Feb 14 - In Q4 of 2024, Intel (INTC, Financial) confronts challenges in the microprocessor market with AMD (AMD, Financial) and Arm Holdings (ARM, Financial) bolstering their respective positions in the segment. According to data from Mercury Research, total MPU shipments increased 10.8% compared sequentially, as notebooks and servers are enjoying strong demand. Strong orders boost AMD's unit share from 21.6% to 22.1% across both segments, and accelerating consumer notebook shipments lift Arm's share from 10% to 10.5%. However, Intel registers a 1.4% point dip to 67.4% market share. While Intel's desktop shipments have grown almost two percentage points to 68.1%, shortcomings in notebook and server performance have given its overall share a downturn.
Intel shares were down about 3%, and Arm stocks slipped by 5% on Friday morning, signaling a market correction amid excess inventory and uneven global demand. This decline indicates a need for strategic adjustments rather than a sign of steady progress.
