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AMD Expected to Regain Market Share

By - Source: Forbes | B 37 comments

Analysts today said that AMD got slaughtered by Intel in the first quarter of the year, but Forbes believes that Llano will help the company to regain market share.

IHS iSuppli said that Intel climbed to a processor market share of 82.6% in Q1 (up 2.0 points from Q1 2010), while AMD dropped to 10.1% from 11.8%.

However, Forbes predicts that AMD's notebook processors are good enough to take share from Intel - the publication's forecasts estimates that the uptick could be up to six points in the notebook market and up to eight points in servers. There may also be gains in the desktop market, but since we know that desktop shipments are declining anyway, those share gains may not matter much.

AMD has fueled high expectations among analysts that its new architecture will generate strong processor shipments. There is now clear pressure for AMD to deliver, even if Intel seems to have fully recovered from its Sandy Bridge hiccup earlier this year.

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  • 22 Hide
    dread_cthulhu , June 30, 2011 4:06 PM
    mobrocketIntel dominates the business market, i doubt the marketshare is that close in the personal computingfor heavens sake we need AMD to be relavate, without them intel will just kill all innovation and just cash checks


    Agreed! I'd love to see AMD gain some market share. They're unappreciated as is, and I love their chips. No CPU monopolies please!
  • 15 Hide
    Assmar , June 30, 2011 4:12 PM
    mjelloIntels most feared competitor is ARM.They rule smartphone and tablet market. ARM has multiple suppliers. And they will soon enter the small and light notebook space as well. And eventually the fullsize notebooks will see them too.

    But in the mean time doesn't AMD have an exceptional net/notebook product in Llano?
  • 14 Hide
    GreaseMonkey_62 , June 30, 2011 4:56 PM
    AMD's APU line, makes the Intel's Atom processors look silly. Hopefully manufacturers will catch on and will see more Fusion based notebooks - possibly tablets too. I wouldn't mind seeing some home servers with an E-350 too.
Other Comments
  • 13 Hide
    mobrocket , June 30, 2011 3:56 PM
    Intel dominates the business market, i doubt the marketshare is that close in the personal computing

    for heavens sake we need AMD to be relavate, without them intel will just kill all innovation and just cash checks

  • -7 Hide
    ta152h , June 30, 2011 4:05 PM
    Who's getting the other 7.3 %? No way niche sellers like IBM, Oracle, and VIA are accounting for 7.3% market share.
  • 1 Hide
    mjello , June 30, 2011 4:06 PM
    Intels most feared competitor is ARM.
    They rule smartphone and tablet market.
    ARM has multiple suppliers.
    And they will soon enter the small and light notebook space as well.
    And eventually the fullsize notebooks will see them too.
  • 22 Hide
    dread_cthulhu , June 30, 2011 4:06 PM
    mobrocketIntel dominates the business market, i doubt the marketshare is that close in the personal computingfor heavens sake we need AMD to be relavate, without them intel will just kill all innovation and just cash checks


    Agreed! I'd love to see AMD gain some market share. They're unappreciated as is, and I love their chips. No CPU monopolies please!
  • 15 Hide
    Assmar , June 30, 2011 4:12 PM
    mjelloIntels most feared competitor is ARM.They rule smartphone and tablet market. ARM has multiple suppliers. And they will soon enter the small and light notebook space as well. And eventually the fullsize notebooks will see them too.

    But in the mean time doesn't AMD have an exceptional net/notebook product in Llano?
  • 9 Hide
    patfactorx , June 30, 2011 4:33 PM
    To be honest the APU is the best competitor to ARM right now. It power draw for GPU performance is pretty nuts
  • 2 Hide
    sykozis , June 30, 2011 4:35 PM
    TA152HWho's getting the other 7.3 %? No way niche sellers like IBM, Oracle, and VIA are accounting for 7.3% market share.

    It depends on what they're defining as the "processor market". If they're looking strictly at desktop/server/workstation market, I'd have to agree with you as neither IBM or VIA have anything in the workstation or desktop market...and VIA doesn't exist in the server market. If they're looking at the actual processor market....VIA has a rather healthy foothold in the embedded market powering POS (Point of Sales) systems and ATM machines.
  • 4 Hide
    Wisecracker , June 30, 2011 4:36 PM
    I think there is a problem, here.

    The numbers cited are not really 'market share' --- the numbers are 'revenue share'. AMD microprocessor unit sales in the channel were up and, IIRC, their margins were in the 45% range. Intel, of course, has higher margins.

