Intel management keeps saying that over the past year the company has managed to strengthen its position in the consumer segment of the market, and the range of existing and future processors of this brand makes us count on at least consolidating success this year. Experts | Susquehanna also tend to believe that Intel is no longer losing ground to AMD in the consumer segment.
The current range of Intel products in the PC segment positions the company better in the market, according to the authors of the analytical note. In addition, Intel maintains good performance discipline in terms of the frequency of releasing new components. Regarding the consequences of the overproduction of processors caused by the pandemic, Susquehanna officials are inclined to believe that the worst phase of the crisis for Intel is already over.
According to Mercury Research, both AMD and Intel saw their desktop processor shipments fall in the fourth quarter of last year, but year-on-year the former immediately increased its share by 4.7 percentage points to 18.6% – Intel’s share in consumer segment is 81.4%. In the notebook processor segment, AMD’s share fell 5.1 percentage points year-on-year to 16.4%. At the same time, AMD was able to continuously strengthen its position in the mobile segment by 0.8 percentage points.
However, in the short-term, some risks remain for Intel in the data center segment, particularly in the Asian market, but business in the PC segment has started to stabilize. Such comments appear to have helped the company’s share price soar 6.23% yesterday. Overall, they have gained 13% since the beginning of the year, although looking back over 12 months they have lost more than 35% of their price.