AMD Continues PC and Server Market Share Gains Amid Slumping Demand

The preliminary Mercury Research CPU market share results are in for the second quarter of 2022, arriving during what is becoming a more dire situation for the PC market as sales cool after several years of stratospheric growth. From a report: According to the recent earnings report from Intel, AMD, and Nvidia, the recovery will be a long one. Still, for now, AMD appears to be weathering the storm better than its opponents as it continued to steal market share from Intel in every segment of the CPU market. The desktop PC market is still on fire, but it isn't a good kind of fire. Intel issued a dire earnings report last week -- the company lost money for the first time in decades, partially driven by PC declines. Intel also announced it was delaying its critical Xeon Sapphire Rapids data center chips and killing off another failing business unit, Optane; the sixth unit retired since new CEO Pat Gelsinger took over.

In contrast, AMD's revenue was up 70% year-over-year as the company continued to improve its already-great profitability. AMD is firing on all cylinders and will launch its Ryzen 7000 CPUs, RDNA 3 GPUs, and EPYC Genoa data center processors on schedule. That consistent execution continues to pay off. AMD continued to take big strides in the mobile/laptop market, setting another record for unit share in that segment with 24.8%. AMD also gained in the server market for the 13th consecutive quarter, reaching 13.9% of the market. Notably, AMD's quarterly gain in servers is the highest we've seen with our historical data, which dates back to 2017.

Not surprising. AMD is making good stuff.

[Major_Disorder]

I have a Ryzen 5 gaming PC, I built a couple of years ago. When I decided to get a new laptop. I bought a laptop, for a very good price, with a Ryzen 7 CPU. AMD have shown they don't want to screw their customers. Intel on the other hand blocks overclocking unless you buy the more expensive CPU variant. (Why you wouldn't just buy a faster stock CPU escapes me.) AMD kept the same CPU socket for years, while Intel changes it with each "new" CPU.

I have already decide who gets my money.

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[Luckyo]

And in less exotic usage scenarios, new intel CPUs have serious problems with older software due to having two different types of cores rather than a single type.

A lot of older software that doesn't get updated because it's feature complete and just works can break on those.

Right now, I'd avoid intel CPUs for that reason alone, even before the whole "doesn't work properly even with supported software on win 10 because it didn't get the new scheduler".

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[account_deleted]

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[Luckyo]

Intel, microsoft and many software makers.

Google is your friend if you want to find out more. Shouldn't take more than one search.

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[account_deleted]

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[Luckyo]

So I decided to see if it's really so difficult to find. I made a query as generic and non-specific while still making it able to make the query, and instead of searching on google, I went to DDG as that is generally less capable of comprehending such queries. I searched for "software not running on latest intel". No specifics on software, actual generation name, or how it doesn't run making search much harder to handle for a search engine.

Lo and behold, it printed me a few results anyway.

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[account_deleted]

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[account_deleted]

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[Luckyo]

Me: explain that I will intentionally outline a maximally polluted search term set that would still generate a few results to demonstrate how easy it would be to search for this and still find results.

You: There are results other than the topic in the search!

Yes, there are. Because as I mention above, I intentionally went with very generic and highly non-specific search. All you need to do is comprehend this and narrow it down a bit with specifics instead of general terms. I even offer specific points that

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[account_deleted]

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[Luckyo]

>I made a query as generic and non-specific while still making it able to make the query, and instead of searching on google, I went to DDG as that is generally less capable of comprehending such queries. I searched for "software not running on latest intel". No specifics on software, actual generation name, or how it doesn't run making search much harder to handle for a search engine.

I.e. you should specify at least intel generation name, the exact mechanic of it not running (different types of cores on

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[account_deleted]

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[Luckyo]

Take a sip.

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[account_deleted]

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[Targon]

This issue has been known since Alder Lake(Intel 12th generation) launched. For best performance, many have felt a need to disable the efficiency cores, because the programs people use might use an efficiency core and kill performance. This has improved a fair amount over the past year, but it's still a situation where if you run a program that uses multiple cores/threads, if the operating system drops a thread on an efficiency core, you will see much lower performance. A lot has to do with the operati

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[account_deleted]

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[Targon]

I can see situations where software tries to identify the CPU and fails miserably due to security seeing the efficiency cores and thinks there is a possible security issue.

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[Luckyo]

Most common scenario for older consumer software I've seen in fact is software checking cores, seeing different kinds, assuming it's being run in a VM and terminating because licence doesn't allow running it in VM.

You also get things like DRM schemes just freaking out in general, loading wrong threads on wrong cores and then having weird glitches because of wildly different performance on P and E assigned threads and so on. That before the fact that microsoft refuses to update win10 scheduler to recognise d

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[Deal In One]

Same here, pass few system builds and last couple of laptops are all Ryzen powered.

4,5 years ago, everything I build or laptops I bought was Intel based.

And that Intel era was from after my AMD Athlon series needed an upgrade.

