According to Mercury Research’s latest research report, AMD has now captured nearly one-third of the central processing unit market, while the growth rate of Arm architecture-based chips in the PC market has slowed from the fourth quarter of 2022.
According to Mercury Research, Intel’s share of the x86 processor market was 68.7 percent in the fourth quarter of 2022, compared with AMD’s 31.3 percent, up from 28.5 percent a year earlier.
Analysts point out that AMD’s market share has risen since the release of Raron and has now taken a significant amount of market share from Intel, although the latter remains the so-called dominant player in the x86 market.
Mercury Research President Dean McCarron (Dean McCarron) said that this is the PC chip market since the 1980s the most depressed period, and probably the most depressed period in the history of the industry.
He pointed out that after snapping up PCs for home office use during the epidemic, consumers and businesses slowed down the pace of new machine replacement amid rising inflation and economic uncertainty.
But the global slowdown has had a different impact on AMD, which last month beat Wall Street’s sales expectations, and Intel, which admitted it was “stumbling” against its longtime rival and was forced to take a big pay cut.
On top of that, declining PC sales have also affected Apple’s Mac line, which is now Arm’s primary source of sales in the PC chip market.
Mercury said Arm PC chips, driven by Apple’s own chips, as well as the help of Qualcomm’s recent chip launch, have now accounted for 13.3% of the PC chip market share, up from 10.3% a year ago, but relatively lower than the 14.6% in the previous quarter.
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Intel’s four-quarter earnings were quite disappointing to the outside world, with not only a sharp decline in profits, but also a net loss of $700 million from profit to loss under U.S. GAAP, and revenue of $63.1 billion for the year, far less than in 2021.
In the earnings report, Intel expects revenue of $10.5-11.5 billion in the first quarter, and gross profit margin is expected to be 34.1% under U.S. GAAP and 39% under non-U.S. GAAP.
For the first quarter of 2022, Intel reported revenue of $18.4 billion and a gross profit margin of more than 50%. Their revenue estimate of $10.5-11.5 billion for the first quarter of this year is down $6.9-7.9 billion year-over-year and will be down more than 37% year-over-year.
From Intel’s previous earnings release, their revenue was down in all four quarters of last year after growing year-over-year in the fourth quarter of 2021. In the first quarter of last year, Intel’s revenue was $18.4 billion, down year-over-year, followed by $15.3 billion in the next two quarters, both of which were down sharply year-over-year.