AMD and Intel CPU Market Share Report: Recovery on the Horizon

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of Mercury Research Q1 2023 CPU Market Share Results have been released. The PC market has bottomed out and remains in extreme turmoil, but is showing signs of recovery. Ongoing destocking continues to confuse the data, but this month’s numbers show Intel lost his sub-single-digit share in three major categories: desktop PCs, mobile and data center. As a result, we maintain over 80 market shares. % of unit share for each of these categories. That’s a surprisingly resilient market share six years after AMD made an incredible comeback in 2017 with its first generation of his Ryzen PC chips. Worst CPU down ever.

Mercury Research’s few recent CPU market updates come amid shocking market declines and the biggest destocking the company has recorded in 30 years, ultimately leaving chip makers to offset excess inventories. We were forced to under-ship demand in order to do so. So we had to take the unit share data during that time period with some salt because the vendors were under-shipping at different times by varying degrees, which blurred out the actual share numbers. Some are still expected to influence the numbers announced today.

The industry is still in the same recession, but most people expect the PC market to stabilize and return to moderate growth over the second half of the year after bottoming out last quarter. In fact, AMD CEO Lisa Su recently commented:[..], we believe Q1 was the bottom of our client processor business,” suggesting that perhaps the worst turbulence for AMD’s consumer PC business has passed. Su’s comments came as the company announced that consumer chip sales as a company had fallen by 64%. I lost money for the first time in years.

In Intel’s earnings, company CEO Pat Gelsinger also pointed to signs of improvement in the client PC space, stating that “the PC market has become more stable and destocking has progressed significantly as expected.” Stated. Like AMD, Intel’s message of hope came when it announced devastating results – last week, where he reported his biggest ever loss as sales plunged 36%.

However, the short-term situation for the server market is still not very promising. Gelsinger echoed a similar opinion, saying, “However, the server and network market has not bottomed out yet, as cloud and enterprise remain weak.” says.

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Here you can see another key metric: x86 PC vs. data center revenue share. Post to Twitter by Independent Semiconductor Analyst Suravan KundjaraThe data consists of segment earnings reported by Intel and AMD, but Kundojjala warns that “there is a lot of noise in this data” due to shipments and inventories. increase. As you can see, AMD’s peak of 21.9% in PC revenue occurred in Q2 of 2022, while his 30.3% peak in data center revenue share occurred in Q4.