Germany's largest hardware retailer has yet to sell a single Intel Core Ultra 200S CPU

[Daniel Sims]

In context: Intel's desktop Core Ultra 200 processors recently launched to lukewarm reviews, and the new chips haven't prevailed over their predecessors or the Ryzen 7000 series in online retailer sales charts. However, the situation at the German storefront Mindfactory looks especially dire for the company. Given its recent problems, Chipzilla needs a win, but this lineup doesn't seem to be it.

Intel's Arrow Lake Core Ultra 200S desktop CPUs are nowhere to be found in the first sales report from Germany's largest PC retailer following their launch. Instead, products from competitor AMD's last three CPU lineups nearly fill the entire chart, leaving Intel almost completely shut out.

According to a sales chart that TechEpiphany shared this week, Mindfactory sold 730 AMD processors and only 40 Intel CPUs. Team Red's market share reached almost 95 percent, and the company's revenue from the retailer dwarfed Intel's by well over an order of magnitude.

�"� first Arrow Lake post launch sales numbers
AMD share shoots up to 95%

â¹ï¸Â Units
AMD: 730 units sold, 94.81%, ASP: 267
Intel: 40, 5.19%, ASP: 388

â¹ï¸Â Revenue
AMD: 195201, 92.64%
Intel: 15509, 7.36% pic.twitter.com/oaiyG8LO4L

– TechEpiphany (@TechEpiphanyYT) October 29, 2024

AMD's Ryzen 7 7800X3D is easily the top seller and the only product to sell in the triple digits at 190 units. Out of 32 listed CPUs, 28 are Ryzen 5000, 7000, and 9000 chips. Meanwhile, the only four Intel products to make the list are 13th- and 14th-generation Raptor Lake CPUs, each selling 10 units. Although Mindfactory sold a few chips from AMD's recently launched Ryzen 9000 series, Intel's new Core Ultra 200 lineup is completely absent.

Team Red is similarly dominant in recent rankings from American retailers like Amazon and Newegg, but Arrow Lake at least manages to make an appearance there. Amazon has sold at least 100 Intel Core Ultra 7 265Ks, and that processor ranks 27th on Newegg.

Understanding Arrow Lake's worrying commercial debut isn't difficult. In our review, we noted that the 265K and its larger sibling, the Core Ultra 9 285K, suffer from inconsistent gaming performance and show only light productivity gains. Despite significant power efficiency improvements, the lineup could prove a misfire for Intel. Slightly older CPUs offer similar or better performance at significantly lower prices, so their popularity isn't surprising.

If the situation doesn't improve, it may add to Chpizilla's already mounting problems. The company recently dug itself out of the controversy surrounding crashing Raptor Lake CPUs but still suffers from declining revenue, weakening stock, and speculation about splitting off its divisions. Intel is expected to post its first annual net loss since 1986 this year.

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Germany's largest hardware retailer has yet to sell a single Intel Core Ultra 200S CPU

 

[Brickwizard]

Am I surprised, No... steady evolution beats re-design any day,

 

[VemigoAmigo]

Mindfactory is AMD fanboys. They always share positive AMD news and sales numbers. I have never seen a post from them, with negative AMD numbers.

And no, I am not a Intel fanboy. I am using 7800X3D. I just laugh when I read Mindfactory sales numbers because they are completely off compared to the rest of the market.

Last time I saw GPU sales numbers from Mindfactory, AMD had like 50-60% of GPU sales. Yeah, AMD would wish.

Mindfactory was pro AMD even before Ryzen 3000 and delivered skewed salesnumbers here as well.

Maybe AMD fanboys flock to Mindfactory but their sales numbers generelly don't represent the market very well.

 

[oasked]

I love AMD products, and currently use a 5800X3D and a 7900XTX.... but these numbers seem off.

And if they're not off, they're irrelevant as OEMs will make up the bulk of sales anyway. OEMs like using Intel...

