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CPU Market Witnesses 33% Growth In Q1 2024, Intel & AMD Down On Both Client & Server Side But Market Stabilizing

CPU Market Witnesses 33% Growth In Q1 2024, Intel & AMD Down On Both Client & Server Side But Market Stabilizing

AMD and Intel CPU shipments increased significantly by 33% in the first quarter of 2024 compared to the previous year.

Although AMD and Intel client/server CPU shipments were down this quarter, they saw a significant gain over last year, marking consolidation in the industry.

In the latest market research published by JPR (John Peddie Research), it is mentioned that the client CPU market has reached 62 million units, which is an increase of 33% compared to the previous year (Q1 2023) and a decrease of -9.4% compared to the previous quarter (Q4 2023). . The notebook CPU market remained dominant with several new AI PC options from AMD (Ryzen AI) and Intel (Core Ultra) seeing strong shipments in the recent quarter. This led to the notebook market gaining a 73% share while desktop CPUs accounted for only 27%.

Image source: JPR

The growing client-side market also saw the IGPU market reach 56 million units, an increase of 30 percent year-on-year. JPR reports that the iGPU market will have 98% penetration of the PC client market which means that AIBs will make up only a small portion of the segment.

On the client side, AMD will introduce it. Next-generation Zen 5 core architecture with several Ryzen products for mobile and desktop users. Intel is expected to launch it as well. Next-generation Aero Lake and Lunar Lake CPUs For both desktop and laptop platforms

. As for their Q1 2024 revenue, both Intel and AMD saw declines in client share. Intel posted a -14.7% decline. +29% gain compared to last quarter and compared to last year AMD posted a -6.3% decline. Vs +85% growth over last quarter and last year.

Image source: JPR

The report also highlighted server-side shipments, which saw a -13% decline from the previous quarter and a -17% year-over-year decline. Intel and AMD server CPU customers are likely to be looking forward to their next-generation products, which are expected to launch in the coming months. AMD is expected to unveil it. Next-generation EPYC Torion CPUs based on the Zen 5 architecture While Intel will present its Xeon 6 lineup. P Cover “Granite Rapids” And E-Core “Sierra Forest” CPU The flavors

JPR President Jon Peddie commented, “The Q1 decline in client CPU shipments after four quarters of positive news particularly disappointed investors. This is good news in a sense if it's an indication that The market has stabilized and returned to its traditional cyclical behavior. If this is the case, and we think it is, Q2 will also be down.

By JPR

Although the market was generally down compared to the previous quarter, this is expected to be a traditional cyclical behavior which means that the next quarter should also be down and we should start seeing positive results in the second half of 2024. Should be done which is usually the peak season. For the PC market.

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