AMD continues to chip away at Intel’s dominant lead in x86 CPU market share with a spherical of beneficial properties throughout the board, together with desktop PCs, laptops, and servers, in keeping with the newest audit carried out by Mercury Analysis and shared by AMD. The up to date figures cap off a formidable yr for AMD, which appears to finish 2023 simply at it had began—by stealing extra of Intel’s lunch cash.
The latest report splits the market share outcomes into two classes: income share and unit share. Beginning with the latter, AMD enters the vacation season with year-over-year beneficial properties of 5.8% in servers, 5.3% in desktop PCs, and three.8% in laptops (cell). Likewise, it is whole consumer unit share motion (or market penetration motion) jumped 4.4% in comparison with the identical quarter a yr in the past.
A piece of these unit share beneficial properties occurred over the earlier quarter, save for desktop PCs, through which AMD conceded 0.2%. In any other case, AMD notched sequential beneficial properties of 4.7% in serves, 2.9% in cell, and a couple of.1% in all consumer unit share.
That is attributable to a “sturdy ramp of 4th Gen EPYC and Ryzen 7000 collection processors.” It is also a bit of stunning, on condition that AMD’s Ryzen 7000 collection CPUs (Zen 4) require a complete platform improve with a shift to Socket AM5 and DDR5 reminiscence. In distinction, Intel’s thirteenth Gen Raptor Lake CPUs can leverage the identical LGA 1700 socket as its twelfth Gen Alder Lake CPUs, with each DDR4 and DDR5 being supported.
The report would not go into advantageous grain element about which particular CPUs are driving AMD’s beneficial properties. That might be attention-grabbing to see, given the worth proposition of AMD’s earlier technology Ryzen 5000 collection (Zen 3), in addition to its expanded lineup of chips boasting 3D V-Cache, that are standard amongst avid gamers.
As you may anticipate, AMD’s beneficial properties translated to beneficial properties in income share. these figures, AMD notched year-over-year beneficial properties of 1.7% in servers, 4.1% in desktops, 5.1% in laptops, and 4.8% in whole consumer income share. AMD additionally noticed spectacular quarterly beneficial properties of 4.4% (servers), 0.5% (desktops), 4.1% (laptops), and a couple of.8% (whole consumer).
This shall be one thing to regulate going ahead. Whereas AMD is gaining floor in keeping with Mercury Resarch, Intel just isn’t standing pat. It is on a mission to regain course of management by delivering 5 nodes in 4 years, it is spending heavy on chip fab expansions, and is about to launch its Meteor Lake CPUs for laptops and socketed programs, adopted by Arrow Lake, Lunar Lake, and Panther Lake.
In the meantime, there’s been a ton of hypothesis and hype over AMD’s upcoming Zen 5 processors. The scuttlebutt is that Zen 5 may very well be the largest replace to Zen for the reason that first-gen stack arrived, with an architectural overhaul delivering large IPC beneficial properties. Suffice to say, 2024 goes to be a enjoyable yr.
