http://www.tgdaily.com/content/view/32952/118/
According to Intels 2nd quarter report today, 40% of Q207s shipments were mobile, accounting for 37.9% of its total CPU/chipset sales, up 4.3% from Q206, while desktop and server sales dropped 4.3 % to 53.5 % for the same time frame. Interestingly, while the percentage of desktop/servers products shipped has dropped, profit in that arena has increased. Given the decreasing ASPs for DT/server, the only explanation is that that the DT market has continued to expand with Intel shipping an increased number of skus, but the mobile market has expanded at a much faster rate than the DT/server markets, which is in line with what we've been seeing. Addtionally, profitablity in mobile was much higher than DT/server.
According to Intels 2nd quarter report today, 40% of Q207s shipments were mobile, accounting for 37.9% of its total CPU/chipset sales, up 4.3% from Q206, while desktop and server sales dropped 4.3 % to 53.5 % for the same time frame. Interestingly, while the percentage of desktop/servers products shipped has dropped, profit in that arena has increased. Given the decreasing ASPs for DT/server, the only explanation is that that the DT market has continued to expand with Intel shipping an increased number of skus, but the mobile market has expanded at a much faster rate than the DT/server markets, which is in line with what we've been seeing. Addtionally, profitablity in mobile was much higher than DT/server.