The Mercury Analysis CPU market share outcomes are in for the second quarter of 2022, and the information is not nice — desktop CPU shipments dropped to their lowest degree in almost three many years. Dean McCarron from Mercury Analysis says the year-over-year decline is the most important within the agency’s information, which stretches again 28 years, and predicts it was the largest since 1984 (36 years). The decline got here as OEMs decreased their stock, drastically decreasing demand within the quarter. In some way AMD managed to carve out positive factors in each unit share and income through the quarter, although.
In line with the current earnings report from Intel, AMD, and Nvidia, the restoration will likely be a protracted one. Intel issued a dire earnings report final week — the firm misplaced cash for the primary time in many years, partially pushed by PC declines. Intel additionally introduced it was delaying its important Xeon Sapphire Rapids information middle chips and killing off one other failing enterprise unit, Optane; the sixth unit retired since new CEO Pat Gelsinger took over.
In distinction, AMD’s income was up 70% year-over-year as the corporate continued to enhance its already-great profitability. AMD is firing on all cylinders and can launch its Ryzen 7000 CPUs, RDNA 3 GPUs, and EPYC Genoa information middle processors on schedule.
That constant execution continues to repay. AMD took massive strides within the cellular/laptop computer market once more, setting one other report for unit share in that phase with 24.8%. AMD additionally gained within the server marketplace for the thirteenth consecutive quarter, reaching 13.9% of the market. Notably, AMD’s quarterly achieve in servers is the most important we have seen in our historic information, which dates again to 2017, and it set a report for server income share. AMD additionally set a brand new report of 31.4% of the whole market share for x86 processors.
It is secure to say that every one indicators level to a continued PC droop — Intel and AMD count on the desktop and pocket book PC market to be down double-digits by means of the top of the 12 months. Nvidia additionally introduced that it had drastically underperformed its information by $1.4 billion as a result of slumping gaming GPU gross sales, and its companions count on as much as a 50% decline in GPU shipments this 12 months. It is laborious to gauge how a lot of that quantity was really destined for gaming PCs versus cryptominers, so the tea leaves are murky.
Arm CPU market share reached 9.4%, a decline from 11.3% final quarter. McCarron says that a lot of this was as a result of Apple’s gross sales of its M1 Macs being down final quarter, dragging down the general share of Arm chips. Nonetheless, Arm might have grown inside the Chromebook phase.
Apple encountered provide disruptions through the quarter as a result of lockdowns in China, impacting its potential to ship models and certain impacting its share positive factors towards x86.
Yow will discover the uncooked numbers damaged out phase by phase within the tables under.
- In desktop, AMD income share elevated 0.7 share factors 12 months over 12 months to 18.8%.
- In pocket book, AMD income share elevated 12.1 share factors 12 months over 12 months to 27.0% — an all-time excessive for AMD.
- In server, AMD income share elevated 11.3 share factors 12 months over 12 months to 22.9%.
- In total x86, AMD income share elevated 11.2 share factors 12 months over 12 months to twenty-eight.1% — an all-time excessive for AMD.
AMD vs. Intel Desktop PC Market Share Q2 2022
| 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | 4Q20 | 3Q20 | 2Q20 | 1Q20 | 4Q19 | 3Q19 | 2Q19 | 1Q2019 | 4Q18 | 3Q18 | 2Q18 | 1Q18 | 4Q17 | 3Q17 | 2Q17 | 1Q17 | 4Q16 | 3Q16 | |
| AMD Desktop Unit Share | 20.6% | 18.3% | 16.2% | 17.0% | 17.1% | 19.3% | 19.3% | 20.1% | 19.2% | 18.6% | 18.3% | 18% | 17.1% | 17.1% | 15.8% | 13% | 12.3% | 12.2% | 12.0% | 10.9% | 11.1% | 11.4% | 9.9% | 9.1% |
| Quarter over Quarter / 12 months over 12 months (pp) | +2.3% / +3.5% | +2.1 / -1.0 | -0.8 / -3.1 | -0.1 / -3.1 | -2.3 / -2.1 | +0.1 / +0.7 | -0.8 / +1.0 | +0.9 / +2.1 | +0.6 / +2.1 | +0.3 / +1.5 | +0.3 / +2.4 | +0.9 / +5 | Flat / +4.8 | +1.3 / +4.9 | +2.8 / +3.8 | +0.7 / +2.1 | +0.1 / +1.2 | +0.2 / +0.8 | +1.1 / +2.1 | -0.2 / +1.8 | -0.3 / – | +1.5 / – | +0.8 / – | – |
The decline within the PC market started because the pandemic receded and world financial turmoil and inflation mounted. AMD continues its streak of market share positive factors, reaching 20.6% of the unit share within the quarter.
“AMD’s desktop enterprise skilled a modest rebound from the declines of the primary quarter, whereas Intel’s desktop CPU shipments continued to say no. Intel seemed to be impacted by continued stock corrections decreasing shipments within the quarter; AMD’s enterprise confirmed no important stock impacts and share was gained,” McCarron mentioned.
