Mercury Research, however, cautions that data from recent quarters appears to have been significantly affected by suppliers providing numbers that “vary in the depth and timing of their inventory adjustments” and therefore may not accurately indicate the sales share in the computer market’.
For the latter, we will most likely have more accurate numbers later in the year. Regardless of how the figures released by Mercury Research came about (inventory corrections, demand, sales, etc.) AMD is clearly on the rise in terms of market share (even if its processor sales are down). Intel also appears to be benefiting more from high processor and PC inventories.
The biggest reason for the drop in shipments overall is due to overstock shipments in previous quarters impacting current sales—processor suppliers are also purposefully cutting back shipments to help increase their inventory burn rate,” Mercury Research notes.
Figures for x86 processors also include IoT chips and SoCs, including those intended for gaming consoles such as the PlayStation 5 and Xbox Series X|S. If we take those chips out of the equation, AMD’s market share lands at… 17.2% with Intel holding 82.8% of the market.
Looking at the more profitable server segment, AMD managed to increase its share to 18%, which is higher than last quarter’s 17.6% and much higher than 11.6% a year ago.
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