https://www.extremetech.com/computing/316900-amd-is-hitting-market-share-it-hasnt-held-in-a-decade?fbclid=IwAR2NXeDAwCWBnJ6vjk2gfh-BkmP9j1mvBlMR93Y8xku6VhqyjQzKkIyGPtc
 
AMD’s star has been ascending lately, and the evidence isn’t just found in the company’s improving balance sheets. According to a new report released by AMD in partnership with Mercury Research, the firm gained market share across all major segments: Server, desktop, and notebook.
 

 
AMD’s largest gains have been in notebook, which makes sense, given that the company’s Ryzen 4000 series has been a brand-new competitive solution in 2020. AMD began to compete more effectively on desktop several years ago and has been steadily gaining market share in that space ever since. According to data from Mercury Research, AMD also gained market share in servers, but the size of the gain depends on whether you include data from Intel’s Atom SoC division. “AMD gained server share by either measure, but if you compared AMD EPYC v. just Intel Xeon SP, the number would be about 12.1 percent v. 10.4 percent last quarter, which is a pretty strong gain,” Mercury Research analyst Dean McCarron told THG. “With Intel’s high Atom SoC growth included, though, the share gain is much smaller at 0.8 points.”
 
AMD did not provide figures on its own estimates for server market share growth in the quarter, saying: “AMD utilizes a server-specific TAM of roughly 20 million CPUs, based on IDC data. We will update our x86 server share once IDC Q3 2020 data is available.” The best news for AMD is that its ASPs have been rising right alongside its absolute market share. When Intel published its own results for Q3 2020, the company noted that its ASPs had declined on all fronts:
 

 
Intel has historically bent over backward to avoid acknowledging that it faces competition in the CPU market, though CEO Bob Swan has acknowledged that his firm faced a threat from AMD in the past. The downward pressure on Intel ASPs is a general sign of improved competitive standing from AMD across the market, though Intel ascribed the shift to increased sales of its entry-level education platforms in Q3 2020. This would be an overall reference to the Chromebook market, which has exploded this year. It’s also relevant that Intel is meeting more demand in that space, since the company’s previous model for dealing with its CPU shortages was to push low-margin equipment off the stack first, ceding that share to AMD, while keeping a preferential position at the top of the market. The surge in Chromebooks has been large enough that Intel has likely been shipping more hardware into that space as well.
 
Looking ahead, Intel intends to launch Rocket Lake towards the tail end of Q1 2021. Estimated performance uplift for RKL over SKL is unknown, but the chip is a 14nm version of Intel’s 10nm Sunny Cove CPU. Total performance improvements over SKL should be in the 1.15x – 1.2x range when chips eventually launch, depending on whether Intel is able to maintain its full 14nm clock speeds.
AMD launches its new lineup of Zen 3 CPUs later this week, with a 1.19x IPC uplift and claimed improvements north of 1.25x when clock speeds gains are taken into account.
 
Personally I'm still not impressed with Intel's CPU progress. AMD is moving along very well. 

AMD being the bright spot in 2020.  Wow...Haven't been this excited to see such competition in many years.  I'm now on the hunt for the elusive Zen 3 CPU.  Failed this morning, but I will persist somehow.  

mobhill
Very nice, exciting times. Would be even better if people could reliably get stock! 
 
That said, I was very fortunate to grab a 5900x from Amazon in the 3 seconds they had them up. The 5800x and 5600x had much better stock.

Wow dude, super lucky on your part; nice job. I was mashing refresh right at 9AM and couldn't get one from AMD, Amazon, nor Newegg.

Longer term, competition is heather for both companies. It helps weed out bad management efficiently.
 
EVGA understands this which is why I buy EVGA cards which seem to last much longer than the warranty.
 
 

Brad_Hawthorne 
EVGA needs to start seeing the writing on the wall about the mobo market though. Enthusiasts are going to want an AMD option from them.

Aye... I know it's a huge upfront investment cost to sell both platforms side-by-side, but waiting for Intel to get its act together seems like bad odds now. EVGA can't even finish releasing its zX90 boards before Intel flips the number up on them, yet the power/heat issues are probably why Rocket Lake will reduce core counts to double down on frequency. 
 
Not sure how long the AMD track will ride, but they have two CPU design teams leapfrogging design iterations and tehy are only dependant on TSMC being able to shrink nodes. If TSMC has node problems the entire industry will be in trouble and it won't matter at that point... meanwhile Intel has been stuck on the same 14nm node for 6 years and counting. The transistor density bump going from TSMC's 7nm to 5nm is surprisingly large and Zen 4 is going to have lots of options with it...

Brad_Hawthorne
Declaring victory at 20% sounds like about par for the course right now. AMD is now officially at the starting line, not the finish line. Keep at it AMD.
 
EVGA needs to start seeing the writing on the wall about the mobo market though. Enthusiasts are going to want an AMD option from them.

But id been saying that all along🤷
I put dibs on an AMD CLASSY MOBO🤤
Ye😼

Intel is definitely struggling right now

Amd is best cpu company. Intel can't compete with amd

Wow AMD has 20% market share.  
 
Intel is FINISHED I tell ya.  FINISHED!!!!!!

Hopefully AMD can keep putting pressure on the market.  The consumer is better off when we have choices between products.