10 May

AMD Gains PC CPU Market Share from Intel with Ryzen

WRITTEN BY Puja Tayal

AMD’s Ryzen story

Advanced Micro Devices (AMD) has come a long way in the PC processor space from its first-generation 14 nm (nanometer) Ryzen processors to its upcoming third-generation 7 nm Ryzen processors. It started the Ryzen line-up with the aim of competing with Intel (INTC) by offering a better performance at a lower price.

In the last two years, AMD launched the entire Ryzen portfolio on the 14 nm node in 2017 and the 12 nm node in 2018. A three-year delay in Intel’s 10 nm node saw AMD overtake its rival in the process node technology space with its 7 nm Ryzen and Rome CPUs (central processing unit).

AMD Gains PC CPU Market Share from Intel with Ryzen

Ready to put your morning scrolling to use? Sign up for Bagels & Stox, our witty take on the top market and investment news straight to your inbox! Whether you’re a serious investor or just want to be informed, Bagels & Stox will be your favorite email.

AMD’s PC CPU market share

According to data from Mercury Research, two generations of Ryzen increased AMD’s x86 desktop unit market share from 12.2% to 17.1% between the first quarters of 2018 and 2019. Its x86 notebook unit market share rose from 8% to 13.1% during the same period. Its market share rose as its rival Intel suffered supply shortages, which encouraged customers to switch to AMD’s CPUs.

AMD expects the number of Ryzen-powered desktops and notebooks to increase by 30% and 50% YoY (year-over-year), respectively, in 2019. In May, the company bagged another major win from Lenovo, the world’s second-largest PC maker (with a 23% market share in the first quarter), according to IDC. Lenovo will use AMD’s Ryzen 7 Pro 3700U in its ThinkPads.

Intel is back in the game

Intel suffered from a CPU supply shortage in the second half of 2018 as an unexpected surge in PC demand came when it was transitioning to the 10 nm node. The company prioritized the production of data center and high-margin PC chips. However, a DigiTimes article citing industry sources stated that Intel had told notebook clients that it would start shipping low-end CPUs in June, marking the end of the CPU supply shortage.

Investors should keep an eye on the PC CPU market shares of Intel and AMD in the coming three quarters, as these data will determine whether AMD’s 7 nm Ryzen CPUs manage to gain some market share from Intel when the latter’s supply is strong.

Latest articles

Goldman Sachs (GS) settled a lawsuit that alleged it rigged bond prices. Also, Deutsche Bank agreed to pay a fine of $15 million to settle a lawsuit.

In the November 15 premarket trading session, Amarin Corporation (AMRN) stock rose more than 7%, caused by the FDA positive decision for Vascepa.

In the November 14 trading session, Aurora Cannabis (ACB) stock fell 12.7% from the previous session during after-hours trading.

Strategy Analytics reported that Apple could lead the 5G smartphone market in 2020, outshining Samsung—the current leader in the global 5G market.

This week has been tough for the cannabis sector. Cronos Group and Canopy Growth reported lower-than-expected earnings, and the sector ETFs dropped.

Yesterday, Argus Research upgraded Uber stock from “hold” to “buy.” Let's look at Uber and Lyft’s recent analyst rating changes.