So, for the quarter, Intel’s share of the x86 market was 73.9%, a slight bump from the 71.4% in This fall of 2023 and a substantial rise from 65.4% in Q1 of 2023. AMD’s share was 26.1%, down 20.6% sequentially and 34.6% year-over-year.
Once more, that is attributable to weak point within the gaming console business. Intel makes a SOC chip that’s utilized in each the Sony PlayStation and Apple Xbox – which is slightly ironic, as a result of these gross sales had been what saved AMD afloat a number of years in the past earlier than its revival.
While you take out the SOC and IoT companies, there’s a slight change in favor of AMD. For Q1 of 2004, Intel held a 79.2% share to AMD’s 20.8%. Within the prior quarter, it was 79.6% to twenty.4%, reflecting no substantive change from one quarter to the subsequent. A yr prior, it was 82.8% versus 17.2%, so AMD’s beneficial properties got here earlier within the yr.
Within the server subject, issues had been just about unchanged sequentially, with Intel holding a 76.4% share to AMD’s 23.6%. Within the prior quarter, it was 76.9% to 23.1%. However for the yr prior, it was 82% versus 18%, reflecting a optimistic reception of the fourth-generation Epyc server processors, launched in November 2022.
McCarron wrote that server CPU gross sales took a fairly exhausting hit in 2023, and This fall is the one quarter to indicate sequential progress. He mentioned that judging by the speak on the earnings name, it’s obvious that Genoa is the principle driver of on-year progress for AMD.
McCarron additionally famous that AMD shipped its MI300A Intuition processor, which is a hybrid CPU GPU accelerator, within the first quarter. Had these items been counted as CPUs, AMD’s on-quarter share would have been increased.
