AMD Gains CPU Market Share Against Intel

[TheLostSwede]

According to data from Mercury Research posted on Twitter, AMD has gained CPU market share against Intel over the past year. AMD has gone from a 27.7 percent market share in Q1 2022 to a 34.6 percent market share in the first quarter of 2023, which is an increase of 6.9 percent, whereas Intel has gone from 72.3 percent to 65.4 percent, still placing Intel at almost two thirds of the market of x86 CPUs. It should be noted that this includes all types of CPUs, but it's unclear if it includes the chips AMD sells to Microsoft and Sony for their respective consoles.

A separate screenshot posted by @firstadopter details server CPU market share, excluding IoT, although it's unclear what that means in this specific case. Here, AMD has gained 6.3 percent market share, but the company has only gone from a meager 11.6 percent last year, to 18 percent this year, with Intel holding a massive 82 percent market share. AMD's gain here was lower than overall, but it shows that larger corporations are starting to adopt more and more AMD hardware on the server side, where in all fairness, AMD has taken something of a lead over Intel when it comes to the maximum amount of CPU cores each company can offer, even though the per core performance still lags behind Intel to a degree. It'll be interesting to see if AMD can maintain its momentum in market share gain once Intel launches more competitive products later this year, especially in the server market space.



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[Deleted member 230939]

No real surprise IMO, Ryzen have been either top tier or extremely competitive for a long time now, good to see AMD gaining some back.

 

[Crackong]

I hope not but I think this thread will be flooded with fanboyism soon

 

[Jism]

50% would be the more healthy picture for AMD.

 

[lemoncarbonate]

No real surprise IMO, Ryzen have been either top tier or extremely competitive for a long time now, good to see AMD gaining some back.

Not to mention that AMD socket lasts much longer than Intel's new CPU gen=new socket.
It's really good to see AMD back.

 

[AlwaysHope]

That's interesting, just got a 7700 shipped yesterday. Nice to be on the up & coming winning side!

 

[oxrufiioxo]

It would be more interesting if they could just track market share from the last 5 years. I'm betting a large portion of intel market is still Skylake and older CPUs.

 

[TheLostSwede]

It would be more interesting if they could just track market share from the last 5 years. I'm betting a large portion of intel market is still Skylake and older CPUs.

This is not the install base, but sales per year. Intel obviously has a much larger install base.

 

[trparky]

As a person who owns a 7700X-based system, I hope it continues for AMD. However, at the same time, I hope they finally put the whole SoC overvoltage issue to bed.

 

[JohH]

Interesting that they gained less in server. It seems, on paper anyway, the Genoa and Milan products completely dominate in performance per socket, performance per watt, etc.
Yet they still can't get rid of Intel inertia.
Meanwhile in normal desktop space the Raptor Lake is really competitive even if it does use a lot of power in multicore workloads.

 

[Paranoir andando]

Snails race. Who sells less? AMD losing money vs Intel largest declines sales (and losses) in 30-year

AMD say: "Undershipping"
Intel say: "Inventory Adjustments May Be Having a Bigger Negative Impact Than Reduced Sales"

Sit down and take popcorn.

 

[phanbuey]

Interesting that they gained less in server. It seems, on paper anyway, the Genoa and Milan products completely dominate in performance per socket, performance per watt, etc.
Yet they still can't get rid of Intel inertia.
Meanwhile in normal desktop space the Raptor Lake is really competitive even if it does use a lot of power in multicore workloads.

They for sure have the performance -- but afaik they really lack the support for vendors and supply chains. It's actually harder to buy and implement AMD in many cases. Laptops are in a similar boat from what I understand.

 

[Mac the Geek]

They for sure have the performance -- but afaik they really lack the support for vendors and supply chains. It's actually harder to buy and implement AMD in many cases. Laptops are in a similar boat from what I understand.

"Inertia" is absolutely the right word to use. A corporation has a thousand Intel-based servers in a data center. Next year's budget could be spent converting to new hardware, which might be faster but might also have hidden issues... or they can stay the course, buying Intel because it's a known ecosystem that "just works".

There are companies that are testing AMD hardware, who might make the leap in the next couple years. But for now, the server market is still very much Intel's playground.

 

[thestryker6]

While it's a good sign of a healthy market it does include SoCs which means the consoles. That's likely over 20 million units a year which is a fair bit by itself as console availability has gotten a lot better and sales are up.

 

[Bwaze]

I wonder how the recent AMD X3D chip burning debacle, and subsequent completely idiotic actions of partners will influence this?

You know, Asus writing in fine print of Bios they encourage you to upgrade to that you don't actually have a warranty? Or that you shouldn't use EXPO (AMD version of XMP), because that's overclocking and voids warranty, while ALL the reviews are done with EXPO?

