AMD Hits Highest-Ever x86 CPU Market Share in Q1 2024 Across Desktop and Server

[AleksandarK]

AMD has reached a significant milestone, capturing a record-high share of the X86 CPU market in the first quarter of 2024, according to the latest report from Mercury Research. This achievement marks a significant step forward for the chipmaker in its long battle against rival Intel's dominance in the crucial computer processor space. The surge was fueled by strong demand for AMD's Ryzen and EPYC processors across consumer and enterprise markets. The Ryzen lineup's compelling price-to-performance ratio has struck a chord with gamers, content creators, and businesses seeking cost-effective computing power without sacrificing capabilities. It secured AMD's 23.9% share, an increase from the previous Q4 of 2023, which has seen a 19.8% market share.

The company has also made major inroads on the data center front with its EPYC server CPUs. AMD's ability to supply capable yet affordable processors has enabled cloud providers and enterprises to scale operations on AMD's platform. Several leading tech giants have embraced EPYC, contributing to AMD's surging server market footprint. Now, it is at 23.6%, a significant increase over the past few years, whereas AMD was just above 10% four years ago in 2020. AMD lost some share to Intel on the mobile PC front due to the Meteor Lake ramp, but it managed to gain a small percentage of the market share of client PCs. As AMD rides the momentum into the second half of 2024, all eyes will be on whether the chipmaker can sustain this trajectory and potentially claim an even larger slice of the x86 CPU pie from Intel in the coming quarters.


Below, you can see additional graphs of mobile PC and client PC market share.




View at TechPowerUp Main Site | Source

 

[Daven]

Come on AMD, just double that share and finally reach parity with Intel.

 

[SL2]

What surprises me the most is this:

How could AMD gain anything in 2016? I guess it's within the margin of error..

Come on AMD, just double that share and finally reach parity with Intel.

That's not gonna happen anytime soon, lots of old machines running out there.

 

[k0vasz]

What surprises me the most is this:
View attachment 346839
How could AMD gain anything in 2016? I guess it's within the margin of error..


That's not gonna happen anytime soon, lots of old machines running out there.

maybe it was not really a gain from AMD, but a loose from Intel (ie. lots of folks moved from their Intel PC to tablet?)

 

[Fouquin]

How could AMD gain anything in 2016?

Carrizo and AM4. They made a decently significant improvement to power efficiency and even squeezed in an almost 10% IPC improvement, as well as the move to AM4 which would support drop-in upgrades to Zen when it launched. OEMs did move to integrate AM4 ahead of Zen's launch and that's where you see that tiny bump in shipments. Originally Zen was slated for a December 2016 release date but got pushed off to March 2017, so that timeline makes some sense.

 

[Darmok N Jalad]

I’m still waiting for the day that I get issued an AMD machine at work. I think Intel still really has the corporate world locked up.

 

[Six_Times]

As the fan boys go wild, and the Saudi prince celebrates.

 

[v12dock]

I’m still waiting for the day that I get issued an AMD machine at work. I think Intel still really has the corporate world locked up.

I've bought 400 HP Probook/Elite Books over the past 3 years all Intel hardware. The amount of issues I've had with the Intel wireless chipset is mind blogging. This is them connecting to Cisco APs in which Cisco certified the chipset. I would certainly be opening to exploring AMD if they came with a Qualcomm chipset and I'm looking into the Qualcomm Elite chips coming out soon. I budget to replace 20% of my fleet at a 5 year depreciation.

 

[Super Firm Tofu]

I’m still waiting for the day that I get issued an AMD machine at work. I think Intel still really has the corporate world locked up.

Mine (in the top 20 of F500) started handing out AMD powered Thinkpads about 4 years ago.

 

[Denver]

Despite shortcomings in its products, Intel still has shady tactics to maintain its market share dominance, including... Ahe, murky contracts with OEMs and governments. Depending on perspective, these practices could be interpreted as illegal, but I'll leave that judgment to others. The connection between Intel and Huawei has only recently come to light, then.. perhaps there's still room for optimism.

 

[evernessince]

That's not gonna happen anytime soon, lots of old machines running out there.

The data is calculated based on revenue share of the market, not total machines in existence (which would be impossible to accurately tabulate). By extension the figure represents what people and business are buying now. A share of 50% for example just means they got 50% of the revenue this year.

That's the striking part, AMD has been absolutely dominating Intel in the server space offering vastly more cores and lower TCO and yet that only nets them 23.6% of the server market over 5 (soon to be six) generations of one good CPU uArch after another. If that's not a sign of how anti-competitive the market is, I don't know what is. Heck finding a premium AMD laptop is still hard, most vendors reserve that for their Intel parts.

Despite shortcomings in its products, Intel still has shady tactics to maintain its market share dominance, including... Ahe, murky contracts with OEMs and governments. Depending on perspective, these practices could be interpreted as illegal, but I'll leave that judgment to others. The connection between Intel and Huawei has only recently come to light, then.. perhaps there's still room for optimism.

Most public institutions I've done security assessments for have a contract with Intel to get cheaper prices on Intel products if they agree to only purchase Intel for their x86 needs. They'll allow chromebooks but the computer lab must use Intel processors. There are times where I almost hope ARM takes over x86's domain so that someone can finally put a stop to Intel's nonsense.

 

[Event Horizon]

My last Intel build was Skylake. Back then Intel meant quality. Now it means quantity (of E cores), crazy high power consumption, disappointing GPUs, and unreliable NICs. Out of those the last one hurts me the most.

