News
 

Bookmark and Share

(36) 

Pessimistic projections draw declines on the market of processors in the third quarter of 2011 due to slow demand for PCs in well-developed countries. The expectations proved to be incorrect as the market was up both sequentially and annually both in terms of volume and revenue. As the industry shifts towards microprocessors with integrated graphics cores, Intel manages to grab the market away from AMD mainly due to production problems of the latter.

CPU Market Rises 12.2% to $10.7 Billion

Worldwide PC microprocessor revenues in the third calendar quarter of 2011 (Q3 2011) rose to $10.7 billion, up 12.2% compared to Q2 2011 and up 16.1% compared to Q3 2010, according to the latest PC microprocessor market share study from International Data Corporation (IDC). On a unit basis, the PC microprocessor market rose 6.7% compared to Q2 2011 and rose 5.2% compared to Q3 2010.

"The average selling price (ASP) that OEMs pay for PC microprocessors rose more than 5% in Q3 2011 and it was the eighth quarter in a row that ASPs rose," said Shane Rau, director of semiconductors: personal computing research at IDC.

Share of APUs Rockets to 73% of All PC Microprocessors Shipped

IDC's tracking of AMD's Fusion and of Intel's Core i-series "Sandy Bridge"  microprocessors indicates that chips with integrated graphics cores (or accelerated processing units [APUs] in AMD's classification) rose to 73% of total PC processor unit volume in Q3 2011.

"Clearly, Intel's Sandy Bridge and AMD's Fusion microprocessors with integrated graphic processors are rising in each company's product stack and driving the price increase. At the same time, low-end processors, notably Intel's Atom processors, are declining as a percentage of the unit mix," added Mr. Rau.

AMD Drops, Intel Rises, Via Collapses

In Q3 2011, Intel shipped 80.2% of all worldwide x86 chips, a gain of 0.9% compared to Q2 2011. In Q3 2011, AMD supplied 19.7%, a loss of 0.7% compared to Q2 2011. Via Technologies' market share dropped to less than 0.1% in terms of volume, a loss of 0.2%.

The rankings by form-factors in Q3 2011 were the following:

  • In the desktop PC processor segment, Intel earned 75.8% market share, a gain of 4.8%, AMD's share dropped to 24.1%, a loss of 4.8%.
  • Intel shipped 82.3% of mobile PC processors, a loss of 2.1%, AMD finished with 17.6%, a gain of 2.4%, and Via Technologies' share was 0.1%.
  • In the x86 server/workstation processor segment, Intel finished with 95.1% market share, a gain of 0.6%, and AMD earned 4.9%, a loss of 0.6%.

AMD's losses in desktops and servers was most probably mainly conditioned by the fact that the company decided not to release its new FX-series "Zambezi" and Opteron "Interlagos" chips in June and instead ramped up Fusion A-series microprocessors at Globalfoundries' 32nm production capacity. It will be interesting to see whether AMD will be able to regain its share inside desktops and servers once the 32nm are solved.

2011 and Long-Term Market Outlook

Since June, client PC processor demand growth has slowed down modestly. Combined with a weak macroeconomic outlook - due to sovereign debt issues in Europe and poor job growth in the United States - IDC is reducing its client PC processor (desktop, mobile, x86 server) unit growth forecast for 2011 from 9.3% to 7.3%.

Tags: AMD, Intel, IDC, Via Technologies

Discussion

Comments currently: 36
Discussion started: 11/04/11 02:21:23 AM
Latest comment: 01/12/12 11:02:17 AM
Expand all threads | Collapse all threads

[1-9]

1. 
show the post
1 4 [Posted by: SteelCity1981  | Date: 11/04/11 07:42:45 AM]
Reply
- collapse thread

 
Wrong again...

AMD is eliminated people to use the money to invest in other areas. They actually made $100M million last quarter and would have made more if GloFo and TSMC didn't have production issues. It's also worth noting AMD exceeded Wall Street expectations.

http://phx.corporate-ir.n...kSUQ9LTF8VHlwZT0z&t=1

AMD did lose some market share to Intel last Quarter due to production issues at GloFo, but they have actually Increased market share over Intel from last Year, year over year - so it's a win for AMD and it would have been far better if GloFo and TSMC had their production processes sorted out for 32nm and 28nm respectively.

