URGENT UPDATE: AMD has achieved a significant milestone in the desktop CPU market, now capturing 32.2% of the market share, a surge from just 23% last year, according to a newly released report by Mercury Research. This surge has pushed Intel down to 67.8% from its previous dominance of 77%, marking a dramatic shift in the competitive landscape.
The report highlights how AMD’s popular Granite Ridge processors, particularly the X3D versions, have fueled this growth, especially in the desktop PC gaming sector. The latest Steam Hardware Survey confirms that AMD CPUs are now more popular than ever, achieving a level of acceptance not seen in 17 years.
In a troubling turn for Intel, the report notes that its latest Arrow Lake chips have been poorly received, contributing to a decline in shipments. The company is grappling with internal strife and operational challenges, which have further exacerbated its market woes. Notably, former CEO Pat Gelsinger retired late last year amid disappointing financial results, leaving Intel in a precarious position.
While AMD celebrates its desktop victories, it faces hurdles in the mobile CPU market, where it holds a mere 0.3% increase in market share, currently at 20.3%. Intel retains a commanding 79.7% market share in this segment, largely due to long-standing partnerships with laptop manufacturers. Even with high-profile companies like Razer adopting its Strix Point chips, AMD still has significant ground to cover.
AMD’s recent financial reports reflect a strong performance in desktop CPUs, with five out of six top gaming CPUs being its products. However, the company must focus on convincing more laptop manufacturers to adopt its mobile CPUs if it hopes to penetrate Intel’s stronghold.
As the tech community monitors these shifts, AMD’s recent GPU offerings have also been well-received, although it still trails behind Nvidia in the AI GPU market.
The competitive dynamics between AMD and Intel are evolving rapidly, and all eyes are on how these companies will strategize moving forward. Will AMD manage to break Intel’s mobile dominance? Stay tuned for more updates as this story develops.