spare Mercury Research The CPU market share results are for the second quarter of 2022, arriving at a time when sales are cooling off after several years of stratospheric growth and things are becoming more dire for the PC market. According to recent earnings reports from Intel, AMD, and Nvidia, the recovery will take a long time. Still, for now AMD seems to be weathering the storm well as it continues to take market share from Intel in every segment of her CPU market.
Intel released a dismal earnings report last week — the company posted its first loss in decades, in part due to a PC slump. Intel has also announced that it will delay the company’s critical Xeon Sapphire Rapids data center chips and kill Optane, another failed business unit. Sixth unit retired since new CEO Pat Gelsinger took over.
In contrast, AMD’s revenue grew 70% year-over-year as the company continued to improve its already high profitability. AMD is working hard and will launch their Ryzen 7000 CPUs, RDNA 3 GPUs and EPYC Genoa datacenter processors on schedule.
Its consistent execution continues to pay off. AMD continues to make great strides in the mobile/laptop market, where he set a new unit share record of 24.8%. AMD also rose in the server market for 13 consecutive quarters, reaching 13.9% of the market. In particular, AMD’s quarterly increase in servers is the largest we’ve seen in historical data going all the way back to 2017.
It’s no exaggeration to say that all signs point to a continued PC slump. Intel and AMD expect the desktop PC market to see a double-digit decline by the end of the year. Nvidia has also announced that it has missed its guide by a whopping $1.4 billion due to poor gaming GPU sales, with partners expecting his GPU shipments to drop by up to 50% this year. The tea leaves are murky, as it’s hard to tell how much of that volume is actually going to gaming PCs, as opposed to cryptominers.
Analytical results from Mercury Research are not yet available, but are expected to arrive soon. I’m particularly interested in how Arm’s attack on the x86 market is progressing, especially as Apple’s new chips continue to gain popularity. Apple will run into supply disruptions during the quarter due to lockdowns in China, impacting its ability to ship units and likely impacting its share gains against x86.
We will update the article as Mercury Research commentary becomes available. But for now, you can see the raw numbers below.
edit: AMD has shared the following revenue share information (this is different from the unit share shown in the table below):
- In desktop, AMD’s share of revenue increased by 0.7 share points year-over-year to 18.8%.
- In notebooks, AMD’s share of revenue increased 12.1 share points year-over-year to 27.0%, the highest ever for AMD.
- In servers, AMD’s share of revenue increased by 11.3 share points year-over-year to 22.9%.
- Across all x86, AMD’s share of revenue increased 11.2 share points year-over-year to 28.1%, the highest ever for AMD.
AMD vs. Intel Desktop PC Market Share Q2 2022
| 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | Q4 2020 | 3Q20 | Q2 2020 | Q1 2020 | 4Q19 | Q3 2019 | Q2 2019 | Q1 2019 | 4Q18 | 3Q18 | Q2 2018 | 1Q18 | 4Q17 | 3Q17 | Q2 2017 | 1Q17 | 4Q16 | 3Q16 | |
| AMD Desktop Unit Share | 20.6% | 18.3% | 16.2% | 17.0% | 17.1% | 19.3% | 19.3% | 20.1% | 19.2% | 18.6% | 18.3% | 18% | 17.1% | 17.1% | 15.8% | 13% | 12.3% | 12.2% | 12.0% | 10.9% | 11.1% | 11.4% | 9.9% | 9.1% |
| Quarter-over-quarter/Year-over-year (pp) | +2.3% / +3.5% | +2.1 / -1.0 | -0.8 / -3.1 | -0.1 / -3.1 | -2.3 / -2.1 | +0.1 / +0.7 | -0.8 / +1.0 | +0.9 / +2.1 | +0.6 / +2.1 | +0.3 / +1.5 | +0.3 / +2.4 | +0.9 / +5 | Flat / +4.8 | +1.3 / +4.9 | +2.8 / +3.8 | +0.7 / +2.1 | +0.1 / +1.2 | +0.2 / +0.8 | +1.1 / +2.1 | -0.2 / +1.8 | -0.3/- | +1.5/- | +0.8 / – | – |
The decline in the PC market comes as the pandemic recedes and global economic turmoil and inflation rise. Sluggish CPU sales have been exacerbated by the seasonal recession, and all these factors have conspired to reduce demand for both Intel and AMD. However, AMD continues to gain market share, reaching his 20.6% unit share in the quarter.
