AMD & Intel Remain Hopeful For Bounceback In 2H 2023, Red Team Continues Gaining Market Share

wccftech.com:

Mercury Research has published its latest CPU market share report which shows AMD continuing to lead against Intel in the first quarter of 2023.

Mercury Research recently posted its CPU market share report covering AMD's current market share for both quarters and segments, ranging between the third quarter of 2016 to the first quarter of 2023. The segments cover desktop, mobile, server, and overall x86 processors. The graphs show that despite the current marketplace for PC components, including CPUs, still in decline, there is a slow rise.

Over the last few quarters, it has been reported that manufacturers have been required to under-ship their inventories due to a lack of demand in hopes of even the excessive inventories still waiting to hit shelves. AMD's CEO, Dr. Lisa Su, has mentioned, "...the first quarter was the bottom for our client processor business," while Pat Gelsinger, CEO of Intel, has stated that his company is "seeing increasing stability in the PC market with inventory corrections largely proceeding as we had expected."

For AMD, the company witnessed a 64% drop in sales of processors for consumers, while Intel reported a 36% decline. While that may differ dramatically between the two companies, Intel's loss percentage is the most considerable amount in the company's history. In contrast, AMD witnessed a loss but it was less dramatic for the company. Both AMD and Intel CEOs feel that, while the current market is significantly declining, both companies expect a slow recovery later this year.

Semiconductor analyst Sravan Kundojjala took to Twitter and showed data that compiled Intel and AMD's earnings that were reported for all individual segments. During 2022, Kundojjala's data indicates that AMD saw an apex