AMD’s market share in x86 chips approaches 30% thanks to servers and laptops

amd It is done close to taking 30% of the market share of x86 processors, according to Mercury Research analysts collected by The Register. Specifically, the first quarter of 2022 has ended with a market share of the 27.7%compared to 25.6% in the previous quarter, the last of 2021, a share that has already exceeded its record of 25.3%, which it had achieved in 2006.

Therefore, AMD’s x86 chip market share has risen 2.1% compared to the last quarter of 2021, and no less than 7% year-on-year, a growth that comes mainly from the increase in chip sales of the company for servers and laptops. In servers, AMD’s market share rose 2.7% year-over-year to 11.6% in the first quarter of 2022, marking the 12th consecutive quarter of growth in the sector. As for laptops, AMD’s market share has risen 4.4% year-on-year to 22.5%.

The only segment in which AMD has not gained market share with respect to Intel between January and March has been in desktop computers, which have registered an overall drop in their CPUs of 30%, the worst in history according to Mercury , which also points out that these are normal drops due to the season, since not many people buy a PC after the Christmas holidays, and also because of the excess inventory that companies accumulate.

Desktop market share was 18.3% in the quarter, down 1% from the same period in 2021. This is likely due to Intel’s Alder Lake processors, which have been quite well received. However, it should be noted that AMD grew in servers and laptops, although in both sectors there was also a decline in sales. But AMD has doubled down on its data center business, and has seen CPU component revenue grow more than 10% in recent quarters.

In the PC CPU market, Mercury estimates that ARM counted in the first quarter of 2022 with a share of the chip sector of the 11.3%, almost double what it had at the end of March 2021, when it was 5.9%. A rise undoubtedly driven by Apple’s M1 chips.

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