 1:50 in top tens Amazon Best Sellers.




I think that sufficient because these market or community tends to shout louder :D
amazon.nl

Posted on Reply
#66
evernessince
P4-630Funny to see AMD being defended by it's fans.... :D
P4-630 right now: "Surely this character assassination attempt will distract everyone from the fact that I'm not actually providing a counter-argument and instead employing logical fallacies!"

Please do elaborate and provide facts on your prior argument that Intel is more stable and reliable. Let's see the basis for such a statement instead of more fallacies.
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#67
Tek-Check
overclockedamdI would like to see AMD push another 150watts into a Ryzen to match intels usages and see what they could perform with that.
No need for so much power on consumer CPU. The world is going into direction of efficiency in order to be more sustainable.
Even when locked to 253W, current Intel CPUs are not able to beat Ryzen in gaming and barely match or lead a few percentages ahead of 79050X3D in MT workloads, while X3D chip uses TWICE as little power.
evernessinceI don't see AMD beating Nvidia in RT performance when Nvidia is the one dictating the implementation.
They do not need to, as RT is not that important for majority of users, especially on weaker class 60 cards, which is majority of the market.
FoulOnWhiteThey will never overtake Intel /end
Of course, says The Saruman.
Vya DomusIt's not just that, most laptops still ship with Intel CPUs.
True, but this is gradually changing. Intel already has below 70%, as Apple also took away ~10%. And now, Qualcomm is coming in. They might take ~5% in next couple of years. I would not be surprised if Intel drops to 50% in laptop segment before 2030.
dragontamer5788Market Share is about sales this past quarter, not actually about what machines people are using.
Both metrics are used by different market research companies.
BabaThis doesn't really tell the whole picture. ARM sales are taking away from the x86 pie. AMD is getting a bigger piece of a smaller pie.
True that. ARM has ~10% of laptop market, mostly thanks to Apple. So, there is 90% to share between Intel and AMD.
P4-630Companies want stability/reliability and also they don't want to have issues with BIOS'es and no beta BIOS'es...
Yes, and increasing number of OEMs are fed-up with software issues and performance on Meteor Lake laptops.
That's why Lisa Su was able to announce that there be more than 150 new laptop designs with Strix Point later on this year.
kapone32If I was AMD, I would take advantage of the Chips Act and do a collaboration with TSMC to build a Fab on the Continental US.
Read the news. TMSC has received the second grant from the US government to build another fab in the US.
AnarchoPrimitivAs far as the .majority of consumers are concerned, AMD doesn't even exist....it's not even a thought to be entertained....to them Intel is literally synonymous with "laptop"....and that's a very hard thing to change.
This is definitively not the case in European markets. There is far greater awareness of the quality of Zen products.
P4-630Funny to see AMD being defended by it's fans.... :D
And what is your purpose in this thread? Do enlighten us.
Posted on Reply
#68
tfdsaf
I don't believe the gap is still that big in the desktop space. In the server and IT space its understandable, its a very slow upgrade process and they generally tend to stick with what they know, but in the desktop space I would image it would be more like 50%-50% in terms of market share these past few years. The Ryzen 5000 series were extremely successful and are still to this day selling like hot cakes!

I think this data might not be complete and fully accurate, there is no way AMD is still lagging 40% behind Intel in the desktop space, all of the big online retailers have Ryzen processors in the top 10 bestsellers
Posted on Reply
#69
Tek-Check
Minus InfinityLOL, Intel's FABs are separate entity and are in the business to make money, AMD will one day probably be a customer and even Pat with all his hubris said he would welcome them as a customer. Luckily most rational business don't act like fanboys and trolls.
Even Intel does not have enough confidence in their own foundry at the moment. All Arc GPUs were produced at TMSC, most of tiles for Meteor Lake too, and now entire generation of Arrow Lake will be produced on N3B, apart from low i5 that will have compute tile only on 20A. So, no serious chip designer will go to Intel ANY TIME SOON to manufacture their cutting edge silicon for top phones, tablets, PCs, AI, etc. Ain't gonna happen, and Intel has not announced one single big contract with big chip designer for most advanced products.
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#70
P4-630
I mean , the graphs of the OP says enough imo...
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#71
Tek-Check
FoulOnWhiteAMD need their own fabs, but it will never happen, they just don't have the funds to do it. People poke fun at Intel woes with its fabs, but at least they have them, and they have the cash to buy production from TSMC. At some point Intel will fix the woes with their fabs and that will make AMDs problems worse.
And you are telling us this by looking into Palantir.
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#72
thesmokingman
P4-630I mean , the graphs of the OP says enough imo...
You're choice of username says enough. /facepalm
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#73
Tek-Check
ARFEveryone knows that choosing the AMD products is the smarter option, but they refuse to admit.
Not all of them. Some have really dodgy names, such as 5700, which is Cezanne APU for desktop with 16MB of L3.
FoulOnWhiteintel won't go fabless, they don't just make stuff for themselves. They might split into two near seperate entities though. Im sure they have invested far to much time and money to ditch them, and imo would be a dumb move as i believe it was for AMD(if they ever owned any) There are always advantages to owning your own fabs, rather than been beholden to someone else to make your wafers for you. If they go under, get attacked by china, or for whatever reason have a outage, you are doomed with no supply. Even a inferior backup wafer supply is better than none.
Nvidia, AMD, Qualcomm, MediaTek, Broadcom, Apple and others are "doomed" without their own fabs? Open your eyes dude...
1d10tIncludes OEM and ODM markets of course, where majority of them are still under contract or retention just like my company. Meanwhile in the DIY market it's only 1:50 in top tens Amazon Best Sellers.




I think that sufficient because these market or community tends to shout louder :D
On the 19th place at Amazon UK best sellers is...
Thermalright LGA1700-BCF black 12/13/14 generation Intel anti-bending fastener
Panther_SeraphinBeancounter: "It is 5-6 figures extra to replace our fleet with AMD vs Intel, you somehow justify that 6 figure difference in productivty etc then we will consider it, otherwise Intel it is"
This is slowly changing, as there is increasing number of bulk orders by corps from Lenovo and others. Several US government and civil servant institutions have ordered AMD laptops, as those can survice entire working day without carrying charger around.
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#74
Panther_Seraphin
FoulOnWhiteAMD need their own fabs, but it will never happen, they just don't have the funds to do it. People poke fun at Intel woes with its fabs, but at least they have them, and they have the cash to buy production from TSMC. At some point Intel will fix the woes with their fabs and that will make AMDs problems worse.
AMD had their own fabs and it nearly killed them outright

TSMC has put 40 Billion dollars into their Arizona operation for 2 operation Fabs with one of them only coming online in 2027. AMD would have to spend their next decades INCOME to even match that let alone their profits.
Posted on Reply
#75
Tek-Check
P4-630amazon.nl

Why are you so desperate? Show us the top 20 from the Netherlands. It's telling when you look into SKUs:
- the second place is...i3-12100. A flagship Intel in the Netherlands.
- in the top 20, there are only 6 Intel CPUs, two 14th Gen (i5, i7) and three from 12th Gen (i5, i5, i7). None from 13th Gen. No single i9...
- in the top 20, there are 6 Zen4 CPUs, including several R9, both vanilla and X3D

Thank you very much. Give us some more screenshots from Amazon, but think about it first before you post it.
evernessincePlease do elaborate and provide facts on your prior argument that Intel is more stable and reliable. Let's see the basis for such a statement instead of more fallacies.
He has none. But Intel does have a lot of instability issues in recent months... We are eagerly waiting for the outcomes of their official and global invetigation into this issue.
Posted on Reply
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