Abstract:
The latest data released by TechEpiphany, an industry tracking organization, shows that Intel’s desktop CPU market share on Amazon in the United States surged to 21.3% in August, ending a situation that had hovered around 10% for more than a year. The main reason for this change is Intel's aggressive price reduction strategy for the latest Arrow Lake Refresh Core Ultra series processors.
Data show that Intel sold nearly 7,800 desktop CPUs in America and Asia in August, with a share of 21.3% in terms of sales and 20.8% in terms of revenue.
You must know that since last year, Intel's share has not touched 20% for a long time. However, last month, its two main processors returned to Amazon's top ten sales list after more than a year. At that time, they had shown obvious signs of recovery.
For comparison, AMD's share in the same period dropped from more than 90% to 78.7% (based on sales volume) and 79.2% based on revenue. However, AMD still has an absolute advantage. Ryzen 7 9800X3D ranked first in single product sales with about 5,000 units sold (accounting for 13.7%), followed by Ryzen 5 5500 with about 4,000 units (10.9%).
As for Intel specifically, the Arrow Lake Refresh series contributed about 4,050 units to sales in August, of which the Core Ultra 7 270K Plus and Core Ultra 5 250K Plus processors sold a total of about 3,000 units, which is the absolute main sales force. The Raptor Lake Refresh series also sold nearly 3,000 units in the same period, while the older generation products are still uninterested.
It is worth noting that with the end of the promotion, Intel has stopped in-depth profit sharing, and its popular models have now fallen out of the top ten sales. The price of Core Ultra 7 270K Plus has risen to over US$300, and the latest news also shows that Intel may increase the price by another 10% on this basis, which will further weaken the competitiveness of its products at the retail end.
If Intel does not restart aggressive pricing, its CPU share may soon fall back below 10%. In contrast, the AMD camp has a rich 6-core and 8-core product lines, covering X3D and non-X3D versions. They are very popular among game players, and the basic sales volume in the short term remains stable.
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