Laptop makers blame AMD for insufficient chip supplies, poor support and communication problems, causing the companies to miss out on profits. The company began to focus more on server processors and less on consumer processors, and its new Strix Point processors were no longer in demand among OEMs due to supply problems.
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According to experts from the consulting company AC Analysis, AMD’s reorientation towards artificial intelligence and data centers has led to an “ice age” in relations with OEM partners who produce laptops. This, in turn, has caused a loss of confidence and dissatisfaction among manufacturers, who claim they have “missed billions of dollars lying on the floor” due to lower-than-possible sales and poor communication with AMD.
At the same time, the launch of Snapdragon X processors by Qualcomm has attracted a lot of interest from both the public and laptop manufacturers. Seven brands have already released 12 different models based on the new ARM chips, and more are expected in the coming weeks and months. Considering that Qualcomm is new to the laptop market, this dynamic is encouraging. However, both AMD and Qualcomm are significantly behind market leader Intel, which is preparing to release 80 laptop models based on Lunar Lake processors.
Despite problems with some OEMs, AMD is gradually increasing its share of the laptop market. The share of the “red” finally reached 19%, but the company had been reaching this result for seven long years since the launch of Ryzen processors. It can be assumed that a more stable supply of chips and improved relations with OEM partners could speed up this process.