[orenlindsey]

A lot of people on this thread are underestimating how much of a hold Intel has on the chips industry. In my experience, Intel is synonymous with computer chip for the average person. Most people wouldn't be able to tell you what AMD does differently, they'd just say they're a knockoff Intel. Technologically, both companies are neck and neck. But for the average person, it's not even close.

[hedora]

Marketing campaigns only go so far. They’ve been riding the “Intel Inside” slogan for 25 years.

In the mean time, AMD/ARM already won phones, table and game consoles.

Server purchasing decisions aren’t made by everyday people. Intel’s roadmap in that space slipped year for year for at least 10 of the last 15 years.

That leaves Intel with the fraction of the non-mac laptop market that’s made up of people that haven’t been paying attention for the last ten years, and don’t ask anyone who has.

[georgeecollins]

I work in video games and I think it is still sometimes a problem to use computers that are not based on x86 processors, both in the tool chains and software /engines. People here say that Intel has lost out on consoles and laptops, but in gaming that is because of x86 compatible AMD chips. Apple laptops were good for gaming when they had x86 and could duel boot. I see bugs people report on games made for Macs with x86 that don't work quite right with an Mx chip (though not a huge number).

A friend who worked in film post production was telling me about similar rare but annoying problems with Mx Apple computers. I feel like their are verticals where people will favor x86 chips for a while yet.

I am not as close to this as I was when I actually programmed games (oh so long ago!) so I wonder if this is just the point of view of a person who has lost touch with trends in tech.

[alternatex]

>In the mean time, AMD/ARM already won phones, table and game consoles.

Don't forget laptops. Intel has been terrible on laptops due to their lack of efficiency. AMD has been wiping the floor with them for years now.

2024 is the first year that Intel has released a laptop chip that can compete in efficiency. I hope Intel continues to invest in this category and remain neck and neck with AMD if we have any hope of having Windows laptops with decent battery lide.

[kbelder]

>That leaves Intel with the fraction of the non-mac laptop market that’s made up of people that haven’t been paying attention for the last ten years, and don’t ask anyone who has.

Evidently, that leaves Intel the majority of the market.

[orenlindsey]

Remember, most people don't care as much as you or I. If they're going to buy a laptop to do taxes or web browsing or something, they will probably be mentally biased towards an Intel-based chip. Because it's been marketed for so long, AMD comparatively seems like a super new brand.

[etempleton]

People miss this. A lot of people will only buy Intel. Businesses and IT departments rarely buy AMD, not just out of brand loyalty, but because of the software and hardware features Intel deploys that are catered to the business market.

[gdwatson]

This is in large part an OEM issue. Dell or HP will definitely have an Intel version of the machine you are looking for, but AMD versions are hit and miss.

I think this is partly because big OEMs doubt (used to doubt?) AMD’s ability to consistently deliver product in the kind of volume they need. Partly it’s because of Intel’s historically anticompetitive business practices.

[MangoCoffee]

>A lot of people will only buy Intel. Businesses and IT departments rarely buy AMD

That's because Intel bribed OEMs to use only Intel chips

[twoodfin]

Intel’s board is (or should be!) in exactly the right position to assess whether this dam is springing leaks. (It is.)

[menaerus]

Last report I read it was ~80% (Intel) vs ~20% (AMD) for PC market. And ~75% (Intel) vs ~25% (AMD) for data center servers.

[Wytwwww]

> And ~75% (Intel) vs ~25% (AMD) for data center servers.

IIRC their data center CPU revenue was about even this quarter so this is a bit deceptive (i.e. you can buy 1 large CPU instead of several cheaper ones).

[CodeArtisan]

Steam hardware survey: https://store.steampowered.com/hwsurvey/processormfg/

Windows:

Intel: 64.23%

AMD: 35.71%

Linux:

Intel: 30.15%

AMD: 69.85%

[hedora]

For PC’s that can’t be right. For overall consumer, Windows is at 25.75%, Linux is 1.43% and MacOS is at 5.53%.

Ignoring ChromeOS, and assuming 100% of windows and linux is x86 (decreasingly true - the only win11 I’ve ever seen is an arm VM on my mac) and 100% of Mac is arm (it will be moving forward), that puts arm at 20% of the PC market.

Interpolation from your numbers puts intel at 64% (with a ceiling of 80% of PC; 25% of consumer computing devices unless windows makes a comeback).

https://gs.statcounter.com/os-market-share

[solardev]

I dunno, I've seen more and more people referencing the crash bugs in the latest gens and how Intel lied about it through their teeth. And Intel having lost to Apple on the CPU front, never having caught up to Nvidia on the GPU front, and basically just not doing anything for the last decade certainly hasn't helped their reputation.

Let them die. Maybe we'd actually see some new competition?

[mbar84]

I doubt many people are making purchasing decisions based on Intel branding. Any kind of speed advantage has not been a dominant factor in the minds of most low information/brand influenceable consumers who are buying x86 machines. Everybody else looks at reviews and benchmarks where Intel has to show up with a good product and their branding doesn't get them much.