Intel’s PC-side market counterattack, AMD divides server market again

The new research report from investment bank KeyBanc, reported by technology media outlet Wccftech, shows that the next-generation processor Alder Lake family is complete and powerful, allowing Intel to regain the significant market share in the PC processor market that AMD has taken away, but also shares server market statistics that AMD may soon see double-digit growth in EPYC server processors.

Semiconductor Heavyweights Intel (NASDAQ: INTC) and AMD (NASDAQ: AMD) to  Reap a Windfall From Revival in PC Demand, According to Bank of America

In Q3 2021, Intel’s mobile processor products accounted for 77.8% of the total market, while AMD’s share was 22.2%, with both companies’ mobile processor shipments down 6% from the previous quarter. Shipments declined as both processors prepared their next-generation products for the quarter and gradually began shipping the latest processors to notebook OEMs, the Intel Alder Lake series and AMD Ryzen 6000 series. Both companies will be able to supply more products into 2022, especially in the second half of the year, gradually easing the chip shortage.

As the two processor vendors compete for the new processor market, Intel is meeting expectations with its next-generation processors, thanks to the Alder Lake family of processors, which offers up to 50 percent better performance than the previous generation and only a 10 percent price increase compared to the Tiger Lake family, and PC brands prefer Intel processors to the AMD Ryzen 6000 family of processors. This has allowed Intel to regain some of the market share it lost to AMD. Compared to the past, Intel will have 85% market share by 2022 and AMD will regain 15% market share.

Intel To Regain Significant Market Share Versus AMD In Client PC Segment  Thanks to Alder Lake, But EPYC To Knockout Xeon In The Server Segment

While Intel has made big gains in the PC market with the Alder Lake family of processors, the server market is a completely different story. AMD’s EPYC server processor Milan-X series has already shipped, and the new Genoa series will be available in Q4 2022. The report estimates that AMD’s server processor market share will exceed 20% this year, and that cloud computing data centers in particular will grow even more by the end of the year.