Kingston Digital, Inc., the Flash memory affiliate of Kingston Technology Company, Inc., a world leader in memory products and technology solutions, today announced it has once again closed out a successful year maintaining the No. 1 spot QoQ. This consistent performance has resulted in securing a 23.8% market share in the channel SSD market for 2023.

Data gathered by TRENDFOCUS confirmed Kingston as the number one client SSD vendor in the channel for unit market share, with 27.4 million client SSDs shipped in 2023. Q4 alone saw Kingston's client SSD market share at 21.3% and 5.7 million units shipped. Continued effort in the development of high quality client drives like NV2, two options of Kingston FURY Renegade SSD, and KC3000 provide PCIe 4.0 NVMe solution for all, from the novice upgrader to power user who requires more from their system. Additionally in 2023, Kingston expanded its varied product lineup with XS1000 external and DC600M enterprise class SSDs.

Worldwide semiconductor revenue in 2023 totaled $533 billion, a decrease of 11.1% from 2022, according to preliminary results by Gartner, Inc.

"While the cyclicality in the semiconductor industry was present again in 2023, the market suffered a difficult year with memory revenue recording one of its worst declines in history," said Alan Priestley, VP Analyst at Gartner. "The underperforming market also negatively impacted several semiconductor vendors. Only 9 of the top 25 semiconductor vendors posted revenue growth in 2023, with 10 experiencing double-digit declines."

The combined semiconductor revenue of the top 25 semiconductor vendors declined 14.1% in 2023, accounting for 74.4% of the market, down from 77.2% in 2022.

The PC market is dominated by the Windows operating system. There are alternatives, but most commercial applications run Windows OS, and the usage for the average user makes sense. However, Linux users often dream of the "year of Linux on desktop," where Linux starts dominating the PC market and mass adoption starts. In reality, this isn't the case as most people use the default or install the Windows OS. Today, we learn that Linux broke the 3% market share number after 30 years of presence. Being the highest market share it ever recorded, the OSes based on the Linux kernel now represent 3.07% of the entire market.

The survey data conducted by StatCounter shows that Windows holds 68.23%, OS X for macOS holds 21.32, ChromeOS has a 4.13% share, while unknown OSes hold 3.24%. This includes BSD-based alternatives and others. It is worth noting that Linux adoption could be a part of Steam Deck, which runs on a SteamOS 3.0 distribution based on Arch Linux. It also includes a Proton compatibility layer, which helps Windows games run on Linux, so users have an easier time running their favorite applications.

According to data from Mercury Research posted on Twitter, AMD has gained CPU market share against Intel over the past year. AMD has gone from a 27.7 percent market share in Q1 2022 to a 34.6 percent market share in the first quarter of 2023, which is an increase of 6.9 percent, whereas Intel has gone from 72.3 percent to 65.4 percent, still placing Intel at almost two thirds of the market of x86 CPUs. It should be noted that this includes all types of CPUs, but it's unclear if it includes the chips AMD sells to Microsoft and Sony for their respective consoles.

A separate screenshot posted by @firstadopter details server CPU market share, excluding IoT, although it's unclear what that means in this specific case. Here, AMD has gained 6.3 percent market share, but the company has only gone from a meager 11.6 percent last year, to 18 percent this year, with Intel holding a massive 82 percent market share. AMD's gain here was lower than overall, but it shows that larger corporations are starting to adopt more and more AMD hardware on the server side, where in all fairness, AMD has taken something of a lead over Intel when it comes to the maximum amount of CPU cores each company can offer, even though the per core performance still lags behind Intel to a degree. It'll be interesting to see if AMD can maintain its momentum in market share gain once Intel launches more competitive products later this year, especially in the server market space.

Personal computers (PCs) based on Arm architecture will grow in popularity and their market share will almost double from 14% now to 25% by 2027, according to Counterpoint Research's latest projections. The ability of Arm-based hardware to run Mac OS has allowed Apple to capture 90% of the Arm-based notebook computer market. However, the full support of Windows and Office365 and the speed of native Arm-based app adoption are also critical factors in determining the Arm SoC penetration rate in PCs. Once these factors are addressed, Arm-based PCs will become a viable option for both daily users and businesses.