AMD vs. Intel Notebook/Mobile Market Share Q2 2022
| 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | Q4 2020 | 3Q20 | Q2 2020 | Q1 2020 | Q419 | Q3 2019 | Q2 2019 | Q1 2019 | 4Q18 | 3Q18 | Q2 2018 | |
| AMD Mobile Unit Share | 24.8% | 22.5% | 21.6% | 22.0% | 20.0% | 18.0% | 19% | 20.2% | 19.9% | 17.1% | 16.2% | 14.7% | 14.1% | 13.1% | 12.2% | 10.9% | 8.8% |
| Quarter-over-quarter/Year-over-year (pp) | +2.3% / +4.8% | +0.9 / +4.4 | -0.4 / +2.6 | +2.0 / +1.8 | +1.9 / +0.01 | -1.0 / +1.1 | -1.2 / +2.8 | +0.3 / +5.5 | +2.9 / +5.8 | +0.9 / +3.2 | +1.5 / +4.0 | +0.7 / +3.8 | +1.0 / +5.3 | +0.9 / ? |
AMD set yet another market share record in the notebook market. This is an impressive feat considering they haven’t sold as many chips to the low-end segment as Intel. This marks AMD’s record market share in the mobile space.
AMD and Intel Server Unit Market Shares in Q2 2022
| 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | Q4 2020 | 3Q20 | Q2 2020 | Q1 2020 | 4Q19 | Q3 2019 | Q2 2019 | Q1 2019 | 4Q18 | 3Q18 | Q2 2018 | 4Q17 | |
| AMD Server Unit Share | 13.9% | 11.6% | 10.7% | 10.2% | 9.5% | 8.9% | 7.1% | 6.6% | 5.8% | 5.1% | 4.5% | 4.3% | 3.4% | 2.9% | 3.2% | 1.6% | 1.4% | 0.8% |
| Quarter-over-quarter/Year-over-year (pp) | +2.3% / +4.4% | +0.9 / +2.7 | +0.5% / +3.6 | +0.7 / +3.6 | +0.6 / +3.7 | +1.8 / +3.8 | +0.5 / +2.6 | +0.8 / +2.3 | +0.7 / +2.4 | +0.6 / 2.2 | +0.2 / +1.4 | +0.9 / +2.7 | +0.5 / +2.0 | -0.3/- | +1.6 / 2.4 | +0.2 / – |
AMD’s server share forecast is based on IDC’s forecast, but only considers single and dual socket markets excluding 4-socket (and larger) servers, network infrastructure, and Xeon D (edge). As such, Mercury’s numbers differ from those quoted by AMD, which predicts a higher market share. Here is AMD’s comment on the matter: [single-socket] and 2P [two-socket] Tom [Total Addressable Market] IDC’s offering includes traditional servers only. ”
AMD posted quarterly share growth for three consecutive years, the largest quarterly increase ever to date (2017). AMD rose in the server market for his 13th consecutive quarter, reaching his 13.9% of the market.
Intel continues to struggle in this segment, announcing that Sapphire Rapids will be delayed again. The company hasn’t set a specific date for the full launch, but expects it to be in the first quarter of next year.
Arm and x86 Market Share Q2 2022
| Arm and x86 market share | 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | Q4 2020 | Q2 2020 |
| arm unit share | ? | 11.3% | 10.3% | 8.3% | ~7.0% | 5.9% | 3.4% | less than 2% |
Still waiting for updated data for this segment.
AMD vs Intel Overall x86 Market Share Q2 2022
| 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | Q4 2020 | 3Q20 | Q2 2020 | Q1 2020 | 4Q19 | Q3 2019 | Q2 2019 | 4Q18 | 3Q18 | |
| AMD Whole x86 | ? | 27.7% | 25.6% | 24.6% | 22.5% | 20.7% | 21.7% | 22.4% | 18.3% | 14.8% | 15.1% | 14.6% | 13.9% | 12.3% | 10.6% |
| Overall PP change rate QoQ / YoY | ? | +2.1 / +7.0 | +1.0 / +3.9 | +2.1 / +2.2 | +1.8 / +4.2 | -1.0 / +6.0 | -0.7 / +6.2 | +4.1 / +6.6 | +3.5 / +1.2 (+3.7?) | -0.7/? | +0.9 / +3.2 | +0.7 / +4 | ? | ? | – |
While other segments exclude IoT and semi-custom (such as AMD’s game console business), this calculation of the overall x86 market includes those products as well, leaving AMD and Intel’s broader competition primarily to Focused.
Unfortunately, we won’t know the information for this segment until a little later. We will update the article once we get comments and final numbers from Mercury Research. stay tuned.
