Is the tide finally turning radically in the CPU wars? Recent sales figures from a major German retailer paint a stark picture. AMD is not competing with Intel. They are dominating. On January 25, AMD processors took a whopping 93% of the revenue generated from CPU sales. Intel was left with a mere sliver of that market slice.
Ryzen 9 9800X3D Leads the Charge
The numbers are telling. AMD shifted over 8000 units of their Ryzen 9 9800X3D alone. This chip seems to have struck just the right chord with German consumers. It beat out even the highly popular 7800X3D. It is not a one-CPU wonder. Other Ryzen X3D processors, such as the 7600X3D and 7800X3D, are also selling in strong numbers. Even older Zen 3 X3D chips are holding their own. This is a testament to how AMD's broad appeal cuts across different price points.
Intel's Arrow Lake Fails to Take Flight
The most telling detail here is the top 20 void of Intel processors. One actually has to drop all the way down to position 30th before finding the first Intel processor. It is not even from the newest line of Arrow Lake chips. Rather, it features the Core i5 14600KF followed by the Core i7 14700K. The latest and greatest Arrow Lake CPUs barely move the needle. The best-seller, the Core Ultra 7 265KF, sold a whopping 50 units. The flagship Core Ultra 9 285K managed a paltry 10.
In total, all Arrow Lake SKUs combined sold only 185 units. It seems consumers are overwhelmingly favoring AMD. Even older Intel architectures are outselling their newest offerings.
Platform Preference: AM4 and AM5 Reign Supreme
It is also clear which platform is in the lead, AMD's. The aging AM4 platform, think Ryzen 5000 series and earlier, is still almost three times more popular than all of Intel's platforms combined. Meanwhile, AMD's latest AM5 platform, Ryzen 7000 and 8000 series, is rapidly gaining ground. It is now making up nearly 72% of platform share.
Revenue and Average Selling Price Breakdown
The hard numbers go like this:
| Metric | AMD | Intel |
|---|---|---|
| Units Sold | 23,615 | 2,010 |
| Market Share (Units) | 92.16% | 7.84% |
| Average Selling Price | €352 | €290 |
| Revenue | €8.3 Million | €600K |
AMD is not only selling more CPUs but also at significantly higher revenue. With an average selling price of €352 compared to Intel's €290, and vastly larger unit sales, AMD's revenue reached a whopping €8.3 million. This dwarfed Intel's €600,000.
What Does This Mean for the Future?
These German sales figures, while just a snapshot, point to a concerning trend for Intel. The poor performance of Arrow Lake in this market raises serious questions. Will Intel have to drastically rethink their strategy to regain market share? Or will AMD's dominance continue to grow? The coming months will be critical in determining the future landscape of the CPU market.
