Desktop processor gross sales have been on a precipitous decline over the previous a number of weeks and months, and at the least one analyst agency is forecasting an almost double-digit share decline in PC shipments by the tip of 2022. Even so, individuals are nonetheless shopping for CPUs, and selecting up AMD processors at almost double the clip as Intel chips at a serious retailer.
The of us at Mindfactory routinely share CPU gross sales information, and Reddit consumer ingebor has made a behavior of conveniently plotting out the figures in a sequence of graphs each few months. They’ve accomplished it as soon as once more, giving us a snapshot of gross sales tendencies from April 2021 via June 2022. What the most recent figures show is that the retailer is promoting almost twice as many AMD Ryzen processors as Intel CPUs. Have a glance…
Source: Mindfactory (through Reddit consumer ingebor)
As you possibly can see, the gross sales disparity between AMD and Intel CPUs has been trending within the former’s favor every month all through the primary half of 2022. In June, AMD processors account for 63 p.c of Mindfactory’s CPU gross sales, in comparison with 37 p.c for Intel. At the start of the 12 months, the cut up stood at 57 p.c and 43 p.c, additionally in favor of AMD.
It’s not all dangerous information for Intel, although. The gross sales information for June 2021 exhibits that there existed a a lot wider hole a 12 months in the past, with AMD processors accounting for 81 p.c of the retailer’s gross sales versus simply 19 p.c of Intel. The cut up was even greater a month prior, at 85 p.c (AMD) and 15 p.c (Intel).
What modified since then is that Intel launched its Alder Lake lineup and has continued to flesh it out in each the desktop and cellular sectors. There’s information for that as properly…
Source: Mindfactory (through Reddit consumer ingebor)
Looking on the gross sales breakdown of Intel CPUs, three quarters of processors bought are twelfth Gen Alder Lake chips, whereas the remainder are principally cut up between Rocket Lake (eleventh Gen) and Comet Lake (tenth Gen). Not surprisingly, Zen 3 additionally accounts for the overwhelming majority of AMD processors bought.
The income cut up additionally favors AMD over Intel, although the margin is way narrower than it was a 12 months in the past. Have a glance…
Source: Mindfactory (through Reddit consumer ingebor)
Mindfactory derives 61 p.c of its CPU gross sales income from prospects buying AMD Ryzen processors, whereas 39 p.c comes from the sale of Intel chips. So AMD is profitable there as properly, although a 12 months in the past the cut up was considerably wider at 84 p.c versus 16 p.c in favor of AMD. And at its peak, 90 p.c of the retailer’s CPU income got here from AMD processor gross sales.
It’s essential to notice that we won’t extrapolate this information to replicate the market as an entire. Even although Mindfactory is a well-liked retailer, it is one among many. And by the way, Morgan Stanly analyst Joseph Moore lately stated he expects AMD to see a “material correction” within the PC market this 12 months and subsequent. He additional predicted that AMD’s desktop-related income will decline 26 p.c year-over-year by the tip of 2022, and one other 2 p.c in 2023. At the identical time, he is “optimistic” that AMD will continue to grow within the information heart, which is the next margin sector.
Looking forward, it is notable that AMD can be launching its Zen 4 CPUs and accompanying socket AM5 platform later this 12 months. Likewise, Intel is gearing as much as launch its Raptor Lake processors. We’ll have to attend and see how these new merchandise shake issues up and have an effect on the gross sales cut up at Mindfactory (and elsewhere).