AMD Yes Cool Down! Intel recaptures the x86 processor market: the 12th generation Core is too strong

Since AMD launched the Ryzen processor in 2017, it has been regaining the lost ground of x86, and even created the highest share of x86 processors in history in 2021, surpassing its peak in 2006.

However, AMD can’t sit back and relax, and there are now not so good signs in the competition with Intel. The slogan of AMD Yes is cooling down, allowing Intel to regain the x86 processor market.

Passmark also released the CPU market share reports of AMD and Intel a few days ago. They only publish pictures and do not have detailed text content analysis, but you can already see the recent trends, especially the changes in the Q1 quarter of this year.

In the entire CPU share, AMD achieved the highest record of 39.7% in the Q3 quarter of 2021, which is already a 4:6 pattern with Intel. However, it has been declining in the last two quarters, and it has fallen by 34.3% in the Q1 quarter of this year. Intel widened the gap with a 65.6% share.

Why is AMD’s share declining? According to Passmark’s statistics, AMD has been growing in the notebook processor market, and its server market share has declined slightly. The main problem is still in the desktop processor market.

On the desktop platform, AMD has leveled the share of the two sides to 50:50 in 2020, accounting for half of the world. However, the situation is different. AMD’s share on the desktop platform has been declining. In the first quarter of this year, AMD’s share was 41.5%, Intel returned to 58.5%, and it was Intel who regained lost ground.

Why is this so? This problem has also been analyzed before. On the one hand, it is AMD’s own problem, and on the other hand, it is the problem of Intel’s 12th-generation Core products.

An important factor for AMD’s decline after the second half of 2020 was the release of the Ryzen 5000 processor. The performance was very good at the time, but the price of the Ryzen 5000 increased, and the threshold for the supported AM4 platform was also high, and there were no low-end models. The Ryzen 5 5600X is more than 2000. These factors make it impossible for the Ryzen 5000 to quickly occupy the market.

Moreover, in the past year or so, due to the tight chip production capacity, AMD’s strategy is to give priority to ensuring the supply of notebook and server platforms, and the desktop platform has been sacrificed, resulting in the supply not keeping up in time.

As for Intel, the Ryzen 5000 series had no problem with the 10th and 11th-generation Cores at the time, but the 12th-generation Core released at the end of last year was completely different. The single-core and gaming performance returned to the first, and the multi-core performance was also due to the size of the core. There has been a qualitative change in the architecture, and the performance is very strong.

More importantly, Intel has the advantage of production capacity. The price of the 12th generation Core i7 and i5 is affordable. The official also directly added a warranty to the scattered pieces, which greatly increased the cost performance and robbed many users from AMD.