Thanks to its EPYC CPUs, AMD has historically held a market share of more than 30% in the overall CPU segment. Mercury Research has released the most recent share statistics for the fourth quarter of 2022, highlighting Intel and AMD’s progress in the processor space. According to Mercury Research (via Reuters), AMD now has a market share of 31.3% (up from 28.5% in Q4 2021), compared to Intel’s 68.7% (down from 71.5%). AMD has captured more than a quarter of the overall market with its server and client chips, and this is just the beginning.
Intel and AMD both experienced the largest drop in shipment in more than 30 years.
This had a significant impact on client-side chip sales, where both companies (Intel / AMD) reported a loss in the previous earnings. The annual decline in CPU shipments is currently 34%, with a quarterly drop of around 19%.
The EPYC and Instinct processors are expected to boost the company’s market share well above 30% by the end of this year. In the server segment, the company has a solid roadmap in place, and we can’t wait to see how things progress in the coming quarters. Meanwhile, other analysts believe that Intel’s recent Sapphire Rapids Xeon CPUs may be the tipping point for the blue team, with large customers upgrading to the new chips, which will also be beneficial to the DRAM market.
However, Intel remains the market leader in the server space, but it will need to make some drastic changes to stop AMD’s dominance over the past few years with its EPYC line of CPUs.
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