It was already visible in the quarterly reports from AMD and Intel, now it’s black and white: Desktop CPUs are selling badly. So much so that analysts believe it was the largest percentage drop in decades, or ever since 1993.
The decline in desktop processor sales in the first quarter of 2022 was more than 30% from the previous three-month period. AMD and Intel lost similar amounts, but AMD slightly less. On a global scale, this has just been reflected in market shares in the desktop area. Compared to the previous year, Intel is still up slightly by 1.1 percentage points, while AMD has given up on this quota. Compared to the previous fourth quarter of 2021, however, the picture is different, AMD won and Intel lost here.
Market entry crashed
sees weaknesses Mercury Research especially in the entry level market. AMD isn’t as present in this one, so the impact on Intel is significantly greater. Intel had already stated in the quarterly report that the desktop business had sold, but also the notebooks. Here, in turn, the significant drop in sales was offset by much higher average prices for the new Alder Lake processors. Even in AMD, early sales of Rembrandt aka Ryzen 6000 are said to have contributed to positive development, so AMD has been loud in the notebook Mercury Research nibble Intel’s market share again.
Boring server fight
In the server segment, ultimately, it’s the same game it’s been for three years: AMD wins, Intel loses. Intel’s blatant weakness in delivering products on a planned roadmap is something AMD can always leverage a little more. AMD will also have welcomed the delay of Sapphire Rapids. AMD is expected to continue growing in this segment in the coming months. As usual, however, the following applies to the server area: the squirrel feeds with difficulty, it takes a long time before changes in market shares become visible here.
Total CPU Market Share: AMD Wins
The overall result is impressive, especially for AMD. The increase in market share in one year is 7 percentage points to 27.7 percent in this extraordinary first quarter.
At Intel, development is going in the opposite direction. On the desktop, thanks to strong products, you can win again at AMD. Despite losses in nearly every area, Intel’s dominance is still severe.
The fact that AMD’s total market share is ultimately greater than the sum of the big three is due to the IoT and SoC sectors, which are not included. All console chips work in the SoC segment, which ultimately significantly expands AMD’s market share for all x86 chips shipped and consequently deducts them from Intel’s market share in the overall market.