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

[stimpy88]

I wonder what Intel did in Q3 of 2022...

AMD needs a clear home run with Zen 5, both on price and performance, Zen 4 was slightly disappointing on both fronts, and only the x3D parts outperformed Intel in gaming, but were initially vastly overpriced, as the AM5 platform still is to this day. Their server chips seem to do their own talking though.

 

[ARF]

I have four devices and all of them are with Ryzen.
Ryzen 5 2500U
Ryzen 9 5900X
Ryzen 9 3950X
Ryzen 5 4500

Cool, quiet and fast.

I wonder what Intel did in Q3 of 2022...

I guess the same - bribery, shenanigans...

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 Despite AMD's products being clearly superior in every aspect, and should have been OEM/vendor preference, instead of outdated (not all) and hot intel solutions, which currently are incapable to run without dGPU's, that are obviously from nVidia.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even more, it's exactly the best time use the tide, to start getting into own ARM design (as K12 ARM might be very outdated).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.

This.

In a normal, just world, things would be opposite. AMD with 90% market share, and intel in deep debts because of fines imposed onto them by the Regulators.

But it is like forbidden in many large corporations and companies to even think about anything non-shintel. Taboo.

 

[Vya Domus]

AMD need their own fabs, but it will never happen

Intel will have to go fabless eventually, it's unavoidable. They simply cannot compete with TSMC, who's able to concentrate all their resources into their foundries unlike Intel and they need the best nodes to compete with AMD and Nvidia. If they keep using their own nodes they'll just fall behind.

 

[Daven]

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

The chart shows the increase in new machine sales each data point not a running total.

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

Then that definitely excludes Intel.

LOL, Intel's FABs are separate entity and are in the business to make money, AMD will one day probably be a customer and even Pat with all his hubris said he would welcome them as a customer. Luckily most rational business don't act like fanboys and trolls.

This is completely untrue and exactly what Intel wants you to think. Intel owns all its fabs and its all under one business. And no AMD, Apple, Nvidia, etc will never use Intel fabs as long as they are owned by Intel.

Well Intel is like the clown of tech world atm LOL. Good that AMD is taking marketshare away from Intel.

If we talk about stocks, AMD is worth 2x as much as Intel right now, making Intel effectively the underdog.

Intel won’t be the underdog until their marketshare is significantly below AMDs or ARMs in the server/desktop/laptop space.

Intel will have to go fabless eventually, it's unavoidable. They simply cannot compete with TSMC, who's able to concentrate all their resources into their foundries unlike Intel and they need the best nodes to compete with AMD and Nvidia. If they keep using their own nodes they'll just fall behind.

This! A thousands times this!

 

[P4-630]

Funny to see AMD being defended by it's fans....

 

[ARF]

Funny to see AMD being defended by it's fans....

Everyone knows that choosing the AMD products is the smarter option, but they refuse to admit.

 

[P4-630]

Everyone knows that choosing the AMD products is the smarter option, but they refuse to admit.

I used to buy ATi GPU's in the past though.

 

[RGAFL]

Everyone knows Intel is bleeding money getting their fabs up to date. But it's not their own money that's bleeding, it's taxpayer money. If it was their own, they would be in deep trouble.

 

[Steevo]

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’m going to purchase my next work laptop and it will be AMD, no more stupid dual GPU for Desktop Window Manager and Windows to mismanage and cause stutters as to flip flops and some things you cannot force to run in high performance mode. So an IGPU capable of driving some pixels is very welcome.

 

[Random_User]

Intel will have to go fabless eventually, it's unavoidable. They simply cannot compete with TSMC, who's able to concentrate all their resources into their foundries unlike Intel and they need the best nodes to compete with AMD and Nvidia. If they keep using their own nodes they'll just fall behind.

Fabless, or truly spin off them to a separate branch. Either own chip design, or fabs. At this point Intel tries to sit on two chairs, and In current IT world, it's impossible to get both, as each branch eats too much resources. It's possible to get fabs, if the own design is absolute winner. But so far, Intel tries to push the chip R&D, pursuing AMD, and simultaneously tries to catch up TSMC, while has to use their capacities for certain products. This is double embaracing. If not OEM, and multiyear contracts, Intel would go under already.