And before that was Intel / AMD / Cyrix / even had something build with one of those Via chips as well.

Hopefully this Ryzen era will last a few more years so that AMD gets abit more resources to be in a fitter state if/when Intel starts to come back strong again.

Remember, companies are

That's crazy?!

[Gravis Zero]

Intel has to push out microcode updates on a regular basis because of design flaws but AMD is somehow benefiting from having superior speed, price, and security? What kind of mad world do we live in where you can't just skate by on decades of grifting?!

AMD is great but

[hdyoung]

we NEED to keep a healthy amount of top-tier IC manufacturing inside this country. It’s not optional. And AMD isn’t in that business.

Intel is. But so is TSMC and Samsung. So, if Intel cant recover from their stumbles, we need to be sure that there are top-line TSMC or Samsung facilities in the US. I’ll give Taiwan a 50/50 chance of existing in 2040. I’m not a fan of government subsidies, but this is an industry that we absolutely can’t allow to exit. More important than steel nowadays. And harder to spin up from scratch.

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[drinkypoo]

That raises a good point. Instead of giving money to intel to open fabs, we should be giving it to AMD. After all, intel cheated them out of their market position.

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[Rockoon]

...which made them sell their fabs

But you need to understand, the business model of Intel is dead.

Vertically integrated fabs like Intels are inefficient. They dont run 24/7/365 like the rent-a-fabs can and do do.

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[Deal In One]

You mean to Global Foundries, since that used to be AMD's fabs before it was spun off / sold off?

I understand they have difficulty getting past 14nm for a few years now. Some money injected in them with the condition that it be used for R&D, no share buybacks /dividend for X years, etc may help them.

Re: AMD is great but

[sg_oneill]

I'm kinda thinking Taiwan will be OK. China loves to sabre rattle about it, but it also needs taiwans quasi independence to trade through to get around the bad rep China has in some quarters. America and China are happy to trade as long as America gets to pretend it's trading with Taiwan and China gets to pretend it's not trading with America. That's a status quo I think everyone is happy to maintain

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[Rockoon]

You are assuming China has an intent that you would also have.

Suppose China is intent is to crash the worlds economy, so that it can emerge as the only superpower aftewards. The only question would be when would it be best to do such a thing.

Looks like soon.

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[account_deleted]

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Re: AMD is great but

[hdyoung]

I sincerely hope you're right. But I'm worried. Practical considerations didn't stop Russia from economically shooting itself in both feet and the forehead in an attempt to re-absorb Ukraine. And I'm not at all confident that China sees the world any differently than Russia. We might be entering a point in history where economic considerations get overruled by more emotional and warlike tendencies. Sort of like what happened in the first few decades of the 1900s. Except this time, there's a LOT more nukes floating around.

Not an Intel fan...

[beheaderaswp]

I've not owned an Intel processor since the Coppermine PIII.

In my experience AMD has treated me better as a customer. There's been fewer socket changes, longer lifetime, and in some cases (Piledriver) ahead of the curve in multi core performance.

Often they were also less expensive.

So I'm bullish on AMD. Not a fanboi, but as a customer they get my first look.

I don't think I'm alone in that.

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[Rockoon]

As someone that frequently codes in assembly language... I can assure everyone that AMD's design is enormously better to optimize for because of its fully symmetric execution units and lack of constraints within the pipeline for getting operations into them.

With Intel its intentionally asymmetric execution units, with artificial constraint creating "ports" that sit in front of the execution units that only exist because Intel was attacking AMD 15 years ago via compilers such that code optimized for intels

They've sorted their GPU drivers out sometime ago

[rsilvergun]

The exception of one screw up involving Eve online they've been Rock solid for a couple of years. There was a bit of a problem with gigabyte and Asus putting out really crappy boards with extremely poorly built and engineered coolers, but by all accounts even that's cleared up. Knock on wood but my XFX RX 580 has been Rock solid and I'm currently working my way through horizon zero Dawn with it at 1080p 60fps.

Nvidia is still ahead when it comes to scaling algorithms I'll grant that but if you game at 10

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[Phydeaux314]

nVidia has three things working in its favor right now: CUDA, better raytracing, and better upscaling tech. Setting those aside, red and green teams are pretty close in performance. The real interesting competition is going to be the next generation, where nVidia is sticking with a monolithic design and AMD is going for GPU chiplets. Could be some pretty big market upsets there.

Historical?

[skogs]

Seemed like a decent written summary ... I almost read the article. When some jackass admits:
"highest we've seen with our historical data, which dates back to 2017." ... yeah ...
Let me guess, the guy graduated high school in 2017?

I've been following AMD for over 20 years and rooting for the underdog. 2017 is what, 2 years into the ryzen generation of chips? I agree they're great, but it isn't that hard to reach back a little further.

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[Targon]

First generation Ryzen launched in March of 2017. So that was the start of the AMD recovery.