Desktop processor gross sales have been on a precipitous decline over the previous a number of weeks and months, and at the very least one analyst agency is forecasting an almost double-digit share
decline in PC shipments by the top of 2022. Even so, persons are nonetheless shopping for CPUs, and selecting up AMD processors at almost double the clip as Intel chips at a serious retailer.
The oldsters at Mindfactory routinely share CPU gross sales knowledge, and Reddit consumer ingebor has made a behavior of conveniently plotting out the figures in a sequence of graphs each few months. They’ve finished it as soon as once more, giving us a snapshot of gross sales traits from April 2021 by means of June 2022. What the most recent figures present is that the retailer is promoting almost twice as many
AMD Ryzen processors as
Intel CPUs. Take a look…
Supply: Mindfactory (by way of Reddit consumer ingebor)
As you’ll be able to see, the gross sales disparity between AMD and Intel CPUs has been trending within the former’s favor every month all through the primary half of 2022. In June, AMD processors account for 63 % of Mindfactory’s CPU gross sales, in comparison with 37 % for Intel. In the beginning of the 12 months, the break up stood at 57 % and 43 %, additionally in favor of AMD.
It is not all dangerous information for Intel, although. The gross sales knowledge for June 2021 exhibits that there existed a a lot wider hole a 12 months in the past, with AMD processors accounting for 81 % of the retailer’s gross sales versus simply 19 % of Intel. The break up was even larger a month prior, at 85 % (AMD) and 15 % (Intel).
What modified since then is that Intel launched its
Alder Lake lineup and has continued to flesh it out in each the desktop and cellular sectors. There’s knowledge for that as properly…
Supply: Mindfactory (by way of Reddit consumer ingebor)
Wanting on the gross sales breakdown of Intel CPUs, three quarters of processors bought are twelfth Gen Alder Lake chips, whereas the remaining are principally break up between Rocket Lake (eleventh Gen) and Comet Lake (tenth Gen). Not surprisingly, Zen 3 additionally accounts for the overwhelming majority of AMD processors bought.
The income break up additionally favors AMD over Intel, although the margin is far narrower than it was a 12 months in the past. Take a look…
Supply: Mindfactory (by way of Reddit consumer ingebor)
Mindfactory derives 61 % of its CPU gross sales income from clients buying AMD Ryzen processors, whereas 39 % comes from the sale of Intel chips. So AMD is successful there as properly, although a 12 months in the past the break up was considerably wider at 84 % versus 16 % in favor of AMD. And at its peak, 90 % of the retailer’s CPU income got here from AMD processor gross sales.
It is essential to notice that we won’t extrapolate this knowledge to mirror the market as a complete. Despite the fact that Mindfactory is a well-liked retailer, it is one in all many. And by the way, Morgan Stanly analyst Joseph Moore lately mentioned he expects AMD to see a “
materials correction” within the PC market this 12 months and subsequent. He additional predicted that AMD’s desktop-related income will decline 26 % year-over-year by the top of 2022, and one other 2 % in 2023. On the similar time, he is “optimistic” that AMD will continue to grow within the knowledge heart, which is the next margin sector.
Wanting forward, it is notable that AMD shall be launching its Zen 4 CPUs and accompanying socket AM5 platform later this 12 months. Likewise, Intel is gearing as much as launch its Raptor Lake processors. We’ll have to attend and see how these new merchandise shake issues up and have an effect on the
gross sales break up at Mindfactory (and elsewhere).
