AMD reached last quarter the largest market share in x86 processors in fifteen years, according to data from analytics firm Mercury Research. There is no doubt that the Ryzen platform is giving him great results, but the big question is whether he will be able to continue the upward path once Intel’s counterattack with the Alder Lake has arrived.
AMD has done a great job in the last five years with the ZEN architecture, while Intel has suffered serious problems in the transition to manufacturing processes at 10 nanometers. The result has been that AMD has regained market share as it was not remembered, in desktop processors, but also in the most complicated of laptops.
AMD on the rise: Until when?
Mercury Research’s Q3 2021 x86 CPU Market Share Report will be a welcome read for AMD. The highlight is that the company has continued to increase its overall share by 2.1 points to reach the 24.6%.
This last figure marks the second highest market share on x86 processors throughout the company’s history. The highest in fifteen years and just 0.7% below the company’s all-time record, the 25.3% share achieved in 2006 during the era of the successful Athlon 64s.
Perhaps even better news comes from the laptop segment. AMD’s mobile unit share increased 1.8 points year-on-year to establish a all-time high of 22%. Revenues for the period also posted a quarterly record. The share of notebooks is very important because the bulk of sales comes from OEMs, a channel that Intel had historically controlled completely until very recently.
The upward trend of the Santa Clara firm is also reflected in Steam’s hardware survey, where the market share has increased to 30.84%, another absolute participation record in an important survey since we talk about the main digital platform for game execution.
And with Alder Lake on the market?
The analysis of the first models of the new Intel platform like the one we offered you yesterday of the Core i9-12900K confirms that Intel’s response has been overwhelming. And not only because of its great performance, but also because of the support for the latest technologies and standards that AMD does not yet support and especially because of a type of hybrid design that is setting the trend, given the results that Apple is achieving on Macs with a similar approach. , although with a different architecture like ARM.
The future is not written, but AMD will have to make a move and we expect a lot from the next ZEN 4 architecture. The user will decide if the good path started by AMD with ZEN will continue or Intel has definitely returned where it used to.