Recently, AMD has gained enormous popularity among computer parts, especially in the processor department. With the recent release of the AM5 platform, more and more people have begun to see the potential of this sockets. AMD’s new series of processors are slowly but steadily wiping out the advantage of Intel, the reds’ biggest competitor. It’s been 8 years since the reds took on more and more dynamic development of their products, and as a result, Intel began to see increasing declines in sales of its products. Below you will find out how AMD and Intel’s shares in the processor market over the past years.
Actual numbers in the market – AMD vs Intel
It has been known for many years now that it is intel that all the time maintains the lead in the computer, server and mobile processor market in terms of share. Nevertheless, they have one main competitor – AMD. In 2017, their competitors’ processors, the Ryzen series, made their debut. This was a key moment for consumers, as Intel began to lose its monopoly. Here it must be unequivocally said that such competition brought with it many advantages.
Based on a Mercury Research report and manufacturer shipment information, AMD’s x86 processor shipments increased by 3.6 percentage points year-on-year, taking us from 17% to 20.6%. Although Intel’s lead is still huge, such growth at AMD definitely gives them a lot of motivation and many prospects to continue competing. For this reason, the blues are certainly feeling the stigma of such share changes. This is the overall result, but let’s take a closer look.
Let’s break it down into specific sectors
As for the desktop market, AMD’s numbers were up 4.7 percentage points year-on-year, resulting in a 23.9 percent share in Q1 of 2024. Personally, I expected a better result here, given that the 7000 series already debuted 19 months ago. In particular, the 7800x3d processor, which enjoys great popularity and gaming performance, has been on sale since January 2023. This may be influenced by the lack of meaningful integrated graphics cards in this series, for which we have to wait until the already announced 8000 series. Nevertheless, many people are still opting for such solutions. In terms of revenue, AMD achieved a sizable increase of 3.8%, or from 15.4% to 19.2%.
Entering the topic of server processors, here AMD recorded the largest percentage increase. This was driven by the fourth-generation Epyc series of processors. So we’re talking about an increase from 18% to 23.6%, up 5.6 percentage points. In terms of revenue, they rose to 33% in this sector, which according to AMD corresponds to a company record. This shows us how well the reds are doing in this sector. The Epyc series is doing very well in server and multi-threaded cases, so such progress is well deserved.
The last most important sector is the laptop market. Here the reds have a tough nut to crack. Intel continues to do incredibly well with processors in laptops and continues to be a very popular choice among consumers. AMD’s shares rose from 16.2% to 19.3%, or just 3.1 percentage points. This is indeed not much, but the increase in revenue is already more sensible, as it rose from 10.9% to 14.9%. Here intel may have far less to worry about. There’s still a long way to go before their competitors are perfect.
Below are also graphical depictions of all three sectors in question, showing shares over the past 8 years.
Is intel right to be concerned about AMD?
AMD’s share and profit results look really promising. The trend is definitely upward, which shows that AMD knows what it is doing. At the end of the day, we, the consumers, will benefit the most. Such competition has brought and will surely still bring many positive effects like lower prices. In terms of share numbers from the mobile division, i.e. laptops, AMD has admittedly seen a slight decline recently. This was mainly caused by the debut of Intel’s Meteor Lake series of processors. Nevertheless, the reds are doing really well, and the blues are feeling it on their own. The most promising for AMD is the server processor market, where they have taken special care with the number of cores, performance and power efficiency.
No Comments