After AMD’s last financial report was published, it was known that Intel suffered a decline in desktop sales of $150 million, more or less the amount that the AMD’s processor division increased, so it is claimed that AMD has taken away market share from Intel. In this article, we want to compare ADM and Intel’s sales from the past 13 years to see the evolution both brands have had in the processors field.
Evidently, AMD’s Ryzen has given costumers a reason to switch from Intel, and this has been reflected on their sales reports, as AMD has gained ground where Intel has lost it. This has been confirmed by the report published by PassMark on processor sales for the last quarter, as we can see that AMD has indeed won 2.2% of market share, exactly what Intel has lost.
In 2004, both brands were matched and they got even closer in 2006. However, AMD has been struggling for the past 11 years and it has been losing share market to Intel, except for a little recovery by the end of 2012 when AMD launched its second generation FX-series processors (FX-8350 and so forth).
If you look closely to this graph, you will see that AMD’s recovery by the end of 2012 was even greater than the one they are having right now with Ryzen. Considering that until now the difference between the market share of both companies had never been bigger, AMD chances to gain ground on Intel have never been better.
What does this mean? On the one hand, AMD recovering market share from Intel is certainly great news. On the other hand, we have to be careful not to get excited about it, at least not yet. We have to bear in mind that Ryzen was just launched in early March, which means that only one month of this year’s first trimester has been taken into account (unlike the graph above, which was updated on May 1st).
It is clear that the Ryzen family launch has allowed AMD to recover some of the market share from Intel, but we must be cautious: the company has to keep working hard since they are still having a negative cash flow. On one hand, Ryzen has a long way ahead and it is quite likely that for the Q2 report the figures will keep improving. Anyway, care must be taken since the pricing of this new family of processors is higher than what we were used to and this can also affect the sales.
It will be very interesting to pay attention as how this evolves. The significant report will be July’s one, given that Ryzen will be already established at that time, we will see if during the first half of the year AMD was able to really advance over Intel market share.