When all walks of life are affected by the "lack of cores", processors are no exception. Unlike Intel, which has its own fab, AMD seems to be more affected by the "lack of core" supply shortage, which limits shipments in certain market segments, such as desktop processors and mobile processors, but this also makes AMD pay more attention to high-margin products to maximize profitability, so this may also be the reason for AMD's x86 market share increase, the fourth quarter x86 CPU market revenue of $74 billion, That's a 10 percent increase.
According to the global CPU market share report for the fourth quarter of 2021, in the x86 market, AMD's CPU market share has increased for 11 consecutive quarters, an increase of 1% month-on-month, a year-on-year increase of 3.9%, reaching 25.6%, which is also a record of 25.3% market share set by AMD since 2006. Intel's share of x86 CPUs fell 1% sequentially and 3.9% year-over-year. But Intel is even more powerful, accounting for 74.4% of the x86 CPU market and AMD 25.6%.
In the desktop processor segment and mobile processor segment, AMD both experienced declines in the fourth quarter, reaching 0/8% and 0.4% sequentially. This is due both to intel's new processors on desktops and notebooks, and to the impact of shipments caused by chip shortages.
Although Intel has a large advantage in the overall market share, it has increased inventory due to some misjudgments, which according to the data shows that this has been the fifth consecutive quarter of Intel's inventory growth. And the value of Intel's current processor inventory is at an all-time high. From this phenomenon, it can be seen that Intel is caught off guard by the market share lost in the past year, and has misestimated AMD's performance, especially in the fourth quarter of 2021. Intel's current finished goods inventory is worth nearly $2.7 billion, compared to just $197 million in AMD's finished inventory at this time. Unlike Intel, which has its own fab, AMD is subject to supply chain constraints and is difficult to accurately control its inventory, often accumulating inventory in advance, but Intel often does not need to maintain a large amount of inventory, but the inventory has high inventory, which may also reflect Intel's market share is shrinking.
Text | Ou Jinfei title | Review | Lu Shuoyi