PC CPU市场格局，生变

Core Viewpoint - Intel's market share has significantly declined from approximately 90% to 60% over the past eight years, primarily due to competition from AMD and Apple's transition to self-designed Arm architecture processors [1][3]. Market Share Analysis - AMD has steadily been gaining CPU market share, with recent analyses indicating that Apple's notebook CPU sales are now nearly on par with Intel's, each holding about 20% of the market [3]. - Since 2018, AMD and Apple have collectively reduced Intel's market share by over 20% in both the desktop and notebook CPU markets [3]. - Prior to 2018, Intel dominated the desktop CPU market with around 90% share and over 80% in the notebook CPU market; currently, it retains about 60% in both segments [3]. Competitive Landscape - AMD's fourth-generation Zen processors have accelerated its market share growth, while Intel's consumer-grade CPUs have stagnated due to stability issues and a lack of effective response to AMD's 3D V-Cache technology [11]. - AMD's CPUs now account for over 40% of Steam users, indicating strong adoption among gamers [11]. - Apple's M series processors have maintained a stable 10% share in the desktop market since their launch in 2022, reflecting a shift among users favoring Mac computers over Intel models [11]. Future Outlook - Intel's recent launch of the Core Ultra 3 series processors aims to counter the increasing competition from AMD's Ryzen AI 400 series and Apple's M5 processors [12]. - The impact of emerging players like Qualcomm and NVIDIA in the Arm CPU market is anticipated, with Qualcomm set to release a series of Arm-based Windows laptop processors in 2024 [12].