Despite AMD Momentum, Intel Claws Back Market Share in Both Desktop and Mobile

[Raevenlord]

AMD's CPU offerings are generally considered to best Intel's competition, especially since the company's Zen 3, Ryzen-5000 series of CPUs launched to great critical and customer acclaim. However, silicon performance can only get you so far - one other issue impacting market penetration is availability of said processors. As AMD fights for constrained wafer supply from TSMC - in no small part due to their focusing of their entire portfolio on the company's highly-sought 7 nm process - users worldwide are generally seeing insufficient stocks of AMD silicon to satisfy their needs. And as such, it seems that at least some users are going with Intel solutions, due to their higher availability in the market.

According to a report from Mercury Research, AMD's constrained chip supply has led the company to a market share loss QoQ. AMD's desktop penetration fell from 20.1% to 19.3% in a single quarter, and its mobile market share saw a similar decrease, going from a 20.1% share down to 19.1%. Of course, not only from market share and shipments are a company's financials made of; AMD ushered in higher ASP (Average Selling Price) for its products, leading the company to a 50% increase in YoY revenue. This doesn't mean AMD is selling less CPUs, however; the x86 CPU market grew a massive 20.1% YoY, so AMD is actually shipping more product than in previous years - it just couldn't account for the entirety of that x86 market increase. Overall, and considering AMD's desktop, mobile, and server markets, the company's x86 market share decreased by 0.7% in Q4 2020 to 21.7% - still a very significant increase, YoY, from its previous 15.5% of the market pie.



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[ZoneDymo]

2 big 2 fail/fall, world's f'd

 

[Dave65]

2 big 2 fail/fall, world's f'd

Exactly right..

 

[Kapone33]

Considering that most pre built PCs were Intel based this totally makes sense.

 

[londiste]

Especially when talking Ryzen 5000 series, Intel also has the price advantage.

 

[Kapone33]

Especially when talking Ryzen 5000 series, Intel also has the price advantage.

For me it's not the 5000 but the fact that we have not seen any price discounts on the 8 or 12 core 2nd Gen parts and the 3950X is $50 cheaper than the 5950X. We need to see more deep discounts especially for parts like the 3700X. The 3600 is $270 but it should be closer to $220 or $200. When the 3000 series launched you could get a 2600 for $159. All of those prices are Canadian.

 

[micropage7]

Considering that most pre built PCs were Intel based this totally makes sense.

and don't forget at least until now intel does good job in marketing

 

[MDWiley]

Makes sense, especially when you consider Zen 3 supply issues and how massive Intel actually is as a company. Also consider the number of PC users only interested in gaming, which Intel CPU’s are perfect for.

 

[ZoneDymo]

Considering that most pre built PCs were Intel based this totally makes sense.

true but what doesnt make sense is that most prebuild pc's were intel based

 

[efikkan]

This is what happens when one have plenty of supplies and the other has very limited supplies.
It's sad for AMD that they can't sell as many as the market wants.
But just imagine how much worse it would be, if Nvidia took a larger portion of TSMC's capacity.

 

[R0H1T]

They obviously left out the 10,000 lbs elephants in the room i.e. consoles. I bet AMD/MS/Sony are making less money off of them than scalpers

 

[Deleted member 197223]

Since the 5800X costs roughly 500€ (4990 SEK) here I don't see myself moving over to AMD anytime soon. But you can bet your horses that it's gonna have a decent discount once 11700K/F hits the market. AMD playing Intel in this and age is nothing new and won't change anytime soon. Everything is about profits after all.

 

[Kapone33]

true but what doesnt make sense is that most prebuild pc's were intel based

The inventories in stores like Best Buy have been mostly (like 99%) Intel for years. I would even argue that even in 2020 there were probably 10 to every 1 AMD prebuilds readily available for most of 2020. Then look at the laptop market.

 

[ThrashZone]

Hi,
AMD 5k series nowhere to be found except maybe price gougers
Intel 10 series prices now slashed and instock bestbuy 10900k 445.us okay maybe not instock but price is slashed lol

 

[Vya Domus]

One word, consoles. AMD chips/IP will soon be almost everywhere basically, PCs, laptops, consoles, phones and servers of course. They got their foot in the door in many places.

 

[thegnome]

I bet it's due to OEM sales mostly, since so many people bought new computers this year for the home.

 

[ThrashZone]

Hi,
Drivers have always been the worst part of amd machines.

 

[bug]

2 big 2 fail/fall, world's f'd

It's not about too big to fail. It's about having the fab capacity to actually build the goods.

 

[moproblems99]

For me it's not the 5000 but the fact that we have not seen any price discounts on the 8 or 12 core 2nd Gen parts and the 3950X is $50 cheaper than the 5950X. We need to see more deep discounts especially for parts like the 3700X. The 3600 is $270 but it should be closer to $220 or $200. When the 3000 series launched you could get a 2600 for $159. All of those prices are Canadian.

No we don't. This is what we get when people bought intel or nv when AMD had competitive products. While I can afford it, others can't. Enjoy it folks! You earned it!

 

[milewski1015]

Hi,
AMD 5k series nowhere to be found except maybe price gougers
Intel 10 series prices now slashed and instock bestbuy 10900k 445.us okay maybe not instock but price is slashed lol

There's (according to the website anyway) 25+ 5600X's in stock (at MSRP) at the Microcenter near me. No other 5000-series processors unfortunately, but it's at least proof they exist. I'm tempted to pick one up with a B550 board to replace my 2600/B450 Gaming Pro Carbon, but I'm prioritizing spending that money replacing my 6 year old iPhone 6S that's on its last legs since my PC still handles everything just fine.

 

[ixi]

That what you get for being unprepared.

 

[Diverge]

Hard to take market share when you have no product available...

 

[R0H1T]

get for being unprepared.

Unprepared? You mean for Covid (induced demand)

 

[ThrashZone]

There's (according to the website anyway) 25+ 5600X's in stock (at MSRP) at the Microcenter near me. No other 5000-series processors unfortunately, but it's at least proof they exist. I'm tempted to pick one up with a B550 board to replace my 2600/B450 Gaming Pro Carbon, but I'm prioritizing spending that money replacing my 6 year old iPhone 6S that's on its last legs since my PC still handles everything just fine.

Hi,
Yeah eventually amd will flood the market just like they did 3k series this one is just taking longer.

 

[milewski1015]

Hi,
Yeah eventually amd will flood the market just like they did 3k series this one is just taking longer.

Yeah, it's just a matter of time. Just feel bad for anyone trying to build these days as you're quite limited in the choices you can make due to availability and pricing of silicon products.

Keeping things on topic, I see more and more people opting for Intel currently just because it's what's readily available. If availability wasn't an issue, I think the price increase that came with Zen 3 (a justified one in my opinion as they took the gaming lead) as well as the shift to a new socket next gen for both teams has hurt AMD a bit.