Mercury Research published a report on the processor market in the fourth quarter of 2021, according to which AMD’s share of the market for x86-compatible chips reached its all-time high at 25.6%. The company set the previous record 15 years ago – in 2006 it was 25.3%. Intel isn’t giving up without a fight, and it edged out a competitor in the desktop and laptop processor markets last quarter.
Intel’s success was hardly a surprise — AMD has been hit harder by semiconductor component shortages, forcing the company to focus on more expensive models while still driving higher profits. The company also had to limit shipments in some segments due to increased demand for console chips, which accounted for much of its success last quarter. As noted by the head of the company Lisa Su (Lisa Su), AMD’s share in terms of sales is growing for the seventh consecutive quarter.
Mercury Research analysts specified that the success of the “Reds” was noted against the background of an overall growth in the x86 chip market, both in terms of shipments and in terms of sales: in 2021, AMD and Intel together increased sales 10.7% $74 billion. Shipments of processors based on x86 and ARM architectures (excluding IoT devices and consoles) in 2021 reached 500 million, of which 471 million were x86 chips. By the way, Arm’s share of the consumer solutions market is also actively growing: in the last quarter it reached 9.5% compared to 8.3% in the previous quarter and only 3.4% a year ago. So far, Apple has been responsible for the greatest growth in this segment with its M1 processors – the influence of Chromebooks is still insignificant, and their market shares are now declining.
In desktop processor shipments, AMD’s share fell by 3.1 percentage points in 2021. Analysts attributed this to a shortage of semiconductors, which forced the company to give preference to more expensive models and eventually increase sales. In the Intel camp, previous-generation Rocket Lake and Comet Lake chips led the segment last quarter, though the newest Alder Lake also saw growth.
In the segment of processors for laptops, Intel also managed to increase the offer – here the productive models of the Tiger Lake family were the leaders, which turned out to be better than budget options. In the future, of course, they will be replaced by the new Alder Lake.
Server chips have allowed AMD to achieve a record market share of x86-compatible processors. Despite the supply interruption, AMD continued to increase sales of server processors: With an increase of 0.6 percentage points, AMD secured a market share of 10.7% – the company’s growth in this segment is unbroken for the 11th quarter in a row.