The year 2022 wasn’t kind to the PC market. A stagnant supply chain held down by falling demand resulted in falling revenues across the industry. CPU designer and manufacturer Intel suffered the most as its income dropped to record lows of less than a million in Q4 22. Its smaller rivals AMD and NVIDIA faced similar difficulties but managed to weather the storm positively.
AMD registered its highest-ever CPU market share of over 30%, riding on top of record Epyc CPU sales and a strong desktop portfolio. The data center was the primary focus of the fabless chipmaker as its market share grew by unprecedented levels. From just 10.7% at the end of 2021, the Epyc lineup accounted for 17.6% of all server CPUs by 2023. That’s a chunky yearly gain of 60%.
|Mercury Research||Q4 2022||Q3 2022||Q2 2022||Q1 2022||Q4 2021||Q3 2021||Q2 2021||Q1 2021||Q4 2020||Q3 2020||Q2 2020||Q1 2020|
|AMD Desktop CPU Market Share||18.6%||13.9%||20.6%||18.3%||16.2%||17.0%||17.1%||19.3%||19.3%||20.1%||19.2%||18.6%|
|AMD Mobility CPU Market Share||16.4%||15.7%||24.8%||22.5%||21.6%||22.0%||20.0%||18.0%||19.0%||20.2%||19.9%||17.1%|
|AMD Server CPU Market Share||17.6%||17.5%||13.9%||11.6%||10.7%||10.2%||9.50%||8.9%||7.1%||6.6%||5.8%||5.1%|
|AMD Overall x86 CPU Market Share||31.3%||28.5%||29.2%||27.7%||25.6%||24.6%||22.5%||20.7%||21.7%||22.4%||18.3%||14.8%|
AMD’s notebook CPU business has been a key focus for the company, but things didn’t go as planned. The Ryzen mobile processor market share dropped to a three-year low of 16.4% in Q4 2022, a sizable decline just months after the highest-ever record of 25%.
The desktop CPU market fared better even though AM5 adoption has been slow due to a lack of budget motherboard offerings. By the end of 2022, the Ryzen CPUs controlled 18.6% of the desktop processor market, up from 16.2% the year before. The Ryzen 5 5600X continues to sell extremely well, with the 3D V-Cache based Ryzen 7 5800X3D joining in on the fun.
To accommodate the relatively lower gaming performance, prices of the next-gen Ryzen 7000 chips are down by as much as $200. Add bundled DDR5 memory kits to the mix, and you get AM5 bundles at unbeatable prices.
Overall, AMD managed to grow its x86 CPU share by over 5 points to 31.3% at the end of Q4 2022, up from 25.6% the same quarter last year. Team Red now accounts for roughly a third of the x86 market with an especially strong server and data center portfolio.