AMD held its ground against Intel last quarter

Research firms Mercury Research and IDC have both posted numbers for the processor market in the third quarter of this year, as eWeek and X-bit labs report. While the two research firms’ market share numbers differ slightly, their data suggests AMD largely held its ground against its bigger rival while enjoying increased processor sales compared to the same time last year.

Mercury Research says x86 microprocessor shipments increased more than 15% between Q3 2006 and Q3 2007. That growth was largely driven by notebook CPU sales, which increased a staggering 26% year-over-year, Mercury Research adds. In terms of market share, the research firm quotes 23% for AMD and 76.2% for Intel, numbers almost unchanged from its Q3 ’06 figures of 23.3% and 76%.

IDC, meanwhile, cites growth of 14.3% for the microprocessor market as a whole. Unlike Mercury Research, IDC says AMD’s market share actually went up—from 23.1% in Q3 ’06 to 23.5% to Q3 ’07, to be exact. That 0.4% gain was made at the expense of Intel, whose market share dropped from 76.7% to 76.3%. According to IDC, AMD’s slice of the mobile processor market increased 1.9% year-over-year to 18.9%, and its share of the server market grew 0.7% to 13.9%.

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    • AMDisDEC
    • 12 years ago

    AMD cannot last too much longer on their present path.
    They only wish to supprt to Tier-1 customers, and these customers see no value in AMD except lower cost.
    AMD has no significant high value segment that willingly pays premium pricing except Cray and these numbers don’t make a difference to the bottom line.
    AMD is gaining market share by basically giving away the product at steep discounts. Low ASP will be the death of AMD.

    Unfortunately, AMD has nothing between now and 2009 that will fend off Intel. Torrenza, Fusion, and everything else they’ve outlined are all low margin/low volume product.
    Innovation has left the AMD building with Fred Webber and Dave O.

    • UberGerbil
    • 12 years ago

    This is pretty interesting coming on the heels of that ASUS story about Intel being unable to meet demand for mobile chips. I wonder how much AMD is actually benefiting from Intel’s capacity constraints — the biggest OEMs (other than Apple) now have both AMD- and Intel-based offerings, and they can using pricing and incentives (or just long delivery dates) to steer customers towards AMD.

    It would be amusing turnabout for AMD to be be taking advantage of Intel’s capacity problems.

    • pluscard
    • 12 years ago

    I saw a link that said AMD’s average selling price is 1/2 that of Intel. If that is the case, I can see why OEM’s like Dell and Toshiba want to move more of the AMD based product. They sure aren’t selling the completed systems for 1/2 the price – OEM’s are making a killing on the AMD based machines!

      • UberGerbil
      • 12 years ago

      The CPU isn’t the entire cost of the machine. If the CPU represents 20% of the total BoM, cutting its price in half means you’re only increasing total profit (or reducing total cost) by 10%. And in those ultra-cheap machines, the CPU represents less than 20% of the total cost.

      It’s still a better deal for the OEMs, who generally have very thin profit margins, but it’s hardly the killing you seem to think it is.

    • bdwilcox
    • 12 years ago

    Report good news about AMD all you want, but we all know…

    “The sky is falling, the sky is falling!!!!!!!!!!!!!”

    • UberGerbil
    • 12 years ago

    /[

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