AMD has been absolutely wrecking Intel on the server front for the past 4 years and its so sad to see such little movement in the marketshare. Intel is NOT competitive at all in the marketplace and have been offering weaker yet more expensive products.

david salseroBut it seems incredible to me AMD currently has the best processor for laptops and it does not increase the production of TSMC and the OEMs with how easy it is to put only the AMD ZEN 4 Phoenix chip without dedicated graphics because with RDNA 3 it already has enough in all kinds Real laptops cost so much and more when Intel is at 10nm and AMD at 4nm already mature with a 100% success rate by TSMC, something strange is happening in the OEMs for which they do not decide to bet on AMD Phoenix.
Well intel with me do not count to buy a 13th Gen whose Graphics Xe has not been updated in 4 years

Lisa Su has mentioned in previous financial statement that AMD is getting 'Chromebook like margin' with laptop OEMs. Apparently Intel is pricing its products at such cost to OEMs that OEMs aren't very interested in AMD atm. Intel has its own fabs so they can give better price than AMD. What good will increasing production do to AMD if they can't sell to OEMs?

tfdsafAMD has been absolutely wrecking Intel on the server front for the past 4 years and its so sad to see such little movement in the marketshare. Intel is NOT competitive at all in the marketplace and have been offering weaker yet more expensive products.

Look at Intel's margin. Those 'expensive products' are just for show. OEMs get much better price.

tfdsafAMD has been absolutely wrecking Intel on the server front for the past 4 years and its so sad to see such little movement in the marketshare. Intel is NOT competitive at all in the marketplace and have been offering weaker yet more expensive products.

The question is why OEMs choose Intel instead of AMD which has better products example in servers and even more in laptops Zen 4 7040 Phoenix with RDNA 3 vs 13th Gen intel with Xe which hasn't been updated in 4 years www.tomshardware.com/news/raptor-lake-igpu-catches-up-to-amd-vega-10-in-opengl-benchmark

david salseroThe question is why OEMs choose Intel instead of AMD which has better products example in servers and even more in laptops Zen 4 7040 Phoenix with RDNA 3 vs 13th Gen intel with Xe which hasn't been updated in 4 years www.tomshardware.com/news/raptor-lake-igpu-catches-up-to-amd-vega-10-in-opengl-benchmark

Don’t forget to consider that AMD may be capacity constrained. They could be selling every EPYC fabbed at TSMC and when they run out, the market turns to other suppliers. Performance can’t make up for running out of stock.

DavenDon’t forget to consider that AMD may be capacity constrained. They could be selling every EPYC fabbed at TSMC and when they run out, the market turns to other suppliers. Performance can’t make up for running out of stock.

AMD, Intel, Nvidia - no one is capacity constrained in 2023. In fact they have decreased their orders, according to their respective financial statements. Nvidia has increased their orders for compute/AI GPU though.

I want to see AMD in more devices such as routers, Network Cards, and more SoCs. Break open the borderline monopoly Intel has on "high end" micro boards and IoT devices while also competing with ARM in the mid-range segment. Maybe leverage their Xilinx IP and their own ARM license to produce something revolutionary.

prtskgSome fault definitely lies with Lisa/AMD here. They seem hell bent on chasing higher margins. The other part consists of Intel. They're pricing AMD out of several places. Their DCAI unit was in red even with $3.7B revenue and client computing group only had 9% margin when they had $5.8B of sales. So I think AMD is focusing on places where they don't have to fight Intel on pricing, if possible. Hence we're seeing several handhelds but not easy availability of Rembrandt or Phoenix laptops at good price.

This has been AMD's basic mode of operation as they've been gaining ground. It started with the death of HEDT when TR 3xxx landed and Intel didn't really have anything to compete. They've also reserved their highest IGP for only the high end parts which means Intel offers equal or better in the lower price points in a lot of cases. The majority of their reserved capacity seems to come in the form of whatever will get them the highest margins and they don't seem to be interested in spending more to compete in areas with lower margin. Unfortunately this can be largely blamed on how "investors" do business these days as they're more concerned with making money now than the long term health of any given company.

People like me are to blame. In the past 6 months I've upgraded 3 PCs from Intel Skylake-era chips to AMD Zen 4 chips. It was the first time I used AMD chips in my PCs since the single-core Athlon 64 era circa 2003. For all the hate on the high pricing of the AMD 7000 series platform it still is very compelling in the mid-range and high end - especially for people like me who aren't looking at just what they are buying today but how it can be upgraded in the future.

lemoncarbonateNot to mention that AMD socket lasts much longer than Intel's new CPU gen=new socket.

Intel's 1700 socket is the first one in long time to last three generations - 12, 13 and 14.
AMD's AM5 will at least support Zen 4 and Zen 5. We are not sure if Zen 6 will support it.

I thought Raptor Lake Refresh was still considered 13th gen? Meteor lake needs a new socket and platform.

Mac the GeekThere are companies that are testing AMD hardware, who might make the leap in the next couple years. But for now, the server market is still very much Intel's playground.

