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The war between AMD and Intel is not over as Team Blue regains market share

New data from Mercury Research suggests the ailing CPU market may be rebounding in the second quarter of 2023. Intel has gained three points of market share over AMD and appears to be leading in CPU shipments.

PCGamer’s Chris Szewczyk analyzes the Mercury Research graph and points out that the three percentage points seen by Intel coincides with a three-point drop for AMD. The graph shows that Intel still leads the way with 68.4% of the market share, which is quite a high standard compared to AMD’s 31.6% share.

Mercury Research provides quarterly analysis of CPU markets, including the x86 CPU market.

(Image credit: Venture Beat)

Because it is important?

You can see in the graph above that AMD has dropped to the market share it had around this time last year, which doesn’t bode well for the longevity of the hype surrounding its Ryzen CPUs. The increase in market share that AMD has achieved with these CPUs has been promising, but it looks like Intel will continue to dominate.

The CPU market appears to be recovering from a particularly dry spell, largely due to oversupply. If you have warehouses full of stock, you really don’t need to produce more. AMD’s console chips were set to decline as the console shortage faded into the ether, while Intel’s market growth can be attributed to steady Chromebook sales. This small increase is interesting as it comes from the low-end area of ​​the market, which is usually where AMD excels.

So, as it stands now, Intel continues to dominate the CPU market, which leads me to worry about the stagnation of innovation by the blue company. If the company controls the market, what motivates it to improve its products and user experience?

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