    The most pertinent issue for AMD going forward (among many) is to generate more cash from the video side -- hopefully, the 7XXXs will do that.
  • 14 Hide
    GreaseMonkey_62 , June 30, 2011 4:56 PM
    AMD's APU line, makes the Intel's Atom processors look silly. Hopefully manufacturers will catch on and will see more Fusion based notebooks - possibly tablets too. I wouldn't mind seeing some home servers with an E-350 too.
  • 6 Hide
    verbalizer , June 30, 2011 6:44 PM
    the pressure is on....
    better deliver AMD.
  • 7 Hide
    iubyont , June 30, 2011 7:17 PM
    Makes sense. For the general public, Intel's CPU itself is too overpowered and the GPU is too underpowered. AMD has found the better balance. I'd still suggest that anyone who spends significant time gaming, who desires top-tier gaming graphics/framerates, or who does CPU intensive tasks such as video encoding, the person should get an Intel CPU. For everyone else, get an AMD one.
  • 1 Hide
    fir_ser , June 30, 2011 7:45 PM
    Hope the best for AMD and so far thing are promising, hopefully AMD will put some pressure on Intel and push innovation in the CPU market.
  • 7 Hide
    joytech22 , June 30, 2011 9:26 PM
    otacon72Intel isn't afraid of anyone..lol They own the CPU market. ARM should be the one that is afraid on Intel taking their market share. AMD has been and will be irrelevant in the CPU market.


    Funny.. It seems Intel's getting it's ass handed to it in the portable sector. Just like we are waiting for AMD to release something competitive in the desktop department, we are waiting for Intel to release something competitive in the portable department.

    Intel's not going to be stealing much market share anytime soon from ARM.
  • 11 Hide
    web11 , June 30, 2011 10:07 PM
    I agree that we should support AMD. their processors are pretty good and the last thing we need is a monopoly on the CPU market.
  • 2 Hide
    fullofzen , June 30, 2011 10:28 PM
    otacon72If you need your computer to do anything of relevance get an 2nd i5/7. If you want a netbook or value PC/Laptop get a Llano. Llano will not make AMD relevant again in the CPU market no matter how many videos it releases.


    What do you consider to be an activity "of relevance" exactly? You don't need a Sandy Bridge to do spreadsheets or write documents; I would say those are pretty relevant tasks.

    What you mean are tasks that are processor intensive. Not many people doing that kind of stuff really.
  • 3 Hide
    jsc , June 30, 2011 11:35 PM
    Besides the gamers, you mean.
  • 2 Hide
    znegval , July 1, 2011 12:34 AM
    fullofzenWhat do you consider to be an activity "of relevance" exactly? You don't need a Sandy Bridge to do spreadsheets or write documents; I would say those are pretty relevant tasks.What you mean are tasks that are processor intensive. Not many people doing that kind of stuff really.


    Dude, better just not feed the trolls.
  • 1 Hide
    alidan , July 1, 2011 12:39 AM
    you know, if they got a mid/high end gpu in the cpu, improved the drivers to make them closer to crossfire levels of performance boosts, i could easily see amd being more than a budget cpu for gamers.

    it would be great as something to tide you over till you got the money for a great gpu, it would be an extra push for when you did, and would allow a crossfire like performance boost without the crossfire/sli premium (motherboard)
  • 2 Hide
    pyrozen , July 1, 2011 1:14 AM
    AMD is due to see a decent chunk of market share slide there way in the last two quarters of this year. If you got any extra $$$ i would suggest buying in now while shares are hovering near $7. They're pegged by most analysts to be headed towards $9-$9.50 by the end of the year, which is a great short play. I bought in at $7.50, but i know I'm in great shape.

    And to anyone saying these processors are "weak", most people do not shop around for each and every piece inside of there desktop/laptop. They want something already put together that works well. The Llano series chips meet that demand perfectly, and at a good price point.

    When was the last time you individually picked out each piece of your next car purchase? Gear-heads would call that blasphemy, but to normal drivers it makes sense. Take a little perspective!
  • 0 Hide
    whatisupthere , July 1, 2011 2:19 AM
    pyrozenAMD is due to see a decent chunk of market share slide there way in the last two quarters of this year. If you got any extra $$$ i would suggest buying in now while shares are hovering near $7. They're pegged by most analysts to be headed towards $9-$9.50 by the end of the year, which is a great short play. I bought in at $7.50, but i know I'm in great shape.And to anyone saying these processors are "weak", most people do not shop around for each and every piece inside of there desktop/laptop. They want something already put together that works well. The Llano series chips meet that demand perfectly, and at a good price point.When was the last time you individually picked out each piece of your next car purchase? Gear-heads would call that blasphemy, but to normal drivers it makes sense. Take a little perspective!


    I agree! I got some last year at 5$ and think I will get some more at 7$.
    I think it could even be good for longer term also.
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