 

[noel24]

Mindfactory is AMD fanboys. They always share positive AMD news and sales numbers. I have never seen a post from them, with negative AMD numbers.

And no, I am not a Intel fanboy. I am using 7800X3D. I just laugh when I read Mindfactory sales numbers because they are completely off compared to the rest of the market.

Last time I saw GPU sales numbers from Mindfactory, AMD had like 50-60% of GPU sales. Yeah, AMD would wish.

Mindfactory was pro AMD even before Ryzen 3000 and delivered skewed salesnumbers here as well.

Maybe AMD fanboys flock to Mindfactory but their sales numbers generelly don't represent the market very well.

Yes, but at the same time They are Germany's one of largest hardware distributor, and if someone just bought one of those parts and read Their statement, He would definitely challenged Them, on social media or such?
On top of That, just imagine You read reviews of "meh" improvements, but still decided to buy new CPU and MOBO. Would You? They might have just simply sell none of them.
Not that AMD 9 series sells like hotcakes, but at least You can use 650 chipset MOBOs that are relatively cheaper now, so thats an upgrade path for some.

 

[KaitouX]

It seems like Arrow lake isn't there because apparently Mindfactory wasn't selling them until yesterday. Even now they only have the tray versions of the 245K(F) and 265K(F), with all but the 245K marked as sold over 5 times.

 

[Cheap Scotch]

Mindfactory is AMD fanboys. They always share positive AMD news and sales numbers. I have never seen a post from them, with negative AMD numbers.

And no, I am not a Intel fanboy. I am using 7800X3D. I just laugh when I read Mindfactory sales numbers because they are completely off compared to the rest of the market.

Last time I saw GPU sales numbers from Mindfactory, AMD had like 50-60% of GPU sales. Yeah, AMD would wish.

Mindfactory was pro AMD even before Ryzen 3000 and delivered skewed salesnumbers here as well.

Maybe AMD fanboys flock to Mindfactory but their sales numbers generelly don't represent the market very well.

This is a really strange take. In what way is a vendor a "fanboy" by publishing sales numbers? Are they buying AMD chips themselves to inflate sales statistics?

If you look at the Amazon best selling CPUs, 9 of the top 10 selling CPUs are AMD. If you expand that to the top 20, AMD is 14 of those. Does this make Amazon an AMD fanboy?

 

[Achaios]

Mindfactory is AMD fanboys. They always share positive AMD news and sales numbers. I have never seen a post from them, with negative AMD numbers.

And no, I am not a Intel fanboy. I am using 7800X3D. I just laugh when I read Mindfactory sales numbers because they are completely off compared to the rest of the market.

Last time I saw GPU sales numbers from Mindfactory, AMD had like 50-60% of GPU sales. Yeah, AMD would wish.

Mindfactory was pro AMD even before Ryzen 3000 and delivered skewed salesnumbers here as well.

Maybe AMD fanboys flock to Mindfactory but their sales numbers generelly don't represent the market very well.

As reported by one Solzenitsyn, in the Soviet Union the aparachniks (Communist Party people) used to say that "if reality disagrees with the Party line then so much the worse for reality".

Congratulations, your post has managed to almost reach PRAVDA levels of disinformation.

 

[VemigoAmigo]

As reported by one Solzenitsyn, in the Soviet Union the aparachniks (Communist Party people) used to say that "if reality disagrees with the Party line then so much the worse for reality".

Congratulations, your post has managed to almost reach PRAVDA levels of disinformation.

Funny how Steam HW Survey don't show what Mindfactory is telling us then.

 

[Puiu]

Funny how Steam HW Survey don't show what Mindfactory is telling us then.

Steam incorporates many things and this includes: very old systems, school PCs, internet cafe, laptops and anything that could have steam installed. AMD can't replace those in less than a decade. Getting 34% was already a huge achievement in such a short period of time.

 

[VemigoAmigo]

Steam incorporates many things and this includes: very old systems, school PCs, internet cafe, laptops and anything that could have steam installed. AMD can't replace those in less than a decade. Getting 34% was already a huge achievement in such a short period of time.

