The Mercury Research CPU market share results are in for the first quarter of 2022, and the results are somewhat dire — Dean McCarron from Mercury reports that aside from IoT/SoC, all segments of the x86 processor market declined during the quarter. Desktop PCs suffered the most as units declined by 30%, the largest quarterly drop in history. That’s an incredible reversal after two years of component shortages that kept many PC builders on the sidelines.
Surprisingly, AMD managed to carve out significant wins during the tumultuous quarter and has now, once again, set a new record high x86 market share of 27.7%, an incredible increase of seven percentage points over last year.
Both Intel and AMD suffered from the disturbingly fast decline in the desktop PC market, but AMD didn’t lose sales quite as quickly as Intel, resulting in a share gain for the quarter. Notably, much of the decline in desktop PC came as vendors burned through excess CPU inventory, which McCarron says impacted Intel more severely than AMD. As such, Intel still gained some unit share in the desktop PC market compared to a year ago.
AMD continued to take big strides in the mobile/laptop market as it set another record for unit share in that segment with 22.5%. AMD also gained in the server market for the 12th consecutive quarter, reaching 11.6% of the market.
The overall CPU market had a slew of impressive firsts, too, with McCarron saying, "In spite of the downturn, the market saw several records set, including record highs for server processor revenue, IoT/semi-custom units and revenue, and a new record high for combined client (desktop and notebook) CPU average selling prices.
“Lower shipments of low-priced entry-level CPUs and strong ramps of new mobile processors (Alder Lake CPUs for Intel and Barcelo and Rembrandt CPUs cores for AMD) resulted in much higher mobile CPU prices, which helped set the record client
(combined desktop and notebook) average selling prices of $138,
which were up more than 10 percent on quarter and more than 30 percent on
The mobile market also receded during the quarter, so both Intel and AMD saw a declining number of units sold. But, again, AMD’s declines were smaller, thus resulting in another quarter of share growth. However, this gain also represents an impressive 4.4 percentage point gain year-on-year.
McCarron says that AMD gained significantly in the commercial notebook market, likely helping to shore up its shipments. This quarter represents another record high for AMD’s notebook share.
Server CPU shipments fell during the quarter, but AMD continued its three-year streak of quarterly share gains. Intel says it is shipping its Sapphire Rapids Xeons to some customers, but we haven’t seen the general release yet. Likewise, we’re also waiting for AMD’s EPYC Genoa to come to market.
Mercury Research provided the following commentary: “For all-inclusive share, which counts not only PC client CPUs and servers but also IoT and semi-custom products used in items like gaming consoles, AMD gained share in the first quarter and set a new record high at 27.7 percent, beating the 25.6 percent record set last quarter. Recall last quarter AMD broke the record it had set more than 15 years ago of 25.3 percent.”