AMD’s X3D continues to dominate desktop PCs
AMD’s share within the desktop PC market climbed by a mammoth complete of 9.2 proportion factors versus final yr, a ringing endorsement for AMD’s Ryzen chips and particularly its X3D lineup of gaming processors.
AMD snatched headlines for its first-quarter efficiency, the place its desktop market share grew by 4.1 proportion factors, or simply 0.9 of a proportion level from the earlier quarter. Through the second quarter, AMD’s share climbed 4.2 proportion factors in only a single quarter, and 9.2 % from the second quarter of 2024.
In all, AMD now owns mainly a 3rd of the desktop PC market, at 32.2 %. That represents document revenues for AMD, in line with the corporate, and a document excessive by way of unit share, in line with Mercury Analysis, which produced the market-share estimates.
Intel, too, discovered one thing to be pleased with: a quarter-over-quarter improve in cell processors, which has been a key focus of the corporate over the previous few years. However Mercury’s numbers additionally sparked some questions on Arm: Chromebook gross sales shrank, and the share of Arm chips in Chromebooks additionally fell. General, Chromebooks, PCs, and Macs utilizing Arm noticed their market share proportion barely dip to 13.2 %, down from 13.9 %.
AMD continues to quickly achieve floor in desktop
General, AMD’s share of the X86 market elevated to 24.2 %, up 2.9 proportion factors from a yr in the past. In shopper shipments (desktop, cell, and server) it was nearly the identical, with AMD gaining 2.8 proportion factors to 23.9 %. Intel owns 75.8 % of the general X86 market and 76.1 % of the shopper market, in line with Mercury.
Primarily, AMD is aligning itself with the gaming market greater than ever earlier than. Mercury famous that AMD had reported a mammoth 73 % sequential income improve in its gaming phase for the second quarter, primarily pushed by the SOCs that AMD ships into the Microsoft Xbox and Sony PlayStation platforms.
That, mixed with AMD’s desktop share, resulted in a giant win for AMD. AMD’s Ryzen 7 9800X3D “obliterated” Intel’s greatest in late 2024, and the momentum has continued. That must be as a result of lukewarm reception of Intel’s lackluster good points in its Thirteenth- and 14th-gen desktop Core chips, in addition to the present “Arrow Lake” processors.
Cell is the place AMD has treaded water, by no means actually making substantial inroads into Intel’s market share. Qualcomm and Arm PCs have completed barely higher, no less than in mindshare. However Intel continues to maintain proudly owning the laptop computer market, sustaining the normal 80/20 ratio that has outlined the X86 marketplace for seeming a long time.
“This can be due partially to client mix-related weak point, and Intel’s business-related share good points — usually the primary half of the yr strongly favors enterprise PCs over client,” Mercury principal analyst Dean McCarron wrote in a word to purchasers and journalists. “On-year AMD’s share was very barely greater. Each suppliers appear to have seen stronger high-end exercise within the quarter, with Intel seeing extra Arrow Lake PCs in the marketplace and AMD seeing a rise in Strix Halo [the Ryzen AI Max processor] and Fireplace Vary.”
Neither firm made a lot motion in servers from the primary to second quarter, though AMD’s share within the server market climbed 3.2 proportion factors to 27.3 %, leaving Intel with the remaining 72.7 %.
Exterior of robust progress within the IoT/SOC market, “it was a really regular second quarter for the standard X86 market,” Mercury’s McCarron wrote.