So you are saying that AMD GPU marketshare is lower than Steam HW Survey tells us. Then AMD should be in full panic mode. Lets hope Radeon 8000 will be decent.

 

[Puiu]

So you are saying that AMD GPU marketshare is lower than Steam HW Survey tells us. Then AMD should be in full panic mode. Lets hope Radeon 8000 will be decent.

We are talking about CPUs here. And I'm talking about the replacement rate of old systems with newer ones.

Even if AMD were to be selling 100% of retail CPUs right now (ignoring OEMs and laptops), there still are too many PCs in the hands of consumers (billions).

AMD is probably adding around 10-15mil new PC+laptop CPUs in on the market every year and that barely moves the needle. It takes a lot of time. Steam alone has 132mil active monthly accounts.

PS: frankly I'm surprised to see AMD GPUs at 15% on steam I was expecting around 10%, but I guess APUs help a lot here.

 

[VemigoAmigo]

We are talking about CPUs here. And I'm talking about the replacement rate of old systems with newer ones.

Even if AMD were to be selling 100% of retail CPUs right now (ignoring OEMs and laptops), there still are too many PCs in the hands of consumers (billions).

AMD is probably adding around 10-15mil new PC+laptop CPUs in on the market every year and that barely moves the needle. It takes a lot of time. Steam alone has 132mil active monthly accounts.

PS: frankly I'm surprised to see AMD GPUs at 15% on steam I was expecting around 10%, but I guess APUs help a lot here.

Subtract APUs and iGPUs and you get sub 10% dGPU marketshare

If you look quarter gains for CPUs you will see that Intel often grabs back marketshare too. AMD is not climbing every quarter.

 

[Puiu]

Subtract APUs and iGPUs and you get sub 10% dGPU marketshare

If you look quarter gains for CPUs you will see that Intel often grabs back marketshare too. AMD is not climbing every quarter.

Yeah, that's about where I think GPUs are right now for them.

They don't need to gain every quarter, some ups and downs are natural. Especially because of how businesses make large orders. AMD has also hit an issue with how much they can produce per year slowing down growth which is why they are focusing on servers where the margin are much greater.
This is why consumer OEMs still work with Intel so much (ignoring the obvious "special benefits"), they get more stocks for pre-builds and laptops. Although 2024 might be different, we'll see next year the official numbers.

The trend is pretty obvious.

 

[HardReset]

Funny how Steam HW Survey don't show what Mindfactory is telling us then.

Mindfactory numbers are actual sale data. In other words, fact.

Steam survey take information from some Steam user accounts randomly, same machine may appear many times on Steam survey. In other words, even if Steam survey is made from only accounts that use less than a month old hardware, it's very possible and even expected that Intel have more share than AMD on CPU side. In other words, Steam survey des not tell anything about sold CPUs.

Another thing is that Mindfactory customers have surely more knowledge than average user that buys OEM machine without knowing anything about what's inside.

 

[VemigoAmigo]

Mindfactory numbers are actual sale data. In other words, fact.

Steam survey take information from some Steam user accounts randomly, same machine may appear many times on Steam survey. In other words, even if Steam survey is made from only accounts that use less than a month old hardware, it's very possible and even expected that Intel have more share than AMD on CPU side. In other words, Steam survey des not tell anything about sold CPUs.

Another thing is that Mindfactory customers have surely more knowledge than average user that buys OEM machine without knowing anything about what's inside.

No, same machine don't appear several times. One profile per UID is listed. If you participate again, you update your listing.

Mindfactory claims that AMD are selling well, however:

AMD's RX 6600 is the most popular Red Team GPU among Steam gamers, by a whisker — but no Radeon card makes the top 30 list

RDNA 3 seems to be nowhere in sight!

www.tomshardware.com

 

[HardReset]

AMD has also hit an issue with how much they can produce per year slowing down growth which is why they are focusing on servers where the margin are much greater.

