With the help of its EPYC CPUs, AMD has historically held a market share of over 30% in the CPU industry as a whole. The most recent share data for the fourth quarter of 2022 was released by Mercury Research and shows the advancement of Intel and AMD in the processor market.
AMD now has a market share of 31.3% (up from 28.5% in Q4 2021), according to Mercury Research’s research (via Reuters), compared to Intel’s 68.7% (down from 71.5%). With its server and client chips, AMD has already managed to capture more than 25% of the whole market, and this is just the beginning.
The research source also noted that the biggest drop in shipment volume in more than 30 years was experienced by both Intel and AMD. This had a significant impact on chip sales to consumers, as both Intel and AMD declared a loss in their most recent profits. CPU shipping declines are currently down 34% annually and about 19% quarterly.
Mercury Research said that for the year, unit shipments of 2022 were 374 million (excluding ARM CPUs) and revenue was $65 billion, down 21 and 19%, respectively. While this may seem quite depressing, keep in mind that, with the exception of 2020 and 2021, revenue from the processor market as a whole was higher in 2022.
PCMag – Mercury Research
By the end of this year, AMD’s EPYC & Instinct chips are anticipated to significantly increase the company’s market share. We are excited to see how things develop in the upcoming quarters because the company has a pretty good plan set out for the server market. Other analysts, however, believe that the newest Sapphire Rapids Xeon CPUs from Intel, which will also have a significant favourable impact on the DRAM market, may be the turning point for the blue side.
Overall, Intel still has the top spot in the server market, but they will need to make some significant adjustments to halt AMD’s recent dominance surge with its EPYC series of CPUs. Additionally, the company has a solid client roadmap in place, which should conflict with Intel’s own ambitions later this year. Both firms also unveiled a robust mobility lineup, and that will undoubtedly spark a competitive struggle in the laptop market.