News AMD takes market share from Intel in server, desktop, and notebooks — new Mercury Research data shows Q4 2023 data

[Admin]

New data from Mercury Research makes it clear that AMD is going to be one of the major beneficiaries of the resurgent computer business and the ongoing AI boom.

AMD takes market share from Intel in server, desktop, and notebooks — new Mercury Research data shows Q4 2023 data : Read more

 

[digitalgriffin]

Report Credits Desktop 7000 series.
How do we know it's not people going for the last upgrade of AM4 (ie: 2600X->5800X/5800X3D etc)

 

[redgarl]

Report Credits Desktop 7000 series.
How do we know it's not people going for the last upgrade of AM4 (ie: 2600X->5800X/5800X3D etc)

What are they going to after? LGA1700?

Please... the 7800x3D is like the CPU for gaming.

 

[usertests]

AMD has 23.1% server unit share, but 31.1% of the revenue according to a third party. Guess Intel is giving some Xeons away. Can I get a free Xeon workstation?

 

[d0x360]

The biggest issue I can see is TSMC. They have been fantastic but won't transition to any new processes until 1nm so that could give Intel a built in advantage. Owning a fan certainly has its benefits and AMD along with anyone else that relies on TSMC also is at their mercy when it comes time to invest in billions of dollars in new equipment.

 

[Vanderlindemedia]

I've replaced 10 year old xeons after approx 9 years of use, with Epyc.

It's mind blowing how fast and how much value you get for the money.

 

[salgado18]

EC2 machines on AWS are cheaper to run on EPYC hardware, due to lower power usage. I only use them, and imagine everyone else doing the same, unless they need a specific feature of Xeons, which most won't.

Ryzens are also a lot more efficient for notebooks, and their only downfall is the lack of options, since Intel still dominates most models.

In desktops, not only there are the 3D models, Ryzen needs less cooling and PSU, with the same or better performance. And AM4 is still a great value purchase today.

And Intel's only bet is to make hybrid processors, with powerhungry cores mixed with weak ones causing many kinds of odd performance behaviour, especially in power constrained scenarios.

Until Intel builds a new architecture, and AMD screws up (I hope they don't), AMD has the best processors available.

 

[watzupken]

At this point, Intel is slowly but surely losing its grip on their lucrative server/ data Center market. They’ve lost the advantage when it comes to offering a better product and cutting edge fab to give them an advantage over their competitors. As a result, they lost their ability to price in a fat profit margin. With Intel turning their focus on fabs, this is a make or break decision for them. I feel taking their key focus off their CPU business may be a costly if not fatal mistake.

 

[Jimbojan]

Intel may have lost its server shares due to its 10nm chip, but it will be gaining share from Intel 4 and Intel 3 in 2024. When the server chips are upgraded to Intel 3, it will be more power efficient than most AMD's and those from ARM. AMD was able to use TSMC 7nm and now 5nm to gain share, but from 2024 on, Intel will be far more advanced than most chips including those from AMD and ARM.

 

[artk2219]

Intel may have lost its server shares due to its 10nm chip, but it will be gaining share from Intel 4 and Intel 3 in 2024. When the server chips are upgraded to Intel 3, it will be more power efficient than most AMD's and those from ARM. AMD was able to use TSMC 7nm and now 5nm to gain share, but from 2024 on, Intel will be far more advanced than most chips including those from AMD and ARM.

I guess we'll see, they'll have to offer at least something if they want to start clawing back some market share.