AMD Expected to Regain Market Share
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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mobrocket Intel dominates the business market, i doubt the marketshare is that close in the personal computingReply
for heavens sake we need AMD to be relavate, without them intel will just kill all innovation and just cash checks
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ta152h Who's getting the other 7.3 %? No way niche sellers like IBM, Oracle, and VIA are accounting for 7.3% market share.Reply -
mjello Intels most feared competitor is ARM.Reply
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. -
dread_cthulhu 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 checksReply
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!
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Assmar 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?Reply -
patfactorx To be honest the APU is the best competitor to ARM right now. It power draw for GPU performance is pretty nutsReply -
sykozis 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.Reply -
Wisecracker I think there is a problem, here.Reply
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. -
GreaseMonkey_62 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.Reply