AMD has been chipping away at Intel’s fat part of the pie for a couple of years now, with the 14nm silicon shortage and the aggressive pricing further benefiting its cause. However, with the launch of the Ryzen 3000 processors, team red has been directly attacking Intel with comparable single-threaded performance and vastly superior multi-threaded capabilities. AMD is already leading in many international markets including Germany, Netherlands, South Korea
According to BCN Japan, AMD controls almost half of the desktop CPU market in the country at present, up from less than 20% in early 2018 to 46.7%. That’s an increase of more than 2x. There has been a sharp spike in July with the coming of the 7nm Ryzen 3000 processors and we can only expect Intel to further lose market in the coming months. The company is planning to release the fifth iteration of the 14nm design dubbed Comet Lake for the mainstream desktop market in the coming months while Ice Lake (10nm) will be limited to the mobile and SP market. There’s only so much performance the company can squeeze out of the dated 14nm node, so don’t hold your breath. The successor to Comet Lake, Rocket Lake is also going to be based on the same process, so there’s a very good chance that the desktop segment might not see the Sunny Core cores on the 10nm design anytime soon, as, at present, there are no plans to bring Ice Lake and Tiger Lake to the mainstream PC market.
The AIO PC market has also seen AMD’s fortunes soar in recent months with a gain of almost 4x in the last few months. Back in January 2018, the company’s processors were part of less than 5% of the pre-built systems. Now, that figure has swelled up to 15%, with the majority of it coming in the last 3-4 months. In Feb this year, only 2% of the AIO PCs were powered by Ryzen CPUs. By March, that number had tripled to 6% and then once again it doubled by June and at present, is holding steady at 15%. This is Intel’s worst state in the Japanese consumer processor market, ever and from the look of it, things aren’t going to get better for Bob Swan and Co anytime soon.