Is there anything that can stop AMD’s rise in the x86 market? According to PassMark’s data, most likely not. AMD’s market share increased to 40% for the first time in a long time, according to a survey report of machines running PassMark. This data comes as Intel has been facing increasing competition from AMD’s Zen 2-based processors, which can compete with the best Intel has to offer because they are based on the 7nm process while Intel is still on 14nm.
AMD gains up to 40% market share in the January 2020 PassMark update.
AMD’s Ryzen 3000 series was released in July 2019 and marked the company’s first foray into a 14/16nm process. For the first time in more than three decades, Intel had lost its process lead over the x86 industry, and AMD benefited the most. AMD’s 7nm processors not only matched (and in some cases outperformed) Intel processors in terms of performance but also did so at a much lower cost.
AMD’s use of predatory pricing appears to be quickly bearing fruit, as it eats away at Intel’s market share. While Intel maintains its lead, AMD has reclaimed 40% of the market in the latest PassMark report (caution: this is only one data point based on devices running PassMark). A full list of caveats follows), and this is something we haven’t seen since 2006, nearly 14 years ago.
AMD previously admitted that it never expected to beat Intel, but the company’s blunder in its 10nm efforts proved to be the ultimate opportunity. While AMD has been gaining market share since the release of Zen-based processors in 2017, it appears that the rate at which it is gaining market share is increasing, and if Intel isn’t careful (read: starts slashing prices even more across the board), it will eventually overtake Intel in these market share reports.
While AMD has process superiority, Intel has yet to maintain clock superiority based on the 14nm process. Because gaming is still reliant on clock speeds, the company has a slight advantage over its competitors, but the premium it’s charging on its processors (such as the 9900k) is something we don’t expect to hold up against AMD’s ever-improving offerings. Intel will have to tread carefully until 10nm is available or risk losing even more market share. Intel’s CEO has previously provided some very candid insights into how the company got to where it is now.
Footnotes to the PassMark survey:
- This graph represents CPUs in use rather than CPUs purchased because it counts the baselines submitted to us during this period.
- The quarters are based on the calendar year rather than the fiscal year. (For example, Q1 begins on January 1st.)
- Because baselines can be submitted from anywhere, these are global statistics.
- We do receive submissions from CPU types other than AMD and Intel, but the percentage is so small that it is not worth graphing. This, combined with rounding the percentages to two decimal places, explains why each quarter does not always add up to exactly 100%.
- This chart only includes x86 processors and excludes any other chip architectures that these manufacturers may offer.
- This graph only includes CPUs installed in PCs and excludes game consoles.
- Because the PerformanceTest software only runs on Windows, users must submit their benchmarks. This chart may not be representative of non-Windows users.
- The figures do not only include new CPU sales. They also reflect the installed base from the previous 5 to 10 years to some extent. As a result, large monthly fluctuations in CPU sales will take time to convert the installed base.
- Because the chart is updated daily but the data points are for the quarter, the first few days of a new quarter will only have a few samples. For example, the first few days of a new quarter are less accurate than the end of a quarter.