Reportedly gaining unit market share in all key segments, being server, desktop and notebook, one wonders when Intel will stop worrying about misbehaving chief executives and start worrying about gaining the trust of its customers again.
Of course, Intel did just announce a new CEO, and made promises of new CPUs recently, but AMD's rise to new heights with its Ryzen and EPYC processors has been every kind of epic Intel wishes it was the subject of, and which of course is brilliant news for customers who benefit from the AMD vs Intel wars immensely.
So, what did Mercury Research unveil?
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We're then given "a note about server share", which is where "Mercury Research captures all x86 server class processors in its server unit estimate, regardless of device (server, network or storage), whereas the estimated 1P and 2P TAM provided by IDC only includes traditional servers".
The company states that it "used IDC’s server forecast of the 1P and 2P server TAM of roughly 5M units to compute its server market share estimates. We believe that in Q4 2018 we achieved ~5% unit share of the 1P and 2P server market addressed by our EPYC processors (as defined by IDC)".
When it comes to servers (excluding IoT), we see the following:
Q4 17: 0.8% unit share
Q3 18: 1.6% unit share
Q4 18: 3.2% unit share
QoQ: +1.5 share points
YoY: +2.4 share points
Historical comparison: Highest since Q4 2014
When it comes to the desktop, we see:
Q4 17: 12.0% unit share
Q3 18: 13.0% unit share
Q4 18: 15.8% unit share
QoQ: +2.8 share points
YoY: +3.9 share points
Historical comparison: Highest since Q4 2014
Then when it comes to notebooks, (excluding IoT), we see:
Q4 17: 6.9% unit share
Q3 18: 10.9% unit share
Q4 18: 12.1% unit share
QoQ: +1.3 share points
YoY: +5.3 share points
Historical comparison: Highest since Q3 2013
So, with all the QoQ and YoY action, it adds up to a whole lot of WoW and, from Intel's perspective, a whole lot of WTF is Intel doing besides a whole lot of WTF.
