A lot has been written about Intel's struggles, but AMD has had their own as well. While AMD's focus on consoles and the datacenter has paid dividends,
Lisa Su recently described AMD as a datacenter first company, their consumer division has lagged behind, growing at a snails pace of just half a percent a quarter since the introduction of Zen and even Zen 3 when they offered a no-compromises better x86 chip than Intel. Part of this can be attributed to AMD's focus on the datacenter/console markets and AMD's small size forcing trade offs in manufacturing, but the other part, well ... read on:
"Partners cited miscommunication, unfulfilled promises, and generally poor treatment, reminiscent of Intel’s behavior during its dominant years." - AC Analysis
www.tomshardware.com
In summary, OEMs would like to offer more and better AMD products but AMD just doesn't offer them much help even on top of the poor supply of chips. The article reinforces something that I think
@Artemis brought up in the Qualcomm thread that even a new entrant like Qualcomm, and we've seen the struggles there too, got more design wins and devices out in the wild than AMD, never mind Intel. Again, a lot of this is that AMD has been hampered by the fact that they were too small to take advantage of their better processors and had to prioritize and probably the datacenter market was the right call, more lucrative and less fickle. But this inability to execute on the consumer side has reportedly left "billions" on the table. In reference to the "Fall of Intel" thread, this is the most valuable thing that size buys you: time. Their market entrenchment allowed them to survive this long, and by survive I mean retain dominant consumer market share (datacenter more complicated as Intel has more market share but lower ASP), against arguably superior products from their competitor(s - including indirectly Apple whose growth in chip marketshare is hampered by you know not being a chip company and being in its own ecosystem that people have to buy into).