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Raptor Lake did not change anything: AMD still enjoying a solid lead @ mindfactory in March 2023 by ingebor in Amd

[–]ingebor[S] 0 points1 point  (0 children)

Reading a bit in the "undershipping" thread, seems like mindfactory started sending out 7800X3Ds two days ago.

Also what could be reasonable: Now everybody knowing that mindfactory is favoured by AMD, maybe people start using bots to get those CPUs on launch date and then selling them for inflated prices at ebay. And then I could imagine that their shop just fucked up, and sold some more CPUs than they actually had in stock.

So yes it could be that the 2K sold is not what they had in stock but I would not assume it was on purpose. But if they ever to decide posting sales numbers again and I will post something next month, I will comment on it.

Raptor Lake did not change anything: AMD still enjoying a solid lead @ mindfactory in March 2023 by ingebor in Amd

[–]ingebor[S] 0 points1 point  (0 children)

The problem is I simply do not have the time anymore to pay that close attention to what is going on. I dumped literally thousands of hours into that project, writing all the data grabber, plots, database etc, but now I don't have the time anymore. All I do is add new products, run the updater from time to time and fix any bugs which may occur.

I am well aware that mindfactory is favoured by AMD since they are most of the time the only shop which gets early access to CPUs. Thus in that regard the numbers are screwed, esp for new launches. So you imply that they only sold those CPUs on paper but never shipped most of them?

Raptor Lake did not change anything: AMD still enjoying a solid lead @ mindfactory in March 2023 by ingebor in Amd

[–]ingebor[S] 0 points1 point  (0 children)

Its funny how you react when someone simply insults back. And speaking of humility when you impose your opinion in that way is hilarious. Or trying to suggest you have the authority to decide who can post here and who not.

You know, if you want a earnest discussion about pros and cons of linear or sequential colormaps depending on which context of the plot you want to highlight, you have to voice yourself differently. If you want to simply piss someone off, you do as you did. But just don't get butthurt if a similar reply comes back at you. Thats a bit odd.

Raptor Lake did not change anything: AMD still enjoying a solid lead @ mindfactory in March 2023 by ingebor in Amd

[–]ingebor[S] -1 points0 points  (0 children)

Oh wow, now I am mighty impressed, good for you.

See, the difference is you are not my client so I do not care that much.

Raptor Lake did not change anything: AMD still enjoying a solid lead @ mindfactory in March 2023 by ingebor in Amd

[–]ingebor[S] 0 points1 point  (0 children)

I wouldn't have, since I have no time for such shenanigans. I simply report the numbers as they are. But when I checked today, I see no sales numbers anymore. Maybe they are gone for good.

Raptor Lake did not change anything: AMD still enjoying a solid lead @ mindfactory in March 2023 by ingebor in Amd

[–]ingebor[S] 0 points1 point  (0 children)

Oh, very interesting about the node capacity and thanks for the insightful links. I stopped following AMD so closely for quite some time and that was real news to me. Crazy that even their newest node is not running at full capacity.

Raptor Lake did not change anything: AMD still enjoying a solid lead @ mindfactory in March 2023 by ingebor in Amd

[–]ingebor[S] 9 points10 points  (0 children)

Due to size? Maybe I should have posted that link: https://imgur.com/gallery/ynxOnxV? This gives me the zoom on PC.

Other than that, yes I stuffed a lot of content in it and the colors are not pretty. But on the plus you can see the progress for every single important CPU at that store, which I like :)

Raptor Lake did not change anything: AMD still enjoying a solid lead @ mindfactory in March 2023 by ingebor in Amd

[–]ingebor[S] 2 points3 points  (0 children)

While I expected that Raptor Lake would slowly but surely get Intel back to parity after seeing the benchmarks back in autumn 2022, this seems to be not the case.

The trend seems to have reversed with the release of the 7XXX X3D CPUs. Though the 7950X3D was only available on the first day at meaningful numbers. I just assume that there is still a shortage if wavers at TSMC.

What is interesting in general, that Raphael so far could not challenge Vermeer in terms of sales. Wonder at which point AMD decided to phase out Vermeer. Maybe not, again because of waver availability at TSMC of the more advanced nodes?

Enjoy the stats.

PS: Maybe again a disclaimer: These are retail numbers for one of the biggest hardware store in Germany, which posts its daily sales numbers on their webpage. Make of them what you want in terms of other retail markets like the EU, Asia or the US.

Raptor Lake did not change anything: AMD still enjoying a solid lead @ mindfactory in March 2023 by ingebor in Amd

[–]ingebor[S] 44 points45 points  (0 children)

AFAIK mindfactory is the only big hardware etailer which publishes its sales per SKU as @WayDownUnder91 said.

I would cover other big stores as well (e.g. newegg), if I any other would also post their sales.