And it's sad, because everyone needs a strong constant competition, in both CPUs/silicon, and foundries. Because they all do great stuff, only when pushed to the wall and trying to compete. I don't mean leapfrogging, but rather when both, or multiple rivals get equally good product lines.

The best way is to split the foundries to separate entity, so thecitizen and governmets can be sure, the funds reach the destination, instead of becoming sediment in the corporate pockets. And other fabless companie would be more prone to use these fabs, as there would be less incentive for intel to "share" the third party IP and design with own products.

 

[FoulOnWhite]

intel won't go fabless, they don't just make stuff for themselves. They might split into two near seperate entities though. Im sure they have invested far to much time and money to ditch them, and imo would be a dumb move as i believe it was for AMD(if they ever owned any) There are always advantages to owning your own fabs, rather than been beholden to someone else to make your wafers for you. If they go under, get attacked by china, or for whatever reason have a outage, you are doomed with no supply. Even a inferior backup wafer supply is better than none.

 

[mechtech]

8 year chart.

Would be nice to see a 30-year chart.

 

[1d10t]

Includes OEM and ODM markets of course, where majority of them are still under contract or retention just like my company. Meanwhile in the DIY market it's only 1:50 in top tens Amazon Best Sellers.

I think that sufficient because these market or community tends to shout louder

 

[Tek-Check]

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.

Corporations need to employ more IT people who are more knowledgeable about AMD's battery efficiency and wider laptop choices.

 

[Panther_Seraphin]

8 year chart.

Would be nice to see a 30-year chart.

AMD Finally Breaks The 10 Percent Server Share Barrier

History doesn’t really repeat itself, but it surely does use a lot of synonyms and rhymes, and sometimes, if you listen very closely, you can catch it

www.nextplatform.com

Around 20 years of data up to 2021

I am glad to see that AMD is picking up market share. Intel needs to really take advantage of their Foveros technology ASAP to try and get a technological lead over AMD again.

Corporations need to employ more IT people who are more knowledgeable about AMD's battery efficiency and wider laptop choices.

Its actually more the bean counters. You could pickup Hp/Dell/Lenovos with Intels for cheaper than the "equivalent" AMD for a long time.

IT: "But AMDs have better battery life"
Beancounter: "Most people use them plugged in the office and the Intel ones are $/£30-50 cheaper a unit"
IT: "But AMDs are a better choice"
Beancounter: "It is 5-6 figures extra to replace our fleet with AMD vs Intel, you somehow justify that 6 figure difference in productivty etc then we will consider it, otherwise Intel it is"

 

[Kapone33]

Includes OEM and ODM markets of course, where majority of them are still under contract or retention just like my company. Meanwhile in the DIY market it's only 1:50 in top tens Amazon Best Sellers.

View attachment 347003


I think that sufficient because these market or community tends to shout louder

This just proves that even though the narrative says that the 7900X3D sucks stills sells quite well.

 

[P4-630]

Includes OEM and ODM markets of course, where majority of them are still under contract or retention just like my company. Meanwhile in the DIY market it's only 1:50 in top tens Amazon Best Sellers.

View attachment 347003


I think that sufficient because these market or community tends to shout louder

amazon.nl

 

[evernessince]

Funny to see AMD being defended by it's fans....

P4-630 right now: "Surely this character assassination attempt will distract everyone from the fact that I'm not actually providing a counter-argument and instead employing logical fallacies!"

Please do elaborate and provide facts on your prior argument that Intel is more stable and reliable. Let's see the basis for such a statement instead of more fallacies.

 

[Tek-Check]

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

No need for so much power on consumer CPU. The world is going into direction of efficiency in order to be more sustainable.
Even when locked to 253W, current Intel CPUs are not able to beat Ryzen in gaming and barely match or lead a few percentages ahead of 79050X3D in MT workloads, while X3D chip uses TWICE as little power.

I don't see AMD beating Nvidia in RT performance when Nvidia is the one dictating the implementation.

They do not need to, as RT is not that important for majority of users, especially on weaker class 60 cards, which is majority of the market.

They will never overtake Intel /end

Of course, says The Saruman.

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

True, but this is gradually changing. Intel already has below 70%, as Apple also took away ~10%. And now, Qualcomm is coming in. They might take ~5% in next couple of years. I would not be surprised if Intel drops to 50% in laptop segment before 2030.