AMD will continue to provide the products that mainstream consumers desire and that's how you make money and stay in Biz for over forty years as AMD has done.

http://techreport.com/dis...all+%28The+Tech+Report%29

The haters can keep hating but it don't change reality one bit.
8 4 [Posted by: beenthere  | Date: 11/04/11 10:54:42 AM]
Reply
 
While, yes, AMD did make $97M last quarter, that was the first profitable quarter they had in quite some time, if im not mistaken. I think I read that they had lost money and lots of money, read 100s of millions, in quite a few previous quarters. So making 100 million isnt going to erase a year or two of bleeding cash.
1 1 [Posted by: iLLz  | Date: 11/04/11 11:36:49 AM]
Reply
 
Part of the reorganization is to generate new revenue in addition to current revenues. AMD's financial drain was GloFo which is no longer pulling their financials down other than with slow ramping of 32nm. You don't resolve all issues overnight but AMD is looking far better now than in the past 40 years.

The fact that AMD has gained market share over Intel year-over-year even with GloFo production issues is a very positive sign for AMD. Demand for Llano APUs is amazing and so is demand for BD based Opterons which will only increase profits.
6 3 [Posted by: beenthere  | Date: 11/04/11 01:50:08 PM]
Reply
 
that's such a load They didn't gain any market share from their performance cpu line. So if they are soo scuessful right now why is it they can't mange to keep those 10k they are laying off and the whole doing it for readjusting their marke is another way of saying cut backs
1 0 [Posted by: SteelCity1981  | Date: 11/04/11 03:20:22 PM]
Reply
 
You do not know what you are talking about. Gaining a little is not enough in the CPU business. Most of the profits came from graphics. The so called APU is a confusing term for the general public. Also Fusion is confusing.

You think that the lack of quantity output from Global Foundries and TSMC restricted AMD from succeeding. AMD did not predict what is going to happen, so they hold back on the amount. Basically, AMD did not want to risk by pushing out their APU based processors, so they took the conservative route by having a low limit and AMD looked good and bad at the same time doing so.

FYI, Global Foundries is the only FAB that manufactures AMD's CPU. TSMC manufactures AMD's Radeon graphics.
1 0 [Posted by: tecknurd  | Date: 11/04/11 04:26:57 PM]
Reply
 
Go do some research, and maybe just a little bit of thinking for yourself. Intel has laid off far more people in the past 3 years than AMD currently employs. Does that mean Intel's in financial trouble? Or are you just plugging your ears?
3 2 [Posted by: dukie_bref  | Date: 11/04/11 03:08:56 PM]
Reply
 
What is your def of far more people? Intel has a 8 times the people working for them then AMD. So you can't compare the two given the fact of the size of the companies. 10% of laying off your work force is no laughing matter. the diff between AMD and Intel is laying off workers and selling off FAB plants doesn't equal growth it's saying they can't afford it. Are you just going to plug your ears and act like that's not a big deal? Intel gains are a alot more consistant then AMD. AMD loses more profits shares than gains on avg. Intel is the opposite. Fact is Intel continues to have sucess in the markets while AMD isn't. you don't do a major shakeup like this if your company is sucessful.
0 2 [Posted by: SteelCity1981  | Date: 11/05/11 02:17:44 AM]
Reply
 
Intel laid off a roughly equal percentage of their workforce as AMD had, despite record earnings. The point is that you're a mindless troll. What's good for Intel is almost certainly good for AMD, but I guess you're just going to keep plugging your ears, fanboy.
0 1 [Posted by: dukie_bref  | Date: 11/05/11 06:10:32 AM]
Reply
 
I'm a mind less troll when you are flooding the thread with your on mindless AMD fanboy rants LOL nice hypocrite. LOL first it went from far more to equal? Make up your mind and what are you basing Intels lay offs from a 5 10 years peroid? AMD is laying those thosound + people off all at once. A Fanboy of what? I own both AMD and Intel cpu's so who am i a fan boy again? oh that's right i actually live in this world called reality, maybe you should check it out some time, because the reality is that you don't restructure your entire company like AMD did unless you are running into financial problems any market guy can tell you that. Have you seen AMD's stocks lately? prob not. Like i said if what they had now was working for them they wouldn't do that.
0 2 [Posted by: SteelCity1981  | Date: 11/05/11 09:34:30 AM]
Reply
 
Far more people, roughly equal percentage. I know these are like advanced 5th grade mathematical concepts, but try to keep up. Furthermore, why don't you make some graphs of AMD's and Intel's hirings and firings, make it into a PowerPoint presentation for me, and then give me the reasoning for why Intel's layoffs are OK but AMD's aren't?

