Sources within the OEM laptop manufacturers indicate a decline in AMD's technical support. This is attributed to the company's shift towards corporate solutions rather than consumer products.
The consulting firm AC Analysis claims that AMD's focus shift towards artificial intelligence and data centers has resulted in a “glacial period of cold war” in relationships with OEM producers — the company is losing the trust of its partners. ComputerBase reports complaints from manufacturers that the “cold” relationship with AMD and poor collaboration are leading to billion-dollar losses due to declining sales.
AC Analysis notes that AMD is prioritizing corporate chips over consumer offerings. The firm quotes several of AMD's laptop OEM partners, who have expressed their dissatisfaction with “misunderstandings, unfulfilled promises, and an overall negative attitude” from the company, “which resembles Intel's behavior during its years of dominance.”
ComputerBase points out that according to various laptop OEMs, AMD continues to struggle with many issues the company faced in the past. An inadequate supply and the related problems have resulted in a shortage of new laptops featuring Strix Point processors, which have only just begun entering the market.
As a result, hardware manufacturers have received the AMD Strix Point chips with skepticism, despite consumer enthusiasm. Currently, the American retailer BestBuy only offers three brands with these processors: Asus, HP, and MSI — with HP and MSI each represented by one model, while Asus has 13 models utilizing AMD Ryzen AI 300. Lenovo's Yoga Pro 7 Gen 9 laptops are not yet available for sale in the US.
In contrast to AMD's new launches, the introduction of Qualcomm's Snapdragon X was highly anticipated by the public and laptop manufacturers — seven brands have released 12 different models, with new ones expected soon. It’s important to note that Qualcomm is a newcomer to this market. However, Intel remains the most represented, with its new Lunar Lake processors featured in 80 models.
Despite poor relationships with manufacturers, AMD is still slowly capturing market share compared to Intel. The share of “Team Red” laptops in the overall market has reached 19%. Nevertheless, the company has gained only fractions of a percent per quarter for many years.
Sources: Tom's Hardware
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