How the processor market changes second Mercury Research which describes an AMD in great shape. Pat Gelsinger, CEO of Intel, had said he did not expect a strong recovery from his company before 2025.
Mercury Research has released the results of its most recent survey on the microprocessor market. In the x86 CPU segment, the big winner just once again AMD. According to data shared by the analyst firm, AMD would have gained 6.9% of the shares in one year, moving from 27.7% of market share achieved in the first quarter of 2022, at 34.6% in the same period of 2023. Intelon the other hand, lost exactly 6.9% going from 72.3% to 65.4% at the beginning of 2023.
As of September 2022, Intel’s CEO himself – Pat Gelsinger – he had publicly admitted (at the conference Evercore ISI TMT) to expect a comeback from AMD throughout 2023. The CEO of the Santa Clara company has always shown overwhelming frankness when it comes to talking about the strategy at Intel and its plans both in the short and medium term, a character which has been the subject of repeated praise.
Gelsinger noted that Intel’s “new course” hasn’t fully taken shape yet and that competition is fierce. Intel’s number one expects a rapid and marked reconquest of lost market shares between 2025 and 2026.
What analysts are reporting today Mercury Research it’s a bit of a “carbon copy” of Gelsinger’s words spoken a few months ago. It is important to note that the report released today includes sales data for all types of CPUs sold by both Intel and AMD as well as SoCs and solutions aimed at the IoT market (Internet of Things). It must therefore be taken into account that “the numbers” also integrate the sales of APU which AMD markets for the PS5, Xbox Series X, Xbox Series S, and Steam Deck consoles.
There is no doubt that AMD has been racking up some great successes since the launch of theZen architecture in 2017 (we published the story of AMD Ryzen 5 years after its introduction on the market…), and it is indisputable that this was a completely wise move by the company led by Lisa Su, as it allowed it to compete once again with Intel at a level that few of the experts had dared to imagine.
A further breakthrough came with the advent of Zen 3the first architecture released by AMD in the last decade to surpass Intel in terms of IPC performance, in single e multi-threading, in terms of power and thermal efficiency. Just think that when AMD released its processor Ryzen 9 5950Xfeaturing 16 physical cores and 32 threads, Intel responded with a Core i9-11900Ka chip based on 8 cores and 16 threads which also showed a lower IPC.
Today, both companies are fairly evenly matched, and Intel has been able to catch up very convincingly with them Alder Lake-S then managing to strengthen its position with the following ones Raptor Lake-S. Even the company led by Gelsinger has focused on hybrid architectures and will soon switch to a multichip approach (MCM): we talk about it in the article on the differences between Core P and Core E in Intel processors.