The worldwide PC market is coming into right into a interval of uncertainty because the pandemic begins to recede. That is inflicting demand for PCs and parts to say no for the primary time in years. Regardless of this gloomy forecast, AMD is making regular progress. Market analyst Mercury Analysis have launched its Q1 2022 report, and it exhibits AMD chipping away at Intel’s market share in a number of markets. Earlier than you get your violin out for Chipzilla, Mercury’s numbers present it nonetheless dominates AMD in each market the place they straight compete.
General AMD ended Q1 with a 27.7 p.c market share for x86 processors, in response to a abstract posted by Techspot. This consists of all its x86 CPUs, together with customized SoCs and chips for IoT. This represents a seven p.c achieve for AMD year-over-year. It took that market share straight from Intel, after all. Intel went from 79.3 p.c market share a 12 months a 12 months in the past to 72.3 p.c. This allowed AMD to rise from 20.7 p.c to 27.7 p.c market share prior to now 12 months. This breaks AMD’s earlier market share file of 25.6 p.c, which it achieved in This autumn 2021. In accordance with Mercury Analysis’s numbers (beneath), AMD made market share progress in each class.
On the desktop aspect of the equation (excluding IoT), AMD gained 1.9 p.c market share however nonetheless ended up with one p.c lower than it had a 12 months in the past. Intel continues to be crushing it with over 80 p.c of the market. It’s the identical state of affairs for servers, with Intel holding 88.4 p.c market share. That’s nonetheless 2.7 p.c lower than a 12 months in the past, nonetheless. This exhibits AMD is just like the turtle on this race, slowly consuming away at Intel’s market dominance.
On the cell entrance AMD picked up a laudable 4.4 p.c of the market from Intel because of the launch of its 6000-series Zen 3+ chips. It additionally launched Professional model of those CPUs, however it’s unclear if they’d any impression. That is the other of what some analysts predicted would occur this 12 months. As we reported beforehand, it was predicted AMD would lose cell market share to Intel whereas making positive factors in server CPUs. Nonetheless, that is simply the primary quarter, so there’s a lot to be written nonetheless about how these corporations fare in 2022.
Regardless of AMD’s profitable quarter, there was nonetheless a worrisome pattern. Mercury president Dean McCarron famous within the report that desktop CPU shipments dropped 30 p.c final quarter. That’s the largest single-quarter drop in historical past. The dramatic slowdown is because of weakened demand for PCs coupled with COVID-19 lockdowns overseas, and the seemingly unending chip scarcity.
It’ll be fascinating to see what the second quarter of 2022 brings us. The pandemic is certainly starting to fade away, and inventories appear to be returning to regular. We’ve already reported on GPU costs returning to sanity, which is able to little doubt aided by the latest crypto crash. Intel additionally simply launched its flagship cell CPUs whereas AMD launched its first V-Cache CPU alongside a slew of revamped desktop CPUs. AMD additionally simply launched Zen 3 CPUs for Chromebooks as properly. Regardless of this being “lull” between architectures for each corporations, they’re nonetheless going at it hammer and tongs.