As more existing PC OEMs/ODMs and smartphone manufacturers enter the market, they will bring their expertise in Arm-based hardware and software, which will further boost the popularity of Arm-based PCs. The availability of more native Arm-based apps will also increase user comfort and familiarity with the platform. Overall, the trend towards Arm-based PCs is expected to continue and their market share will likely increase significantly in the coming years.

According to TrendForce's latest survey of the global foundry market, electronics brands began adjusting their inventories in 2Q22, but foundries were unable to rapidly adapt to this development because they reside in the more upper portion of the supply chain. Moreover, revising procurement quantities of long-term foundry contracts takes time as well. Hence, only some tier-2 and -3 foundries were able to immediately respond to the changes in their clients' demand. Also, among them, 8-inch wafer foundries made a more pronounced reduction in their capacity utilization rates. As for the remaining foundries, the downward corrections that they made to their capacity utilization rates did not become noticeable until 4Q22. Hence, in 4Q22, the quarterly total revenue of the global top 10 foundries registered a QoQ decline for the first time after 13 consecutive quarters of positive growth. The quarterly total revenue of the top 10 foundries came to US$33,530 million, reflecting a drop of 4.7% from 3Q22. Moving into 1Q23, TrendForce projects that the quarterly total revenue of the top 10 will show an even steeper drop on account of seasonality and the uncertain macroeconomic situation.

During Evercore ISI TMT conference, Intel announced that the company would continue to lose market share, with a possible bounce back in the coming years. According to the latest report, Intel's CEO Pat Gelsinger announced that he expects the company to continue to lose its market share to AMD as the competition has "too much momentum" going for it. AMD's Ryzen and EPYC processors continue to deliver power and efficiency performance figures, which drives customers towards the company. On the other hand, Intel expects a competing product, especially in the data center business with Sapphire Rapids Xeon processors, set to arrive in 2023. Pat Gelsinger noted, "Competition just has too much momentum, and we haven't executed well enough. So we expect that bottoming. The business will be growing, but we do expect that there continues to be some share losses. We're not keeping up with the overall TAM growth until we get later into '25 and '26 when we start regaining share, material share gains."

The only down years that are supposed to show a toll of solid competition are 2022 and 2023. As far as creating a bounceback, Intel targets 2025 and 2026. "Now, obviously, in 2024, we think we're competitive. 2025, we think we're back to unquestioned leadership with our transistors and process technology," noted CEO Gelsinger. Additionally, he had a say about the emerging Arm CPUs competing for the same server market share as Intel and AMD do so, stating that "Well, when we deliver the Forest product line, we deliver power performance leadership versus all Arm alternatives, as well. So now you go to a cloud service provider, and you say, 'Well, why would I go through that butt ugly, heavy software lift to an ARM architecture versus continuing on the x86 family?"

AMD has been on a roll ever since it launched its first generation Zen core, which brought a much-needed performance and efficiency boost that finally brought a level of competitiveness against Intel's offerings. Years of iterations and design improvements have only increased AMD's value proposition towards consumers and businesses. A testament to that fact is that AMD in Q1 2022 hit its largest market share in history.

According to market analysis firm Mercury Research, AMD's offerings have continued to claw back market share from Intel, despite its strong recovery in performance and efficiency metrics following the debut of the 12th Gen Intel CPU family, Alder Lake. The firm places AMD's overall x86 market share for 1Q 2022 (including IoT and SoCs such as the ones found in the latest gaming consoles) at a record-breaking 27.7%, up 2.1% QoQ and a staggering 7% YoY. The server side of the equation has seen less stellar gains, but still increased by 0.9% QoQ, and 2.7% YoY, achieving a high of 11.6% share against Intel's decades-long market stranglehold.

