Intel Saw A 23% Client CPU Market Share Increase In Q2 2023 While AMD Fell -5.3%

[Daniel Nenni]

Jon Peddie Research reports the growth of the global PC client-based CPU units market reached 53.6 million units in Q2’23, up 17%, and iGPU shipments increased by 14% to 49 million units.

Year over year, iGPUs declined -29%.`

Figure 1. Quarterly shipments of desktop and notebook CPUs

Integrated GPUs will have a compound annual growth rate of 2.5% during 2022–2026 and reach an installed base of 4.8 billion units at the end of the forecast period. Over the next five years, the penetration of iGPUs in the PC will grow to reach a level of 98%.

Year to year, total CPU shipments, which include all platforms and all types of CPUs (with and without graphics), decreased by -23%, desktop CPUs decreased by -25%, and notebooks decreased by -22%.

AMD’s overall client CPU market share percentage from last quarter decreased -5.3%, while Intel’s market share increased by 23%.

Jon Peddie, president of JPR, noted, “Q2’s increase in client CPU shipments from last quarter is positive and welcomed news in what has been depressing results for that quarter as well as for the last two years. Integrated graphics also increased from last quarter, which is not too remarkable given most CPUs have built-in GPUs. The forecast for next quarter is a cautionary positive. AMD and Intel are guiding upward, albeit modestly.

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About Jon Peddie Research
Jon Peddie Research has been active in the graphics and multimedia fields for more than 30 years. JPR is a technically oriented multimedia and graphics research and consulting firm. Based in Tiburon, California, JPR provides consulting, research, and other specialized services to technology companies in various fields, including graphics development, multimedia for professional applications and consumer electronics, high-end computing, and Internet-access product development. JPR’s Market Watch is a quarterly report focused on PC graphics controllers’ market activity for notebook and desktop computing.

Client CPU shipments up 17% from last quarter

Breaks a two-year downward trend

www.jonpeddie.com

Company Contact:
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(415) 435-9368
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[delong.height]

Yet, Meteor lake hasn't come out until September

 

[nghanayem]

How is that even physically possible? If for easier math and because I think last year intel was like 80% (or something like that) we say that intel-amd-arm is a 70:20:10 split, then intel raising 23% additivly would mean 93% MSS (highly improbable given current PC vs MAC MSS and AMD's competitiveness) and 86.1% multiplicativly (a more believable number). In this scenario AMD would then be either 15% or 18.9% MSS. ARM would then be either -8% or -5% MSS. Granted you can probably massage these ratios to have the numbers actually work out, but doing so would probably have intel's and or Apple's marketshares lower than what is generally accepted as a reasonable estimate.

TLDR, for intel to be taking share from AMD faster than AMD is losing it, you would expect intel to have less than 50% MSS which is just a number that I don't buy.

 

[hist78]

How is that even physically possible? If for easier math and because I think last year intel was like 80% (or something like that) we say that intel-amd-arm is a 70:20:10 split, then intel raising 23% additivly would mean 93% MSS (highly improbable given current PC vs MAC MSS and AMD's competitiveness) and 86.1% multiplicativly (a more believable number). In this scenario AMD would then be either 15% or 18.9% MSS. ARM would then be either -8% or -5% MSS. Granted you can probably massage these ratios to have the numbers actually work out, but doing so would probably have intel's and or Apple's marketshares lower than what is generally accepted as a reasonable estimate.

TLDR, for intel to be taking share from AMD faster than AMD is losing it, you would expect intel to have less than 50% MSS which is just a number that I don't buy.

It's strange that this news release didn't spell out what exactly the market share AMD and Intel each is holding. I guess that's the $3000 question.

 

[hist78]

Do we know Intel's client processors average selling price for Q2 2023?

 

[cheesehead]

How is that even physically possible? If for easier math and because I think last year intel was like 80% (or something like that) we say that intel-amd-arm is a 70:20:10 split, then intel raising 23% additivly would mean 93% MSS (highly improbable given current PC vs MAC MSS and AMD's competitiveness) and 86.1% multiplicativly (a more believable number). In this scenario AMD would then be either 15% or 18.9% MSS. ARM would then be either -8% or -5% MSS. Granted you can probably massage these ratios to have the numbers actually work out, but doing so would probably have intel's and or Apple's marketshares lower than what is generally accepted as a reasonable estimate.

TLDR, for intel to be taking share from AMD faster than AMD is losing it, you would expect intel to have less than 50% MSS which is just a number that I don't buy.

Unless overall market grew. The article contains absolute numbers and not market share. Just because Intel shipped 23% more units, does not mean they took share from AMD.