It is, but this is changing steadily and consistently. Nothing moves fast in the server market, so no one should expect any magic numbers on annual basis.
The problem for Intel is not just AMD, but ARM custom chips, which are already moving past 10%.
By the end of the year, Intel might drop to ~60%, AND go up towards 25-27% adn ARM solutions 13-15%.
Intel is not going to have e-core based efficiency server CPU until H1 next year (Sierra Forest) to compete against ARM and Bergamo for cloud servers.
By the time Sierra Forest with 144 e-cores releases, ARM solutions will have another generation of increased foothold and AMD will release Turin dense with 192 cores.

Mac the Geek"Inertia" is absolutely the right word to use. A corporation has a thousand Intel-based servers in a data center. Next year's budget could be spent converting to new hardware, which might be faster but might also have hidden issues... or they can stay the course, buying Intel because it's a known ecosystem that "just works".

Both AMD and ARM server solutions are in the process of creating a strong foothold. It's a long, painstaking process in server space due to complexity of installations, long-term support, maintenance, perks and loyalty contracts.

Intel's server ecosystem has never been less perceived as "it just works" than now. There are several reasons for this. Modern companies are well-informed about what's going on in CPU performance roadmaps and AMD and ARM solutions have conquered 30% of the market in just 3-4 years, which sounds astonishing, but it has explanations. It's a dynamic situation of steady change globally and there is nothing Intel could do to stop it because they do not have enough performant and diverse portfolio of CPUs. They can only slow down this process until they finally start releasing server CPUs on 4nm and 3nm in 2025 onwards.

Below you can see diversity of CPU portfolio. AMD has three different kinds of server CPUs for different workloads and utility, plus aggressive development roadmap. Intel has had too many 'stop-gaps' in generational development and their newest CPUs are still on 10nm process since 2021. AMD started EPYC journey in 2019 when they created the first server CPU with more than 60 cores which Intel only released this year. TSMC's advanced foundary works well for everyone and brings necessary competition pushing others to try to improve, and faster.



Also, there will be a new kid on the foundary block too. Japanese semi-con is back. They swigned a contract with IBM to develop 2nm process and reach parity with TSMC and Samsung by 2027. Quite ambitious goal, but there is no doubt that they will produce server chips for other companies

The Von MatricesI thought Raptor Lake Refresh was still considered 13th gen? Meteor lake needs a new socket and platform.

Desktop refresh is 14th. Meteor Lake mobility is also 14th, on a new socket and platform.
Metero Lake lower desktop next year will be 15th, together with Arrow Lake higher SKUs.

BwazeI wonder how the recent AMD X3D chip burning debacle, and subsequent completely idiotic actions of partners will influence this?

There is no "debacle". A few isolated cases. It's less than Nvidia melting cable issue.

BwazeYou know, Asus writing in fine print of Bios they encourage you to upgrade to that you don't actually have a warranty?

Asus showed the worst slimy practices possible. They will need to come straight on this.

qcmadnessIntel's server market is partly captured using very low prices, hence low margins and negative operating margin this quarter.

?

What a shocker...

prtskgAMD, Intel, Nvidia - no one is capacity constrained in 2023. In fact they have decreased their orders, according to their respective financial statements. Nvidia has increased their orders for compute/AI GPU though.

Exactly. Finally the voice of reality. Entire world is buying less stuff, much less than before. There is no reason to upgrade tech gear so frequently and there is economic downturn globally making people prioritize other areas of spending, such as paying much higher bills for food and bills, and travel with friend and family after Covid. No brainer.

TechLurkerI want to see AMD in more devices such as routers, Network Cards, and more SoCs. Break open the borderline monopoly Intel has on "high end" micro boards and IoT devices while also competing with ARM in the mid-range segment. Maybe leverage their Xilinx IP and their own ARM license to produce something revolutionary.

It's happening already, but you need to give its Xilinx arm time to develop even wider range of portfolio.

I'm not surprised with this. The market is so diverse, that you can search for the best option and that will impact your purchase option.

I love how they included "Total" on the bottom of these slides. It would be very surprising if it didn't add up to 100%.

Ill gues they will need a fire sale to keep those numbers up this quater...

I wonder how many Steam Decks have been sold and how many of those handhelds on Amazon have been built?

The first table is total x86 market share. If you only look at the desktop & laptop market, it's more like 80/20.

i really don't care who wins, i have no horse in this race, a 50/50 share would be the ideal, or better more competition beyond this 2
i truly hope Intel can get their shit together and this don't turn to a reversed situation to what we had back in the 00's

Bomby569i really don't care who wins, i have no horse in this race, a 50/50 share would be the ideal, or better more competition beyond this 2
i truly hope Intel can get their shit together and this don't turn to a reversed situation to what we had back in the 00's

Huh?? You do realize Intel still has the lions share of the market right? Intel would still need to lose for like 2-3 more years for the market share to be split even. And on the server front AMD is still so faraway from parity share wise, smh.