Intel’s CPU market share hits 23-year low

Mercury Research experts have been monitoring the state of the central processor market for a long time, and this allows their colleagues from Citi to state that, based on the results of the last quarter, Intel’s share of the central processor market of all categories fell to its lowest level since 2002, namely 67.4%.

Image Source: Intel

Moreover, this value was 1.04 percentage points lower than in the third quarter of last year. However, for Intel, not everything was so bad last quarter, as the company’s share of the desktop processor market consistently increased from 66.4 to 68.1%. Accordingly, the position of its main competitor, AMD, proportionally weakened from 26.74 to 25.3%.

At the same time, AMD was able to strengthen its position in the server segment, and its market share in the desktop segment increased from 19.8 to 20.8%. In turn, Intel was content with 69.8% of the market in the server segment and lost ground to competitors, and its position in the mobile segment weakened to 66.9%. In the processor market as a whole, AMD’s share increased consistently from 21.57 to 22.1%.

Against this backdrop, Arm was doing well, with processors with its architecture increasing their market share consistently from 9.99 to 10.5%. Arm gained the most in the notebook segment, increasing its share from 11.34 to 12.3%, which can be easily explained by the success of Qualcomm Snapdragon X processors and Apple’s own solutions. In the desktop and server segments, processors with Arm architecture consistently reduced their market share last quarter.

In the first quarter, shipments of processors of all types grew sequentially by 10.8%, which exceeds the seasonal norm, but also indicates continued overstocking of warehouses. Factors capable of positively influencing demand in the PC market did not fully materialize last year, although analysts were counting on both the end of the support cycle of the next version of Windows and the spread of processors with the function of local acceleration of artificial intelligence systems.