In the first quarter of 2024, AMD’s market share grew again, at the expense of Intel’s. That manufacturer remains by far the largest.
In the first quarter of 2024, AMD captured a larger percentage of the market compared to the same quarter a year earlier. The processor specialist is making progress in both the server and desktop segments. Intel is fighting back on the mobile battlefield, with a higher share thanks to Core Ultra.
In the server market, AMD has 23.6 percent of the market thanks to the success of the Epyc portfolio. A year earlier that was only eighteen percent. For desktops, the x86 market share climbs from 19.2 percent to 23.9 percent. Please note: desktop sales in general dipped in the first quarter of this year, including at AMD. Competitor Intel, however, saw its number of CPUs shipped fall faster.
AMD has been seeing consistent growth since the introduction of Epyc for the server and Ryzen for the desktop. The company’s powerful chips are appreciated and can now be found everywhere. AMD generally offers more powerful processors than Intel in a more manageable portfolio at a more interesting price tag. On paper, AMD’s chips are often the best choice, but Intel’s enormous excess weight and long-standing monopoly position ensure that the company remains by far the largest.
In the laptop segment, Intel is even fighting back. AMD also grew there compared to a year earlier (from 16.2 percent to 19.3 percent), but compared to the previous quarter, AMD experienced a decline (from 20.3 percent to 19.3 percent). Intel gained an extra percentage point thanks to the new Core Ultra processors. In addition, Intel has ongoing agreements with laptop manufacturers, which means that its chips appear exclusively in attractive devices more often than AMD’s.
Mercury Research notes that the overall x86 market is under pressure from ARM. Mainly thanks to Apple, the share of that technology in the laptop segment has risen from 10.3 percent last quarter to 11.1 percent now.
