News AMD takes CPU market share from Intel in desktops and servers, but Intel fights back in laptops

[Admin]

Market tracking from Mercury Research reports about AMD's significant market share gains in Q1 2024 at Intel's expense.

AMD takes CPU market share from Intel in desktops and servers, but Intel fights back in laptops : Read more

 

[hotaru251]

honestly I can't see a future where Intel takes back server...they just havent been able to keep up w/ epyc at price or performance.

not surprised at laptop share being intels thign though (for every amd laptop you see theres liek 4 other intel)

 

[Jimbojan]

Intel is about to gain share in every market as its technology is getting ahead of TSMC, ( so, it will be ahead of AMD since AMD relies on TSMC for its fab). As Intel's Ultra Cores are ahead already, so will its Server market. Although Intel is investing a large sum of Capex now, it will not show any profit until it produces its own chip, Intel is still using TSMC as a foundry for a significant portion of its production.

 

[Neilbob]

Some kind of nonsense.

I'm surprised this old record isn't completely broken at this point, but keep on playing it; one day the needle might hopefully slip into the groove and stay there for at least a full rotation.

 

[kealii123]

haha are all these comments AI generated

 

[Notton]

I am hearing laptops might see AMD take a larger share this year.

 

[thestryker]

The improvement in the server market is unsurprising as the groundwork was set with Zen 2 when they offered much more compute density, and they still do. It would however take a lot of Intel falling flat on their faces to actually surpass them. I imagine it will be other architectures/semi/custom that slowly push both AMD and Intel down in the server market. Intel is already reacting to Apple/Arm in the laptop market and it will be interesting to see what AMD actually delivers given all of the rumors.

honestly I can't see a future where Intel takes back server...they just havent been able to keep up w/ epyc at price or performance.

not surprised at laptop share being intels thign though (for every amd laptop you see theres liek 4 other intel)

I sure hope you noticed that AMD hasn't broken 25% of any market in unit share, and they have a bigger chunk of server revenue than unit which means they're actually charging a premium.

 

[redgarl]

Intel is about to gain share in every market as its technology is getting ahead of TSMC, ( so, it will be ahead of AMD since AMD relies on TSMC for its fab). As Intel's Ultra Cores are ahead already, so will its Server market. Although Intel is investing a large sum of Capex now, it will not show any profit until it produces its own chip, Intel is still using TSMC as a foundry for a significant portion of its production.

Intel is dead. They are in a death spiral lead by their insanity to pursue fab business. They will never dethrone TSMC and now they are wasting money to this fool journey while AMD has never had so much money to execute their roadmap.

The last bastion of Intel is mobile because of their monopolistic behaviors.

 

[ingtar33]

honestly I can't see a future where Intel takes back server...they just havent been able to keep up w/ epyc at price or performance.

not surprised at laptop share being intels thign though (for every amd laptop you see theres liek 4 other intel)

agreed. we're looking into a half million dollar upgrade project to a server room at one of our locations with the company i work with, we can't see any reason to go with intel at this time for that project. they're not even remotely competitive right now. I can get an epyc server chip from AMD with x2 the cores at the same power draw and higher clocks (and significantly more processing power per core).

Assuming this project goes well the rest of the company will be following suit.

 

[hotaru251]

e hope you noticed that AMD hasn't broken 25% of any market in unit share, and they have a bigger chunk of server revenue than unit which means they're actually charging a premium.

yes, but again prior to 7yrs ago that was unthinkable.
i mean AMD didn't break even 10% until like what 2021? Thats an incredible gain in the time frame given it was a place intel literally dominated for ages.

which ever "best" CPU side is will ofc charge premium (as again thats the crown reward for being the best)...nothing wrong with that.
Issue is even if Intel tries to sell cheaper (since they lack performance of rival)....the performance just isnt even worth the savings. (about only reason you would pick intel atm is if you have something in your chain that requires intel cpu's perks which would be due to past choices)

Intel honestly should do what AMD did and focus less on immediate payoff and work towards a few yrs and flip tables. (they have the people, talent, & $ to do so) Costs in short term but the payout is you are no longer always playing catch up and still not be competitive.
Intel's current best Xeon came out a yr after amd's and cost more and had less performance. that was a facepalm moment they shouldnt of ever done. you dont charge more for less.

bite bullet, take the L, focus work towards a product you can be proud of sooner than focusing on a product that is doa against competition & then take back market share ratehr than wasting resources.

 

[thestryker]

Intel's current best Xeon came out a yr after amd's and cost more and had less performance. that was a facepalm moment they shouldnt of ever done. you dont charge more for less.

bite bullet, take the L, focus work towards a product you can be proud of sooner than focusing on a product that is doa against competition & then take back market share ratehr than wasting resources.

They can't afford to do that lest they lose the massive amount of marketshare they still have. You can call it wasted resources, but they're still moving a lot more than AMD is. You don't just bail on that and tell your customers to wait as they might as well just tell everyone to go to the competition then they will have lost the market entirely.

 

[Lucky_SLS]

honestly I can't see a future where Intel takes back server...they just havent been able to keep up w/ epyc at price or performance.

not surprised at laptop share being intels thign though (for every amd laptop you see theres liek 4 other intel)

I think the server space is slowly shifting towards ARM ecosystem instead of X86. In 20 years, I think X86 will be in its deathbed.

 

[hotaru251]

I think the server space is slowly shifting towards ARM ecosystem instead of X86. In 20 years, I think X86 will be in its deathbed.

Long term RISC-V likely win vs arm (which i agree will replace x86 given how good apple's shown translation of x86 can be during the shift)

but both intel & amd have a past history of ARM cpu's & given how well arm has progressed its a no brainer for them to start making plans for the shift soemtime.

