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AMD Ryzen Desktop CPU Share to Drop by 26% this Year, Notebook CPUs to Gain 35%: JPMorgan

AMD announced its Zen 4 family at Computex 2022 last month. The notebook market is clearly becoming a priority as evident from the announcement of disaggregation of the high-performance and low-power lineups. Dragon Range will double the core count from 8 to 16 for high-end gaming and content creation laptops while Phoenix will focus on single-threaded and graphics performance with a further emphasis on power efficiency.

Meanwhile, the desktop lineup isn’t getting any core or thread hikes, opting for a frequency boost to over 5.5GHz instead. This is an obvious nod to gamers, one of the more lucrative segments of the business. Although the IPC and multi-threaded performance will see respectable gains of ~10% and ~40%, respectively, we expect Intel to win in the latter.

Market analyst JP Morgan expects the results of this shift to start showing by the end of this year. As per a report, AMD’s desktop CPU market will decline by 26% (in terms of revenue) in 2022, followed by another single-figure decline in 2023.

However, this doesn’t mean that the company will enter a period of regressing profits. The extra focus on the notebook segment is sure to net hefty earnings on account of the wider profit margins. In this regard, the analyst predicts a growth of 35% in AMD’s mobile CPU market (by revenue) this year. The next year, much like desktop, is expected to remain flat, but unit share should continue to grow.

Areej

Computer hardware enthusiast, PC gamer, and almost an engineer. Former co-founder of Techquila (2017-2019), a fairly successful tech outlet. Been working on Hardware Times since 2019, an outlet dedicated to computer hardware and its applications.

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