AMD Gains CPU Share as Intel Hits Record Low

erek

erek

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… on Steam September Hardware Survey

“Pricing and aggressive promotions for AMD-based systems have also helped. Intel's share is falling even though it remains the largest single vendor, and recent CPU launches have failed to halt the downward trend among Steam users. If both companies continue at their current rates, AMD could become the more common choice among Steam players within a year, marking the first time this has happened in the survey's history. What this means in practice is important for gamers, builders, and the wider PC supply chain. Hardware makers and retailers may shift their inventory and marketing strategies to meet the rising demand for AMD. Game developers are also taking notice. For Intel, the path back will require more compelling launches, clearer messaging, and competitive pricing. The company recently advertised gaming parity with top AMD SKUs and offered better content creation results. For AMD, the challenge will be to turn momentum into sustained leadership without sacrificing margins or running into supply constraints. Either way, the CPU rivalry is no longer a background story. It is directly "streamed" on Steam.”

Source: https://www.techpowerup.com/341589/...record-low-on-steam-september-hardware-survey
 
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I recently bought an Alienware 18 laptop with an Ultra 9 275hx CPU, and I kid you not, there are certain games where the 275hx is slower than my 5800X3D. I can understand using these processors for productivity tasks, but they just aren’t good for gaming.
 
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madpistol said:
I recently bought an Alienware 18 laptop with an Ultra 9 275hx CPU, and I kid you not, there are certain games where the 275hx is slower than my 5800X3D. I can understand using these processors for productivity tasks, but they just aren’t good for gaming.
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The 5800X3D is such a good chip that you can't find one cheap even used. A used one is well over $300 on Ebay. The 275hx being a laptop chip will always be inherently worse than a desktop chip. That being said, the Ultra 9 275hx chips are often found in $2k+ laptops, which is just insane. Unless that laptop was a good deal, I would have avoided it.
 
Recent stock prices make one wonder what Intel has up it's sleeve. Shares (INTC) were selling a hair below $18 two months ago in August and roughly doubled since to over $38 yesterday.
 
Susquehannock said:
Recent stock prices make one wonder what Intel has up it's sleeve. Shares (INTC) were selling a hair below $18 two months ago in August and roughly doubled since to over $38 yesterday.
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This was a lot due to US goverment and nvidia (and the news that they already have worked for about one year on an upcoming intel-nvidia product) investment in them I feel like, not for something we have yet to learn (public market share tend to be for all public information)
 
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Susquehannock said:
Recent stock prices make one wonder what Intel has up it's sleeve. Shares (INTC) were selling a hair below $18 two months ago in August and roughly doubled since to over $38 yesterday.
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Here's what Intel has up its sleeves. More stock buybacks. More upper level bonus. More laying off for the rest. More recycling of older gen chips thinking people are stupid. I know a couple guys at intel who's been in limbo for over 2 years now. No work but also not layed off yet.
 
Susquehannock said:
Recent stock prices make one wonder what Intel has up it's sleeve. Shares (INTC) were selling a hair below $18 two months ago in August and roughly doubled since to over $38 yesterday.
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In case you hadn't noticed: government and competitors are throwing tens of billions at Intel.

Apart from that, despite all the doom and gloom Intel still holds well over 70% of the x86 cpu market.
 
emphy said:
Apart from that, despite all the doom and gloom Intel still holds well over 70% of the x86 market.
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Already below 70% in $ I think, in dollar in the server market we could see below 60% by the end of this year already
 
All very informative. Thank you. This is an interest of mine since stock options have long been a favorite vehicle of mine. For years I did fairly well playing the up and down swings on Intel. But stayed away last couple years. Felt the share price was too bloated given the rise of A.I. and their relatively small footprint in that sector.

Was looking at call contracts when the stock was bouncing around twenty last summer and could see some interesting volume in the mid-30s calls. Oh well/ Hindsight is 20/20. Been some recent news hinting of early conversations with Apple and AMD about possible alliances. Not holding my breath on any of that.
 
Speaking of Steam stats...

Screenshot_20251004-092920.png


Jumping back to market share of CPUs, I'd likely go AMD for any personal builds, but stick with Intel for our enterprise fleet of desktops, laptops, and servers. The only exception of our iOS fleet for kiosks and simple mobile devices.
 
