Friday, May 10th 2024
AMD Hits Highest-Ever x86 CPU Market Share in Q1 2024 Across Desktop and Server
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.
Source:
AnandTech
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.
140 Comments on AMD Hits Highest-Ever x86 CPU Market Share in Q1 2024 Across Desktop and Server
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.
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. 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.
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...
I would like to see AMD push another 150watts into a Ryzen to match intels usages and see what they could perform with that.
www.tomshardware.com/news/amd-will-hold-20-of-server-cpu-market-in-2023-analysts-say That metric is not used for marketshare. It might matter when it comes to service revenue but not in this case.
www.investopedia.com/terms/m/marketshare.asp
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.
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.
Also, nice doctoring the data in that graph. Here's what's the missing part looks like: wccftech.com/amd-takes-10-4-cpu-share-intel-q2-2017-largest-single-quarter-share-gain-history/
And I'm not going to mention various Ryzen-specific issues, because intel had them as well, even during and after SB domination and Bulldozer collapse. This is both great and worrying. Great, because AMD sells all CPUs they have, with almost as less unsold stock as possible. Thus reduces the expenses significantly. But worrying, because, if intel won't get their heads out their ... place, and start making competitive products, AMD's domination might end up worse than intel's one.
Why? Because intel was always OEM oriented first, and then consumer. They make tons of products, thus makes them cheaper to produce and distribute through reliable channels. And if needed they can be sold at lower prices with lower profits, but still be sold.
AMD on the other hand, has no big stock, and the product supply is scarcer. So if they would feel like the time has come, they can rise the prices, and it would look justified. They already tried it with Zen 3, and milked people for a good half-year/year (depending or region) during Cov and after. So...
As of factories, as I've said before... it maybe has sense for AMD to have own fab again, if they are so inclined into AI, as the time matters. nVidia won't dominate this market forever, and when/if custom ASICs will come, they will hurt not only nVidia, but all GPU market as well. So since TSMC's capacities are filled with nVidia allocations, AMD is wasting time, by waiting their own orders fullfilled. Not to mention the ever rising price growth for TSMC's nodes, and possible draught,s earthquakes, etc.