Since the launch of AMD's Ryzen processors, the CPU market share has been reshaped in AMD's favor. Intel's offerings were matched by team red, and AMD quickly broke into the consumer market. However, according to the latest round of reports, it seems like that is no longer the case. As per the Japanese DIY market analysis from BCNR, sales of Intel processors started rising in mid-2021, and the company is managing to grab some market share from AMD. After nearly two years of dominance in the Japanese market, AMD is now behind Intel in sales, and team blue is getting back to its older setting.

Another source that is generally a pretty good indicator of the market share of Intel and AMD processor is PassMark. As users submit their benchmark runs, the PassMark software developer has updated the CPU market share statistics chart, mainly showing the desktop segment. It also concludes the same thing as BCRN: Intel is again gaining share in the CPU market. As it always goes hand-in-hand, AMD is losing the CPU marker share naturally. This is due to many reasons, and it seems like Intel's marketing and supply tactics are paying off. Intel now sits at 60% share, while AMD is set at 40%.

Exponential demand growth for remote and unmanned terminals in smart home, logistics, manufacturing and other end-user applications has driven iterative updates in Wi-Fi technology. Among the current generations of technologies, Wi-Fi 5 (802.11ac) is mainstream while Wi-Fi 6 and 6E (802.11ax) are at promotional stages, according to TrendForce's investigations. In order to meet the connection requirements of industry concepts such as the Metaverse, many major manufacturers have trained their focus on the faster and more stable next generation 802.11be Wi-Fi standard amendment, commonly known as Wi-Fi 7. Considering technical characteristics, maturity, and product certification status, Wi-Fi 6 and 6E are expected to surpass Wi-Fi 5 to become mainstream technology in 2022, with global market share expected to reach 58%.

AMD has hit its highest "PC processor" market share since 2006, according to the latest market analysis report by Mercury Research. The firm's PC processor metric only covers client-segment processors (excludes the strides AMD has made in the enterprise space with EPYC). According to the report, AMD now holds 16.9% of the market, its highest since 2006. This is a 0.8 percentage points increase sequentially, and 7.3 percentage points growth year-over-year.

When looking at the overall x86 processor market (which now includes enterprise chips), AMD holds 15.8 percent, which is a 0.7 percentage point sequential gain, and 4.1 percentage points gain YoY. AMD holds 11.6% of the server processor market. Market share only paints part of the picture. Guru3D notes that AMD is trading market share for margins, by reducing shipments of low-cost processors in favor of premium processors with higher margins.

The massive rise in market demand for notebook computers in response to distance learning needs and WFH applications from 2020 to 2021 has generated not only a double-digit growth in notebook panel shipment, but also a price hike of more than 40% for notebook panels, according to TrendForce's latest investigations. As various suppliers subsequently scramble to manufacture OLED, LTPS, and oxide panels, TrendForce forecasts these high-end notebook panels to reach a 17.8% market share in 2021 and 21.4% in 2022.

Panels based on OLED technology are primarily supplied by SDC, whose OLED notebook panel shipment for 2020 reached 800,000 pcs. SDC is expected to ship more than four million pcs of OLED notebook panels in 2021, with room for further growth in 2022. In addition to SDC, EDO is also expected to begin mass producing OLED notebook panels in 2H21-1H22. As such, TrendForce expects OLED panels to reach a 1.3% penetration rate in the overall notebook panel market this year. Although BOE and CSOT are currently fully engaged in Hybrid OLED development, Hybrid OLED panels will not enter mass production until 2023 due to technological and cost-related bottlenecks that are yet to be resolved.

Valve has released its Steam Hardware Survey results for the month of June, and as always, it is a pretty good indication of the gaming market and market trends, showing us just how well the companies providing hardware are doing. On the CPU front, there are two companies constantly fighting for market domination: Intel and AMD. A bit over a month ago, we reported that AMD made serious progress in taking the market share away from Intel, using its latest Ryzen 5000 series of processors. However, this time, the effect seems to be reversed by its competitor, Intel.

All the gains AMD has made in the past few months have been sort of "erased" by Intel, as team blue managed to get back to a point where AMD now holds 28.41% of the CPU market, while Intel is back to over 70% share, more specifically 71.58%. What this means is that there are some fluctuations happening right now, and we are eager to see more reports to analyze in what direction is the market moving and how the two competing companies are performing. AMD seems to be held back by their ability to produce enough CPUs, while Intel is happily filling that void, fueled by a more aggressive pricing strategy.

