Intel's current situation in the lucrative data center market is its worst in over a decade. Third-quarter profits were reduced to almost nothing due to increased competition in a market that has been stagnant since the days of the Opteron. By mid-2022, AMD had already taken control of a quarter of the server and enterprise processor market. Team Red's data center revenue share is expected to reach 30% by the end of the year, surpassing even the Opteron era.
Remember, these numbers represent AMD's market share in terms of revenue rather than unit sales. As such, they don't necessarily mean that Intel's shipment volume has declined, only that it is making less and less money from its data center division.
Let's move on to the client or PC market. AMD has been steadily gaining ground in this segment over the past two and a half years (since the introduction of the Ryzen family). More recently, it has been laptops and premium offerings that have driven revenue quarter over quarter. However, during the second half of this year, we are seeing a change in market trends. As a result, AMD's combined quarterly revenue from the desktop and laptop markets will be nearly halved by the end of the year.
In addition to the weakening PC market, the release of Intel's Alder Lake family has, if nothing else, provided fair competition to the Ryzen processor. The impact is most evident in the budget and low-end computer market where non-K and F-series Core chips are the de facto choices.
Source: @SKundojjala