Q2 2022 CPU Market: Amidst Downturn, AMD's Market Share Climbs, Intel Registers First Loss in Decades

Buzz

Nội dung bài viết

Q2 AMD vs. Intel Desktop Market Share

Laptop/Mobile Market Share

Server Market Share

Arm vs. x86 Market Share

Conclusion

Xem thêm

Mercury Research's Q2 2022 CPU market review highlights AMD's standout growth amidst industry-wide decline.

Market Share Analysis Results

Desktop CPU Dynamics

Q2 2022 saw desktop CPU shipments at a near 30-year low, driven by OEM inventory cuts leading to plummeting demand. Against the odds, AMD secured growth, profit, and increased sales.

Recent earnings from Intel, AMD, and Nvidia indicate a long wait for market recovery. Intel's catastrophic earnings report last week marked its first loss in decades, primarily due to the PC market slump.

Contrastingly, AMD's revenue soared by an impressive 70% year-over-year. Excelling across all segments, AMD is on track with its Ryzen 7000 CPUs, RDNA 3 GPUs, and EPYC Genoa data center processors launches. Its steadfast adherence to its strategic plan has borne significant fruit.

AMD made significant headway in the mobile/laptop segment, achieving a sales record with a 24.8% market share. In the server market as well,

AMD CPUs

continued their streak of sales growth for the 13th consecutive quarter, capturing 13.9% of the market. This period saw the largest quarterly growth in AMD's server segment history. In the x86 processor market, AMD also set a new record with a 31.4% overall market share.

Both Intel and AMD forecast a double-digit decline in the desktop and laptop markets by the end of this year. Nvidia expects a $1.4 billion revenue drop due to the sluggish GPU market, with shipments projected to halve. Distinguishing the impact on PC gaming from cryptocurrency mining remains challenging.

The PC market decline kicked off as the pandemic waned and global economic turmoil and inflation set in. AMD's desktop business saw a modest recovery from Q1's slump, while Intel's desktop CPU shipments continued to fall, heavily impacted by ongoing inventory adjustments from OEMs.

AMD experienced a slight increase in mobile CPU shipments in Q2, yet it remained significantly below normal levels. Both AMD and Intel faced a substantial year-over-year decline in mobile CPU shipments, grappling with reduced CPU demand. Overall, Intel is losing market share to AMD in this sector.

AMD continued its three-year streak of quarterly market share growth, marking the largest quarterly increase since our records began in 2017. AMD has expanded its server market presence for the 13th consecutive quarter, achieving 13.9% market share with record revenue and shipments for the quarter.

Intel faces ongoing challenges in this segment, announcing another delay for their Sapphire Rapids product. While a specific launch date has not been set, expectations are for its release in the first quarter of the following year.

Arm CPU market share fell to 9.4% from the previous quarter's 11.3%, likely affected by a decrease in M1 device sales, leading to a drop in overall Arm chip market share. Despite this, Arm chips have seen some growth in the Chromebook segment. Apple's supply chain disruptions in China during the quarter impacted shipments, potentially affecting its market share growth against x86.

Conclusion

Market downturns are challenging for any manufacturer, but AMD seems to have navigated the economic volatility better this time. The recent decline suggests a delayed recovery for the CPU market, prompting manufacturers to adopt more fitting strategies to maintain their market share.

Explore more Market Analysis articles

Các câu hỏi thường gặp

What factors contributed to AMD's growth in the CPU market during Q2 2022?

AMD's growth in the CPU market during Q2 2022 can be attributed to its strategic adherence to product launches, particularly the Ryzen 7000 CPUs and EPYC Genoa processors. Despite overall market declines, AMD's revenue surged by 70% year-over-year, marking a significant achievement across all segments, including a record market share in desktop and server markets.

How did the desktop CPU market perform in Q2 2022 compared to previous years?

The desktop CPU market in Q2 2022 experienced a drastic decline, with shipments hitting a near 30-year low. This slump was primarily driven by OEM inventory adjustments and reduced consumer demand, causing both Intel and AMD to forecast a double-digit decline in shipments by year-end.

What trends were observed in AMD's mobile and laptop CPU shipments during Q2 2022?

During Q2 2022, AMD observed a slight increase in mobile CPU shipments; however, these figures remained significantly below normal levels. Both AMD and Intel faced a substantial year-over-year decline in mobile CPU demand, indicating a challenging environment for mobile computing amidst the overall market downturn.

What market share achievements did AMD reach in the server segment by Q2 2022?

By Q2 2022, AMD achieved a remarkable 13.9% market share in the server segment, marking its 13th consecutive quarter of growth. This period witnessed the largest quarterly growth in AMD's server history, driven by increasing demand for their processors amidst ongoing challenges faced by competitors like Intel.

What challenges did Intel face in the CPU market as reported in Q2 2022?

Intel faced significant challenges in the CPU market during Q2 2022, highlighted by a catastrophic earnings report that marked its first loss in decades. The decline was primarily due to the slump in the PC market, as ongoing inventory adjustments affected their desktop CPU shipments, leading to a loss of market share to competitors like AMD.

Nội dung từ Mytour nhằm chăm sóc khách hàng và khuyến khích du lịch, chúng tôi không chịu trách nhiệm và không áp dụng cho mục đích khác.

Nếu bài viết sai sót hoặc không phù hợp, vui lòng liên hệ qua email: [email protected]