The bottom is in?
There’s some new cause for optimism in the struggling CPU market. Just last week I wrote about a hopeful rebound following the release of data by Jon Peddie Research. Now new figures from Mercury Research further point to signs of a market recovery in the second quarter of 2023.
According to Mercury Research (via Venture Beat), Intel gained three percentage points of market share, coinciding with a three percentage point drop for AMD. This includes all CPU shipments, including IoT, SoCs and the custom chips found inside consoles. Overall, Intel still leads strongly, with 68.4% of the overall x86 market share, compared to AMD’s 31.6% share. If SoC and IoT shipments are excluded, Intel leads by a whopping 82.6% to AMD’s 17.4%.
A large part of the recent CPU market woes are a result of excess inventory.
