Intel’s x86 market share for the quarter was 73.9%, up from 71.4% in the previous quarter and 65.4% the year before. Meanwhile, AMD’s share was 26.1%, a decrease from the previous quarter and year. This change can be attributed to the performance of the game console industry, where Intel’s SOC chip is used in popular devices like the Sony PlayStation and Apple Xbox.
Removing SOC and IoT businesses from the equation shows a slight shift in favor of AMD. In the server space, Intel maintained a 76.4% share compared to AMD’s 23.6%. However, the launch of AMD’s Fourth Generation Epyc Server Processors in November 2022 has been positively received, with AMD gaining market share year over year.
Despite a tough year for server CPU sales in 2023, AMD’s growth has been driven by Genoa. Additionally, AMD shipped its MI300A Instinct processor in the first quarter, which is a hybrid CPU and GPU accelerator. If these units were counted as CPUs, AMD’s quarterly share would have been higher.
Overall, Intel continues to dominate the x86 market, but AMD has made gains, particularly in the server space. This shift in market share reflects the ongoing competition between the two companies in the semiconductor industry.
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https://www.networkworld.com/article/2119239/amd-holds-steady-against-intel-in-q1.html