AMD’s Ryzen processors are slowly gaining market share within the CPU world, going by some recent figures.
Mercury’s stats present that within the last quarter of 2023 (This autumn), AMD elevated its desktop CPU share to 19.8% in comparison with 19.2% in Q3. That’s up 0.6%, and it’s up extra over the previous 12 months, at a 1.2% acquire in comparison with This autumn of 2022. So there’s been a good previous uptick in market share over the course of final 12 months for Ryzen chips.
Thoughts you, most of that motion occurred in Q1 2023, and This autumn, with issues staying reasonably flat within the two quarters between.
AMD’s laptop computer processors additionally gained share, going as much as 20.3% in This autumn 2023 in comparison with 19.5% the earlier quarter, in order that’s a good larger shift upwards of 0.8% for cellular silicon.
Wccftech additionally identified new figures on the CPU market from Jon Peddie Analysis. These didn’t give us any relative breakdown between AMD and Intel, however did present that complete CPU shipments have been up 7% in This autumn 2023 in comparison with the earlier quarter, and up a whopping 22% year-on-year. (Though this consists of cellular chips, so it’s not a desktop processor-only metric).
Nonetheless, it’s a wholesome signal for the CPU market total, in fact, which seems to be recovering properly.
Evaluation: Chipping away at Intel’s turf
Clearly that is excellent news for AMD, though as talked about, it’s extra like regular upward progress than any large leaps. However we have now to do not forget that Crew Purple hasn’t pushed out any main launches within the second half of 2023. (We did get new chips within the first half of the 12 months, notably X3D fashions for the Ryzen 7000 household, and some different vanilla non-X chips for the vary).
That means that AMD hasn’t gained this momentum off the again of any large new releases, it has simply been chipping away at Intel’s gross sales with its present line-up (principally).
We witnessed some compelling worth reductions in the direction of the tail-end of final 12 months with Ryzen CPUs – together with reductions for the excellent-for-gamers Ryzen 7800X3D, and Black Friday worth slashes on even premium chips just like the Ryzen 9 7950X3D – and that’s in all probability a part of the explanation for the improved traction with AMD gross sales.
Maybe the arrival of Intel’s Raptor Lake Refresh, and a few disappointment round a lot of that line-up being reasonably pedestrian (with one notable exception) may need additionally led to some consumers heading AMD-wards, too.
Regardless of the case, AMD will clearly be trying to construct on this momentum within the desktop sphere in 2024, and with Zen 5 CPUs (Ryzen 8000 or 9000 fashions) set to reach later this 12 months, Intel must take this risk significantly.
We will’t ensure when Intel’s next-gen rival desktop chips, Arrow Lake, will arrive, however Crew Blue actually wants to make sure they’re not far behind Zen 5. Presently, the rumor mill believes that AMD shall be first to market – the hazard for Intel is that if Arrow Lake arrives too late in 2024, this provides AMD a definite window of alternative for an additional push off the again of that silicon. Each of these next-gen ranges are extremely anticipated and are prone to seize positions on our rating of the finest processors.
If Intel can’t get Arrow Lake out in a well timed sufficient method in comparison with the Zen 5 launch timeframe, Crew Blue could should look to cost cuts for present CPUs with a view to higher compete – and never lose additional desktop territory.