News AMD's CPU Market Share and Revenue Jump as Apple's M1 Arm Chips Rise

[Admin]

The quarterly CPU market share report reveals that Apple's M1 Arm is rising as AMD continues to steal share from Intel at a steady pace in most segments.

AMD's CPU Market Share and Revenue Jump as Apple's M1 Arm Chips Rise : Read more

 

[JerryC]

How did they manage that when they were just in Congress crying because Intel has all of the fab space locked up tight for the next 4 years or so?

 

[Co BIY]

A strongly rising tide is lifting all boats and ... AMD is lifting faster.

 

[watzupken]

This just proves that Intel is sinking faster with AMD and ARM chipping away market share from every segment. After using the M1 MacBook Air for about 3 months now, and quite frankly, other than gaming, the system does everything that a laptop with X86 CPU can do, while sipping power and running fanless.

 

[distortnx]

How did they manage that when they were just in Congress crying because Intel has all of the fab space locked up tight for the next 4 years or so?

Intel has locked up TSMC 3nm, potentially preventing AMD from being able to produce enough chips to meet demand. Sadly reminiscent of their antics (paid exclusivity) last time AMD had a good product and was gaining market share. Although this is less direct, the effect (bad for competition) could be the same:

https://www.techradar.com/amp/news/...-production-capacity-boxing-out-amd-and-apple

This is not good for the consumer and could lead to performance stagnation like what we went through post-Athlon 64 days. We need a strong AMD to keep Intel honest.

For those unfamiliar with what happened last time:

https://www.reuters.com/article/us-eu-intel-idUSTRE54C1SO20090513

 

[prtskg]

Intel has locked up TSMC 3nm, potentially preventing AMD from being able to produce enough chips to meet demand. Sadly reminiscent of their antics (paid exclusivity) last time AMD had a good product and was gaining market share. Although this is less direct, the effect (bad for competition) could be the same:

https://www.techradar.com/amp/news/...-production-capacity-boxing-out-amd-and-apple

This is not good for the consumer and could lead to performance stagnation like what we went through post-Athlon 64 days. We need a strong AMD to keep Intel honest.

For those unfamiliar with what happened last time:

https://www.reuters.com/article/us-eu-intel-idUSTRE54C1SO20090513

Can Intel outbid Apple?

 

[distortnx]

Can Intel outbid Apple?

Not likely but Apple isn't a direct competitor to AMD and isn't locking up fab space to push them out. Without AMD, x86 is a one horse race.

 

[TerryLaze]

AMD bought as much 3nm as they wanted several months ago.
Intel only bought the "leftovers" .

AMD Reportedly Books 5nm and 3nm Capacity with TSMC for 2022, 2023

According to a report from Fast Technology, AMD has booked its share of 5nm and 3nm capacity with TSMC for the next two years to ensure it gets enough wafers to satisfy growing consumer demand. The two companies will be collaborating in the second half of the year to increase the production...

www.hardwaretimes.com

 

[waltc3]

If the AMD store stock (US) is any indication, AMD's CPU production shortages are rapidly disappearing--if they aren't gone by now. When AMD is able to more closely meet demand for its CPUs, all I can say is that Intel had better brace itself...😉 If only the GPU side would clear up. For most of the last couple of weeks the AMD store has had plenty of APUs and Zen 3 CPUs to sell, including the 5900 & the 5950--I noticed that the inventories held up fine for days at a time, and when they were exhausted--the next business day the Zen3's had been completely restocked.

Just checked--all are still in stock at the US AMD store.

 

[Groveling_Wyrm]

This just proves that Intel is sinking faster with AMD and ARM chipping away market share from every segment.

Yet, Intel is selling every processor they make, as fast as they make it, with orders stacking up. If that is a failing company, I wanna own one. Even more significant is that AMD now clearly has the IPC and Core count lead, pretty much giving them the advantage. They still have a LONG way to go to even match Intel, let alone beat them, in terms of quantity sold.

Intel growing at 3% is still a FAR larger amount than AMD growing at 10%.

Intel has locked up TSMC 3nm, potentially preventing AMD from being able to produce enough chips to meet demand. Sadly reminiscent of their antics (paid exclusivity) last time AMD had a good product and was gaining market share. Although this is less direct, the effect (bad for competition) could be the same:

And this time, it is completely LEGAL. It is completely within normal business practice.

AMD bought as much 3nm as they wanted several months ago.
Intel only bought the "leftovers" .

AMD Reportedly Books 5nm and 3nm Capacity with TSMC for 2022, 2023

According to a report from Fast Technology, AMD has booked its share of 5nm and 3nm capacity with TSMC for the next two years to ensure it gets enough wafers to satisfy growing consumer demand. The two companies will be collaborating in the second half of the year to increase the production...

www.hardwaretimes.com

What Intel did here was lock it up so that AMD couldn't expand more, and limits AMD's exercisable options. I see this as an effective attempt to stop AMD's growth further than it is. This is a lesson to AMD to not rely on TSMC alone to manufacture it's processors, and to spread their manufacturing to other companies.