AMD Desktop Revenue To Fall 26 Percent, Losing Market Share To Intel
The seesaw effect we’ve seen in the PC industry is in full swing at the moment, with a resurgent Intel finally back in the game in a big way with a successful launch of its innovative 12th Gen CPUs, while AMD’s aging Zen 3 Ryzen 5000 CPUs are left to take the strain. This, according to Seeking Alpha via Morgan Stanley analyst Joseph Moore, will see AMD lose 26 percent market share in coming months.
It will also lose market share to Intel, who’s 12th Gen Alder Lake CPUs have been selling well on both desktop, thanks to excellent gaming and content creation performance, as well as laptops.
Thankfully, as AMD’s Robert Hallock recently outlined the company’s plans with its highly anticipated Zen 4 architecture as well as a stop-gap measure in the form of the Ryzen 7 5800X3D. It will have a new CPU socket in the form of Socket AM5, driving motherboard sales since the new CPUs will not be backwards compatible.
Its loyal fan base will also likely snap up Zen 4 CPUs, which are claimed to offer significantly higher performance across the board, but with indications Intel will release it’s 13th Gen Raptor Lake CPUs this year, this launch could come close to AMD’s, which would result in an interesting battle for a number of reasons.
Intel’s platform currently supports DDR5 as well as cheaper DDR4 that can be transplanted from older systems, while AMD’s new Socket AMD will be DDR5-only. This could be one reason AMD might decide to add more products to its existing Socket AM4 platform, offering existing owners a cheaper way to upgrade from older AMD CPUs. Indeed, there are plenty of indications its Ryzen 7 5800X3D with its innovative 3D V-Cache has been a popular upgrade for gamers, where it offers most of its potential.
Laptop revenue will increase up to 35 percent in 2022, though, thanks to increasing market share this year, with 2023 turning flat. Overall, AMD looks set for gains overall factoring in mobile and data center, while desktop will rely on it executing its Zen 4 launch in a timely manor with competitively priced products. In fact, it’s naext major launch will be the first against a highly competitive Intel, which is hasn’t had to deal to this extent since Ryzen and the Zen architecture was launched in 2017.