AMD vs. Intel Pocket book / Cellular Market Share Q2 2022
| 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | 4Q20 | 3Q20 | 2Q20 | 1Q20 | Q419 | 3Q19 | 2Q19 | 1Q2019 | 4Q18 | 3Q18 | 2Q18 | |
| AMD Cellular Unit Share | 24.8% | 22.5% | 21.6% | 22.0% | 20.0% | 18.0% | 19% | 20.2% | 19.9% | 17.1% | 16.2% | 14.7% | 14.1% | 13.1% | 12.2% | 10.9% | 8.8% |
| Quarter over Quarter / 12 months over 12 months (pp) | +2.3% / +4.8% | +0.9 / +4.4 | -0.4 / +2.6 | +2.0 / +1.8 | +1.9 / +0.01 | -1.0 / +1.1 | -1.2 / +2.8 | +0.3 / +5.5 | +2.9 / +5.8 | +0.9 / +3.2 | +1.5 / +4.0 | +0.7 / +3.8 | +1.0 / +5.3 | +0.9 / ? |
AMD set one more market share report within the pocket book market, a formidable feat on condition that it does not promote as many chips into the low-end phase as Intel. This marks one more market share report for AMD within the cellular house.
“Whereas AMD had slight development in cellular CPU shipments within the second quarter, it was properly under regular ranges and each AMD and Intel had important on-year declines in cellular CPU models shipped; each suppliers seem like dealing with a downturn in CPU demand, although Intel was disproportionately affected and misplaced share to AMD because of this,” mentioned McCarron.
AMD vs. Intel Server Unit Market Share Q2 2022
| 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | 4Q20 | 3Q20 | 2Q20 | 1Q20 | 4Q19 | 3Q19 | 2Q19 | 1Q2019 | 4Q18 | 3Q18 | 2Q18 | 4Q17 | |
| AMD Server Unit Share | 13.9% | 11.6% | 10.7% | 10.2% | 9.5% | 8.9% | 7.1% | 6.6% | 5.8% | 5.1% | 4.5% | 4.3% | 3.4% | 2.9% | 3.2% | 1.6% | 1.4% | 0.8% |
| Quarter over Quarter / 12 months over 12 months (pp) | +2.3% / +4.4% | +0.9 / +2.7 | +0.5% / +3.6 | +0.7 / +3.6 | +0.6 / +3.7 | +1.8 / +3.8 | +0.5 / +2.6 | +0.8 / +2.3 | +0.7 / +2.4 | +0.6 / 2.2 | +0.2 / +1.4 | +0.9 / +2.7 | +0.5 / +2.0 | -0.3 / – | +1.6 / 2.4 | +0.2 / – |
AMD bases its server share projections on IDC’s forecasts however solely accounts for the single- and dual-socket market, which eliminates four-socket (and past) servers, networking infrastructure, and Xeon D’s (edge). As such, Mercury’s numbers differ from the numbers cited by AMD, which predicts a better market share. Right here is AMD’s touch upon the matter: “Mercury Analysis captures all x86 server-class processors of their server unit estimate, no matter machine (server, community or storage), whereas the estimated 1P [single-socket] and 2P [two-socket] TAM [Total Addressable Market] supplied by IDC solely contains conventional servers.”
AMD continued its three-year streak of quarterly share positive factors and made the most important single quarterly achieve way back to our information go (2017). AMD gained within the server marketplace for the thirteenth consecutive quarter, reaching 13.9% of the market. AMD set each cargo and income information within the quarter.
Intel continues to undergo on this phase, and it additionally introduced its Sapphire Rapids will likely be delayed but once more. The corporate hasn’t set a discernable date for the complete launch, however we count on that to come back in Q1 subsequent 12 months.
Arm vs x86 Market Share Q2 2022
| Arm vs x86 Market Share | 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | 4Q20 | 2Q20 |
| Arm Unit Share | 9.5% | 11.3% | 10.3% | 8.3% | ~7.0% | 5.9% | 3.4% | Lower than 2% |
“Our estimate for ARM CPU PC shopper share (together with Chromebooks and Apple’s M1 based mostly Macs with X86 desktop and cellular CPUs within the complete shopper measurement estimate) is 9.4 p.c, down from 11.3 p.c final quarter and up from 7.7 p.c a 12 months in the past. Apple’s Mac enterprise was down considerably on quarter, which dragged ARM share down. We famous that inside the Chromebook promote it appeared that ARM’s share might have elevated barely within the quarter,” mentioned McCarron.
AMD vs. Intel General x86 Market Share Q2 2022
| 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | 4Q20 | 3Q20 | 2Q20 | 1Q20 | 4Q19 | 3Q19 | 2Q19 | 4Q18 | 3Q18 | |
| AMD General x86 | 31.4% | 27.7% | 25.6% | 24.6% | 22.5% | 20.7% | 21.7% | 22.4% | 18.3% | 14.8% | 15.1% | 14.6% | 13.9% | 12.3% | 10.6% |
| General PP Change QoQ / YoY | +3.7 / +8.9 | +2.1 / +7.0 | +1.0 / +3.9 | +2.1 / +2.2 | +1.8 / +4.2 | -1.0 / +6.0 | -0.7 / +6.2 | +4.1 / +6.6 | +3.5 / +1.2 (+3.7?) | -0.7 / ? | +0.9 / +3.2 | +0.7 / +4 | ? | ? | – |
Whereas the opposite segments above exclude IoT and semi-custom models (like AMD’s recreation console enterprise), this accounting of the general x86 market additionally contains these merchandise.
AMD has gained an unimaginable 8.9 share factors year-over-year and three.7 factors over the prior quarter, setting one more new report.
