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AMD catches up on Intel despite the slump in PC shipments

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As we have reported several times on these pages, the pandemic caused explosion of the market for PC (here you can find our selection of best laptops), with record revenue for major chip makers, Intel e AMDwith the latter continuing to gnaw stakes on the giant of Santa Clara.

According to the findings of the analysis company Mercury Analysisthe component crisis caused the largest decline in the history of shipments of processors per PC desktop: ben -30% in the first quarter of 2022. However, this does not seem to have slowed down growth of AMDwhich scored a 7% increase of its market share as regards i x86 processorsmarking a new record (27,7%) after the one obtained last quarter (25,6%).

Category Q1 2022 Q4 2021 Q3 2021 Q2 2021 Q1 2021
AMD x86 market share 27.7% 25.6% 24.6% 22.5% 20.7%
Quarter-over-quarter growth +2.1% +1.0% +2.1% +1.8% -1.0%
Growth year over year +7% +3.9% +2.2% +4.4% +6.0%

Furthermore AMD established the highest point of its altitude market for the mobile and laptop sectorreaching the 22,5% in the first quarter of 2022. According to analysts, the growth of AMD in this sector (which is generally in contraction), it is one of the main factors of its current success.

Category Q1 2022 Q4 2021 Q3 2021 Q2 2021 Q1 2021
AMD Mobile market share 22.5% 21.6% 22.0% 20.0% 18.0%
Quarter-over-quarter growth +0.9% -0.4% +2.0% +1.9% -1.0%
Growth year over year +4.4% +2.6% +1.8% +0.01% +1.1%

Despite the overall decline in the desktop sector (which however saw AMD withstand the impact well, even increasing its shipments) and the increase in sales prices (+ 10% on a quarterly basis and + 30% on an annual basis), the analysts are optimistic as the sector is in excellent health, with the growing server market (AMD now at 11.6%, steadily increasing for the 12th consecutive quarter).

Category Q1 2022 Q4 2021 Q3 2021 Q2 2021 Q1 2021
AMD Desktop market share 18.3% 16.2% 17.0% 17.1% 19.3%
Quarter-over-quarter growth +2.1% -0.8% -0.1% -2.3% +0.1%
Growth year over year -1.0% -3.1% -3.1% -2.1% +0.7%

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