There is not shortage of TSMC 7nm/6nm process and even 5nm is not really short supply. So AMD could easily produce gazillion 7nm laptop chips (Zen3/Zen3+) and much more 5nm laptop chips (Zen4) if there is demand. Zen3+ is more than enough for masses still.

So this "AMD has no capacity" is old news and only applies for some high end stuff.

 

[VemigoAmigo]

There is not shortage of TSMC 7nm/6nm process and even 5nm is not really short supply. So AMD could easily produce gazillion 7nm laptop chips (Zen3/Zen3+) and much more 5nm laptop chips (Zen4) if there is demand. Zen3+ is more than enough for masses still.

So this "AMD has no capacity" is old news and only applies for some high end stuff.

"If there is demand" being the keyword.

But nah, they could not.

TSMCs capacity is limited and many companies are fighting for capacity. This is why companies wait 12+ months for Blackwell AI GPUs. If Nvidia could simply buy more capacity, they would.

 

[HardReset]

No, same machine don't appear several times. One profile per UID is listed. If you participate again, you update your listing.

Mindfactory claims that AMD are selling well, however:

AMD's RX 6600 is the most popular Red Team GPU among Steam gamers, by a whisker — but no Radeon card makes the top 30 list

RDNA 3 seems to be nowhere in sight!

www.tomshardware.com

Not sure abou that UID thing. Source?

Again, so far no-one has provided single proof about Mindfactory lying their sales numbers. Steam survey however are proven to be buggy (I have provided examples like listing CPU on GPU listing) and many users say they have Never been asked to participate.

"If there is demand" being the keyword.

No. Intel have paid and still pay OEMs not to use AMD.

 

[Puiu]

There is not shortage of TSMC 7nm/6nm process and even 5nm is not really short supply. So AMD could easily produce gazillion 7nm laptop chips (Zen3/Zen3+) and much more 5nm laptop chips (Zen4) if there is demand. Zen3+ is more than enough for masses still.

So this "AMD has no capacity" is old news and only applies for some high end stuff.

For the DIY market there isn't supply isn't that big of an issue (although we are seeing some signs of it now), but for the OEMs it definitely is an issue and I'm not talking about old things but new products. Laptops suffer the most from this.

It's OEMs who are asking Intel and AMD to release things on an yearly basis so that they can sell "new" shiny PCs/laptops. In first year of a new product stocks dry up very fast (unless the product is a complete dud). And sales of old hardware will always slow down after a while.

We unfortunately live in a world where people want the newest shiny thing. AMD can definitely flood the market with cheap 7nm Zen3 CPUs... but it would just mostly be dead stock. Even I will not buy it unless it's so cheap that I don't care

 

[HardReset]

For the DIY market there isn't supply isn't that big of an issue (although we are seeing some signs of it now), but for the OEMs it definitely is an issue and I'm not talking about old things but new products. Laptops suffer the most from this.

It's OEMs who are asking Intel and AMD to release things on an yearly basis so that they can sell "new" shiny PCs/laptops. In first year of a new product stocks dry up very fast (unless the product is a complete dud). And sales of old hardware will always slow down after a while.

We unfortunately live in a world where people want the newest shiny thing. AMD can definitely flood the market with cheap 7nm Zen3 CPUs... but it would just mostly be dead stock. Even I will not buy it unless it's so cheap that I don't care

That really doesn't change anything. Again, capacity is not a problem. And AMD can always rename old parts to get something "new" on market. Intel have pretty hard time to beat even Zen3 mobile so performance is not an issue.

This whole "AMD has capacity problem" thing comes from years ago when TSMC 7nm was actually overbooked. But as cash rich customers already have moved on 3nm, there is no capacity problems on "worse" nodes (4nm and above) and even TSMC 7nm is very competitive vs Intel processes. Even more when considering AMD has better architecture available.

So it's all about Intel bribing OEMs, once again. Of course, if you can supply sources for these capacity problems, I will reconsider.