 

[qcmadness]

"Inertia" is absolutely the right word to use. A corporation has a thousand Intel-based servers in a data center. Next year's budget could be spent converting to new hardware, which might be faster but might also have hidden issues... or they can stay the course, buying Intel because it's a known ecosystem that "just works".

There are companies that are testing AMD hardware, who might make the leap in the next couple years. But for now, the server market is still very much Intel's playground.

No...

Intel's server market is partly captured using very low prices, hence low margins and negative operating margin this quarter.

 

[trparky]

You know, Asus writing in fine print of Bios they encourage you to upgrade to that you don't actually have a warranty? Or that you shouldn't use EXPO (AMD version of XMP), because that's overclocking and voids warranty, while ALL the reviews are done with EXPO?

I have a feeling that warranty laws will be changing from this point on. You shouldn't be able to advertise something and then turn around and deny warranties because someone went ahead and used said advertised feature. After all, EXPO mode is practically plastered all over AMD's advertising.

 

[Jism]

I have a feeling that warranty laws will be changing from this point on. You shouldn't be able to advertise something and then turn around and deny warranties because someone went ahead and used said advertised feature. After all, EXPO mode is practically plastered all over AMD's advertising.

So is overclocking and the multiplier free CPU's of AMD since the Thuban or Phenom / FX series that is.

it is a extra you get for free, but using it would yield your warranty because it's running a product outside of it's designed or rated spec.

This is'nt AMD fault - if i'm correct some motherboards screwed this over by burning the SOC.

A car engine is the very same. It runs to comply with not just laws but also emissions. Once you start removing those things and free her up, you get free horsepower. However the warranty for the engine is gone.

 

[Bwaze]

A car engine is the very same. It runs to comply with not just laws but also emissions. Once you start removing those things and free her up, you get free horsepower. However the warranty for the engine is gone.

Car analogies on a geek tech sites are always bad, since we're talking about a thing common population knows a lot more about than us geeks. :-D

But no, I think the correct comparison here would be a car company denying you warranty "because you drove your car in fifth gear". A feature that manufacturer advertises as a basic spec of a product, and that is used in all the tests and reviews of the product - not some back alley aftermarket tune-up. And then they tell you it's an enthusiast, pushing the limits of a product feature, and they're not liable if it breaks your product.

 

[Tek-Check]

There is more breakdown in Tom's Hardware article.

AMD and Intel CPU Market Share Report: Recovery on the Horizon (Updated)

Hope is on the horizon, mostly.

www.tomshardware.com

This is'nt AMD fault - if i'm correct some motherboards screwed this over by burning the SOC.

A car engine is the very same. It runs to comply with not just laws but also emissions. Once you start removing those things and free her up, you get free horsepower. However the warranty for the engine is gone.

It's Asus's fault. See GN analysis of their slimy practices with motherboards and warranties.

 

[Hyderz]

say in the near future if intel and amd is at 50/50 for cpu market share and the prices are high, are we (the consumer) the loser?

 

[TheLostSwede]

say in the near future if intel and amd is at 50/50 for cpu market share and the prices are high, are we (the consumer) the loser?

Consumers are always the losers.

 

[Daven]

"Inertia" is absolutely the right word to use. A corporation has a thousand Intel-based servers in a data center. Next year's budget could be spent converting to new hardware, which might be faster but might also have hidden issues... or they can stay the course, buying Intel because it's a known ecosystem that "just works".

There are companies that are testing AMD hardware, who might make the leap in the next couple years. But for now, the server market is still very much Intel's playground.

I think the better word is “entrenchment”.

 

[david salsero]

No real surprise IMO, Ryzen have been either top tier or extremely competitive for a long time now, good to see AMD gaining some back.

+1 I agree with you but now I only see news about Z1 and the like but where are the OEMs with ultrabooks with AMD ZEN 4 7040 Phoenix = LPDDR5 + RDNA 3 + USB 4.0 + HDMI 2.1 + artificial intelligence with XDNA architecture developed by Xilinx
Ultrabooks don't need dedicated RTX graphics since with RDNA 3 you can play AAA and render 3D and videos.

 

[prtskg]

+1 I agree with you but now I only see news about Z1 and the like but where are the OEMs with ultrabooks with AMD ZEN 4 7040 Phoenix = LPDDR5 + RDNA 3 + USB 4.0 + HDMI 2.1 + artificial intelligence with XDNA architecture developed by Xilinx
Ultrabooks don't need dedicated RTX graphics since with RDNA 3 you can play AAA and render 3D and videos.

Some fault definitely lies with Lisa/AMD here. They seem hell bent on chasing higher margins. The other part consists of Intel. They're pricing AMD out of several places. Their DCAI unit was in red even with $3.7B revenue and client computing group only had 9% margin when they had $5.8B of sales. So I think AMD is focusing on places where they don't have to fight Intel on pricing, if possible. Hence we're seeing several handhelds but not easy availability of Rembrandt or Phoenix laptops at good price.