Today, Valve has updated its Steam Hardware Survey with the latest information about the market share of different processors. Steam Hardware Survey is a very good indicator of market movements, as it surveys users that are spread across millions of gaming systems that use Valve's Steam gaming platform. As Valve processes information, it reports it back to the public in a form of market share of different processors. Today, in the Steam Hardware Survey for May 2021, we got some interesting data to look at. Most notably, AMD has gained 0.65% CPU market share, increasing it from the previous 29.48% to 30.13%. This represents a major move for the company, which didn't own more than 30% market share with its CPUs on Steam Survey in years.

As the Steam Survey tracks even the market share of graphics cards, we got to see a slight change there as well. As far as GPUs go, AMD now holds 16.2% of the market share, which is a decrease from the previous 16.3%. For more details about Steam Hardware Survey for May 2021, please check out Steam's website here.

PC benchmarking software company PassMark has recorded the market share of AMD and Intel processors based on their testing data. This data dates back to Q1 2014 and shows Intel dominating the desktop market. AMD has been gradually making ground on Intel since they launched their Ryzen processors in 2017 which have quickly become some of the best processors available. Thanks to the success of Ryzen the market share of AMD desktop processors recently overtook Intel reaching 50.8%, this number has now fallen to 49.8% as the data continues to be updated with new tests but the trend is clear. While AMD has made tremendous gains in the desktop market they still fall far behind in the laptop and server segments with 17% and 1.1% market shares respectively. This puts AMD's total market share across all segments at 38.2% according to PassMark data.

Mercury Research, one of the electronics industry's premier analyst firms, has revealed its market analysis results - and as you no doubt expected, these paint AMD in a very positive light. According to the company, AMD has reached market share levels it didn't hold since 2013 - a marked improvement over its continuingly dwindling presence in both enterprise's and consumer's minds following some debatable management decisions and technology pursuits.

AMD's Desktop x86 unit share rose to 19.2% in 2Q20, a 0.6% gain over the previous quarter and a very significant 2.1% year-over-year (YoY) increase - a significant achievement following 10 straight quarters of growing market share for the company. However, AMD's mobile chip share paints a much more impressive story, where the company managed to achieve a historic 19.9% of the market - a segment where AMD has long struggled historically, where it embattled a deeply entrenched Intel (and still is battling both Intel and OEM's perceptions and Intel-geared product development and manufacturing workflow). AMD's 2Q18 share in the mobile market was a mere 8.8% - AMD more than doubled its share in just two years, and increased its share by 2.9% over the prior quarter and a 5.8% gain YoY. And that number can only go up, following the extremely warm reception of the company's latest Ryzen 4000 mobile processors, which have already scored 50 design wins with some 30 more designs to be released before year's end.

The gaming laptop market has grown significantly in recent years and ASUS ROG is capitalizing on this growth releasing several popular laptops across the entire price spectrum. ASUS claims to now hold the largest market share for any company in the gaming laptop segment with a global market share of 22.6 percent. This data was gathered in April 2020 and means that almost one in four gaming laptops purchased was an ASUS ROG model. This market success was likely thanks to their recent innovative devices such as the 300Hz Zephyrus S17 and the Ryzen 4000 Powered Zephyrus G14 which were both firsts in the gaming laptop market.

Market intelligence firm Mercury Research published its findings on the x86 processor market towards the end of 2019, in which AMD has posted growth in all segments (not counting IoT or semi-custom). AMD held 18.3 percent of the desktop x86 processor market, according to the report. a 5-year high. The company's EPYC line of server processors face a more uphill battle against enterprises' entrenched brand loyalties to Intel. The company holds 4.5 percent of the server processor market, but growing 0.2 percent points versus the previous quarter, and 1.4 percentage points vs. the previous year. The last time AMD held such a market share in the server x86 processor market was in Q3-2013.

