Global Sources
EE Times-Asia
Stay in touch with EE Times Asia
?
EE Times-Asia > Embedded
?
?
Embedded??

Processor bout: Q1 goes to Intel

Posted: 03 Jul 2008 ?? ?Print Version ?Bookmark and Share

Keywords:PC processor? processor market? 45nm? computer?

A new report from iSuppli suggests that Intel Corp. is clawing back a sliver of the PC processor market share against gains by rival Advanced Micro Devices Inc., as both companies are preparing a new volley of 45nm products.

Intel gained slightly more than a percentage point of market share in Q1 08 to command 79.7 percent of all computer processor revenues. AMD has made gains from its 10.9 percent share a year ago, hitting 14 percent late last year before slipping to 13 percent in Q1, the report said.

About half of AMD's growth in the past year came at the expense of Intel. The remainder came out of the market-share of smaller computer chipmakers, said Matthew Wilkins, principal analyst of compute platforms for iSuppli.

"AMD's PC microprocessor product portfolio has become much stronger during the last year, particularly on the desktop side," said Wilkins in a prepared statement. "At the beginning of the year we saw AMD add the quad-core Phenom microprocessors to its desktop portfolio, which it has since built on with tri-core and dual-core flavors," he added.

Nathan Brookwood, principal of market watcher Insight64 is cautiously optimistic AMD could continue to make small market share gains on multiple fronts that could push the company back into profitability after a long string of quarterly losses.

"Barring an unforeseen disasters, AMD could have a reasonable second half," Brookwood said. "If it is able to increase its share in CPUs and graphics processors it may even be able to move its bottom line from red to black," he added.

45nm line
Both Intel and AMD have new 45nm processors in the pipeline.

Intel is expected to announce at its Intel Developer Forum in San Francisco in August its Nehalem processors. The CPUs are Intel's second-generation 45nm chips and its first to integrate a high-speed interconnect and a memory controller, following the lead of AMD's Opteron.

In typical Intel fashion, the first quad-core Nehalem chips will be focused on single-socket versions for workstations and servers. Early next year, Intel will ship versions capable of working in dual-socket systems and late in 2009 Intel will deliver chips for up to four-sockets in a system, said Brookwood.

For its part, AMD said it will release by the end of the year Shanghai, its first generation 45nm processors. They are basically a shrink of AMD's existing 65nm Barcelona quad-core chips that started shipping earlier this year after delays due to a design bug.

"Sun, HP, Dell and IBM have all refurbished their server lines with new Barcelona systems, so that chip is ramping into volume now," said Brookwood. "If AMD can ship Shanghai this year it will demonstrate its new 45nm process is healthy, and its R&D team is back in terms of execution," he added.

AMD is already showing improved product execution with its latest graphics and notebook processors, Brookwood noted. "The latest ATI 4500 graphics chips are probably the strongest competitive parts they have had against Nvidia in some time," he said.

AMD recently released its Puma notebook platform on time. Intel has faced a slight delay getting its competing Montevina notebook platform out the door.

Notebooks continue to be the fastest growing part of the otherwise maturing PC sector. The latest iSuppli report said notebook unit sales in Q1 rose 30 percent. Desktop sales remained about flat, leaving overall PC sales growth at about 12 percent, iSuppli said.

Average selling prices also held constant in Q1, an indication the price war between AMD and Intel has cooled.

"It will be an interesting second half," said Brookwood. "AMD has been trying hard to convince everyone that the dark clouds hanging over them for most of 2007 have blown away."

- Rick Merritt
EE Times





Article Comments - Processor bout: Q1 goes to Intel
Comments:??
*? You can enter [0] more charecters.
*Verify code:
?
?
Webinars

Seminars

Visit Asia Webinars to learn about the latest in technology and get practical design tips.

?
?
Back to Top