You are currently viewing our boards as a guest, which gives you limited access to view most discussions and access our other features. By joining our free community, you will have access to post topics, communicate privately with other members (PM), respond to polls, upload content, and access many other special features. Registration is fast, simple, and absolutely free, so please, <a href="/profile.php?mode=register">join our community today</a>!
Post subject: AMD market share up close to 25% since last quarter
Posted: Wed May 06, 2009 5:52 pm
Joined: Tue Jul 31, 2007 1:25 pm Posts: 200
It looks like AMD's move to 45nm is really paying off.
I have to admit, I didn't expect the result of Nehalem's general availability to be a big increase for AMD market share...
Quote:
A recent Mercury Research report indicated that AMD's global CPU market share has risen from 17% in the fourth quarter of 2008 to 20.9% in the first quarter of 2009. The sources expect AMD's share will continue rising since AMD platforms allow consumers to change CPUs without replacing other components, greatly reducing costs.
Post subject: Re: AMD market share up close to 25% since last quarter
Posted: Wed May 06, 2009 6:03 pm
Joined: Wed Jun 27, 2007 10:19 am Posts: 331 Location: Milano, Italy
AtWork wrote:
It looks like AMD's move to 45nm is really paying off.
I have to admit, I didn't expect the result of Nehalem's general availability to be a big increase for AMD market share...
Their 45nm X3 and X4 offerings are very competitive though considering how they are priced I doubt they are making much money out of them. BTW they should really revamp their dual-cores, possibly with something which isn't a quad-core with two cores disabled. Personally I'd really like a K10-based X2 with either lower TDP compared to the X4 and/or higher clocks.
Post subject: Re: AMD market share up close to 25% since last quarter
Posted: Wed May 06, 2009 7:45 pm
Joined: Tue Aug 07, 2007 11:57 am Posts: 190
Gabriele Svelto wrote:
AtWork wrote:
It looks like AMD's move to 45nm is really paying off.
I have to admit, I didn't expect the result of Nehalem's general availability to be a big increase for AMD market share...
Their 45nm X3 and X4 offerings are very competitive though considering how they are priced I doubt they are making much money out of them. BTW they should really revamp their dual-cores, possibly with something which isn't a quad-core with two cores disabled. Personally I'd really like a K10-based X2 with either lower TDP compared to the X4 and/or higher clocks.
The dual core Brisbanes for the desktop will be replaced by the quad core
Propus. It's reported to have a very small die size of 141mm2 versus the
Brisbane's 126mm2
The 45nm dual core mobile processor will launch in June/July with a 15W
version for the mobile congo platform. 100% of the waver starts is at
45nm now.
http://www.eetimes.com/news/semi/showAr ... =217201229 AMD gained nearly four percentage points of market share over archrival Intel Corp. in the quarter. However, "the quarter was defined by inventory adjustments, so the statistics do not necessarily reflect the actual state of the market or market share," he added.
Also I'm a bit puzzled by the last part of the Digitimes article:
The sources expect AMD's share will continue rising since AMD platforms allow consumers to change CPUs without replacing other components, greatly reducing costs
That really makes no sense - the number of CPUs replaced in existing systems must be insignificant for the overall mass market.
Also I'm a bit puzzled by the last part of the Digitimes article:
The sources expect AMD's share will continue rising since AMD platforms allow consumers to change CPUs without replacing other components, greatly reducing costs
That really makes no sense - the number of CPUs replaced in existing systems must be insignificant for the overall mass market.
I would agree that this is all marketing, but if you look at Seagate's last Q results, they said it was due to unusually high sales of IDE drives. Basically, people are upgrading more than usual.
Will this carry over to CPUs? I don't know, but if it does, AMD is in a MUCH better place than Intel. I wouldn't think the numbers are that huge in either case, but for essentially no added cost to either chipmaker, there is no down side.
I would agree that this is all marketing, but if you look at Seagate's last Q results, they said it was due to unusually high sales of IDE drives. Basically, people are upgrading more than usual.
Will this carry over to CPUs? I don't know, but if it does, AMD is in a MUCH better place than Intel. I wouldn't think the numbers are that huge in either case, but for essentially no added cost to either chipmaker, there is no down side.
-Charlie
After the sells of the inventories at low prices, watch for the Market shares ...
Oh... by the way, I though it was impossible to gain market share ... ;-)
personal opinion, as usual, I am not an insider on MSR, so, i am free to speak.
I've been wanting to upgrade the dual dual-core machine at work for a little while, but it doesn't seem straightforward to find an Opteron 2387 for sale in Britain; google shopper only has Official HP Upgrades at £800 per CPU, and our machine isn't from HP ...
Given that what we do would work pretty much as well on separate quad-core boxes, and that £1600 buys three quad-core machines with 8GB each, I continue somewhat reluctant to do the upgrade.
(are there consumer motherboards which take a Shanghai and four 4GB DDR2 modules? 2GB per core starts feeling a bit small as the Fourier transforms get larger; the Socket-F motherboard we have doesn't suppose 4G DDR2)
AMD Q2 results: Microprocessor Units: flat vs. Q1
Intel Q2 results: Microprocessor units were higher versus the first quarter.
Therefore it is reasonable to expect that AMD has lost some CPU marketshare in Q2. Server sales and ASPs probably decreased a lot, and this has resulted in a very low gross margin.
It looks like AMD's move to 45nm is really paying off.
I have to admit, I didn't expect the result of Nehalem's general availability to be a big increase for AMD market share...
Quote:
A recent Mercury Research report indicated that AMD's global CPU market share has risen from 17% in the fourth quarter of 2008 to 20.9% in the first quarter of 2009. The sources expect AMD's share will continue rising since AMD platforms allow consumers to change CPUs without replacing other components, greatly reducing costs.
I would like to see some numbers on the Core I7 sales... it is probably a pretty small market. However, when CoreI5 arrives, I fear AMD will be in a lot of trouble in the desktop market.
On the other hand, AMD has been executing well the past months in the server space with now Istanbul HE and SE parts available. Although I don't get who will be buying those 105-137W SE parts when 95W TDP Nehalems outperform them. The dual socket market is going to be interesting, with Intel's low power Nehalems out which target the HE.
Their EE parts will surely get them some larger deals with the "Hyperscale customers".
With 75-105W Istanbul parts at 2.6 GHz, AMD is also king again in the Quad socket market, which should drive up their ASP mildly next q.
So Q3 should be decent for AMD, but I fear Q4 will be pretty though with Core i3-i5
No. We will still be shipping 65 nanometer in Q3. I would expect we will cross over to be dominated by 45 nanometer in Q4. The crossover takes place in Q3. But a significant portion of the shipments in Q3 will be 45 nanometer. Probably not 60%, but more in the 40% to 50% kind of zone, so a significant piece versus it was immaterial in the second quarter.
If they work hard maybe AMD will get its 65 nm portion down to 10%
by Q4. The problem is Intel said it hopes to be shipping 10% 32 nm
devices in Q4. Until then Intel appears to be content to drop prices
on mid range 45 nm C2D parts to keep pressure on AMD's top of the
line client processors while it rakes in the dough from i7 and Atom
unchallenged. Once the Beckton starts shipping AMD will face a very
bleak competitive situation across its entire MPU product line in every
segment.
Users browsing this forum: No registered users and 2 guests
You cannot post new topics in this forum You cannot reply to topics in this forum You cannot edit your posts in this forum You cannot delete your posts in this forum You cannot post attachments in this forum