AMD's mobile processor market share may come as a surprise to some. According to Mercury Research, the company holds 16.2 percent of the mobile x86 processor market, which is almost as much as its desktop market. This is probably propelled by the popularity of AMD APUs and low-power CPUs in the cost-effective notebook market segments. AMD is now eyeing higher market segments with its Ryzen 4000 "Renoir" processors that make landfall this year. AMD is growing faster in the mobile space than desktop, with 1.5 percentage points growth in just Q4, and 4 percentage points year-over-year. AMD's mobile market share was this high back in Q2-2013. Mercury Research pins AMD's overall hold over the x86 market at 15.5%, averaged on all segments, minus semi-custom and IoT.

Steam's latest hardware survey has been released, and while there is no real head scratching changes, it does continue to give us a glimpse into current market trends. In regards to CPU adoption, both six-core and eight-core processors now account for 12.2% and 2.2% respectively. Looking at just Windows data shows six-core processors gained a bit over 2% market share in 3 months. Meanwhile, eight-core offerings saw a market share increase of roughly 0.5%. Speaking of processors, Intel still dominates the market capturing an 82% share. AMD, while competitive in many tasks besides gaming still only has an 18% share. Looking at the data would lead one to believe AMD is gaining back market share; however looking at previous hardware surveys their current share is mostly holding steady. Considering Intel still offers better gaming performance for the time being its unlikely AMD will make any real gains in the Steam hardware survey until gaming performance reaches true parity.

Looking at graphics cards, NVIDIA still reigns supreme holding the same 75% market share they have been clutching for quite some time. AMD, on the other hand, continues to struggle, holding a paltry 15% share with Intel and their integrated graphics still managing to hold a 10% share. Considering AMD's only release as of late was the Radeon VII it is not all that surprising to see no change here. That said, NVIDIA's dominance is indeed not a good thing as it means competition is minimal, and pricing is likely to remain high. Right now according to the Steam hardware survey, NVIDIA currently holds the first 12 spots in regards to today's most popular graphics cards, which combine for a 52.8% share. The most popular of these being the GTX 1060. You have to go all the way down to 13th place to find an AMD graphics card which just so happens to be the Radeon RX 580 with its 1.1% share. To find the next AMD graphics card you have to go all the way down to 19th where the companies Radeon R7 Graphics holds steady at 0.87%. Hopefully, AMD's upcoming Navi graphics architecture can bring them back to prominence and drive more competition.

The gaming market is one with high gross margins in the vast majority of its product lines - this is easily seen with the number of companies that have just slapped the same aesthetic look and "gaming" branding to otherwise "normal" product lines. One such instance, in particular, is the gaming monitor segment, where increasing perception of more competitiveness with higher refresh-rate monitors has brought about an urge to upgrade in the market - and not the least of which was brought about by games such as PUBG and Fortnite (the former even sparked an upgrade frenzy in China's Internet Cafes as they vied for ever more customers who would get an edge on their store over others that didn't sport these high refresh-rate monitors).

According to TrendForce's report, ASUS is the worldwide sales leader i the gaming monitor segment, followed by Acer, with AOC/Philips coming in a close third. TrendForce reports that the increased demand has seen shipment of gaming-grade (or at least branded) monitors has doubled in 2018 compared to last year, and that a sector that has increased significantly is the one of curved monitors, which has been taken up chiefly by Samsung, bringing it to the fourth spot in the manufacturer race. The curved monitor market has achieved a 50% stake in the whole of the gaming monitor, led chiefly by China's demand.

A report coming out of Digitimes earlier today forecasts AMD to continue their momentum in the desktop CPU market thus far in 2018, with as much as a 30% market share globally by the final quarter as per their correspondents. Their unnamed industry sources say, and we quote, "AMD has drastically changed its foundry strategy, loosening ties with Globalfoundries and contracting TSMC to fabricate its GPUs, server and PC processors on 7nm process. The policy change has sent AMD share prices rallying all the way since mid-2018 amid market expectations for better chip yield rates and performances as well as normal shipments to customers."