Only major halting of it atm is its still relatively new so lacks widespread support x86 has so once support for it gains traction they'll push towards it harder.

(and honestly intel could benefit from it as hopefully arm can be the silver bullet for their "more faster? just pump more voltage!" sickness they been stuck in)

 

[SunMaster]

Intel is about to gain share in every market as its technology is getting ahead of TSMC, ( so, it will be ahead of AMD since AMD relies on TSMC for its fab). As Intel's Ultra Cores are ahead already, so will its Server market. Although Intel is investing a large sum of Capex now, it will not show any profit until it produces its own chip, Intel is still using TSMC as a foundry for a significant portion of its production.

If Intel has shown anything the last few years, it's that there is little correlation between what Intel claims and actually delivers.

 

[TerryLaze]

Intel has split up their server segment into server and edge, years and years ago, which makes it difficult to tell if this research is taking that into account, edge is a big part of server and if they don't count that then these numbers will be off.

The numbers don't make sense though, AMD claimed to have a revenue of 2,3billion in server while intel claimed to have 3 billion, even adding the 1,4 additional from edge there is no way to get to the 23% for AMD in server, it should be much more.
While client revenue is 1,3 for amd and 7,5 for intel, that's no where near 24% for amd and should be much lower.

Is mercury only researching a specific part of the world or something?

 

[thestryker]

Intel has split up their server segment into server and edge, years and years ago, which makes it difficult to tell if this research is taking that into account, edge is a big part of server and if they don't count that then these numbers will be off.

The numbers don't make sense though, AMD claimed to have a revenue of 2,3billion in server while intel claimed to have 3 billion, even adding the 1,4 additional from edge there is no way to get to the 23% for AMD in server, it should be much more.
While client revenue is 1,3 for amd and 7,5 for intel, that's no where near 24% for amd and should be much lower.

Is mercury only researching a specific part of the world or something?

Mercury reports specifically on CPUs and GPUs which means they may leave out a lot of the extraneous stuff both AMD and Intel put in their groups for earnings reports. Keep in mind revenue shares are also pretty different than volume with AMD at 33% of server revenue on 23.6% volume and 16.3% client revenue on 20.6% volume.

 

[TerryLaze]

Mercury reports specifically on CPUs and GPUs

I wonder how they do that. Do they phone like every server company and ask them?!
Do they ask suppliers or intel/amd directly?

 

[dalek1234]

I wonder how they do that. Do they phone like every server company and ask them?!
Do they ask suppliers or intel/amd directly?

Also, the Mercury Research report for mobiles doesn't make sense if you compare it to AMD latest quarterly announcement. AMD said that their shipments (or was it revenue?) doubled between Q1 in '23 and Q1 in '24. Mercury Research report doesn't come even close to that.

 

[hushnecampus]

They're both on borrowed time right, the future is ARM (unless RISK V leapfrogs it)?

 

[hotaru251]

They're both on borrowed time right, the future is ARM

and both have done ARM cpu in past ....actually intel currently DOES make arm cpu's.

https://en.wikipedia.org/wiki/XScale
their XScale skus are arm based.

Their NIC use arm & they have Mount Evans (not sure if thats out yet or in dev yet)

AMD similarly had Opteron lineup back i think in 2016.

and AMD & Nvidia (yes that nvidia) are supposedly going to make arm cpu by around 2025.

https://www.reuters.com/technology/nvidia-make-arm-based-pc-chips-major-new-challenge-intel-2023-10-23/

Intel & AMD aren't on borrowed time when they have the ability to make arm and keep their shares. (and intel best hope zen's legacy doesnt scale to arm on power efficiency)

 

[TerryLaze]

They're both on borrowed time right, the future is ARM (unless RISK V leapfrogs it)?

Arm is on the brink of collapse, as much as they are on the brink of taking over...for the last 40+ years.
ARM can't scale up without the massive knowledge of intel and AMD, they can't achieve high clock rates, they will always be second class CPUs for low end devices and servers where high compute power (in few cores) doesn't matter much but high energy efficiency does.

Look around you, the market is being swamped with miniPCs and handhelds with both intel and AMD CPUs because x86 finally outpaces arm even at lower power but also is the only one that can provide high compute power that you just can't get from arm (again in a small enough amount of cores) .

 

[hushnecampus]

and both have done ARM cpu in past ....actually intel currently DOES make arm cpu's.

https://en.wikipedia.org/wiki/XScale
their XScale skus are arm based.

Their NIC use arm & they have Mount Evans (not sure if thats out yet or in dev yet)

AMD similarly had Opteron lineup back i think in 2016.

and AMD & Nvidia (yes that nvidia) are supposedly going to make arm cpu by around 2025.

https://www.reuters.com/technology/nvidia-make-arm-based-pc-chips-major-new-challenge-intel-2023-10-23/

Intel & AMD aren't on borrowed time when they have the ability to make arm and keep their shares. (and intel best hope zen's legacy doesnt scale to arm on power efficiency)

Oh, I didn’t know that! How good are their ARM chips? Do they compare favourably against Apple and Qualcomm’s?

 

[hotaru251]

Oh, I didn’t know that! How good are their ARM chips? Do they compare favourably against Apple and Qualcomm’s?

ofc not as its not their primary focus :| (and nobody would expect it given Apple spent like $20B making their M1 over its development w/o any other side projects just entirely focused on it.)

Point is Intel & amd's share is not "borrowed time" as they will both offer up their own versions as they both already have experience w/ em.

we'll know how good they can be (at least on amd side) in 2025 if the Reuters article is anything to go by. (so soon enough)