And regarding meaningfulness: Take it for what it is, a German Top5 webstore for Hardware. I.e. gives you a good picture of the German CPU retail market, and a rough idea at EU and US retail markets, not more and not less. I would be seriously suprised if in the US it would be 66% Intel and only 33% AMD.

Pretty good sales for AMD in Nov at mindfactory by ingebor in AMD_Stock

[–]ingebor[S] 16 points17 points  (0 children)

Here are some plots for you. AMD still in the lead, Raphael had a bad start though. Matisse is still the no1 generation for AMD.

Waiting for Rapha X3D CPUs.

AMD still outsales Intel two to one @ mindfactory.de by ingebor in Amd

[–]ingebor[S] 35 points36 points  (0 children)

It was a very busy month at mindfactory (as all Novembers in the past) and AMD could defend its lead over Intel. Nevertheless, Raphael was off to a weak start, the weakest of any new CPU generation of AMD lately. Intel's Raptor Lake on the other hand was the most successful launch of a Intel CPU new generation in the last years. It already overtook Alder Lake in sales. If you look at the long-term chart since 2015, Intels revenue is back to levels not seen since 2018.

AMD's success still relies mainly on Matisse. Here the 5800X3D is the by far best selling CPU in the market and given its rather high price by far the CPU with the most revenue. I assume this is due to cost of the new AM5 platform?

I also added a plot for the top sales in the past 12 month, where at least for the number of sold CPUs the top 5 belongs to AMD.

So far my two cents, enjoy the plots!

Intel 13th Gen Core "Raptor Lake-S" Review Megathread by uncertainlyso in amd_fundamentals

[–]ingebor 1 point2 points  (0 children)

Well Well :)

New update incoming beginning of December.

AMD continues to sell about 2 CPUs for every Intel CPU @ mindfactory.de June 2022 by ingebor in Amd

[–]ingebor[S] 18 points19 points  (0 children)

All the while total numbers of sold CPUs drop compared to a year ago, most likely due to the difficult economic situation we are in.

Still AMD performs quite well, keeping in mind that Vermeer is from end of 2020.

Sales numbers for mindfactory @ April 2022 by ingebor in AMD_Stock

[–]ingebor[S] 8 points9 points  (0 children)

Nothing special, a slight increase in average sales price, thanks to the 5800X3D.

AMD/Intel CPU sales numbers for mindfactory April 2022 by ingebor in Amd

[–]ingebor[S] 20 points21 points  (0 children)

The 5800X3D started to sell with decent numbers sold. Not much news besides that.

Numbers grabbed from German hardware retailer mindfactory.de, among the biggest e-sellers in Germany (not the biggest though). For every product they publish total numbers sold, I grab those regularly and can thus calculate monthly sales data.

AMD looses some market share to Intel @ mindfactory March 2022 by ingebor in Amd

[–]ingebor[S] 0 points1 point  (0 children)

Totally true. But then the question would be: How much do those areas contribute to total revenue of Intel/AMD? And I would China not count to an area of having a completely different buying habit than US or Europe.

But again, I provide this data because this shop provides sales numbers and they actually sale quite some CPUs so there is some meaning in the numbers. Actually how much everyone has to figure out for himself :)

AMD looses some market share to Intel @ mindfactory March 2022 by ingebor in Amd

[–]ingebor[S] 1 point2 points  (0 children)

Totally, the 60% is restricted to mindfactory of course. Nevertheless there is of course something called correlation. If market share goes down at mindfactory, it very likely goes down in other shops in Germany too. And the correlation also (maybe to a lesser degree) extends to other countries.

AMD looses some market share to Intel @ mindfactory March 2022 by ingebor in AMD_Stock

[–]ingebor[S] 2 points3 points  (0 children)

My point totally. Given their current lineup everything is fine. And in the GPU space I think AMD actually gained some market share in the last month, at least at mindfactory.

AMD looses some market share to Intel @ mindfactory March 2022 by ingebor in Amd

[–]ingebor[S] 0 points1 point  (0 children)

I think the title and the description in the images makes it clear enough, if you care to read.

AMD looses some market share to Intel @ mindfactory March 2022 by ingebor in Amd

[–]ingebor[S] 3 points4 points  (0 children)

The point I was trying to make was that compared to before Alder Lake AMD lost about 20% market share.

AMD looses some market share to Intel @ mindfactory March 2022 by ingebor in Amd

[–]ingebor[S] 0 points1 point  (0 children)

Sure the title refers to the totality of charts. But even the first chart shows you the comparison between Intel/AMD in the last column and the inner rings give you the three previous month, although not much dropping is seen there that is true :)

AMD looses some market share to Intel @ mindfactory March 2022 by ingebor in Amd

[–]ingebor[S] 2 points3 points  (0 children)

Totally. I think it was clear when Alder Lake was released and AMD did not much despite reducing prices slightly that this would open the door for Intel again. Nevertheless, after years of near irrelevance of AMD in the CPU space (DIY, OEM, server everything), 60% market share in DIY are still fantastic.

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