Intel's woes with the 14 nm process node has been reported before, let alone the troubled transition to the 10 nm process, which further helps AMD's case. The report further claims that board partners including ASUS, MSI, and Gigabyte "have ramped up production and shipments of devices fitted with AMD processors, driving up the chipmaker's share of the desktop processor market to over 20% in the third quarter. The company is very likely to see the figure further rebound to the level of 30% again." This, in addition to the recently announced AMD EPYC implementation contracts with Ciscoand HPE, can make that 30% number more plausible as well. It remains to be seen what the following months hold for Intel and AMD in the desktop processor market, but there is no denying that things are competitive in multiple segments at the same time, and that is always a good thing for the consumer.

Yesterday AMD held their "One Year Ryzen Anniversary" call which reiterated the company's success introducing Ryzen products and also provided insight into what's planned for 2018 and beyond.

When asked about market share status and goals, Jim Anderson, SVP and GM of Computing and Graphics at AMD, mentioned that their near-term goal is reaching levels that the company enjoyed during their early-2000s market-leadership that they had thanks to the Athlon64 processors, which were strong competitors to what Intel offered at the time. Specifically, Jim said "I don't see any reason we can't get back to historical share levels that AMD has enjoyed in the past." Back in the 2000s the company boomed on a market share above 20% for desktop and slightly below 20% for notebook, also thanks to Intel's weakness in driving technology forward.

According to web analytics company StatCounter, January 2018 was the year of the OS world's "flippening" - where Windows 10 finally surpassed the old, trusty Windows 7 in users' systems. According to the firm, Windows 10 in January was present in 42.78% of the worldwide desktop market share, just a hair above Windows 7's 41.86%. Windows 8.1 stands as the ugly duckling, with only 8.72 percent of the market still holding on to that OS.

Now, granted, one analytics company does not a trend make; there are a myriad of factors that might explain discrepancies between different companies' estimates. however, the fact remains that this is the first time Windows 10 is reported to have surpassed Windows 7 in terms of pure number of live systems. Also to take into account is that even in analytics firms that don't display these results, Windows 10 is clearly gaining traction against Windows 7 - one needs only look at the trendlines for both OSes on NetMarketShare, for instance, to see that there's a clear, positive momentum for WIndows 10 when compared to Windows 7. It's only a matter of time until all firms report the same, really. Still, this news comes years later than what Microsoft had hoped for with Windows 10; adoption of the OS hasn't been quite as predicted by the company. Still, Microsoft's ongoing work on the software, clear roadmap and support efforts seem to be paying off.

AMD late Tuesday confirmed the departure of Raja Koduri as head of the company's Radeon Technologies Group (RTG). Koduri had been on a "sabbatical" since September. Company CEO Lisa Su, who has been directly heading RTG, will continue to do so, until a replacement is found. AMD in its statement confirming Koduri's departure, assured all concerned (particularly investors), that there will be no change in the group's plans and the strategic direction in which it's heading.

"Earlier today, we announced two unrelated updates for our Radeon Technologies Group: 1) Raja Koduri has decided to leave AMD and 2) we are taking the next steps in our work to strengthen RTG by further focusing the organization on key growth areas," said Drew Prairie from corporate communications at AMD. "I wanted to also make sure you understood these updates do not impact our plans or the strategic direction we are driving our graphics business," he continued.

This is the latest report from Jon Peddie Research on the GPUs used in PCs. It is reporting on the results of Q2'17 GPU shipments world-wide. Overall GPU shipments increased 7.2% from last quarter, AMD increased 8% Nvidia increased 10% and Intel, increased 6%. Year-to-year total GPU shipments increased 6.4%, desktop graphics increased 5%, notebooks increased 7%.

Up to now, the GPU and PC market had been showing a return to what has been normal seasonality. That pattern is typically flat to down in Q1, a significant drop in Q2 as OEMs and the channel deplete inventory before the summer months. A restocking with the latest products in Q3 in anticipation of the holiday season, and mild increase to flat change in Q4. All, of that subject to an overall decline in the PC market since the great recession of '07 and the influx of tablets and smartphones. However, this year, Q2 dGPU shipments were completely out of sync, and remarkably high, as shown in the following chart.