Image: IDG
AMD continued getting market share versus Intel in the very first quarter of 2024, although the total ratio stays near the 80-20 split that prefers Intel.
Mercury Research released its report after the marketplace closed on Thursday, keeping in mind that this was the very first “typical” quarter given that the pandemic.
All sectors in the market (customer, server, mobile) saw reduced deliveries for the very first quarter, which is regular after what are generally seasonal highs throughout the 4th quarter. System-on-chip deliveries reduced, mainly due to a downturn in AMD SoC chips– which was itself brought on by a downturn in this generation of video game consoles.
Intel did have a triumph: It acquired a portion point of market share in mobile, as its Core Ultra deliveries started ramping, Mercury stated. (Shipments were hindered, however, by assembly issues in Intel’s fabs) Intel is likewise prospering in offering the “Intel Processor” N100 and N200 entry-level CPUs, surpassing AMD. AMD’s share come by the exact same quantity in what is basically a two-horse race, though it was still up by 3.1 portion points compared to a year back, at 19.3 percent. Intel owns 80.7 percent of the mobile PC processor market.
In desktop, nevertheless, AMD acquired by losing less. Typically, first-quarter desktop sales dip, and Intel’s did much more than typical. AMD, nevertheless, was simply except a flat quarter, and got 4.2 portion points of market share for the quarter and 4.7 points compared to a year earlier. In general, Intel’s market share is 76.1 percent in the desktop area, delivering 23.9 percent to AMD.
Mercury Research associated the gains to strong sales of the Ryzen 5000 and 8000 processor lines.
In general, AMD acquired 0.4 portion points in the total “customer” market, with AMD owning 20.6 percent. Intel owns 79.4 percent.
Do not forget about Arm. Mercury states that Arm’s share (Qualcomm PCs plus Apple Macs) climbed up from 10.3 percent in the 4th quarter to about 11.1 percent. The dark horse in the CPU race (Zhaoxin, an X86 collaboration with Via) is most likely growing, however Mercury could not put a number on it.