Puget Systems, one of the most well-known players in the workstation assembly and delivery market, has just released “CPU Status” report Regarding the distribution of AMD and Intel systems in June 2021, it seems to be very beneficial to AMD.
In the latest report released in February this year, AMD has led 59% of total system sales, while Intel’s share is 41%. In June of this year, AMD has reached a 60% share. Although this may seem trivial, there is a deeper meaning behind the numbers.
This deeper meaning is related to system and CPU availability. In the supply-demand relationship, AMD has been in a shaky position, and supply shortages have affected everything from graphics cards to CPUs. Part of the reason is the fault of the pandemic, because it brought the supply chain to a breakpoint. The other part involves TSMC’s 7nm output and the need to supply not only AMD but also other customers. The last piece of the puzzle lies in AMD itself, which has transferred almost all of its product portfolio to TSMC’s 7nm manufacturing process.
This means that AMD has to serve the entire market on a limited single node while sharing capacity with other customers. This includes current game consoles (for example, Xbox achieved historical sales records last month), as well as system integrators in the fields of supercomputing, workstations, business and personal computing. The demand is too large and the supply is too small. In contrast, Intel has not encountered any supply problems this year, because it has full control of the extremely mature 14nm process, which weakens AMD’s advantage and sells CPUs where AMD is in short supply.
If AMD can provide these CPUs or GPUs without losing high-end sales, it will. In this market, if AMD can’t provide enough hardware for Puget, then this 1% additional market share-and possibly even more-can easily be provided by Intel. But AMD has been playing its own cards, and it knows the importance of leading its professional market image.
Puget Systems further stated that the 60-40 split supported by AMD perfectly matches the company’s currently available configurations. Compared with Intel’s 22, it provides 32 AMD systems, which in itself is a victory for AMD. From Puget’s historical delivery data, we can see how far AMD has come.In just two years, the company From <5% market share in June 2020 to current 60%. This is a sight worth seeing, but AMD cannot be satisfied with the status quo. We have seen what happens when a giant stumbles, and AMD cannot afford a drop like Intel.