AMD has reached another record quarter in terms of x86 processor market share in the first quarter of 2022, according to the latest Mercury Research data.
AMD sees record growth in x86 market share in the first quarter of 2022: server processors remain strong, desktop and laptop segment recovers
Figures provided by Mercury Research show that AMD gained + 2.1 points from the previous quarter, leading to 27.7% market share this quarter. This leads to a record high level of AMD’s current share compared to Intel, which is currently 72.3%, but has been declining since AMD launched the Zen processor architecture. Compared to the previous year, AMD achieved a jump of +7.0 points (compared to the first quarter of 2021) over Intel, which is undoubtedly impressive.
“Declining low-cost entry-level processors and strong growth in new mobile processors (Alder Lake CPU for Intel and Barcelo and Rembrandt CPU cores for AMD) have led to significantly higher mobile CPU prices, helping to set a customer record (combined desktop and notebook) average selling prices of $ 138, up more than 10 percent from the quarter and more than 30 percent from last year. ”
Dean McCarran (Study of Mercury)
Market share of AMD Q4 2021 x86 processors (through Mercury research):
|4th quarter of 2021||3rd quarter of 2021||2nd quarter of 2021||1st quarter of 2021||4th quarter of 2020||3rd quarter of 2020||2nd quarter of 2020||1st quarter of 2020||4th quarter of 2019||3rd quarter of 2019||2nd quarter of 2019||1st quarter of 2019||4th quarter of 2018||3rd quarter of 2018||2nd quarter of 2018||1st quarter of 2018|
|AMD’s desktop market share||16.2%||17.0%||17.1%||19.3%||19.3%||20.1%||19.2%||18.6%||18.3%||18.0%||17.1%||17.1%||15.8%||13.0%||12.3%||12.2%|
|AMD Mobility CPU market share||21.6%||22.0%||20.0%||18.0%||19.0%||20.2%||19.9%||17.1%||16.2%||14.7%||14.1%||13.1%||12.2%||10.9%||8.8%||N / A|
|AMD server CPU market share||10.7%||10.2%||9.50%||8.9%||7.1%||6.6%||5.8%||5.1%||4.5%||4.3%||3.4%||2.9%||4.2%||1.6%||1.4%||N / A|
|Total market share of AMD x86 processors||25.6%||24.6%||22.5%||20.7%||21.7%||22.4%||18.3%||14.8%||15.5%||14.6%||13.9%||N / A||12.3%||10.6%||N / A||N / A|
In terms of market share, AMD’s server and mobile division is well established with a leader in the mobile phone segment with a share of +0.9 points, which is currently 22.5% against 77.5% at Intel. This growth occurs after a slight decline in the previous quarter. It’s like Ryzen 6000 ‘RembrandtSales helped the Red team significantly increase its numbers in the first quarter of 2022 and will continue to improve throughout the year as global supplies normalize.
In the server segment, we saw growth of 0.9 points per share, which is now 11.6% against Intel’s giant share, which is still 88.4%. Finally, we have the share of desktops where AMD recorded the highest growth of +2.1 points and is 18.3% compared to 81.7% at Intel. AMD recently unveiled it Ryzen 5000 for the DIY segment in various basic and elite variants which should further help chipmakers increase their numbers in the second quarter of 2022.
Mercury Research captures all x86 server-class processors in server unit evaluation, regardless of device (server, network or storage), while the alleged 1P [single-socket] and 2P [two-socket] THERE [Total Addressable Market] provided by IDC, includes only traditional servers ”.
The company is facing severe supply constraints, and while priority 7-nm shipments are moving towards EPYC and Ryzen mobile, Ryzen desktop processors continue to lead sales in major outlets. But we have seen that since the beginning of 2022, global supplies have normalized with increasing production of both CPU and GPU.
At the same time, it seems that the market for high-end desktop processors has shrunk significantly. New report from Pugetsystems shows that sales of AMD Threadripper processors and sales of HEDT processors in general have declined significantly. Intel did not launch HEDT for several years until the AMD Threadripper family was transferred to workstations, and there are Term exclusive with Lenovo in the game, which means the DIY market gets chips much later in their life cycle.
While Intel Alder Lake processors have fiercely competed in the desktop and laptop space, server space remains a strength for AMD, which has been continuously advancing it with upgraded and improved solutions since the EPYC platform was created. AMD is expected to launch its first Day 4 desktop & server chips later this year, which will significantly boost the company’s growth.
News source: Tomshardware