big picture: AMD’s x86 efforts continue to bear fruit, slowly eroding Intel’s dominance in all market categories. Intel should be particularly concerned about AMD’s continued success in the server market, where companies are slowly warming up to the idea of using the latter’s Epyc processors. Meanwhile, the desktop processor market is going through hard times, and Arm chipsets are growing in importance in both the desktop and laptop markets.
AMD’s GPU efforts weren’t enough to seriously challenge Nvidia, whose graphics cards dominate the market. Steam Charts and are also among the bestsellers on Amazon and Newegg. The situation is unlikely to change in the short term, despite the Team Red RDNA 2 update, as a cautious third player in this market is planning to absorb its appeal in the budget and mainstream segments.
When it comes to processors, AMD continues to hum along as Intel introduced the powerful Alder Lake line to consumers and even went for large lengths to make Xeon Scalable processors more attractive than Epyc’s data center offerings. According to the latest market report from Mercury researchAMD continued to undermine Intel’s dominance in the x86 processor market during the first quarter of this year.
Mercury President Dean McCarron says almost every segment of the processor market saw a downturn during the quarter, with desktop processor shipments facing the biggest quarterly drop on record, down 30 percent. This is the cumulative effect of slow down in demand for PC, factory locksas well as a long-term deficit chips, passive componentsand various materials and gases.
AMD achieves record 27.7% share of total x86 market, surpassing previous milestone 25.6 percent achieved in the last quarter of 2021. Since Via is just a ghost at the moment, Intel has taken over the rest, which looks like a 2.1 percentage point drop from the previous quarter. However, McCarron notes that Intel likely posted some year-over-year growth in the desktop segment, where the decline in the first quarter of 2022 was partly driven by overstocking from OEMs.
Intel has experienced some pressure from AMD in the server market, where the latter has made significant headway. success with its Epyc offerings and now owns an 11.6 percent stake. And it looks like with the arrival Zen 4 Epic later this year. Companies such as Netflix more and more are turning to AMD server processors to solve their hyperscale issues, but pulling customers away from deep-seated Intel will be a long struggle for Team Red.
Mobile processors are a different story, and here both Intel and AMD have suffered due to decline in laptop shipments. However, AMD was prioritization production of Ryzen processors (as well as Epyc processors for servers). This resulted in modest quarterly growth as well as a significant 4.4% year-on-year increase in notebook processor market share for AMD.
Mercury Research analysts also note that sales of Arm chipsets continued to rise over the same period, driven mainly by Chromebooks and Apple M1 Mac computers. The Cupertino giant has moved most of its hardware lines to apple silicon, and now one in ten PCs shipped is equipped with an Arm chipset. Meanwhile, the average selling price of mobile and desktop processors is now a record $138, a clear sign that the market has matured and consumers are increasingly opting for higher-end products.
Credit: www.techspot.com /