A cewar Mercury Research, AMD ta "rufe" a shekarar 2025, inda ta ƙara yawan kasuwarta a dukkan manyan sassan na'urori masu sarrafawa kuma ta kai kashi 29,2% na jimillar jigilar na'urori masu sarrafa x86 da suka dace da abokan ciniki a kwata na huɗu, wanda shine mafi girma a tarihin kamfanin. Kason AMD na kasuwar kwamfutocin tebur ya wuce kashi 35%. Kason kamfanin na kasuwar kwamfutocin tafi-da-gidanka ya kai kashi 25% kuma ya kusan kusan kashi 30% a kwata mai mahimmanci. kasuwar sabar.
Kasuwar AMD ta masu sarrafa na'urori na abokan ciniki a kwata na huɗu na 2025 ta karu zuwa 29,2%, wanda ya karu da kashi 3,8% kwata-kwata da kuma kashi 4,6% na shekara-shekara, wanda ya haifar da tallace-tallace na na'urorin tebur da na hannu. Duk da cewa Intel ta ci gaba da kasancewa jagora a fannin jigilar kayayyaki, wanda ya kai kusan kashi 70,8% na kasuwar masu sarrafa na'urori na abokan ciniki, wannan ya nuna raguwa sosai a kwata-kwata da kuma shekara-shekara.
Abin da ya fi damun Intel shi ne raguwar kason kudaden shiga daga tallace-tallacen na'urorin sarrafa kwamfuta na abokan ciniki zuwa kashi 68,8%, wanda hakan ya ba AMD damar sarrafa kashi 31,2% na tallace-tallacen na'urorin sarrafa kwamfuta ta hanyar ƙima - karuwar kashi 2,9% idan aka kwatanta da kwata na baya da kuma kashi 7,4% idan aka kwatanta da wannan lokacin a bara. Intel a halin yanzu tana fama da fafatawa da jerin na'urorin sarrafa kwamfuta na AMD na yanzu, don haka akwai yiwuwar AMD ta ci gaba da karɓar kason kasuwa daga Intel a shekarar 2026.
Kason AMD na kasuwar na'urorin sarrafa kwamfuta ya karu zuwa kashi 36,4%, wanda ya karu da kwata-kwata da kuma shekara-shekara, yayin da bukatar sabbin na'urorin sarrafa Ryzen ta ci gaba da karfi a tsakanin 'yan wasa da masu sha'awar. Kason kasuwar Intel a wannan bangare ya ragu da kashi 9,5% zuwa 63,6%. Kason AMD na kudaden shiga na na'urorin sarrafa kwamfuta ya kai kashi 42,6% a kwata na hudu na shekarar 2025. Intel har yanzu tana samar da kashi 57,4% na jimillar kudaden shiga na na'urorin sarrafa kwamfuta, galibi saboda ci gaba da hulda da manyan masana'antun PC.
Sashen PC na wayar hannu koyaushe shine babban abin da Intel ke buƙata. Duk da haka, yana ƙara zama da wahala ga Intel ta ci gaba da riƙe matsayinta na jagoranci tare da masu sarrafa Arrow Lake da Lunar Lake, yayin da AMD ta faɗaɗa jerin masu sarrafa kwamfutar tafi-da-gidanka sosai. Bayan kwata-kwata da dama a jere inda rabon kasuwarta ya kai kusan kashi 22%, AMD ta nuna ƙarfin farfadowa a kwata na huɗu na 2025, inda ta kama kashi 26% na kasuwa, ƙaruwar kashi 4,1% idan aka kwatanta da kwata na baya. Intel ta kasance babbar mai siyarwa da kashi 74% na kasuwa, bayan ta rasa kashi 2,2% kawai idan aka kwatanta da kwata na huɗu na 2024. Sauya zuwa samar da kayayyaki da yawa na masu sarrafa Panther Lake da Nova Lake zai iya taimakawa Intel ba wai kawai ta sake dawo da hannun jarin kasuwa da aka rasa ba, har ma ta tura AMD zuwa cikin ruɗani.
A ɓangaren na'urorin sarrafa wayar hannu, AMD ta nuna ƙaruwar kuɗaɗen shiga mai yawa na kashi 3,3%, wanda ya kai ga kaso na kasuwa na kashi 24,9%. Intel har yanzu tana da fiye da kashi uku cikin huɗu na kuɗin shiga na kasuwar na'urorin sarrafa wayar hannu, amma ci gaban AMD ya nuna cewa kamfanin yana ƙara yin gasa ba kawai a ɓangaren na'urorin sarrafa kwamfutar tafi-da-gidanka na yau da kullun ba, har ma a ɓangaren na'urorin sarrafa kwamfutar tafi-da-gidanka, inda ribar da aka samu a al'ada ta fi yawa.
Kasuwar sarrafa cibiyar bayanai tana da yanayi mai ra'ayin mazan jiya, wanda ke sa riba ko asara cikin sauri a kasuwar ta yi wahala. AMD tana aiki bisa ƙa'idar "ƙarin kwata ɗaya, ƙarin kashi ɗaya na hannun jarin kasuwa," a hankali amma tabbas tana samun ƙarfi a kan mai fafatawa da ita kuma tana ƙare shekarar da sabon babban koma-baya.
Duk da cewa Intel ta fitar da kashi 71,2% na dukkan na'urorin sarrafa sabar x86 a cikin kwata, kason AMD na kasuwar na'urorin sarrafa sabar x86 ya kai kashi 28,8%, wanda ya karu da kashi 1% cikin kwata fiye da kwata da kuma kashi 3,1% cikin shekara guda, wanda ya samo asali ne sakamakon nasarar da aka samu wajen amfani da na'urori masu sarrafa EPYC a cikin girgije, kasuwanci, da kuma kwamfuta mai inganci.
Dangane da kudaden shiga, kason AMD na kasuwar na'urorin sarrafa uwar garken ya karu zuwa kashi 41,3%, wanda hakan ya nuna nasarar kamfanin wajen sayar da na'urori masu sarrafa uwar garken masu tsada da tsada. Intel har yanzu tana riƙe da mafi yawan kudaden shigarta na na'urorin sarrafa uwar garken—58,7%—kodayake a bayyane yake cewa tana rasa ƙasa ga mai fafatawa da ita a kasuwannin farashi mai tsada. AMD ba wai kawai ta ƙara yawan jigilar na'urori masu sarrafa wutar lantarki ba, har ma da godiya ga ƙarfin fayil ɗin samfura da matsakaicin farashin siyarwa mai yawa, wanda hakan ya ƙara kama mafi yawan sassan kasuwannin da take amfani da su. Sabanin haka, Intel ta aika da ƙananan na'urori masu sarrafa wutar lantarki kuma ta ƙara rasa kwangiloli mafi riba ga mai fafatawa da ita.
AMD ta rufe shekarar 2025 da karuwar riba, inda ta kara yawan kasuwarta a tsakanin masu sarrafa kwamfuta, kwamfutoci, wayoyin hannu, da kuma sabar, sannan ta kai ga sabbin matsayi a dukkan fannoni a fannin jigilar kayayyaki na x86 da kuma rabon kudaden shiga. Nasarar AMD ta samo asali ne daga karfin fayil din kayayyaki, yayin da raguwar Intel ta samo asali ne sakamakon hadewar abubuwa, ciki har da rashin gasa a bangaren da ke da karfin aiki da kuma karancin wadata a bangaren da ke da karancin wadata.
source:
source: 3dnews.ru
