Desktop processor shipments fell more than 30 percent in the first quarter of 2022, according to Mercury Research. This is the largest drop in desktop processor sales in history.
The fall hit Intel much harder than AMD. AMD’s all-inclusive share, which includes PC processors, server processors, and semi-custom processors used in game consoles, surpassed 27.7%, a record high for a company that easily surpasses a record 25.6% share. which she recorded for the last time. a quarter, Mercury added.
Average prices in the combined laptop and desktop market also set a record at $138, Mercury said, the highest combined average price ever.
“Both Intel and AMD experienced sharp declines in desktop CPU shipments in the first quarter, but AMD’s decline was lower than Intel’s, leading AMD to increase desktop share this quarter,” wrote Mercury chief analyst Dean. McCarron in a note to clients and journalists. “Since part of the decline in the first quarter was due to excess CPU inventory, it is likely that inventory has affected Intel more than AMD. Intel’s desktop processor year-on-year growth has remained higher than AMD’s, so Intel has increased its year-over-year share in the desktop processor segment.”
Both Intel and AMD’s mobile processor segment saw declines, McCarron said, but AMD’s decline was smaller and led to an increase in AMD’s share.
In an email, McCarron said he believes the desktop CPU drop was indeed the biggest in history, though he said he’s been tracking market share data since 1993.
“There is a chance that the percentage drop in X86 processors was more significant in 1984 when the PC market collapsed, although certainly not in units, since the drop in the number of units in the first quarter of 2022 was a multiple of the size of the entire market for that year. McCarron wrote.
AMD recently reported record first-quarter earnings by adding an additional Dragon Range chip. Intel, for its part, provided a more cautious outlook driven by the uncertainty of COVID lockdowns.
Sales of ARM processors continued to grow, fueled by Apple’s Mac M1 computers. Mercury valued ARM client processor share for PCs at 11.3%, up from 10.3% last quarter, nearly doubling the segment’s 5.9% growth a year ago.
Mercury research