AMD has improved its processor market share over Intel, particularly in the desktop segment, according to data from analyst firm Mercury Research. Considering the existing duopoly in the x86 architecture, everything AMD wins, Intel loses which is still in full crisis.
AMD’s desktop market share has skyrocketed 28.7% in the last quarter. A big improvement compared to the 23% in the previous quarter and much more compared to the 19.2% it saw in 2023. Although the Ryzen 9000 did not deliver all the performance that AMD promised, the company remains very strong in segments such as DIY, where It’s the users themselves who build their PCs, and a catalog that combines value and performance seems to be bearing fruit. And it has rising stars like the Ryzen 7 9800X3D, which all analysts call the most powerful in gaming.
The rest is from Intel. And it’s hard to talk about a “crisis” when you have a 72% stake, but the prognosis for the chip giant is not good in the short term with thousands of layoffs, dividend suspensions and financial losses. They’re not even technically right.with problems in the last generations that are repeated even in the latest, the Core Ultra 200S.
AMD also increased its participation in laptop CPUsalthough in this segment its share remains smaller at 22.3% compared to 20.3% in the previous quarter. In servers as well, its share increased by one quarter point to 24.2% and its share of revenues more than 33%. AMD hopes to improve in the coming quarters with the recent launch of EPYC 9005 “Turin” processors based on the Zen 5 architecture.
In notebooks, AMD is expected to introduce a significant expansion/update of the Ryzen AI 300 series APUs at CES 2025, although for notebooks, where the vast majority of sales come from the OEM channel, the level of after-dinner meals cannot be predicted in the short term.
yes indeed Both Intel and AMD have issues in common that stem from the ARM architecture and the strong commitment of major manufacturers such as Qualcomm (backed by Microsoft) in the midst of an Apple-style attack on the PC. And next year, NVIDIA is expected to enter what will be a turning point in global computing with its own ARM platform for PCs.