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

Both metrics are used by different market research companies.

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.

True that. ARM has ~10% of laptop market, mostly thanks to Apple. So, there is 90% to share between Intel and AMD.

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

Yes, and increasing number of OEMs are fed-up with software issues and performance on Meteor Lake laptops.
That's why Lisa Su was able to announce that there be more than 150 new laptop designs with Strix Point later on this year.

If I was AMD, I would take advantage of the Chips Act and do a collaboration with TSMC to build a Fab on the Continental US.

Read the news. TMSC has received the second grant from the US government to build another fab in the US.

As far as the .majority of consumers are concerned, AMD doesn't even exist....it's not even a thought to be entertained....to them Intel is literally synonymous with "laptop"....and that's a very hard thing to change.

This is definitively not the case in European markets. There is far greater awareness of the quality of Zen products.

Funny to see AMD being defended by it's fans....

And what is your purpose in this thread? Do enlighten us.

 

[tfdsaf]

I don't believe the gap is still that big in the desktop space. In the server and IT space its understandable, its a very slow upgrade process and they generally tend to stick with what they know, but in the desktop space I would image it would be more like 50%-50% in terms of market share these past few years. The Ryzen 5000 series were extremely successful and are still to this day selling like hot cakes!

I think this data might not be complete and fully accurate, there is no way AMD is still lagging 40% behind Intel in the desktop space, all of the big online retailers have Ryzen processors in the top 10 bestsellers

 

[Tek-Check]

LOL, Intel's FABs are separate entity and are in the business to make money, AMD will one day probably be a customer and even Pat with all his hubris said he would welcome them as a customer. Luckily most rational business don't act like fanboys and trolls.

Even Intel does not have enough confidence in their own foundry at the moment. All Arc GPUs were produced at TMSC, most of tiles for Meteor Lake too, and now entire generation of Arrow Lake will be produced on N3B, apart from low i5 that will have compute tile only on 20A. So, no serious chip designer will go to Intel ANY TIME SOON to manufacture their cutting edge silicon for top phones, tablets, PCs, AI, etc. Ain't gonna happen, and Intel has not announced one single big contract with big chip designer for most advanced products.

 

[P4-630]

I mean , the graphs of the OP says enough imo...

 

[Tek-Check]

AMD need their own fabs, but it will never happen, they just don't have the funds to do it. People poke fun at Intel woes with its fabs, but at least they have them, and they have the cash to buy production from TSMC. At some point Intel will fix the woes with their fabs and that will make AMDs problems worse.

And you are telling us this by looking into Palantir.

 

[thesmokingman]

I mean , the graphs of the OP says enough imo...

You're choice of username says enough. /facepalm

 

[Tek-Check]

Everyone knows that choosing the AMD products is the smarter option, but they refuse to admit.

Not all of them. Some have really dodgy names, such as 5700, which is Cezanne APU for desktop with 16MB of L3.

intel won't go fabless, they don't just make stuff for themselves. They might split into two near seperate entities though. Im sure they have invested far to much time and money to ditch them, and imo would be a dumb move as i believe it was for AMD(if they ever owned any) There are always advantages to owning your own fabs, rather than been beholden to someone else to make your wafers for you. If they go under, get attacked by china, or for whatever reason have a outage, you are doomed with no supply. Even a inferior backup wafer supply is better than none.

Nvidia, AMD, Qualcomm, MediaTek, Broadcom, Apple and others are "doomed" without their own fabs? Open your eyes dude...

Includes OEM and ODM markets of course, where majority of them are still under contract or retention just like my company. Meanwhile in the DIY market it's only 1:50 in top tens Amazon Best Sellers.

View attachment 347003


I think that sufficient because these market or community tends to shout louder

On the 19th place at Amazon UK best sellers is...
Thermalright LGA1700-BCF black 12/13/14 generation Intel anti-bending fastener

Beancounter: "It is 5-6 figures extra to replace our fleet with AMD vs Intel, you somehow justify that 6 figure difference in productivty etc then we will consider it, otherwise Intel it is"

This is slowly changing, as there is increasing number of bulk orders by corps from Lenovo and others. Several US government and civil servant institutions have ordered AMD laptops, as those can survice entire working day without carrying charger around.