Last month, we saw preliminary Mercury Research numbers that said AMD’s share of x86 microprocessor shipments had grown substantially last quarter. What about AMD’s slice of global microprocessor revenue? Rival market research firm iSuppli has now released revenue share numbers for the first quarter, and they, too, show gains on AMD’s part.
According to iSuppli, Intel’s share of revenue across the entire microprocessor market (which includes non-x86 CPUs) fell from 81.6% in the fourth quarter of last year to 79.1% in the first quarter of 2009. Over the same time period, AMD’s revenue share climbed from 10.5% to 12.8%.
Incidentally, those numbers actually look almost identical to those from a year ago. Back then, AMD had a 12.9% revenue share to Intel’s 79%.
We can’t easily extrapolate x86-only data from those figures. However, the iSuppli numbers do suggest that AMD’s revenue share might lie a few points below its unit share. (Mercury Research’s preliminary report showed Intel with a 78.2% unit share and AMD with 20.9%.) That may be evidence that AMD has lower average selling prices than Intel despite the success of the low-cost Atom CPU.