[smalley]

I reached out to Mercury Research (the company whose research is being quoted) and the articles are missing some clarifying information.

The overall CPU Market Share number also includes both IoT and SoC numbers which are not included in the other numbers and in which Intel's shipments have declined substantially while AMDs SoC products (including game consoles) are making up a large number. This is what's responsible for the disparity.

They also added that the data was distributed with a helpful clarifying note the news articles are mostly omitting:

* Please keep in mind that due to the inventory corrections taking place, that the statistics and share movements reported here in the past few quarters -- and likely for the first half of 2023 -- are more reflective of the suppliers differing in the depth and timing of their inventory corrections, rather than indicating sales-out share of the PC market, which is something we probably won't know with any accuracy until late in 2023. *

[jackvalentine]

I’m guessing ‘SoC and IoT’ includes things like the CPUs in NAS appliances. I have noticed recently a huge proliferation of AMD Ryzen CPUs in these devices when a couple of years ago it was Celerons/Pentiums.

[chris37879]

The Steamdeck's APU (and others using the same tech) are becoming more common, not sure if those count as 'desktop' or 'console' though...

[brucethemoose2]

Valve is the only user of the AMD "Van Gogh" APU. Other handhelds are using regular laptop parts.

I think AMD originally pitched it for laptop makers since it was leaked in 2020: https://videocardz.com/newz/amd-mobile-apus-for-2021-2022-de...

But I suspect they rejected it because they don't care about IGP performance, just as they rejected Intel's "Iris" Broadwell CPUs and the hybrid amd/intel chip.

[lostlogin]

> NAS appliances

I love my Synology and love that they are going AMD. While some argue that having video transcoding on a NAS is wrong, it’s also very handy, but the AMD options I’ve seen aren’t a patch on quicksync.

That tech is unbelievably good and might be the only bit of Intel I like.

[creshal]

It helps that AMD is very generous with unlocking advanced features in even lower cost SKUs; low end Intel chips tend to be crippled in several ways.

[bushbaba]

I’m surprised those aren’t being shifted to much cheaper ARM chips.

[philistine]

I bet they will in due time. They have to recompile their whole stack to ARM, which probably isn't easy, but ARM is eating the world. It's only a matter of time.

[hulitu]

That's what they said about Itanium too. /s

[pfdietz]

I think that's clearly not an apt analogy.

[otabdeveloper4]

The 80-core ARM servers Hetzner provides are great. A nice midpoint between a slower general-purpose x86_64 server and an expensive and brittle GPU server.

I can easily see datacenters with these things in the future.

[Sakos]

Probably a question of performance. NAS and IoT appliances have performance requirements too.

[creshal]

Low-end NASes have been using ARM for a long time.

The higher end x86 NASes are advertised closer to "home datacentre in a box" solutions that offer VM/container runtimes and third party software markets.

So far, x86 is significantly more user friendly and performant for these use cases: the "desktop-ish performance for desktop-ish prices" range doesn't really have many hardware options (Apple certainly won't sell theirs to OEMs, and the Snapdragon 8c is a bit on the low end, and the real data centre ARM many-core monsters are too big); and the software offerings aren't quite as user friendly either.

[dboreham]

Perhaps they're not cheaper.

[MikusR]

Majority of consumer nases are running the cheapest oldest arm and mips cpus they can find.