Puget Systems disclosed detailed changes in AMD and Intel's client and workstation CPU market share, showing AMD's sharp rebound over the past few quarters. The "balance of power" between Intel and AMD in the client CPU market has undergone many changes over the past few months, and these changes have been reflected in the overall market share of the two companies.
PugetSystem compiled "Hardware Trends 2024" and took a deep dive into how AMD's client and workstation market share has changed over the past few quarters, and their findings do paint an interesting picture.
From the perspective of the client CPU field, the situation is extremely favorable for the red team, especially after the fourth quarter of 2024. In the last year alone, AMD's market share has grown by 20%, with significant growth in the second and fourth quarters, mainly due to Intel's inability to effectively attract market attention. With the release of AMD's "Granite Ridge" Ryzen 9000 series CPUs and corresponding "3DV-Cache" models, the company's consumer adoption has rapidly increased as AMD outperforms Intel in every aspect.
Not only that, as Intel's 14th and 13th generation CPUs continue to experience instability issues, Intel's market share has begun to decline into the second half of 2024. To make matters worse, the company's launch of ArrowLake-S desktop CPUs continues to disappoint. Intel fell short of expectations, leaving AMD ahead of its competitors with the release of next-generation CPUs. AMD even claimed that its success came from Intel's Arrow Lake being a "terrible" product, and this lackluster performance was reflected in changing market dynamics.
Puget Systems also shared insights into the workstation CPU market, showing AMD's dominance. AMD's Threadripper series holds a sizable market share, while Intel's Xeon series accounts for only 10% of orders. This once again shows Intel's failure in the CPU business. Given AMD's aggressiveness in products, Intel's future prospects are not optimistic.