The latest data from the analysis company Mercury Research according to AMD has a 25 percent share of the complete x86 processor market, which includes server and desktop CPUs, IoT chips, and custom products for game consoles.
However, the value is a drop compared to the same quarter of the previous year compared to the 30.7 percent market coverage at the time, and well below the result of rival Intel, which covered 75 percent of the x86 market in the third quarter despite all the difficulties. Compared to the second quarter, however, the increase is 5.7 percentage points, which is the largest quarterly share increase for the company since 2016.
In the case of Intel, shipments also decreased because after the second quarter, PC manufacturers bought fewer CPUs due to accumulated inventories. AMD, on the other hand, was not affected by the inventory correction and experienced the opposite, also managing to increase mobile CPU shipments more than expected. At AMD, the sales of desktop chips grew almost significantly compared to the period a year earlier, after the 19.2 percent reported in the third quarter of 2023, the share managed to climb to 28.7 percent this year.
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But analysts warn that the situation can be deceiving. Intel’s apparent weaker result is partly due to the fact that the chipsets are being used by OEMs, Intel’s share in the number of CPUs actually sold would probably be higher. In the case of mobile processors, the inventory adjustments affected Intel to a lesser extent, here AMD strengthened by 2.8 percent compared to the same period of the previous year, so the share of the mobile market increased to 22.3 percent.
In terms of the server market, AMD managed to increase its share by just 0.9 percent year-on-year and just 0.1 percent quarter-on-quarter to 24.2 percent. According to Mercury, both AMD and Intel saw significant growth in server CPU shipments, with Intel gaining strength in both the data center ( DCAI ) and networking/communications ( NEX ) segments.
Source: www.hwsw.hu
