Apple began to shake the dominant position of Intel and x86 in the PC market for decades From Mercury Research

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It took Apple less than a year to shake x86 and Intel’s dominant position in the traditional PC chip market for decades. Dean McCarron, chief analyst of mercury research, said that the apple silicon arm compatible chip launched by Apple provided the required driving force, enabling the new challenger of the chip industry to seize a significant market share of desktop and notebook processors from the x86 giant.
In the third quarter of this year, arm’s market share in PC chips was about 8%, rising steadily from 7% in the second quarter, while in the third quarter of 2020, arm’s market share was only 2% before the launch of arm compatible M1 Mac. Apple is gradually abandoning the Intel processor on the Mac and using its own arm processor. McCarron confirmed that arm’s PC market share growth was mainly driven by strong MAC sales: “Apple’s transformation is much faster than anyone,” he added, adding that arm’s share figure also includes arm processor shipments in chromebook.
As consumers upgrade Intel based MAC computers to computers using apple chips, arm’s PC processor market share will continue to expand. Once the MAC upgrade cycle slows down, the growth of market share may stabilize, but this remains to be seen. Moreover, in this context, single board computers driven by arm (mainly raspberry PI) continue to be popular, which may provide an alternative system for traditional PCs in some lightweight computing environments.
Sales of chromebooks with arm chips have slowed, while windows PC users have not turned to arm based laptops using Qualcomm chips. These figures underscore the strength of Apple silicon. This super company has also experienced many evolutions of its personal computer CPU architecture, especially from 6502 to 68000 to PowerPC to x86. It not only has these transition experiences, but also has been designing its own arm kernel for many years. In previous years, it was mainly used in some auxiliary forms of mobile phones, tablets and computers.
On the other hand, Intel is being pecked by its x86 competitor AMD. Since its ryzen chip began to appear in personal computers and epyc microprocessor appeared in servers in 2017, amd has not stopped seizing its market share. According to mercury, amd had a 24.6% market share of X86 processors in the third quarter of this year – including servers, personal computers and game consoles – an increase from 22.5% a year ago. Intel’s share fell to 75.4% in the third quarter, compared with 77.6% in the same period last year.
Further subdivided into Mercury’s figures, AMD’s desktop share decreased from 20.1% in the third quarter of 2020 to 17% in the third quarter of 2021, although laptops and other Mobile PCs climbed from 20.2% to 22.0%. Servers jumped from 6.6% to 10.2%.
With ryzen and epyc components, amd has the strength of the whole system against Intel with a full range of products from entry-level personal computers to game consoles and servers. Before ryzen, amd mainly competed with Intel chips (such as Pentium and core I3) in the middle and low-end markets with low profits. Rather than Intel falling behind, amd has changed from a moderate competitor to a more important competitor. A recent case is that Facebook, which hopes to be called meta, recently announced that it will use amd chips in its data center.
The latest alder Lake x86 series launched by Intel last month can slow down AMD’s challenge to its market share. Intel’s general-purpose processors also face competition from special accelerator products, such as GPU, FPGA and custom chips optimized for specific workloads.
In the third quarter, the tightening of the supply chain LED chip manufacturers to give priority to their more profitable and profitable processors, and the CPU product structure of personal computers tilted to high-end systems. ” This has almost prompted processor vendors to focus on high-end products, such as the core i9 or i7, relative to Celeron, “McCarron said.
The focus on high-end processors and the corresponding decline in demand for chromebook hurt the sales of entry-level PC chips in the third quarter. Chromebook was very popular in the early stage of the pandemic because people sought to use the system where they finally worked or studied. This market demand was met in the second quarter of this year and the demand began to slow down.
During the hot sales of chromebook, the shipments of a4-9120c chip, a non Zen product code named stone ridge of Intel Celeron and AMD, reached millions. Now it is difficult to determine when the demand for chromebook will recover.
More reading since cnBeta: Mercury research: Q3 processor market report in 2020 AMD’s share reached a new high since 2007 strategy Analytics: Apple’s A-Series and M-series application processors reached US $2 billion in Q1 in 2021, and the revenue soared 54% mercury research: AMD’s desktop processor market share increased to 12.3% in Q2 in 2018 mercury research: Q3 AMD’s x86 CPU market share reached 24.6% Merc in 2021 Mercury research: Q4 Intel Desktop CPU market share rose 0.8% month on month in 2020 mercury research: Q4 global x86 processor Intel market share reached 84.4% in 2019 mercury research: AMD market share of Q2 x86 processor rose to 17% in 2021 mercury research: AMD market share of Q2 x86 processor rose to 22.5% in 2021 mercury research: AMD sales accounted for 47% in January April 2018 mercury research : AMD’s share in Q1 x86 processor market increased to 13.3% in 2019 mercury research: NVIDIA graphics card market share rose to 82% in the past year mercury research: Intel CPU market share reached 85% in Q1 2013 mercury research: global PC chip shipments decreased by about 9% in Q3 2012 Intel nibbled amdmercury research: AMD’s market share reached 19.1% in Q1 2012 mercury research: Q3 2011 Intel accounts for 80.3% of the global share, and AMD accounts for 18.8%
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