Although Intel has been launching new processors since the first quarter of this year, AMD's Zen 3 architecture series processors are still very capable and can be said to have their own advantages in performance. However, the impact of the shortage of the global semiconductor industry chain is obviously greater than that of Intel. AMD’s desktop processor market share in the first quarter of this year remained the same as last quarter, and the notebook processor’s market share fell by 1%. But in the server field, AMD has set the biggest increase since 2006.
Mercury Research released a report on the CPU market share in 2021. AMD processor price trends this quarter were exceptionally strong, as shipments of low-end products decreased, shipments of high-end products increased, and shipments of server processors also increased. Increase, the average selling price of AMD processors in the quarter has increased substantially. This is caused by shortages in the supply chain. AMD has prioritized the production of its high-end desktop processors and server processors due to limited production capacity, and shipments are the second highest in history, an increase of 41% year-on-year.
Of course, compared with Intel, which has its own fab, AMD is more affected by the shortage. The desktop processor has terminated its decline in the previous quarter, and its market share remained at 19.3% this quarter, which was the same as the previous quarter. Intel’s Rocket Lake processor does have a significant improvement in IPC. Compared with the previous Comet Lake, it is indeed a greater threat to AMD. The number of high-end cores is still at a disadvantage, but AMD’s own Ryzen 5000 is still in the low-end. The series APU has not yet been supplied to the market in large quantities, and the impact here is estimated to be reflected in the next quarter.
In the mobile market, because AMD prioritizes the higher-priced Ryzen 7/5 and other models, although shipments and revenue are record-breaking, this does not prevent AMD’s mobile market share from falling, because Intel supplies Relatively complete, even low-end Celeron processor shipments are increasing, so AMD's market share dropped from 19% in the previous quarter to 18%, which has been falling for two consecutive quarters.
AMD’s EPYC Milan and Intel’s Ice Lake-SP were officially released last quarter, but server processors usually have a lot of shipments to customers before they are released. After all, server vendors need time to test and debug. . It is obvious that AMD EPYC Milan has succeeded. Its market share has risen from 7.1% in the previous quarter to 8.9%, an increase of 3.8 percentage points compared with the same period last year. In contrast, Intel’s data center revenue plummeted in the first quarter of this year, down 20% year-on-year, and shipments down 13%. Although Intel said customers were digesting inventory, the inventory was clearly AMD’s.
On the whole, AMD lost 1 percentage point in the entire x86 CPU market share last quarter, dropping to 20.7%. The supply chain shortage has a considerable impact on AMD, forcing them to prioritize the shipment of high-end chips. Can ensure profit. On Intel's side, they used their own capacity advantages to expand their share, but this was mainly won by the low-end market, at the expense of profits.
AMD processor Ryzen 5000 AMD EPYC Intel X86 Ice Lake
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