AMD’s PC market share is being eroded, and Intel’s 12th/13th generation Core processors are more competitive

According to Wccftech, investment analysis firm Susquehanna has recently raised its evaluation of Intel from negative to neutral, citing that compared to AMD, Intel offers a better product portfolio in the general PC market, and the available 12th/13th generation Core processors are more competitive, which will further erode AMD’s market share in the PC market.

According to previous statistics, AMD’s x86 processor market share exceeded 30% in the fourth quarter of 2022, reaching a historical high of 31.3%. This was mainly due to the continued strong push of EPYC server processors, but the situation on the consumer end is not optimistic.

Although the Zen 4 architecture desktop processor with 3D V-Cache technology adopted by AMD performs well, it is positioned at the high end and is priced higher. The area below $250 on the AM5 platform is blank, while Intel offers multiple products in this area and the cost of building a platform is also more attractive. AMD’s mobile platform, Dragon Range, has some performance advantages, but it also targets the high-end market. The more troublesome issue is the supply problem, and the highly anticipated mainstream product Phoenix has been delayed by a month.

Susquehanna’s analyst pointed out that with the decline in market demand and gradual inventory correction by various manufacturers, it will be difficult for AMD to gain more market share in the PC market in the near future, and Intel’s business on the consumer end has become stable. However, overall, Intel still faces significant pressure, mainly from the server market, where it is being suppressed by AMD. Intel stated that its new products for the server market are gradually shipping and will be adopted by more customers.