AMD Sales Are Booming, but High-End Ryzen 3000 CPUs Still in Short Sup

After the Ryzen 3000 family debuted on 7nm, German retailer Mindfactory.de released data from its own CPU sales showing that demand for the smaller CPU manufacturer’s products had skyrocketed. That demand continued straight through August, but product shortages may be hampering overall sales.

While the absolute number of CPUs fell, AMD held virtually the same market share. Sales of second-generation products continue to be strong, even with third-gen Ryzen in-market. On the AMD side, shipments of the Ryzen 9 3900X fell, as did sales of the Ryzen 7 3700X, and 3800X. The Ryzen 5 3600 substantially expanded its overall market share. Intel shipments appear to have been virtually identical, in terms of which CPU SKUs were selling the best.

Now we look at the market in terms of revenue. Intel’s share is higher here, thanks to higher selling prices. The Ryzen 9 3900X made a significantly smaller revenue contribution in August, as did the Ryzen 7 3700X. Sometimes the revenue graphs show us a different side of performance compared with sales charts, but this month the two graphs generally line up as expected.

Except for the 3900X, all Matisse CPUs where available for most of the time and sold pretty well (not so much the 3800X, which dropped in price sharply towards the end of the month). These shortages can be seen in the revenue drop and a lower average sales price compared to last month.

For most of the month, the 3900X was unavailable with a date of availability constantly pushed out by mindfactory. Seems like the amount of CPUs they got do not suffice to satisfy their backlog of orders. The next date is the 6th of September. Hopefully the next month will finally see some decent availability. Also it remains to be seen when the 3950X will start to sell and whether it will be in better supply.

Ingebor also noted that there’s been no hint of official Intel price cuts, despite rumors that the company might respond to 7nm Ryzen CPUs by enacting them.

The Limits of Retail Analysis

It’s incredibly useful that Mindfactory releases this information, but keep in mind that it represents sales at one company, in one country. We don’t doubt that AMD is seeing sales growth across its 7nm product lines, but the retail channel is a subset of the desktop market, and the desktop market is dwarfed by the laptop market.

Data from Statista makes the point. Even if we ignore tablets, only about 36.7 percent of the computing market is desktops. Trying to estimate the size of the PC retail channel is difficult; figures I’ve seen in the past suggest it’s 10-20 percent of the space. If true, that would suggest Mindfactory, Newegg, Amazon, and similar companies collectively account for 3.6 to 7.3 percent of the overall PC market. AMD and Intel split this space, with the size of the split depending on the relative competitive standing of each company, hardware availability in the local market, and any country-specific preferences for one vendor versus the other.

This is why you’ll see websites write stories about how AMD is dominating sales at a specific retailer, followed by stories that show a relatively small gain in total market share. It’s not that either story is necessarily wrong; they capture different markets.

Overall, AMD is in a strong competitive position at the moment. Just keep in mind that data sets like this, while valuable and interesting, only capture a small section of the overall space.

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