You have roughly as many comments in these 2 articles as you do, I don't know why you're protesting my right to free speech. Why don't you ask the site admins to ban me, since my alleged AMD-bias (whether or not grounded in facts) is just flat-out wrong? I don't mind arguing with you, even if I can't convince you. If you don't like being called on what you say, then maybe you should stop posting. Otherwise, be ready to defend your comments.
1 2 [Posted by: dukie_bref  | Date: 11/05/11 11:24:22 AM]
Reply
 
5th grade math, so common logic doesn't play into your mind set does it. First we go from far more to equal which is it. You have all the answers you were the one proclaiming all this bias notion in defense of AMD. All i have seen is rants that's it from you nothinng but rants in favor of AMD. AMD can go bankrupt today and close down its doors and you still would think they were profitable.

OK So tell me what was Intel actually losing profit wise as a company when they were laying off fragments of those people? There is a big diff in laying off people in sectors in which are no longer needed and laying off people for the sake of not going under like AMD has been doing. You think companies do big layoffs all at once while at the same time doing a major restructure of their company like AMD is doing if they are having sucesss? No

Who am i protesting anyones rights? You the one that started ranting on me first. LOL I don't give a rats ass if you are the CEO of AMD's BFF. The fact is you are still having a hard time dealing with that AMD is restructing its company for reasons to save their ass from going under, because the current methods they are using to run their company isnt working.

I don't have an issue with defending my position if i did i wouldn't keep responding. Further more to actually convince someone you would have to show them real proof that the reasons for AMD doing this it's not based on the fact what so ever that they are facing big money issues as a company to the point where they have to restructure their enitre company like they are doing now. Like I said, if they were sucessful right now then they wouldn't have to restructure their enitre company. Companies that have to do a major restrucre of themselves are the companies that are in a lot of finece trouble. GM was a prime example of that when they had to do a major restructure of their company by selling and killing off a large chunk of their exstended brand divsions. AMD stock says it all...

0 1 [Posted by: SteelCity1981  | Date: 11/05/11 11:47:04 AM]
Reply
 
AMD fired about 1500 people because of a different strategy that they will eventually discuss. The people that are being fired is in the marketing department. AMD's marketing does suck. Hopefully, the new strategy provides a better marketing team that has some guts to provide some TV ads to go against Intel's brainwashing TV ads. Also I hope that the new team fix or get rid the complex terms like Fusion, Vision, and APU.

AMD will probably hire people that will take the place that they fired, so I doubt that they gain much money. The big players in marketing got fired, so they have to hire people to get their marketing team up or else AMD will lose.
0 0 [Posted by: tecknurd  | Date: 11/04/11 05:15:35 PM]
Reply

2. 
It amazes me that some people can be in such denial... AMD makes a $100M profit last quarter and gains market share from Intel year over year and the haters just stay in denial and keep hating. Hating and denial have never changed reality. Really.

Maybe this is where the haters should post:

http://theflatearthsociety.org/cms/
4 3 [Posted by: beenthere  | Date: 11/04/11 08:01:17 PM]
Reply
- collapse thread

 
AMD Did a Good Job last Second Quarter this Year because good profit from Llano, but Lost 1.4 percent this Third Quarter

From Your link ---> http://techreport.com/dis...all+%28The+Tech+Report%29

I cant find the First Quarter this Year
0 1 [Posted by: xentar  | Date: 11/05/11 09:02:56 AM]
Reply

3. 
i can't understand why Intel minions what AMD to disappear, are they really stupid or just pretending to be. do we really want Intel as the sole competitor on the market? just think about that for a moment, you Intel fanatics...fuck the brand just buy what fits you needs and get over this fanboy shit.
1 2 [Posted by: 63jax  | Date: 11/05/11 12:32:47 AM]
Reply
- collapse thread

 
so that makes you an AMD fanboy then dumbass?!? tell amd to compete and get their $#i&7 together. Intel has a performance cpu in the market for several yrs now.
2 2 [Posted by: dudde  | Date: 11/07/11 07:20:33 AM]
Reply
 
Wow, you really are a loser. Your other posts already tarnished my opinion of you, but this is just one for the record books.

Apparently you have no concept of how the real world works, I'd advise staying off the internet until you're older and more mature. Maybe then you'll be able to understand that AMD CPUs are very competitive, and that semiconductor companies are not like college sports teams to be favorited and rooted for.
1 2 [Posted by: otis_spunkmeyer  | Date: 11/07/11 03:29:03 PM]
Reply
 
really?!? the older/mature BS. competetive in what??? at low-end spectrum of the laptop market?? the netbooks? are you blind or a you simply dumb?
0 1 [Posted by: dudde  | Date: 01/12/12 11:02:17 AM]
Reply
 
show the post
0 4 [Posted by: 63jax  | Date: 11/07/11 11:26:00 PM]
Reply
 
you and otis can go back crying to your mama everytime amd does something stupid! on your way, stick up your hollow skulls on beenthere's @$$!
0 1 [Posted by: dudde  | Date: 01/12/12 10:58:08 AM]
Reply

4. 
First of all market share is deceiving as AMD's revenue share actually declined. In servers, high end CPUs, discrete graphics AMD lost market share and that is where the most PROFIT is.
In the desktop PC processor segment, Intel earned 75.8% market share, a gain of 4.8%, AMD's share dropped to 24.1%, a loss of 4.8%.

