Mercury Research processor market share results are available for Q1 2022, and the results are somewhat disastrous – McCarron reports that outside of IoT/SoC, all segments of the x86 processor market have declined during the quarter. Desktops suffered the most with a 30% decline, the largest quarterly drop in history.
Surprisingly, AMD was able to pull off some significant wins during this tumultuous quarter and has now, once again, set a new x86 market share record of 27.7%, an increase from its previous record of 25 .6%. This is an increase of seven percentage points over last year.
Both Intel and AMD suffered from the worryingly rapid decline in the desktop market, but AMD did not lose sales as quickly as Intel, resulting in a gain in market share. Notably, much of the drop in desktop PCs came as vendors depleted excess processor inventory, which McCarron said had a more severe impact on Intel than AMD. As such, Intel still gained unit share in the desktop PC market compared to a year ago.
AMD continued to advance in the mobile/laptop space by setting a new market share record in this segment at 22.5%, and it also gained in the server market for the 12th consecutive quarter, reaching 11, 6% of the market.
The overall processor market also saw a slew of impressive firsts, with McCarron stating, “Despite the downturn, the market recorded several all-time highs, including records for server processor revenue, units, and IoT/semi-custom revenue. , and a new record high for the combined average selling prices of customer processors (desktops and laptops).
“The drop in shipments of low-cost entry-level processors and strong surges in new mobile processors (Alder Lake processors for Intel and Barcelo and Rembrandt processor cores for AMD) have resulted in much higher prices for mobile processors, which helped set the record customer
(desktop and laptop combined) average selling prices of $138,
which increased by more than 10% over the quarter and by more than 30% over
McCarron also updated us on Arm’s foray into the desktop space, which is largely led by Apple: “Our estimate from ARM PC customers (including Chromebooks and Macs based on Apple’s M1 with X86 desktop and mobile processors in total estimated customer size) is 11.3%, up from 10.3% last quarter and just under double the 5.9% a year ago. is a year old. While Apple’s Mac business declined in the first quarter, the decline was slight relative to the X86 PC market,” McCarron said.
Below are the segment-by-segment breakdowns with some additional comments.
AMD vs Intel Desktop PC Market Share Q1 2022
|AMD Desktop Unit Sharing||18.3%||16.2%||17.0%||17.1%||19.3%||19.3%||20.1%||19.2%||18.6%||18.3%||18%||17.1%||17.1%||15.8%||13%||12.3%||12.2%||12.0%||10.9%||11.1%||11.4%||9.9%||9.1%|
|Quarter on quarter / Year on year (pp)||+2.1 / -1.0||-0.8 / -3.1||-0.1 / -3.1||-2.3 / -2.1||+0.1 / +0.7||-0.8 / +1.0||+0.9 / +2.1||+0.6 / +2.1||+0.3 / +1.5||+0.3 / +2.4||+0.9 / +5||Flat / +4.8||+1.3 / +4.9||+2.8 / +3.8||+0.7 / +2.1||+0.1 / +1.2||+0.2 / +0.8||+1.1 / +2.1||-0.2 / +1.8||-0.3 / –||+1.5 / –||+0.8 / –||–|
AMD and Intel Laptop/Mobile Market Share in Q1 2022
|AMD mobile unit share||22.5%||21.6%||22.0%||20.0%||18.0%||19%||20.2%||19.9%||17.1%||16.2%||14.7%||14.1%||13.1%||12.2%||10.9%||8.8%|
|Quarter on quarter / Year on year (pp)||+0.9 / +4.4||-0.4 / +2.6||+2.0 / +1.8||+1.9 / +0.01||-1.0 / +1.1||-1.2 / +2.8||+0.3 / +5.5||+2.9 / +5.8||+0.9 / +3.2||+1.5 / +4.0||+0.7 / +3.8||+1.0 / +5.3||+0.9 /?|
Intel’s “performance” Tiger Lake models were a big factor in its fourth-quarter growth in the mobile segment, while “value” models weren’t as impactful. Intel recently launched its Alder Lake mobile products, so we’ll see these start to make an impact over the next few quarters.
Notably, according to IDC, the Chromebook market lost more than 63% due to oversaturation and lack of new demand. The collapse of the Chromebook market naturally had an impact on the x86 and Arm ecosystems.
AMD vs Intel Server Unit Q1 2022 Market Share
|AMD Server Unit Sharing||11.6%||10.7%||10.2%||9.5%||8.9%||7.1%||6.6%||5.8%||5.1%||4.5%||4.3%||3.4%||2.9%||3.2%||1.6%||1.4%||0.8%|
|Quarter on quarter / Year on year (pp)||+0.9 / +2.7||+0.5% / +3.6||+0.7 / +3.6||+0.6 / +3.7||+1.8 / +3.8||+0.5 / +2.6||+0.8 / +2.3||+0.7 / +2.4||+0.6 / 2.2||+0.2 / +1.4||+0.9 / +2.7||+0.5 / +2.0||-0.3 / –||+1.6 / 2.4||+0.2 / –|
AMD bases its server share projections on IDC’s forecast, but only considers the single and dual-socket market, which eliminates four-socket servers (and beyond), network infrastructure, and hardware. Xeon D (edge). As such, Mercury’s numbers differ from the numbers cited by AMD, which predict higher market share. Here is AMD’s comment on this: “Mercury Research captures all x86 server-class processors in their server unit estimate, regardless of device (server, network, or storage), whereas the 1P estimate [single-socket] and 2P [two-socket] TAM [Total Addressable Market] provided by IDC only includes traditional servers.”
AMD vs. Intel Global x86 Market Share Q1 2022
|AMD global x86||27.7%||25.6%||24.6%||22.5%||20.7%||21.7%||22.4%||18.3%||14.8%||15.1%||14.6%||13.9%||12.3%||10.6%|
|Global QoQ/YoY PP Change||+2.1 / +7.0||+1.0 / +3.9||+2.1 / +2.2||+1.8 / +4.2||-1.0 / +6.0||-0.7 / +6.2||+4.1 / +6.6||+3.5 / +1.2 (+3.7?)||-0.7 /?||+0.9 / +3.2||+0.7 / +4||?||?||–|
While other segments exclude IoT and semi-custom (such as AMD’s game console business), this accounting of the overall x86 market also includes these products and focuses primarily on the broader competition between AMD and Intel.
Mercury Research provided the following comment: “For the all-inclusive share, which includes not only PC client processors and servers, but also IoT and semi-custom products used in things like gaming consoles, AMD gained share in the fourth quarter. , thanks in large part to a very strong increase in game console shipments. As a result of this increase, AMD reached a new record for overall share – 25.6% – in the fourth quarter of 2021, breaking the previous record of 25 .3% established fifteen years ago in the fourth quarter of 2006.”