AMD continues gaining desktop CPU share, holding its personal in cellular

AMD’s share within the desktop CPU market continued to extend throughout the third quarter, a market researcher reported, whereas Intel’s choice to drag again within the low finish of the cellular market left the 2 gamers comparatively steady.

A report by Mercury Analysis mentioned that third-quarter shipments within the x86 market have been nicely beneath seasonal development, although that was as a result of decrease Web of Issues and SoC shipments, which had climbed considerably within the second quarter. Mercury reserved the particular numbers for its personal shoppers.

Factoring out the IoT and SoC impression, nonetheless, AMD’s market share of the x86 market in comparison with Intel grew barely, up 1.6 proportion factors to 25.6 p.c of the market. Intel retained the remaining 74.4 p.c. Arm’s complete share (together with servers) versus all x86 shipments is estimated at 11.6 p.c, up from 10.9 p.c within the second quarter, analyst Dean McCarron wrote.

“ARM exercise was modestly greater in consumer, largely as a result of Apple’s development within the third quarter and what we expect was a slight improve in ARM based mostly Chromebook items,” McCarron mentioned.

AMD’s share within the desktop PC market has continued to soar, helped by its Ryzen X3D product lineup, which has outperformed Intel’s personal chips. That pattern continued, as the corporate gained 4.9 proportion factors versus the identical interval of final yr, and now controls a 3rd of the desktop market (33.6 p.c), Mercury discovered.

Throughout Intel’s third-quarter earnings report, the corporate instructed Wall Road that it was decreasing its emphasis on delivering “small core” or low-end merchandise for the PC and focusing extra on silicon for servers. That had an impression on Intel’s cellular share.

“Intel did handle to extend shipments, however nicely beneath seasonal ranges and nowhere close to the tempo that AMD had, so Intel misplaced share to AMD in cellular processors,” Mercury’s McCarron wrote.

That also leaves AMD with about 20 p.c of the market, the normal ratio between the 2 firms. The corporate holds 21.9 p.c of the market, slipping 0.4 proportion factors from final yr. Intel instructions 78.1 p.c of the cellular PC market, Mercury discovered.