While Intel prepares the Arrow Lake CPUs, probably arriving at the beginning of 2024, there is some excellent news for the Santa Clara company: the well-known American investment company Susquehanna has in fact revised its ratings for Team Blu positively, proposing a new overtaking of Intel on AMD in the sector of PC components, and in particular of CPUs.
To report the news is WCCF Techwhich explains that Intel is regaining the upper hand in the processor market consumer for PC thanks to the great public success of the 12th generation Intel Alder Lake and 13th generation Intel Raptor Lake CPUs. At the expense would be mainly AMD, whose market shares, limited to the sector consumerwould start to descend again.
It is a physiological and natural event, especially if we consider that AMD dominated the CPU market for several years until the end of 2021, while Intel remained in a secondary position for a long time. Going forward, with the completion of the Intel 20A and Intel 18A nodes, the company headed by Pat Gelsinger should further cement its lead over its Sunnyvale rival.
According to Susquehanna and his analysts, in particular, “AMD is no longer gaining market share in the PC sector because Intel has a more comprehensive roadmap and sustainable and because it manages to execute it according to the pre-established times, cementing itself above all in the sector of PC demand for remote work during the Coronavirus pandemic. However, it’s not all rosy for Intel either, as its data center business is considered “at risk” of closure.”.
In short, i AMD delays in the release of its chipswhich for now concern the Ryzen 7040 Phoenix CPUs for laptops and the Dragon Range CPUs (again for notebooks), would have convinced customers, especially in the sector mobility, to switch to Intel. What’s more, Intel would have a more robust proposition for lower-priced mobile CPUs, challenging AMD in a sector that has so far been one of the company’s flagships. It remains to be seen what countermoves the Sunnyvale giant is preparing for the coming months.