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“We’ve lost share, we’ve lost momentum. We think that’s stable this year.”

Intel Hopes To Regain Market Share From AMD This Year But Market Watchers Aren't Sure How 1
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Intel’s CEO, Pat Gelsinger, is optimistic that Chipzilla will regain the market share it lost to AMD this year, but Wall Street remains unconvinced.

Intel hopes to regain market share from AMD this year but market watchers aren’t sure how

Intel told them Recent Income, the worst they’ve posted in years, that the company will be back on track in 2023 and on its way to market leadership in 2025 and beyond. we are Details their complete product portfolio expected in the coming years And will take on both AMD and Apple in the server, laptop and desktop segments.

During the earnings call, Intel’s CEO, Pat Gelsinger admitted that they have lost share and the momentum they once had has changed and the company can expect stability this year.

“We’ve lost share, we’ve lost momentum. We think that will stabilize this year,” Chief Executive Pat Gelsinger told investors on a conference call.

via Reuters

While Pat believes Intel is in good hands, Wall Street analysts and the market itself aren’t really sure how Intel expects to stabilize so soon. The reasons are the huge inventory that is still sitting there, the equivalent of $13.2 billion or 151 days, and the poor reception of Intel’s Sapphire Rapids Xeon CPUs that were recently introduced to counter AMD’s EPYC portfolio.

AMD is starting to overtake Intel in market share. (Image credit: Reuters)

The blue team in anticipation Sapphire Rapids Xeon CPUs will power a variety of cloud and data center customers Including the likes of Amazon, Microsoft, META and others. The DRAM market is also optimistic that this will be the case, but other analysts predict that AMD’s EPYC CPUs will continue to command server market share and may 30% of injuries or violations by the end of this year More products will be launched soon in the current lineup such as Genoa-X, Bergamo and Sienna.

“I don’t think Intel is in a position to start recovering share yet. It’s important for someone to go from 1% to 13%. That tells you that there is now a viable second competitor in the server processor market, that has momentum and is gaining momentum,” Rau said. said

“Intel had high hopes that Sapphire Rapids would enable them to take on AMD,” said Lucas Keh, a semiconductor analyst at Third Bridge. “However, our experts say it has been disappointing so far due to Intel’s continued inconsistency in delivery.”

“Intel’s turnaround is taking some time, boosted by the economy, but I believe its plan is working,” said Glenn O’Donnell, an analyst at Forrester Research. “It is delivering new products and ramping up its production with agreements with other chipmakers to use Intel’s manufacturing capacity.”

via Reuters

But there are also some analysts who predict that the plans implemented by Intel CEO Pat Gelsinger and his team are working and if it continues, we can expect a good result for Intel as well.

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