AMD Gains CPU Share Amid Biggest Desktop PC Quarterly Decline In History

AMD Gains CPU Share Amid Biggest Desktop PC Quarterly Decline In History

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(Image credit: Tom’s Hardware via McCarron )
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Tom's Hardware via McCarron

(Image credit: Tom’s Hardware via McCarron )

The Mercury Research CPU market share results are in for the first quarter of 2022, and the results are somewhat dire — Dean McCarron from Mercury reports that aside from IoT/SoC, all segments of the x86 processor market declined during the quarter. Desktop PCs suffered the most as units declined by 30%, the largest quarterly drop in history. That’s an incredible reversal after two years of component shortages that kept many PC builders on the sidelines.

Surprisingly, AMD managed to carve out significant wins during the tumultuous quarter and has now, once again, set a new record high x86 market share of 27.7%, an incredible increase of seven percentage points over last year.

Both Intel and AMD suffered from the disturbingly fast decline in the desktop PC market, but AMD didn’t lose sales quite as quickly as Intel, resulting in a share gain for the quarter. Notably, much of the decline in desktop PC came as vendors burned through excess CPU inventory, which McCarron says impacted Intel more severely than AMD. As such, Intel still gained some unit share in the desktop PC market compared to a year ago.

AMD continued to take strides in the mobile/laptop space as it set another record for share in that segment with 22.5%. It also gained in the server market for the 12th consecutive quarter, reaching 11.6% of the market.

The overall CPU market had a slew of impressive firsts, too, with McCarron saying, “In spite of the downturn, the market saw several records set, including record highs for server processor revenue, IoT/semi-custom units and revenue, and a new record high for combined client (desktop and notebook) CPU average selling prices.

“Lower shipments of low-priced entry-level CPUs and strong ramps of new mobile processors (Alder Lake CPUs for Intel and Barcelo and Rembrandt CPUs cores for AMD) resulted in much higher mobile CPU prices, which helped set the record client
(combined desktop and notebook) average selling prices of $138,
which were up more than 10 percent on quarter and more than 30 percent on
year.”

McCarron also brought us up to speed on Arm’s incursion into the desktop PC space, which is largely led by Apple, “Our estimate for ARM PC client share (including Chromebooks and Apple’s M1 based Macs with X86 desktop and mobile CPUs in the total client size estimate) is 11.3 percent, up from 10.3 percent last quarter and just shy of double the 5.9 percent from a year ago. While Apple’s Mac business declined in the first quarter, the downturn was slight compared to the X86 PC market.” McCarron said.

You’ll find the segment-by-segment breakdowns below with a bit of additional commentary. 

AMD vs. Intel Desktop PC Market Share Q1 2022

via Mercury Research
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 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) +2.1 / -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 / –



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