Intel’s present condition in the lucrative data center market is at its worse in over a decade. The third quarter profits were down to almost nothing as competition rose in a market stagnant since the days of Opteron. By mid-2022, AMD had already wrestled control of a quarter of the server and enterprise processor market. Team Red’s Data Center revenue share should hit 30% by the end of the year, higher than even the Opteron days.
Remember that these figures represent AMD’s market share in revenue rather than unit sales. As such, it doesn’t necessarily mean that Intel’s shipment volume has decreased; only that it is earning lesser and lesser from its data center division.
Moving onto the client or PC market. AMD has been consistently gaining in this segment over the last two and a half years (since the introduction of the Ryzen family). More recently, the notebook and high-end offerings have been driving the revenue quarter over quarter. However, in the second half of this year, we see a shift in market trends. As a result, AMD’s combined quarterly revenue from the desktop and notebook markets will nearly halve by the year’s end.
In addition to the weakening of the PC market, the release of Intel’s Alder Lake family has, at the very least, provided fair competition to the Ryzen processor. The impact is most evident across the budget and low-end markets where the non-K and F series Core chips are the defacto picks.