AMD products now account for over 50% of premium CPU sales

[Pickles von Brine]

Quote

Why it matters: It's no secret that since the launch of its Ryzen processors, AMD has been clawing CPU market share away from leader Intel. In its latest financial report, CEO Dr. Lisa Su revealed this has been happening for ten quarters in a row, or 30 months, and the company now has “more than 50 percent of premium processor sales at many top global etailers.”

Last year brought several indicators that AMD was taking the fight to Intel in the desktop CPU space, having seen its market share increase every quarter since Q2 2017. Illustrating the popularity of team red’s processors was a survey showing they were preferred by 60 percent of Europeans. There is also the fact that Amazon’s ten best-selling CPUs in the US consist of eight AMD products.

Source

 

Honestly, this is both surprising and not surprising. I never thought I would see the day where I am recommending AMD processors, but I have been for the past 9 months to just about everyone. I moved over to team Red recently and my brother is moving over as well. If you look on amazon, top 7 processors are all AMD there. Coupled with the fact Intel is just so damn expensive and you just cannot get the same number of cores for even the same price, it makes sense there as well. Either way, love rooting for the underdog here. AMD has really created some great chips and they deserve to have some good come toward their way. Definitely added some serious market disrupting that has been needed for a long time.

Edited April 30, 2020 by Pickles - Lord of the Jar
I forgot to add my take on things

[Techstorm970]

AMD/ATi hasn't led the CPU or GPU market share in, like, 15 years.

 

Holy shit!

[ARikozuM]

I might go AMD with my next server or PC once CFL shits itself. My shares are definitely doing much better too! 

[Ashleyyyy]

good for them. the ONLY reason i have intel is because i got a Z370-P for €20 from a friend. that's the only reason. otherwise i would be on ryzen rn.

[Pickles von Brine]

I went AMD from my 3770k due to the price and peroformance. I really haven't been disappointed. Sadly, my processor died recently (unknown cause) but from what I hear AMD's RMA service is great.  Everyone gets a unicorn from time to time. 

[5x5]

Not sure where I read it but AMD have something like 30% of the total CPU market share right now. Considering the 3600 was outselling the top intel option at Mindfactory by 10:1, that's not surprising

[Morgan MLGman]

59 minutes ago, Techstorm970 said:

AMD/ATi hasn't led the CPU or GPU market share in, like, 15 years.

It still doesn't and it's still far away.

[porina]

My first thought was, what defines a "premium CPU"? The linked article doesn't really any any depth, but the line "more than 50 percent of premium processor sales at many top global etailers." (my emphasis added) is the clue. It's basically whatever Mindfactory and the like are selling, but doesn't necessarily represent the market as a whole.

[Tristerin]

Imagine what this future Cash (where before basically cash-less) holding company will be able to produce.  This likely has investors pouring in on this money train.

[leadeater]

2 hours ago, porina said:

It's basically whatever Mindfactory and the like are selling, but doesn't necessarily represent the market as a whole.

Not when both HP and Dell outside them buy 10 to 1 on i5's, both of them have a lot more Ryzen products now so that might be slowly changing. Really depends on pre-sales support and engineering and what they are advising to their business customers and how willing they are to move away from Intel.

[CarlBar]

2 minutes ago, leadeater said:

Not when both HP and Dell outside them buy 10 to 1 on i5's, both of them have a lot more Ryzen products now so that might be slowly changing. Really depends on pre-sales support and engineering and what they are advising to their business customers and how willing they are to move away from Intel.

 

There's also the fab capacity side of things. TSMC even if it gave AMD CPU's 100% of it's fab capacity for 7nm they couldn't produce enough CPU's to take the market away from intel. Intel has a huge advantage there. AMD can't supply everyone, so there will allways be a huge slew of customers who will buy intel because it's the only option they have.

[Aniallation]

Really proud of AMD. Made the switch over from Intel back in the day when I bought my Athlon X2 when all my friends got Pentium D's and 4HT's that couldn't dare to keep up. Still stuck with them when nobody believed in them anymore, bought my Phenom X6, and watched the FX series crumble, hoping and believing that one day they'd regain they'd regain their fame once again. Looking back now at how they fell, they made a hell of a comeback.

[Mister Woof]

Intel still sells premium CPUs?

 

Wow, that's a shocker

[AnonymousGuy]

So for anyone who wants the bigger picture: in Q1 2020, Intel made $5.7B profit.  AMD made $0.16B.  I would have to dig a bit but I think Intel's SSD business does more than all of AMD.

[Mister Woof]

8 minutes ago, AnonymousGuy said:

So for anyone who wants the bigger picture: in Q1 2020, Intel made $5.7B profit.  AMD made $0.16B.  I would have to dig a bit but I think Intel's SSD business does more than all of AMD.

i mean, sure, GM sold around 3 million cars in 2019.

Tesla sold a record 367,500 cars in 2019. It's a drop in the bucket compared to GM, but.......most of GM's sold are probably rental fleet trash vs. all Teslas are pretty damn good, and we are judging it based against its own success.

[Loote]

16 hours ago, AnonymousGuy said:

So for anyone who wants the bigger picture: in Q1 2020, Intel made $5.7B profit.  AMD made $0.16B.  I would have to dig a bit but I think Intel's SSD business does more than all of AMD.

