過去幾年裏,英特爾在AMD步步緊逼下,移動和桌面端的市場份額不斷丟失。數月前,研究分析公司Mercury Research提供的數據 顯示 ,AMD在2022年第二季度x86處理器整體市場份額已突破30%的關卡,達到了31.4%,再次創下了歷史新高。

事實上,在Alder Lake推出以後,英特爾在消費端逐漸找回了些感覺,穩住了陣腳。Mercury Research的最新數據顯示,AMD在2022年第三季度裏,桌面處理器市場環比下跌了6.6%,同比下跌了3.1%;移動處理器市場環比下跌了9.7%,同比下跌了6.3%,損失較大;服務器處理器方面,AMD依舊強勢,環比增長3.6%,同比增長7.3%;x86處理器整體市場份額轉升為跌,下降至28.5%,同比下跌了3.9%。
| 季度 | 3Q22 | 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | 4Q20 | 3Q20 | 2Q20 | 1Q20 | 4Q19 | 3Q19 | 2Q19 | 1Q19 | 4Q18 | 3Q18 | 2Q18 | 1Q18 | 4Q17 | 3Q17 | 2Q17 | 1Q17 | 4Q16 | 3Q16 |
| AMD桌面市場份額 | 13.9% | 20.6% | 18.3% | 16.2% | 17.0% | 17.1% | 19.3% | 19.3% | 20.1% | 19.2% | 18.6% | 18.3% | 18% | 17.1% | 17.1% | 15.8% | 13% | 12.3% | 12.2% | 12.0% | 10.9% | 11.1% | 11.4% | 9.9% | 9.1% |
| 季度增長 | -6.6% | +2.3% | +2.1% | -0.8% | -0.1% | -2.3% | +0.1% | -0.8% | +0.9% | +0.6% | +0.3% | +0.3% | +0.9% | 0% | +1.3% | +2.8% | +0.7% | +0.1% | +0.2% | +1.1% | -0.2% | -0.3% | +1.5% | +0.8% | - |
| 年度增長 | -3.1% | +3.5% | -1.0% | -3.1% | -3.1% | -2.1% | +0.7% | +2.4% | +5% | +4.8% | +4.9% | +3.8% | +2.1% | +1.2% | +0.8% | +2.1% | +1.8% | - | - | - | - |
| 季度 | 3Q22 | 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | 4Q20 | 3Q20 | 2Q20 | 1Q20 | 4Q19 | 3Q19 | 2Q19 | 1Q19 | 4Q18 | 3Q18 | 2Q18 | |
| AMD移動市場份額 | 15.7% | 24.8% | 22.5% | 21.6% | 22.0% | 20.0% | 18.0% | 19% | 20.2% | 19.9% | 17.1% | 16.2% | 14.7% | 14.1% | 13.1% | 12.2% | 10.9% | 8.8% | |
| 季度增長 | -9.1% | +2.3% | +0.9% | -0.4% | +2.0% | +1.9% | -1.0% | -1.2% | +0.3% | +2.9% | +0.9% | +1.5% | +0.7% | +1% | +0.9% | - | - | - | |
| 年度增長 | -6.3% | -0.4% | +4.8% | +4.4% | +2.6% | +1.8% | +0.01% | +1.1% | +2.8% | +5.5% | +5.8% | +3.2% | +4% | +3.8% | +5.3% | - | - | - | - |
| 季度 | 3Q22 | 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | 4Q20 | 3Q20 | 2Q20 | 1Q20 | 4Q19 | 3Q19 | 2Q19 | 1Q19 | 4Q18 | 3Q18 | 2Q18 | 4Q17 |
| AMD服務器市場份額 | 17.5% | 13.9% | 11.6% | 10.7% | 10.2% | 9.5% | 8.9% | 7.1% | 6.6% | 5.8% | 5.1% | 4.5% | 4.3% | 3.4% | 2.9% | 3.2% | 1.6% | 1.4% | 0.8% |
| 季度增長 | +3.6% | +2.3% | +0.9% | +0.5% | +0.7% | +0.6% | +1.8% | +0.5% | +0.8% | +0.7% | +0.6% | +0.2% | +0.9% | +0.5% | -0.3% | -1.6% | +0.2% | - | - |
| 年度增長 | +7.3% | +4.4% | +2.7% | +3.6% | +3.3% | +3.7% | +3.8% | +2.6% | +2.3% | +2.4% | +2.2% | +1.4% | +2.7% | +2% | - | +2.4% | - | - | - |
| 季度 | 3Q22 | 2Q22 | 1Q22 | 4Q21 | 3Q21 | 2Q21 | 1Q21 | 4Q20 | 3Q20 | 2Q20 | 1Q20 | 4Q19 | 3Q19 | 2Q19 | 4Q18 | 3Q18 |
| AMD x86市場份額 | 28.5% | 31.4% | 27.7% | 25.6% | 24.6% | 22.5% | 20.7% | 21.7% | 22.4% | 18.3% | 14.8% | 15.5% | 14.6% | 13.9% | 12.3% | 10.6% |
| 季度增長 | -2.9% | +3.7% | +2.1% | +1.0% | +2.1% | +1.8% | -1.0% | -0.7% | +4.1% | +3.5% | -0.7% | +0.9% | +0.7% | - | - | - |
| 年度增長 | -3.9% | +8.9% | +7.0% | +3.9% | +2.2% | +4.2% | +6.0% | +6.2% | +6.3% | +1.2% | - | +3.2% | +4% | - | - | - |
AMD在移動和桌面端的市場份額丟失的影響,已反映在2022年第三季度的財報中。預計英特爾在新一代Raptor Lake的帶領下,繼續會從AMD手上搶走移動和桌面端的市場份額。