Saturday, November 9th 2024
AMD Captures 28.7% Desktop Market Share in Q3 2024, Intel Maintains Lead
According to the market research firm Mercury Research, the desktop CPU market has witnessed a remarkable transformation, with AMD seizing a substantial 28.7% market share in Q3 of 2024—a giant leap since the launch of the original Zen architecture in 2017. This 5.7 percentage point surge from the previous quarter is a testament to the company's continuous innovation against the long-standing industry leader, Intel. Their year-over-year growth of nearly ten percentage points, fueled by the success of their Ryzen 7000 and 9000 series processors, starkly contrasts Intel's Raptor Lake processors, which encountered technical hurdles like stability issues. AMD's revenue share soared by 8.5 percentage points, indicating robust performance in premium processor segments. Intel, witnessing a decline in its desktop market share to 71.3%, attributes this shift to inventory adjustments rather than competitive pressure and still holds the majority.
AMD's success story extends beyond desktops, with the company claiming 22.3% of the laptop processor market and 24.2% of the server segment. A significant milestone was reached as AMD's data center division generated $3.549 billion in quarterly revenue, a new record for a company not even present in the data center in any considerable quantity just a decade ago. Stemming from strong EPYC processor sales to hyperscalers and cloud providers, along with Instinct MI300X for AI applications, AMD's acceleration of data center deployments is massive. Despite these shifts, Intel continues to hold its dominant position in client computing, with 76.1% of the overall PC market, held by its strong corporate relationships and extensive manufacturing infrastructure. OEM partners like Dell, HP, Lenovo, and others rely heavily on Intel for their CPU choice, equipping institutions like schools, universities, and government agencies.Below, you can see more charts of AMD's mobile and server advancement.
Source:
Tom's Hardware
AMD's success story extends beyond desktops, with the company claiming 22.3% of the laptop processor market and 24.2% of the server segment. A significant milestone was reached as AMD's data center division generated $3.549 billion in quarterly revenue, a new record for a company not even present in the data center in any considerable quantity just a decade ago. Stemming from strong EPYC processor sales to hyperscalers and cloud providers, along with Instinct MI300X for AI applications, AMD's acceleration of data center deployments is massive. Despite these shifts, Intel continues to hold its dominant position in client computing, with 76.1% of the overall PC market, held by its strong corporate relationships and extensive manufacturing infrastructure. OEM partners like Dell, HP, Lenovo, and others rely heavily on Intel for their CPU choice, equipping institutions like schools, universities, and government agencies.Below, you can see more charts of AMD's mobile and server advancement.
73 Comments on AMD Captures 28.7% Desktop Market Share in Q3 2024, Intel Maintains Lead
Servers are where CPU gains can really show, but datacenters upgrades move slowly and reliability more important than speed.
The so-called hyperscalers are the biggest customers for x86 & also their biggest competition.
Even if you combine AMD and Intel revenue together, it’s just a fraction of revenue of ARM and GPU compute. Market research helps one invest and this report is not going to help with that. It will only tell you who is ahead between two players out of dozens.
www.techpowerup.com/327755/what-the-intel-amd-x86-ecosystem-advisory-group-is-and-what-its-not
Frankly, I don't see a way for them to save x86 because the instruction set is too bloated. The way I see it they'll keep kicking and screaming for a few decades more because there is a lot of software that will not run on ARM but in the end they're going to follow mainframes into oblivion.
EDIT @Daven beat me to the argument. :p
I guarantee you that if you walked into a Bestbuy and surveyed customers at random, at least half of them wouldn't even know who AMD is....and if you doubt that, consider several of my coworkers who have recently asked for advice buying laptops. Only one out of the three even knows who AMD is and they said "isn't that a second rate budget offering"? Indicated that his perception of AMD is based in 2015.
All I'm saying is that there is still a long ways to go before AMD is in a place where it can be "complacent".
www.phoronix.com/review/google-axion-graviton4/4
This makes two of the biggest customers go with their own hardware, even if in limited capacity for now!
AMD had a clean slate, Intel had a dirty whiteboard in 2017. And they never tossed that board out, they kept wiping it down but as always, some crap is left behind until you just cant read things proper eventually.
AMD figured out their current whiteboard didnt quite fit all the things anymore and just added more of them. Intel finally arrived there too now, except they still have their old whiteboard in the middle with a bunch of PostIt notes stuck on all sides of it, and calls it new.
But then again, until Dell stop protecting dear intel in the form of exclusive intel only offerings in their Latitude and Optiplex line, AMD doesn’t have a chance.
Then again, those sweet intel bribes do help Dell's bottom line.
Marketshare % is MUCH more than Gaming CPUs only.
Unfortunately, the market is so corrupt, and they prefer shenanigans than actual product quality.
Today, there is simply no competition between Ryzen and Core-something-meaningless. The Ryzen is the superior product.
Adored explains it pretty well:
Intel's monopoly power allowed pure incompetence to take root at Intel for over a decade and still dogs them to this day. Intel has to go through significant financial pain in order to shake things up and refresh itself.