Home / Technology / Report: AMD Stealing Significant Market Share, Revenue from Intel

Report: AMD Stealing Significant Market Share, Revenue from Intel

This site may earn affiliate commissions from the links on this page. Terms of use.

One ongoing question, ever since AMD launched its Ryzen 7 family, is how well the CPUs are selling. We’ve seen some arguments that claim AMD’s improved financials are unstable or temporary, based on the idea that GPUs were more profitable than CPUs (extremely unlikely), or that AMD’s lower profit margins meant Ryzen wasn’t selling well. We’ve been dubious of such claims, given how much AMD’s Computing and Graphics revenue rose in Q2. New evidence from Mindfactory.de, a German retailer, suggests AMD’s Ryzen family is selling very well.

CPUsPerMonth

The graph above shows sales data for AMD (left) and Intel (right) CPUs from March through August of 2017. In March, AMD accounted for just 27.6 percent of Mindfactory’s CPU sales. Every month after, the AMD-Intel split shifted decisively in favor of AMD until August, when AMD sales actually outstripped Intel, 56.1 percent to 43.9 percent.

But that’s not the only place where AMD has taken market share from Intel. AMD’s revenue share at Mindfactory.de has also climbed significantly, from 35.6 percent to 54 percent over the same time period.

ShipmentData

Data provided by Ingebor

Put together, these sales look fairly good for AMD, though Mindshare.de is just one retailer out of many. There can be region-specific differences in CPU adoption rates, so we can’t take Mindfactory’s data and claim it represents the entire planet. With that said, the gains are significant enough that we’d expect to see similar patterns across all the markets AMD serves. Some countries may see more and some less, but a nearly 20 percent jump in CPU revenue will be reflected in more than one market.

Based on these results, chips like the R5 1600 have been the breakout winners in August, which makes some sense — the R5 1600 is a $ 215 six-core / 12-thread processor, which blows any equivalent core counts from Intel at the same price out of the water. Intel’s Core i5s that compete at this price point are four-core / four-thread chips. That may change with future product releases, but AMD will still have a 2:1 thread advantage at these price points once Coffee Lake is released.

The Steam Hardware Survey is the closest we have to an overall look at the market, but Steam isn’t designed to tell us how a company is necessarily doing today (its August figures show a long-term AMD decrease of 1.37 percent since April). While there are exceptions for entirely new markets — VR didn’t exist before 2016, so we can see something about total VR adoption from those figures — Steam doesn’t track new hardware sales, but the total size of a market. It also makes no distinction between desktop and laptop sales, which means AMD gains in desktops could be offset by Intel’s laptop market share.

Given that Mindfactory.de is reporting its actual sales, these figures seem more likely to reflect AMD’s market performance since Ryzen launched. We’ll know more in 5-6 weeks when AMD reports its own quarterly results.

Let’s block ads! (Why?)

ExtremeTechExtremeTech

About

Leave a Reply

Your email address will not be published. Required fields are marked *

*

5 × 5 =

Read previous post:
Dell Adds GTX 1060, 4K to Inspiron 7000 Gaming Laptops

This site may earn affiliate commissions from the links on this page. Terms of use.Dell’s Inspiron 7000 gaming series has...

Close