A previous report from research and analysis firm Mercury Research showed that AMD’s overall market share in x86 processors hit a record high of 27.7%, a year-on-year increase of 2.1%, and an annual growth of 7%. Then a new research report said that AMD processor shipments in the server market will continue to rise in 2023 and 2024.
According to Wccftech
reports, Mayyy Bryson, an analyst at research firm Wedbush, said in an interview with the media recently, that AMD, one of the strongest players in the semiconductor industry, will grow faster than its peers, continuing to take market share from rival Intel
. This trend will continue this year and next, including in the personal computing and server markets, and is expected to remain so until at least late 2024.
Since Intel released Alder Lake, it seems to have stopped the decline in the consumer market for many years and has formed a situation of even strength with AMD. However, in the eyes of research institutions and analysts, even if Intel strives to expand its production capacity, it will still be difficult to stop AMD’s strong advance in the next period of time. Because Intel is not only facing competition from AMD but also chips with Arm architecture. In addition, many companies have begun to use more self-developed custom chips, which has also weakened Intel’s order volume. For example, Apple’s product line is gradually phasing out Intel’s x86 processors.
Mayyy Bryson also talked about the graphics field, believing that NVIDIA has obvious advantages in the field of artificial intelligence and is one of the most powerful companies in the industry. However, the recent decline in GPU demand due to multiple factors has not been fully reflected in Nvidia’s revenue or stock price.