Mercury Research experts shared fresh information about the alignment of forces in the market for x86-compatible processors. Last quarter, AMD was able to increase its share in the desktop and server, losing part of the mobile segment to Intel. The total share of the “red” in the x86-processor market is almost 32%, but this includes Sony and Microsoft game consoles based on AMD single-chip systems.
According to the results of the first quarter, AMD took 19.2% of the desktop processor market, strengthening its position by 0.9 percentage points compared to January-March 2022. In the mobile segment, its share over the past year has decreased from 22.5% to 16.2%. Perhaps the company will be able to catch up this or next quarter after the start of mass shipments of laptops with AMD Phoenix hybrid chips.
Share of AMD by segments Q2 2021 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q1 2023 desktop 17.1% 17% 16.2% 18.3% 20.6% 13.9% 18.6% 19.2% mobile 20% 22% 21.6% 22.5% 24.8% 15 .7% 16.4% 16.2% server 9.5% 10.2% 10.7% 11.6% 13.9% 17.5% 17.6% 18%
Meanwhile, in the server segment of x86 processors, the “reds” continue to steadily increase their market share. It has already reached 18%, although, for example, in the first quarter of 2020 this figure was a modest 5%. We add that this year AMD plans to release several more families of Zen 4 and Zen 4c server chips for various market segments.