Axman said:
Why?
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Bad experiences with AMD in the enterprise space, been playing it safe ever since. Although, if I'm being honest that was probably HPs fault, we're a Dell shop, and that experience may be fine.
 
erek said:
… on Steam September Hardware Survey

“Pricing and aggressive promotions for AMD-based systems have also helped. Intel's share is falling even though it remains the largest single vendor, and recent CPU launches have failed to halt the downward trend among Steam users. If both companies continue at their current rates, AMD could become the more common choice among Steam players within a year, marking the first time this has happened in the survey's history. What this means in practice is important for gamers, builders, and the wider PC supply chain. Hardware makers and retailers may shift their inventory and marketing strategies to meet the rising demand for AMD. Game developers are also taking notice. For Intel, the path back will require more compelling launches, clearer messaging, and competitive pricing. The company recently advertised gaming parity with top AMD SKUs and offered better content creation results. For AMD, the challenge will be to turn momentum into sustained leadership without sacrificing margins or running into supply constraints. Either way, the CPU rivalry is no longer a background story. It is directly "streamed" on Steam.”

Source: https://www.techpowerup.com/341589/...record-low-on-steam-september-hardware-survey
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Upon release of the final AM3 board designs on rev 4, everyone said AMD was dead, oh no hail the king, woe is me and my K7 nonsense BS. Intel needs to detach from governmental affairs, and they'll bounce back easy.
 
MikeTrike said:
Bad experiences with AMD in the enterprise space, been playing it safe ever since. Although, if I'm being honest that was probably HPs fault, we're a Dell shop, and that experience may be fine.
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Wasn't Intel's CPU's a big problem lately as a lot of them were crashing? Remember the reports from FireFox? The game crashing issues that took a while for Intel to fix. I think Intel fixed them? You can't always stay with a company and expect them to maintain that same level of reliability. AMD was probably worse, but again probably. Intel was probably better, again probably.

View: https://youtu.be/QzHcrbT5D_Y?si=Cwz192xsClfHOr1G
 
DukenukemX said:
Wasn't Intel's CPU's a big problem lately as a lot of them were crashing? Remember the reports from FireFox? The game crashing issues that took a while for Intel to fix. I think Intel fixed them? You can't always stay with a company and expect them to maintain that same level of reliability. AMD was probably worse, but again probably. Intel was probably better, again probably.

View: https://youtu.be/QzHcrbT5D_Y?si=Cwz192xsClfHOr1G
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Wendell might be somewhat knowledgable but I don't trust him worth a shit.

IMO 12XXX was a good chip release, and they are recentering to 12 as a basis for S1+. If they can't get off the guvie bill though, they are going out of business.
 
X8XFoundries said:
Wendell might be somewhat knowledgable but I don't trust him worth a shit.

IMO 12XXX was a good chip release, and they are recentering to 12 as a basis for S1+. If they can't get off the guvie bill though, they are going out of business.
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Wendell wasn't the only one reporting this. The 13th and 14th gen Intel chips had many attempts to fix them and Intel finally figured it out due to excessive operating voltage from a microcode bug in the Extreme Thermal Velocity Boost (ETVB) feature. Which may or may not have done permanent damage to these chips? To sit here and say Intel is more reliable than AMD is ignoring the past two years of an Intel shit storm.
 
DukenukemX said:
Wendell wasn't the only one reporting this. The 13th and 14th gen Intel chips had many attempts to fix them and Intel finally figured it out due to excessive operating voltage from a microcode bug in the Extreme Thermal Velocity Boost (ETVB) feature. Which may or may not have done permanent damage to these chips? To sit here and say Intel is more reliable than AMD is ignoring the past two years of an Intel shit storm.
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You think I'm saying intel is reliable? I'm saying stop at 12K, skip 11, only do 10 if you have like some stupid cooling tower. Personally, I'm sitting on a 2690V2 and looking at an 8600G as an upgrade soon.

