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AMD Continues PC and Server Market Share Gains Amid Slumping Demand

AMD Continues PC and Server Market Share Gains Amid Slumping Demand


Image 1 of 2

(Image credit: Tom’s Hardware)

Image 1 of 2

(Image credit: Tom’s Hardware)

Image 1 of 2

The preliminary Mercury Research CPU market share results are in for the second quarter of 2022, arriving during what is becoming a more dire situation for the PC market as sales cool after several years of stratospheric growth. According to the recent earnings report from Intel, AMD, and Nvidia, the recovery will be a long one. Still, for now, AMD appears to be weathering the storm better than its opponents as it continued to steal market share from Intel in every segment of the CPU market.

The desktop PC market is still on fire, but it isn’t a good kind of fire. Intel issued a dire earnings report last week — the company lost money for the first time in decades, partially driven by PC declines. Intel also announced it was delaying its critical Xeon Sapphire Rapids data center chips and killing off another failing business unit, Optane; the sixth unit retired since new CEO Pat Gelsinger took over. 

In contrast, AMD’s revenue was up 70% year-over-year as the company continued to improve its already-great profitability. AMD is firing on all cylinders and will launch its Ryzen 7000 CPUs, RDNA 3 GPUs, and EPYC Genoa data center processors on schedule.

That consistent execution continues to pay off. AMD continued to take big strides in the mobile/laptop market, setting another record for unit share in that segment with 24.8%. AMD also gained in the server market for the 13th consecutive quarter, reaching 13.9% of the market. Notably, AMD’s quarterly gain in servers is the highest we’ve seen with our historical data, which dates back to 2017.

It’s safe to say that all signs point to a continued PC slump — Intel and AMD expect the desktop PC market to be down double-digits through the end of the year. Nvidia also announced that it had drastically underperformed its guide by $1.4 billion due to slumping gaming GPU sales, and its partners expect up to a 50% decline in GPU shipments this year. It’s hard to gauge how much of that volume was actually destined for gaming PCs as opposed to cryptominers, so the tea leaves are murky.

We don’t have the full results and analysis from Mercury Research yet, though we expect that to arrive soon. We’re particularly interested to see how Arm’s attack on the x86 market is going, particularly as Apple’s new chips continue to gain popularity. Apple encountered 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’ll update the article with those numbers and Mercury Research’s commentary when it becomes available. But, for now, you can find the raw numbers below.

AMD vs. Intel Desktop PC Market Share Q2 2022

via Mercury Research
2Q22 1Q22 4Q21 3Q21 2Q21 1Q21 4Q20 3Q20 2Q20 1Q20 4Q19 3Q19 2Q19 1Q2019 4Q18 3Q18 2Q18 1Q18 4Q17 3Q17 2Q17 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 mount. Sluggish CPU sales are exacerbated by seasonal downturns, and all of these factors have conspired to reduce demand for both Intel and AMD. However, AMD continues its streak of market share gains, reaching 20.6% of the unit share in the quarter. 

AMD vs. Intel Notebook / Mobile Market Share Q2 2022

via Mercury Research
2Q22 1Q22 4Q21 3Q21 2Q21 1Q21 4Q20 3Q20 2Q20 1Q20 Q419 3Q19 2Q19 1Q2019 4Q18 3Q18 2Q18
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, an impressive feat given that it doesn’t sell as many chips into the low-end segment as Intel. This marks yet another market share record for AMD in the mobile space. 

Arm vs x86 Market Share Q2 2022

via Mercury Research
Arm vs x86 Market Share 2Q22 1Q22 4Q21 3Q21 2Q21 1Q21 4Q20 2Q20
Arm Unit Share ? 11.3% 10.3% 8.3% ~7.0% 5.9% 3.4% Less than 2%

We’re still waiting on updated data for this segment. 

AMD vs. Intel Server Unit Market Share Q2 2022

via Mercury Research
2Q22 1Q22 4Q21 3Q21 2Q21 1Q21 4Q20 3Q20 2Q20 1Q20 4Q19 3Q19 2Q19 1Q2019 4Q18 3Q18 2Q18 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 bases its server share projections on IDC’s forecasts but only accounts for the single- and dual-socket market, which eliminates four-socket (and beyond) servers, networking infrastructure, and Xeon D’s (edge). As such, Mercury’s numbers differ from the numbers cited by AMD, which predicts a higher market share. Here is AMD’s comment on the matter: “Mercury Research captures all x86 server-class processors in their server unit estimate, regardless of device (server, network or storage), whereas the estimated 1P [single-socket] and 2P [two-socket] TAM [Total Addressable Market] provided by IDC only includes traditional servers.”

AMD continued its three-year streak of quarterly share gains and made the largest single quarterly gain as far back as our records go (2017). AMD gained in the server market for the 13th consecutive quarter, reaching 13.9% of the market.

Intel continues to suffer in this segment, and it also announced its Sapphire Rapids will be delayed yet again. The company hasn’t set a discernable date for the full launch, but we expect that to come in Q1 next year. 

AMD vs. Intel Overall x86 Market Share Q2 2022

via Mercury Research
2Q22 1Q22 4Q21 3Q21 2Q21 1Q21 4Q20 3Q20 2Q20 1Q20 4Q19 3Q19 2Q19 4Q18 3Q18
AMD Overall 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 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 ? ? –

Whereas other segments exclude IoT and semi-custom (like AMD’s game console business), this accounting of the overall x86 market also includes those products and is focused primarily on the broader AMD vs Intel competition. 

Unfortunately, we won’t have information for this segment until a bit later. We’ll update the article as soon as the commentary and final numbers come in from Mercury Research. Stay tuned. 



Read More: AMD Continues PC and Server Market Share Gains Amid Slumping Demand

Tags: AMDcontinuesdemandgainsMarketServershareSlumping
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