AMD Gains on Intel in x86 Chip Market: Mercury Research

[god_43]

Fueled by its new Fusion chips, AMD gained almost two points of market share in the x86 space in the second quarter, though Intel still holds about 80 percent of the market, according to Mercury Research.

Advanced Micro Devices chipped away at rival Intel’s dominance in the global x86 processor space in the second quarter, seeing its market share jump to 19.4 percent on the strength of its Fusion chips, according to market research firm Mercury Research.

http://www.eweek.com/c/a/Desktops-an...search-524953/


well at least that is good news for amd. hopefully they dark ages are over for them and they can become intels equal....in terms of market share.

[PatRaceTin]

wait for mid-high end segment

[Mad Pistol]

wait for mid-high end segment

That's not the volume seller in this market...

[naokaji]

Looking around in Shops it appears as most of the gain was in the Mobile Market.

[JumpingJack]

That's not the volume seller in this market...

That is true ... but AMD was down in revenue QoQ while Intel was up QoQ, AMD gained unit share but lost revenue share. What we are seeing, IMHO, is the full effect of Brazos, it will take a good full quarter to see how much Llano impacts the share numbers.

[Hans de Vries]

That is true ... but AMD was down in revenue QoQ while Intel was up QoQ, AMD gained unit share but lost revenue share.

Well, that's what they are saying but Intel's revenue went
up due through the inclusion of McAfee and Infinion Wireless.
not due to processor sales.

AMD gained share in Mobile and Desktop, both in Units and
Revenue, during Q2 while it lost in Server Units/Revenue.
AMD's Mobile revenue went up ~20% quarter on quarter.

 
                                                  Mercury 2011 data
--------------------------------------------------------------------------------------------------
                       Q1 kUnits     Q1 ASP     Q1 Rev k$        Q2 kUnits    Q2 ASP     Q2 Rev k$

AMD Server                  288     $379.03      $109,161            244     $336.94       $82,214 
AMD Desktop              11,050      $54.16      $598,497         11,231      $51.14      $574,381 
AMD Mobile                7,022      $36.98      $259,688          7,726      $40.06      $309,467 
AMD Total                18,360      $52.69      $967,346         19,201      $50.31      $966,062 
							
Intel Server Itanium         31    $1350.00       $42,455             25    $1350.00       $34,373 
Intel Server Total        3,931     $558.13    $2,194,026          3,917     $570.77    $2,235,818 
Intel Desktop            31,807      $90.30    $2,872,036         30,489      $89.13 	$2,717,361 
Intel Mobile             46,125      $90.02    $4,152,149         44,777      $96.96 	$4,341,669 
Intel Total              81,863     $112.61    $9,218,210         79,183     $117.38 	$9,294,848

http://investorvillage.com/mbthread....9150&showall=1

What we are seeing, IMHO, is the full effect of Brazos, it will take a good full quarter to see how much Llano impacts the share numbers.

They expect a $150 million increase in revenue in Q3.

I wonder what will happen with the battle between Atom and Ontario....
(kUnits shipped)

mobile+desktop     1Q10     2Q10      3Q10      4Q10     1Q11      2Q11

Atom              9,905   11,268    10,551    10,541    9,728     9,716
Ontario                                        1,270    3,956     6,060

The 32nm dual core Atom is now apparently delayed by another
year to H2 2012. (edit: Or they don't mention Cedar trail because
this is from the System on Chip group)

"SoC engineering has strong engagement with TMG," said Leszinske referring to Intel's Technology Manufacturing Group. "This allows us to best optimize SoC processes for target applications. Medfield, due in the first half of 2012 is a chip based on the Saltwell core, which Cloverfield, due in 2H12, is a dual-core implementation of Saltwell

http://www.eetimes.com/electronics-n...nterconnect-IP

The press conference in which this one year delay was revealed
was brought by most websites as:

"The 2015 14nm Atom will be faster as a Phenom II X6"
http://www.itproportal.com/2011/07/2...phenom-ii-cpu/

"Intel accelerates Atom development"
http://semiaccurate.com/2011/07/28/i...m-development/


Regards, Hans

[Hornet331]

Interesting numbers.. ontario seems to have only very mild influence at the atom salles.. I wonder where those untis come from. A complet chart with other cpus would be nice to have.

[generics_user]

Interesting numbers.. ontario seems to have only very mild influence at the atom salles.. I wonder where those untis come from. A complet chart with other cpus would be nice to have.

i think that ontario did more damage to low end C2 CULV than to Atom

[Manicdan]

i think that ontario did more damage to low end C2 CULV than to Atom

seems so, intel mobile went down 2000 kunits, amd mobile went up 700 kunits. more specific numbers would be awesome to see though

[JumpingJack]

Well, that's what they are saying but Intel's revenue went
up due through the inclusion of McAfee and Infinion Wireless.
not due to processor sales.


Regards, Hans

Yep, this certainly has the possibility of being true. This would be somewhat surprising, I would not have thought Infineon or McAfee to contribute quite so large to make the 13.1 Bill.

Edit: Atom v Ontario, it would be ludicrious to not assume Intel will lose some (a lot ) of atom share to Ontario, by way of netbook market, since AMD just entered with a counter product. It will be interesting to see how that market plays out, the volume is high but, relatively speaking, revenue is low... I am wondering if within a few years time if that market is basically abandoned since there are now huge forces tugging it apart -- i.e. a new, more than competitive product from AMD, Intel as a waining incumbent, and the tablet effect pretty much squeezing it from all directions.

[JumpingJack]

i think that ontario did more damage to low end C2 CULV than to Atom

Not Ontario, Zacate -- AMD bulls eyed that product right in the major gap between Atom and CULV with Zacate, Ontario (the 9 W part) is the head to head Atom competitor.

[qcmadness]

Yep, this certainly has the possibility of being true. This would be somewhat surprising, I would not have thought Infineon or McAfee to contribute quite so large to make the 13.1 Bill.

Edit: Atom v Ontario, it would be ludicrious to not assume Intel will lose some (a lot ) of atom share to Ontario, by way of netbook market, since AMD just entered with a counter product. It will be interesting to see how that market plays out, the volume is high but, relatively speaking, revenue is low... I am wondering if within a few years time if that market is basically abandoned since there are now huge forces tugging it apart -- i.e. a new, more than competitive product from AMD, Intel as a waining incumbent, and the tablet effect pretty much squeezing it from all directions.

Now around 70% of mobile shipments from AMD is Zacate / Ontario and the margin from this die (77mm^2 / 40nm TSMC) is better than the mobile Phenom II family (169mm^2 / 45nm SOI) by a large amount.

But in the head start of Llano, the low ASP (~$70/60 for 4/2 cores) is alarming.

[Vassili]

What we are seeing, IMHO, is the full effect of Brazos, it will take a good full quarter to see how much Llano impacts the share numbers.

It isn't the full effect of Brazos I think, it is very poor available in Europe. Asus starts selling the 1215B in the beginning of September (in The Netherlands), as more Fusion laptops manufactures. Currently only the Lenovo Thinkpad x121e and some 15" models for MSI are available.

[Aerwidh]

i think that ontario did more damage to low end C2 CULV than to Atom

Quite possible.