Hell, Zen Dense just got announced and I am waiting to see the results

I just don't like Wendell is all. Personal beef.
 
odd some of the same people here don't complain about Steam Chart accuracy when it's showing AMD overtake (or starting to) Intel, compared to complaining when Steam Charts show Nvidia dominating AMD or something 🤔
 
kram182 said:
odd some of the same people here don't complain about Steam Chart accuracy when it's showing AMD overtake (or starting to) Intel, compared to complaining when Steam Charts show Nvidia dominating AMD or something 🤔
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Its a data point but theres too many things in the mix to point and mald at just steam charts
 
X8XFoundries said:
Its a data point but theres too many things in the mix to point and mald at just steam charts
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yeah but the same people will complain when you show them non-Steam-chart information corroborating Nvidia dominating AMD (and corroborating the Steam Charts) - and then they don't complain again when showing non-Steam-chart information on things like AMD gaining ground on Intel for CPUs in desktop or server etc - just an odd observation is all 🤔
 
kram182 said:
yeah but the same people will complain when you show them non-Steam-chart information corroborating Nvidia dominating AMD (and corroborating the Steam Charts) - and then they don't complain again when showing non-Steam-chart information on things like AMD gaining ground on Intel for CPUs in desktop or server etc - just an odd observation is all 🤔
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Mmmmm.... Well, I think the differences in the tech are a lot more obvious now than they previously were.

AMD goes for dedicated cores, Nvidia is ok with Soft IP Cores
AMD runs basically direct on hardware, Nvidia is CUDA dependant

What I think should be looked into more closely is what happens when AMD follows nvidia's design lead a little bit and makes their own "super chip". The tech differences will really shine then.

I think theres just plain ol more to look at.
 
X8XFoundries said:
Mmmmm.... Well, I think the differences in the tech are a lot more obvious now than they previously were.

AMD goes for dedicated cores, Nvidia is ok with Soft IP Cores
AMD runs basically direct on hardware, Nvidia is CUDA dependant

What I think should be looked into more closely is what happens when AMD follows nvidia's design lead a little bit and makes their own "super chip". The tech differences will really shine then.

I think theres just plain ol more to look at.
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I think the tech differences between all the companies - Intel, AMD and Nvidia - have been showing themselves for years, a decade + even at this point - which is why all the companies are each in their respective positions today, a result of those differences over time
 
That part: The recent movements are not massive, but they are consistent from one month to the next. AMD added roughly 2% points since June, continuing a pattern that started last year, while Intel has been losing ground month after month

moving 2% do seem like a lot, 150 millions monthly active users, 2% that 3 millions, you probably need to be a really proportion of the new build/more recent one that do not get discontinued for gaming (or completely) to move things like that, gaming CPU turn around is not necessarily fast, it take a very long time for a 9700k type of cpu to not be good enough.

kram182 said:
odd some of the same people here don't complain about Steam Chart accuracy when it's showing AMD overtake (or starting to) Intel, compared to complaining when Steam Charts show Nvidia dominating AMD or something 🤔
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That because that directionnaly match the only thing we have any notion of, DIY desktop space, which must be 4,5,6,7, 8 to 1 in favor in AMD in some market, 11 of the top 15 best seller cpu on newegg are AMD

All 10 of the top 10 most popular on PCPartPicker are AMD.

While Nvidia/AMD on steam, revenues, industry tracker do not match at all the little part we see, RTX 5000/6000 sales are just unknown to us, China market (the #1 market), the oem, etc... those that make the what look to us to be near 50/50 sales (DIY in the western world scene) balance to a 90%-10% one
 
LukeTbk said:
hat because that directionnaly match the only thing we have any notion of, DIY desktop space, which must be 4,5,6,7, 8 to 1 in favor in AMD in some market, 11 of the top 15 best seller cpu on newegg are AMD

All 10 of the top 10 most popular on PCPartPicker are AMD.

While Nvidia/AMD on steam, revenues, industry tracker do not match at all the little part we see, RTX 5000/6000, L40/X40 sales are just unknown to us, China market (the #1 market), the oem, etc... those that make the what look to us to be near 50/50 sales (DIY in the western world scene) balance to a 90%-10% one
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That's why you can look at other metrics, Jon Peddie Research, company earnings reports, products and models put out by OEMs and what components they contain, sales metrics of those and those OEM earnings reports etc

Plenty of ways to arrive at the data, but some people just don't like the data and what it shows sometimes so they emotionally dismiss it 🤷
 
I've personally moved my 14900k to the 9950x3d after I ran into the game crashing, computer locking up randomly, and them giving me the run around for over a month for an RMA. It wasn't till word got out on reddit and first Gamers Nexus video on the issue that Intel started to take care of me to swap the CPU out.

I had to buy 14900k CPU in the meantime and used that as my proof that the chip was bad and as soon as the 9950x3d came out, I dumped it and been happy since.
 
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