What just happened? We've been hearing for a while now that AMD is continuing to chip away at Intel'southward potency of the CPU market, just according to a new report, the trend reversed in Q4 when Chipzilla gained market share for the get-go time in 3 years.

Mercury Inquiry's results for the 4th quarter of 2022 show that AMD lost some of its x86 market share despite having a good year overall. In desktop, the company savage from 20.i percentage in the previous quarter to 19.3 percent.

AMD is unlikely to be besides concerned near the findings. Its QoQ desktop CPU share might accept been down 0.eight percent, merely the Q4 result was still a full pct bespeak higher than the same menstruation in 2022. Moreover, YoY revenue was up 50 percent—the company recorded record fiscal results last yr.

As previous reports have shown, the PC industry is ane of several to have been additional by the pandemic and the resulting increment in those working from abode: the x86 CPU market grew a massive xx.ane per centum.

AMD's decline is existence blamed on the stock bug faced by its Ryzen 5000 processors. As with and so many of the holiday season's top tech items, demand has far outweighed supply, leaving many desperate consumers with the sole choice of paying exorbitant prices on eBay if they want a Zen three CPU. Even some of the Ryzen 3000 line have been experiencing like issues.

It was the same story in the laptop CPU marketplace. AMD'due south share fell one.2 percent QoQ to 19 percentage in the 4th quarter of last yr, only that's still ii.eight percent higher than in Q4 2022. Don't be surprised if the recently revealed Ryzen 5000 mobile processors help it pull some of that lost share back.

Intel'southward fortunes were helped by its improved supply of budget processors designed for devices such equally Chromebooks. Its CPU shipments increased 33 percentage in Q4, and with AMD admitting its shortages may last several more than months, Intel could continue to pull alee, especially with Rocket Lake set to launch in March.

Looking at the CPU market place equally a whole—including servers, the merely surface area where AMD saw quarterly gains—AMD'due south share declined 0.7 percentage in Q4 to 21.vii percent. Compared to a year before, that'due south withal a 6.2 percent increment.

While Mercury Research's report has AMD declining, the latest Steam Hardware Survey shows the company rebounding from a December dip and stealing iii percent of Intel's processor share last month.