Of course, there are not only AMD and Intel in the world as manufacturers of x86 processors, but in terms of statistics, only AMD and Intel are significant enough. According to older data from Mercury Research, AMD’s entire share of the x86 processor market has declined in the last two quarters, which, however, had little to do with the quality of its offering, but with quantity.
As Intel himself recently admitted, even now it is not able to produce, let alone meet AMD’s demand with much more limited resources, and simply due to insufficient production capacity, AMD’s share began to decline, except in the server processor segment, where AMD is already close to breaking the 10% limit. Now, however, mobile processors and APUs have also been added, and despite a significant decline in desktop processors and APUs, AMD has improved overall and erased the decline in the last two quarters. But what could have caused this turnaround?
When it comes to the decline of desktop and the growth of mobile and server processors, the reason is obvious and lies in the set priorities of AMD precisely with regard to limited capacities. And as for AMD’s return to growth, this may lie in the relocation of capacities or in their overall increase.
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Dean McCarron of Mercury Research also reports on the growth at the front with ARM processors, a result of the popularity of Chromebooks as well as Apple’s new M1 computers. The estimate is that ARM already makes up 7% of processors in new personal computers.
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We also have figures showing AMD’s market share in terms of sales, where the ten percent mark has already been broken in the last year, although overall it is less than 17%, or less than the charts above, so the overall average price of AMD processors sold is compared with Intel lower. On the other hand, even in these cases, the numbers are gradually increasing.
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In addition, more detailed figures on the server market say that for those segments in which AMD actually competes with Intel, they have already reached a total of 15 percent, while ARM is at 4 percent. The following graph applies to this:
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AMD is currently trying to produce the most profitable processors as a matter of priority, and has also decided to take advantage of its better position as a manufacturer of more powerful processors simply by making them more expensive, but this was already evident with the advent of the Ryzen 5000 generation. 22.5% in the x86 market, AMD last had it in 2007, although 22.4% was achieved in the third quarter of last year, which is essentially no progress.
As for the overall PC market, it generated a record 18 billion sales in the second quarter of this year, and for the third quarter in a row, over 120 million processors were delivered to the market, which is a third more than before.
Prices of related products:
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