Profit, yeah, but in terms of revenue the difference is not that big(still enormous), what's more, Intel's margins are falling in order to compete with AMD. Another thing is laptop CPUs, where up until recently AMD was nearly non-existent and their Zen 3 offerings should mean they're the better option in 60% of laptops in a year, whereas now it's more like 10%, this numbers are of course pulled from my ass, but there are plenty reasons why one can think AMD is capable of going very close to Intel in terms of CPU sales.

Another thing, TSMC and Samsung were capable of producing CPUs for iPhones and much more, the chiplet design of Zen means it's fairly easy to make, this means I'm rather optimistic about how much AMD can produce before it's bottlenecked by fabs.

[dizmo]

18 hours ago, Mister Woof said:

Intel still sells premium CPUs?

 

Wow, that's a shocker

I'd have a 9700k over a 3700x.

18 hours ago, Mister Woof said:

i mean, sure, GM sold around 3 million cars in 2019.

Tesla sold a record 367,500 cars in 2019. It's a drop in the bucket compared to GM, but.......most of GM's sold are probably rental fleet trash vs. all Teslas are pretty damn good, and we are judging it based against its own success.

Except, no. Fleet sales only make up 21% of GM sales. Your 367k number for Tesla is correct, however GM sold 7.7 million.

13 minutes ago, Loote said:

Profit, yeah, but in terms of revenue the difference is not that big(still enormous), what's more, Intel's margins are falling in order to compete with AMD. Another thing is laptop CPUs, where up until recently AMD was nearly non-existent and their Zen 3 offerings should mean they're the better option in 60% of laptops in a year, whereas now it's more like 10%, this numbers are of course pulled from my ass, but there are plenty reasons why one can think AMD is capable of going very close to Intel in terms of CPU sales.

Another thing, TSMC and Samsung were capable of producing CPUs for iPhones and much more, the chiplet design of Zen means it's fairly easy to make, this means I'm rather optimistic about how much AMD can produce before it's bottlenecked by fabs.

What? The difference in revenue between Intel and AMD is massive. There's no world where 6.9 billion isn't completely eclipsed by 71.9 billion.

[Doobeedoo]

Very nice. This should be quite a big year too, new consoles, laptops, new desktop parts. 

[Pickles von Brine]

Yep. Definitely good things are happening for AMD. 

[Loote]

7 hours ago, dizmo said:

What? The difference in revenue between Intel and AMD is massive. There's no world where 6.9 billion isn't completely eclipsed by 71.9 billion.

Going by numbers in this thread:
revenue: 71.9/6.9 = ~10.42
profits: 5.7/0.16 = ~35.63
I even mentioned that the disparity in revenue is stil enormous, but the math says it's 3.5x smaller than disparity in profits, I didn't mean anything more than this.

[Pickles von Brine]

1 minute ago, Loote said:

Going by numbers in this thread:
revenue: 71.9/6.9 = ~10.42
profits: 5.7/0.16 = ~35.63
I even mentioned that the disparity in revenue is stil enormous, but the math says it's 3.5x smaller than disparity in profits, I didn't mean anything more than this.

Even so, AMD is finally pulling in money and actually has capital it can work with. That and the fact it has paid down a bit of debt last year. 

[dizmo]

39 minutes ago, Loote said:

Going by numbers in this thread:
revenue: 71.9/6.9 = ~10.42
profits: 5.7/0.16 = ~35.63
I even mentioned that the disparity in revenue is stil enormous, but the math says it's 3.5x smaller than disparity in profits, I didn't mean anything more than this.

I don't understand what you're trying to do with those numbers. I don't think you even calculated what you're trying to say correctly.

If you're trying to figure out percentage of revenue that was profit, Intel is at 29%, AMD is at 5% (2019, 21b Intel, 341m AMD).

Intel makes 61x what AMD does in terms of profit.

[Loote]

3 minutes ago, dizmo said:

I don't understand what you're trying to do with those numbers. I don't think you even calculated what you're trying to say correctly.

If you're trying to figure out percentage of revenue that was profit, Intel is at 29%, AMD is at 5% (2019, 21b Intel, 341m AMD).

Intel makes 61x what AMD does in terms of profit.

I think comparing profits is pointless because those companies are in very different places and that influences how big % of the money they keep, therefore I said that the difference in revenue is more important, Intel makes 10 times as much as AMD in terms of revenue, which is more or less what they have to make up for, not the difference in profits, which was calculated by me based on post by AnonymousGuy:

Quote

So for anyone who wants the bigger picture: in Q1 2020, Intel made $5.7B profit.  AMD made $0.16B.  I would have to dig a bit but I think Intel's SSD business does more than all of AMD.

I had the numbers in my post, I performed a simple division(intel's number/amd's number), you searched for number from different timeframe so of course it's not the same.

Your outcome kind of proved my point seeing how in 2019 Intel had 61x more profit in 2019, but in Q1 2020 it dropped to 35.6x. This means nothing, or rather, this can be the result of so many factors, it's impossible to tell what it means.

[mr moose]

I haven't read the thread so forgive me If I am repeating another astute member of our glorious forum.

 

While it's good to see what the general home PC builder/hobbyist is buying and even nicer to finally see it from somewhere other than Germany,   domestic sales aren't a piss in the ocean for total sales.  OEM's still bring in the lions share and majority of consumers (the vast majority) are business.

 

The fact most of us recommend Ryzen will only really be reflected in domestic sales, never the bigger picture.