Desktop and notebook segment recovering, server share now 11.6%

AMD has achieved another record quarter in terms of x86 CPU market share during Q1 2022, as reported in the latest figures from Mercury Research.

AMD sees record x86 CPU market share growth in Q1 2022: Server CPUs remain strong, desktop and notebook segment recovers

Mercury Research figures show AMD gained +2.1 points in the previous quarter, leading to 27.7% market share this quarter. This brings AMD’s current share to an all-time high against Intel, which currently stands at 72.3%, but has fallen since AMD launched its Zen CPU architecture. Compared to the previous year, AMD achieved a +7.0 point jump (vs. Q1 2021) against Intel, which is undoubtedly impressive.

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“Lower shipments of low-priced entry-level CPUs and strong advances in new mobile processors (Alder Lake CPUs for Intel and Barcelo and Rembrandt CPUs cores for AMD) resulted in much higher prices for mobile CPUs, helping to set the record client (combined desktop computer) and notebook computer. ) average selling prices of $138, which were up more than 10 percent on quarter and more than 30 percent on year.”

Dean McCarron (Mercury Research)

AMD Q1 2022 x86 CPU Market Share (via Mercury Research):

Q1 2022 4th quarter 2021 3rd quarter 2021 2nd quarter 2021 1st quarter 2021 4th quarter 2020 3rd quarter 2020 2nd quarter 2020 1st quarter 2020 4th quarter 2019 3rd quarter 2019 2nd quarter 2019 1st quarter 2019 4th quarter 2018 3rd quarter 2018 2nd quarter 2018 1st quarter 2018
AMD Desktop CPU Market Share 18.3% 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 22.5% 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 11.6% 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
AMD Overall x86 CPU Market Share 27.7% 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 segment-specific market share, the AMD Server and Mobile Division performed well, with the mobile segment leading the way with a +0.9 point market share currently standing at 22.5%, versus Intel’s 77.5%. This growth comes after a slight decline in the previous quarter. It seems that the Ryzen 6000 ‘RembrandtThe sales helped the red team significantly increase its numbers in the first quarter of 2022 and will continue to improve throughout the year as global inventories normalize.

In the server segment, we saw a +0.9 point gain for a share that is now 11.6% over Intel’s still massive 88.4% share. Finally, we have the desktop stock where AMD saw the biggest growth at +2.1 points and sitting at 18.3% compared to Intel’s 81.7%. AMD recently introduced its Ryzen 5000 for the DIY segment in various mainstream and high-end options which should further help the chipmaker to further increase its numbers in the second quarter of 2022.

Mercury Research captures all server-class x86 processors in their server unit estimate, regardless of device (server, network, or storage), while the 1P estimate [single-socket] and 2P [two-socket] TAM [Total Addressable Market] provided by IDC includes only traditional servers.”

The company has faced severe supply constraints and while priority 7nm shipments go to EPYC and Ryzen mobile, the Ryzen desktop CPUs still lead the way in terms of sales at major retail outlets. But we’ve seen global supply return to normal since early 2022, with both CPU and GPU production increasing.

At the same time, it seems that the high-end desktop CPU market has plummeted. A new report from Puget systems shows AMD Threadripper CPU sales and HEDT CPU sales in general are seeing a big drop. Intel hasn’t launched HEDT for several years, while AMD’s Threadripper family has moved to workstations, plus there’s also the timed exclusivity with Lenovo in the game, meaning the DIY market gets the chips much later in their life cycle.

While Intel’s Alder Lake CPUs have created heated competition within the desktop and notebook space, the server space remains a strong point for AMD, which has continuously improved it with improved and improved solutions since the inception of the EPYC platform. AMD is expected to launch its first Zen 4 desktopserver chips later this year, which will significantly boost the company’s growth.

News source: Toms hardware

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