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I reached out to Mercury Research (the company whose research is being quoted) and the articles are missing some clarifying information. The overall CPU Market
by smalley 4y ago
I reached out to Mercury Research (the company whose research is being quoted) and the articles are missing some clarifying information.
The overall CPU Market Share number also includes both IoT and SoC numbers which are not included in the other numbers and in which Intel's shipments have declined substantially while AMDs SoC products (including game consoles) are making up a large number. This is what's responsible for the disparity.
They also added that the data was distributed with a helpful clarifying note the news articles are mostly omitting:
* Please keep in mind that due to the inventory corrections taking
place, that the statistics and share movements reported here in
the past few quarters -- and likely for the first half of 2023
-- are more reflective of the suppliers differing in the depth
and timing of their inventory corrections, rather than
indicating sales-out share of the PC market, which is something
we probably won't know with any accuracy until late in 2023. *
- jackvalentine 4y agoI’m guessing ‘SoC and IoT’ includes things like the CPUs in NAS appliances. I have noticed recently a huge proliferation of AMD Ryzen CPUs in these devices when a couple of years ago it was Celerons/Pentiums.
- chris37879 4y agoThe Steamdeck's APU (and others using the same tech) are becoming more common, not sure if those count as 'desktop' or 'console' though...
- brucethemoose2 4y agoValve is the only user of the AMD "Van Gogh" APU. Other handhelds are using regular laptop parts. I think AMD originally pitched it for laptop makers since it was leaked in 2020: https://videocardz.com/newz/amd-mobile-apus-for-2021-2022-detailed-first-navi2-igpu-coming-with-vangogh https://videocardz.com/newz/amd-mobile-apus-for-2021-2022-de... But I suspect they rejected it because they don't care about IGP performance, just as they rejected Intel's "Iris" Broadwell CPUs and the hybrid amd/intel chip.
- bushbaba 4y agoI’m surprised those aren’t being shifted to much cheaper ARM chips.
- dboreham 4y agoPerhaps they're not cheaper.
- philistine 4y agoI bet they will in due time. They have to recompile their whole stack to ARM, which probably isn't easy, but ARM is eating the world. It's only a matter of time.
- hulitu 4y agoThat's what they said about Itanium too. /s
- pfdietz 4y agoI think that's clearly not an apt analogy.
- otabdeveloper4 4y agoThe 80-core ARM servers Hetzner provides are great. A nice midpoint between a slower general-purpose x86_64 server and an expensive and brittle GPU server. I can easily see datacenters with these things in the future.
- Sakos 4y agoProbably a question of performance. NAS and IoT appliances have performance requirements too.
- MikusR 4y agoMajority of consumer nases are running the cheapest oldest arm and mips cpus they can find.
- creshal 4y ago
- lostlogin 4y ago> NAS appliances I love my Synology and love that they are going AMD. While some argue that having video transcoding on a NAS is wrong, it’s also very handy, but the AMD options I’ve seen aren’t a patch on quicksync. That tech is unbelievably good and might be the only bit of Intel I like.
- creshal 4y agoIt helps that AMD is very generous with unlocking advanced features in even lower cost SKUs; low end Intel chips tend to be crippled in several ways.
- deleted 4y ago[deleted]