AMD claimed 1.5 points of share from Intel overall and now stands at 20.4%. In mobile computers, AMD gained 1.8 points to 15.2%, in desktops it added 1.5 points to 28.9%, IDC said. Intel held 79.3% overall and 84.4% in mobile and 70.9% in desktops.
The good news for Intel and AMD was the fact that Sandy Bridge and Fusion already account for more than 60% of processor shipments. Given AMD's gains, it appears that AMD had a much better start into this era than Intel.
The overall x86 market is trending toward slower gains for the year than previously anticipated. IDC revised its unit growth forecast from 10.3% to 9.3%. Worldwide PC microprocessor unit shipments in 2Q11 declined 2.9% compared to 1Q11 and improved by 0.6% when compared to 2Q10. In Q2 2011, the x86 CPU market brought in $9.49 billion and declined by 4.0% compared to 1Q11, but was up 5.4% compared to 2Q10.
"The first quarter of 2011 was better than most first quarters due to the extra calendar week," said Shane Rau, director of Semiconductors: Personal Computing research at IDC. "So the sequential comparison isn't surprising. If we took off that extra week, the performance between the two quarters probably would've seen a seen a slight sequential uptick from 1Q to 2Q."
