AMD’s desktop CPU market share jumped practically 10 p.c within the final yr, an analyst reported Thursday, on the heels of AMD’s robust rollout of its newest desktop gaming CPU.
Mercury Analysis, which tracks the market share of PC CPUs from AMD, Intel, and Qualcomm, reported sweeping positive aspects in most segments of the CPU market. A portion of the report particular to AMD was offered to journalists by AMD, however confirmed by Mercury.
Generally, due to the comparatively low share of Qualcomm Snapdragon X CPUs, any share positive aspects AMD realizes often mirror a corresponding drop in Intel’s market share.
AMD’s outcomes have been glorious: The corporate’s desktop market share, in models, elevated by 9.6 proportion factors year-over-year, to twenty-eight.7 p.c. In cell, AMD now holds 22.3 p.c of the CPU market, a rise of two.8 proportion factors. Intel sometimes holds 80 p.c of the market, and AMD the opposite 20 p.c. In general shopper processors, that relationship nonetheless largely holds true: AMD offered 23.9 p.c of all shopper CPUs in the course of the interval.
In desktops, a minimum of, there’s proof of robust momentum for AMD’s present Ryzen 7000X, 8000G and 9000X chips — even with middling 9000X critiques and post-launch, performance-altering Home windows updates. Mercury’s numbers report the final yr’s price of gross sales. However the future appears vibrant, too. AMD simply launched its Ryzen 9000X3D chips this week, and our Ryzen 7 9800X3D evaluation displays the bulk opinion: It “obliterates” Intel’s greatest.
Intel, after all, is wrestling with vital layoffs in addition to buckets of crimson ink in its most up-to-date earnings report. Analysts have begun to scrutinize Intel’s foundry plan, amid Intel complaints that it hasn’t seen a dime of the CHIPS Act cash that’s been promised to construct new fabs in america. President-elect Trump has threatened to a minimum of rework the CHIPS Act, too.
Mercury’s report is excerpted beneath, with one caveat: Income numbers are calculated by AMD itself, and never Mercury, Mercury analyst Dean McCarron stated. AMD claims that server income share — its market share of the whole quantity spent on servers, reasonably than models — hit 33.9 p.c, a brand new file. The report additionally excludes semicustom chips AMD sells into recreation consoles, in addition to chips that promote into Web of Issues (IOT) units.
