We’ll find out for sure when AMD releases their earnings soon. If AMD’s margins also took a hit, took less of one, or none at all that will tell us a lot about Intel’s design wins vs AMD. But the biggest data point for now would be Intel’s much weaker margins in data center as well as consumer. Every analysis is pointing to AMD’s success as the primary culprit rather than pandemic related which makes sense given that market.
Also analysis has indicated Apple’s share of the premium market grew substantially given the M1 CPU advantage. IDC pegged it at twice overall market growth and while estimates and comparing Mac to PC sales is not always easy, at least it shows that there was growth in the premium consumer market to be had as well during the pandemic and Intel doesn’t look like it got any.
Btw I agree even if Intel is to fall eventually (which is far from guaranteed), Intel isn’t going anywhere for awhile. I’m just being somewhat more negative about where they are already from a business perspective. There are worrying signs (for Intel) that their engineering troubles are starting to come home to roost financially. This isn’t destiny (yet) but I think I peg them as being in more trouble now than you. It’s a matter of degree rather a qualitative disagreement.
P.S. not a business person at all, just random internet guy’s opinion, but others who do seem to know their stuff seem to share it (and informed it) so that’s why I share it
I have gotten pretty far in life by always betting against IDC’s numbers ;-)