 

[GodisanAtheist]

Just goes to show what a thing "mindshare" is and how badly perception can hurt a business.

AMD has been firing on all cylinders since 2016 and Zen 1, 8 years, and they've at best made a dent in Intel's hegemony.

Imagine how impeccable AMD's execution would have to be in their secondary GPU unit to make similar inroads against Nvidia...

 

[dirtyferret]

competition benefits everyone in lower prices and better performance

 

[Darmok N Jalad]

That's the striking part, AMD has been absolutely dominating Intel in the server space offering vastly more cores and lower TCO and yet that only nets them 23.6% of the server market over 5 (soon to be six) generations of one good CPU uArch after another. If that's not a sign of how anti-competitive the market is, I don't know what is. Heck finding a premium AMD laptop is still hard, most vendors reserve that for their Intel parts.

I think at least part of this is probably the life of servers. I imagine they build them with an expected in-service lifetime, and there would have to be a really big cost-benefit to retool before then. I bet it's at least 5 years before anything other than storage gets even considered for replacement.

 

[overclockedamd]

This is pretty Epyc...........Sigh I had to.

I would like to see AMD push another 150watts into a Ryzen to match intels usages and see what they could perform with that.

 

[evernessince]

I think at least part of this is probably the life of server farms. I imagine they build them with an expected in-service lifetime, and there would have to be a really big cost-benefit to retool before then? Just a guess, but I've seen these data centers go up, and I often wonder how long it takes for them to pay for themselves.

Again though, the figure from this article is share of the yearly revenue. In other words, only the sales from the specified period of time. Even if we assume that there are a ton of Intel servers in datacenters edging closer to being decomissioned, those are not a factor at all in this instance.

Imagine how impeccable AMD's execution would have to be in their secondary GPU unit to make similar inroads against Nvidia...

I don't think any level of execution would. Intel doesn't have control over the software stack for games and professionals like Nvidia does. People were able to switch over to AMD processors because features aren't locked down like they are in the GPU market. In addition, Nvidia is known to get pretty nasty in times when AMD is competitive in regards to gimping performance of competitor's cards through software features. I don't see AMD beating Nvidia in RT performance when Nvidia is the one dictating the implementation.

 

[FoulOnWhite]

They will never overtake Intel /end

 

[Vya Domus]

That's not gonna happen anytime soon, lots of old machines running out there.

It's not just that, most laptops still ship with Intel CPUs.

 

[dragontamer5788]

That's not gonna happen anytime soon, lots of old machines running out there.

Market Share is about sales this past quarter, not actually about what machines people are using.

 

[64K]

Market Share is about sales this past quarter, not actually about what machines people are using.

True. It's not about installed base of PCs. I don't know how any analyst could measure installed base accurately.

 

[Baba]

This doesn't really tell the whole picture. ARM sales are taking away from the x86 pie. AMD is getting a bigger piece of a smaller pie.

AMD Will Hold 20% of Server CPU Market in 2023, Analysts Say

Intel set to lose datacenter market share this year, analysts believe.

www.tomshardware.com

True. It's not about installed base of PCs. I don't know how any analyst could measure that accurately.

That metric is not used for marketshare. It might matter when it comes to service revenue but not in this case.

Market Share: What It Is and the Formula for Calculating It

Market share shows the size of a company in relation to its market and its competitors by comparing the company’s sales to total industry sales.

www.investopedia.com

 

[P4-630]

I’m still waiting for the day that I get issued an AMD machine at work. I think Intel still really has the corporate world locked up.

Companies want stability/reliability and also they don't want to have issues with BIOS'es and no beta BIOS'es...

 

[mkppo]

Unsurprising. This is despite intel's shady tactics that has been going on for decades which they haven't really paid a price for. They were deemed guilty for obvious dodginess and anti-competitive practices for their shenanigans in the early 2000's but somehow their legal team managed to appeal and drag it further and they still haven't paid a dime. They were supposed to pay 1.25B in the states and 400m in EU if i remember correctly.

Now there's just less obvious anti-competitive practices but they are very much in place and many companies can't really switch. Had these not existed, the market share erosion would look even worse for intel.

Server space was always going to be a slow shift due to their nature but it's constant and based on the upcoming server processors from both camps, it doesn't look like it'll stop anytime soon.

 

[Random_User]

It's not just that, most laptops still ship with Intel CPUs.

And sadly will in future. Despite AMD's products being clearly superior in every aspect, and should have been OEM/vendor preference, instead of outdated (not all) and hot intel solutions, which currently are incapable to run without dGPU's, that are obviously from nVidia. The WintelVidia trio going strong for the two decades long.
Unfortunately, this might be not the case of intel bribing the laptop/desktop PC vendors/OEMs, but simply, due to availability. Intel simply has both supply and factories, as AMD sadly have none. Doesn't matter how much AMD tease people with their astonishing products, and that intel has hot turds, if intel can supply these turds in dozens of millions, and AMD simply can't.

And also, despite all the successs, even more, it's exactly the best time use the tide, to start getting into own ARM design (as K12 ARM might be very outdated).
Having own fab or two, would be also not the bad thing. As it eventually might be used for many ow in-house projects, as well as the ones that being designed and made in cooperation with other companies, like Samsung, etc. This is surely extremely expensive endeavor, but AMD then always can be fab contractor. Or at least if AMD get in talks with GloFo, once again, with CHIPs act can fund these two, instead of blue behemoth.