Amd continues to steadily grow its market share in the x86 CPU market, especially in mobile and server CPU markets.
[Headline Grabber] In the relentless battle for CPU supremacy, Advanced Micro Devices (AMD) is steadily chipping away at Intel’s dominance. New data from Mercury Research reveals that while Intel still holds the lion’s share of the consumer CPU market, AMD is making significant inroads, particularly in the mobile and server segments.
[Setting the Stage] The CPU market is a crucial battleground for tech giants, impacting everything from personal computers to massive data centers. Market share figures provide a snapshot of consumer preference and technological competitiveness, making them closely watched indicators of industry health.
[Key Findings]
- Consumer Market: Intel maintains its lead with a 75.4% market share in Q4 2024. However, AMD’s consumer CPU revenue share climbed to 24.6%, a year-over-year increase of 4.5 percentage points.
- Desktop Market: AMD experienced significant gains in the desktop PC processor market in 2024, increasing both market share and revenue share. As of Q4 2024, AMD’s market share was 27.1%, up 7.4 percentage points year-over-year. Its revenue share increased to 27.3%, up 12.1% year-over-year.
- Mobile Market: Intel remains dominant in mobile CPUs, but AMD is showing stable and consistent growth. In Q4 2024, AMD’s market share rose to 23.7%, a year-over-year increase of 3.4 percentage points, while its revenue share rose to 21.6%, a year-over-year increase of 6.5 percentage points.
- Server Market: AMD continues its growth trajectory in the server CPU market, reaching a record high market share in Q4 2024. AMD’s market share has reached 25.1%, up 2 percentage points year-over-year. In terms of revenue, AMD’s server revenue share jumped to 35.5%, up 3.7 percentage points year-over-year.
[Analysis]
AMD’s success in the desktop market can be attributed to the popularity of its Ryzen 9000 series CPUs, which are targeted at enthusiasts. In contrast, Intel’s share declined in some cases due to stability issues with its Raptor Lake CPUs and inventory adjustments by partners in the third quarter.
The mobile CPU market is a key area for AMD’s expansion, as laptop sales are three times higher than desktop sales. AMD has managed to gain 3.4% share from Intel in one year.
In the server CPU market, AMD’s continued growth is putting pressure on Intel, which is struggling to maintain its dominance. This is also driving down the average selling price of Intel CPUs.
[Looking Ahead]
AMD’s steady gains in the CPU market demonstrate its ability to compete with Intel on both performance and price. As AMD continues to innovate and release new products, it is likely to further increase its market share in the coming years. The release of Intel’s Arrow Lake-S desktop processors did little to help Intel regain growth.
[Conclusion]
The CPU market is a dynamic and competitive landscape. While Intel remains the dominant player, AMD is proving to be a formidable challenger, particularly in the mobile and server segments. The ongoing battle between these two tech giants will continue to drive innovation and benefit consumers with better performance and lower prices. The future will hinge on each company’s ability to deliver compelling products that meet the evolving needs of the market.
[References]
- Mercury Research Report, Q4 2024.
- IT之家 News Report, February 13, 2024.
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