The global data center CPU market posted a 4.4% revenue decline on year in 2022, when AMD saw its market share expand to nearly 20% from 11.74% in 2021, according to Counterpoint Research.
AMD's data center CPU revenue registered a 62% on-year surge in 2022, with its market share reaching 19.84%, Counterpoint Research indicated.
Intel's data center CPU revenue dropped by 16% on year in 2022, while its market share fell to 70.77% from 80.71% in 2021, Counterpoint Research said. Meanwhile, ARM-based CPUs gained traction with Ampere, Graviton (Amazon), and Yitian (Alibaba), with revenues exceeding US$1 billion for the first time.
"Even though Intel is still the market leader, its market share loss points to AMD's rising product portfolio and better performance over Intel," said Counterpoint senior research anaylst Akshara Bassi. "Intel suffered due to continued delays in the release of its next-generation product Sapphire Rapids, generationally comparable to AMD's Milan launched in 2021."
"As demonstrated by hyperscalars AWS and Alibaba, ARM-based architecture chips continue to gain steam due to the ROI offered on varied workload deployments and off-the-shelf solutions from Ampere Computing, and shipping of data center CPUs from Nvidia in H1 2023," Bassi continued.
In addition, Counterpoint associate director Dale Gai commented that data center CPUs are one of the demand drivers for increased demand for advanced nodes. "As evidenced by wafer demand and foundry capacity of advanced nodes from TSMC, the total wafer sales at 5/4nm rose by 85% YoY in 2022."