In the x86 server/workstation processor segment, Intel finished with 95.1% market share, a gain of 0.6%, and AMD earned 4.9%, a loss of 0.6%.
0 0 [Posted by: beck2448  | Date: 11/06/11 08:25:01 AM]
Reply

5. 
Market share is market share. That's people voting with their wallet. You can spin the data any way that makes you happy. My POV is that AMD made money last quarter and gained market share over Intel year-over-year, which they did. Those are the facts.

Those folks foolish enough to support a convicted corp. like Intel deserve what they get. Without a free market and level playing field all consumers get exploited by Intel.

http://www.theinquirer.ne...ntitrust-claims-dismissed
3 1 [Posted by: beenthere  | Date: 11/06/11 12:02:18 PM]
Reply
- collapse thread

 
Check You Post Link

http://techreport.com/dis...all+%28The+Tech+Report%29

AMD Gain only in Q2 lost in Q3 and Q1 is Missing
1 1 [Posted by: xentar  | Date: 11/06/11 06:29:36 PM]
Reply

6. 
Market share is market share. That's people voting with their wallet. You can spin the data any way that makes you happy. My POV is that AMD made money last quarter and gained market share over Intel year-over-year, which they did. Those are the facts.

Those folks foolish enough to support a convicted corp. like Intel deserve what they get. Without a free market and level playing field all consumers get exploited by Intel.

http://www.theinquirer.ne...ntitrust-claims-dismissed
3 4 [Posted by: beenthere  | Date: 11/06/11 12:02:43 PM]
Reply

7. 
Market share is market share. That's people voting with their wallet. You can spin the data any way that makes you happy. My POV is that AMD made money last quarter and gained market share over Intel year-over-year, which they did. Those are the facts.

Those folks foolish enough to support a convicted corp. like Intel deserve what they get. Without a free market and level playing field all consumers get exploited by Intel.

http://www.theinquirer.ne...ntitrust-claims-dismissed
3 4 [Posted by: beenthere  | Date: 11/06/11 12:02:44 PM]
Reply
- collapse thread

 
Just because you post something 3 times doesn't make it true.
1 0 [Posted by: SteelCity1981  | Date: 11/08/11 12:43:06 AM]
Reply

8. 
AMD will never go out of business because that would make Intel a monopoly which is illegal. Thus they will always have support of some sort whether that be from the government, consumers, etc.
1 1 [Posted by: veli05  | Date: 11/07/11 10:30:09 AM]
Reply
- collapse thread

 
lol what? Microsoft is still here and they own 90% of the OS market share. Holding a dominant position like Monopolies aren't illegal i don't know where you got that from. if that was the case there would be no Walmart, Microsoft etc.. right now. They only become illegal if their company dictates and controls other markets. if intel told every gaming and software developer you can't deveople anymore games or software under our cpu unless you give us royalties then thats when it would become illegal.
0 0 [Posted by: SteelCity1981  | Date: 11/08/11 12:56:51 AM]
Reply

9. 
I wasn't aware that AMD was considered a threat to Intel in their monopoly on CPU's.
0 0 [Posted by: USAFANG67  | Date: 11/07/11 12:14:12 PM]
Reply

[1-9]

Add your Comment




Related news

Latest News

Tuesday, July 22, 2014

10:40 pm | ARM Preps Second-Generation “Artemis” and “Maya” 64-Bit ARMv8-A Offerings. ARM Readies 64-Bit Cores for Non-Traditional Applications

7:38 pm | AMD Vows to Introduce 20nm Products Next Year. AMD’s 20nm APUs, GPUs and Embedded Chips to Arrive in 2015

4:08 am | Microsoft to Unify All Windows Operating Systems for Client PCs. One Windows OS will Power PCs, Tablets and Smartphones

Monday, July 21, 2014

10:32 pm | PQI Debuts Flash Drive with Lightning and USB Connectors. PQI Offers Easy Way to Boost iPhone or iPad Storage

10:08 pm | Japan Display Begins to Mass Produce IPS-NEO Displays. JDI Begins to Mass Produce Rival for AMOLED Panels

12:56 pm | Microsoft to Fire 18,000 Employees to Boost Efficiency. Microsoft to Perform Massive Job Cut Ever Following Acquisition of Nokia