While AMD continues to catch up with Intel Xeon with Epyc and is able to nibble percentages off the market for the 14th quarter in a row, the market share in desktops and notebooks has literally collapsed. What was painstakingly built up here over months was completely lost again in the third quarter of this year.
Ryzen in the desktop and notebook is selling poorly< /h2>
The decline in the collapsing notebook market was particularly serious. Here the market share fell by 9.1 percentage points compared to the previous second quarter to just 15.7 percent. In the previous year, the value was 22 percent. The new market share corresponds to what AMD had achieved at the end of 2019 for the first time in a long time, the pre-corona level has now almost been restored.
In the desktop, the slump is just as serious for AMD, although the market is doing relatively well, explains Mercury Research: A sequential decline of 6.6 percentage points corresponds to a new market share of only 13.9 percent for AMD. In the previous year, the manufacturer was 17 percent. All in all, this is the worst value for AMD in the desktop since 2018. This shows once again how little relevance the Ryzen sales of individual online shops, which the media likes to convey, have, which AMD always sees by far at the top.
Because in the overall market and against Intel's Alder Lake platform, the Ryzen 5000 already had a difficult time at the beginning of the year, but were then able to pick themselves up again after price adjustments in the spring. The future prognosis is difficult, new Ryzen 7000 (test) are very expensive due to the new platform and will only count in quantities from the fourth quarter, but older models have recently fallen further in price and could contribute to stabilization here.
Epyc shows Xeon the taillights
The only segment where AMD can still win is the server area with Epyc processors. The superiority in many areas in terms of performance continues to pay off, the presentation of Genoa yesterday evening will continue to ensure increasing market shares, even though these solutions will not really be rolled out until later in the quarter or in 2023. But the Milan solutions will be enough until then anyway, the big competitor Intel already doesn't have much to counter this, Sapphire Rapids won't come until 2023. And so AMD's market share here increases to 17.5 percent, 3.6 percentage points more than in the second quarter and even 7.3 percentage points more than a year earlier, when the market share was only 10.2 percent.
In terms of average pricing (ASP), it holds the majority Libra, over the course of the year AMD was able to gain around eight percent here, while Intel, on the other hand, lost twelve percent of the ASP, writes Investing.
Q3/2022 change
to Q2/2022 change
yoy Desktop 13.9% – 6.6 PP – 3.1 PP Notebook 15.7% – 9, 1 PP – 6.3 PP Server 17.5% + 3.6 PP + 7.3 PP Total (incl SoC & IoT) 28.5% – 2.9 PP + 3.9 PP Mercury Research data, PP = percentage points
In the end, AMD once more to thank the console chips for doing better in the x86 market than just the notebook, desktop and server combined. PlayStation and Xbox are selling in the millions, up from last year.
But everyone loses against ARM
< p class="p text-width">Far away from the x86 market, there is also ARM. And these are also steadily gaining momentum, they are now said to have a 13.1 percent share of the processor market. Apple in particular is making a major contribution here.