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Frontpage Slideshow | Copyright © 2006-2010 orks, a business unit of Nuevvo Webware Ltd.
Wednesday, 29 June 2011 08:39

Analysts expect AMD to claw back market share

Written by


In notebook and server space
According to Trefis analysts, AMD stands to regain market share over the next few quarters, particularly in the notebook and server markets.

AMD’s current notebook market share is estimated at about 14 percent, down from a historic high of 17 percent, but it could improve thanks to newly introduced Fusion processors, mainly the Llano APU. In case AMD manages to get back to 17 percent, its stock could see a 6 percent gain.

In the server space AMD is doing nearly as good as it did in its heyday back in 2006. Its market share has contracted from about 25 percent to just 7 percent. Thanks to the introduction of Bulldozer parts, the share could increase to 12 percent, or even 15 percent in the best case scenario.

On another positive note, AMD has managed t significantly improve its margins over the past three years and the trends is set to continue with new APU products.

There are some concerns as well, but they are shared by the entire industry. Notebook shipment growth is slowing down and desktop shipments are continuing to decline.

More here.

 

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Comments  

 
+50 #1 Chevron 2011-06-29 08:43
Hope AMD start doing better. If they die, Odin help us all when we are stuck with an Intel monopoly.
 
 
+31 #2 bbo320 2011-06-29 09:52
Quoting Chevron:
Hope AMD start doing better. If they die, Odin help us all when we are stuck with an Intel monopoly.


Agreed. It looks like Llano may add more to their bottom line than Bulldozer.
 
 
+26 #3 JAB Creations 2011-06-29 10:11
There isn't anything to compete with Llano in regards to price/performance. When you invest in a laptop unless you want to blow a couple hundred or more on a three warranty you're going to go for cheap because if you're smart you know products aren't built to last, they're built to drive sales and profit.

Even the cheapest laptops with dedicated graphics are still about $600+ and most of them tend to sport very low end Intel CPU's which won't be able to compete with Llano in both the CPU and GPU aspects. Honestly I think this will be a large boon for AMD.
 
 
+23 #4 agent_47 2011-06-29 10:47
Quoting Chevron:
Hope AMD start doing better. If they die, Odin help us all when we are stuck with an Intel monopoly.


not only high prices, but development will come to a stop....look at intel itinium...its still stuck at 1.73GHz :P
 
 
+21 #5 Bl0bb3r 2011-06-29 11:15
Quoting bbo320:
Agreed. It looks like Llano may add more to their bottom line than Bulldozer.



Well BD isn't out yet and I haven't seen any plans to strike low-end discreet graphics from AMD's road-maps.

Those that want pure CPU power will want to go with BD and low discreet, but that's until BD Fusion comes along. Add to that the possibility of going high-end graphics. I think it will be a better choice.

With Llano you can settle only for low-end to mid end, so that needs a good thought. On the other hand Llano is a good Notebook chip, can't argue with that.

Anyway, both will make them money.
 
 
+24 #6 Xyllian 2011-06-29 13:27
Thank you, Dirk Meyer. Thank you.
 
 
-7 #7 Squall_Leonhart 2011-06-30 13:48
Quoting JAB Creations:
There isn't anything to compete with Llano in regards to price/performance.


Ivy Bridge.
 
 
+5 #8 evolucion8 2011-06-30 15:44
Quoting Squall_Leonhart :
Quoting JAB Creations:
There isn't anything to compete with Llano in regards to price/performance.


Ivy Bridge.


In terms of CPU performance yes, in terms of graphics, no chance in hell. Intel graphics are pathettic, Via Chrome series are even faster than theirs.... v_v
 
 
+3 #9 The_Countess 2011-07-01 00:45
Quoting Squall_Leonhart :
Quoting JAB Creations:
There isn't anything to compete with Llano in regards to price/performance.


Ivy Bridge.

ivy bridge is going to be taking on trinity, not llano. aka bulldozer + even better graphics.

even if the CPU side doesn't completely match up(it will be much closer then it is now as a minimum) it will be a much more attractive unit.
 
 
-4 #10 Warrior24_7 2011-07-02 05:11
The DOO DOO machine is losing again. More delays and excuses. Hey Nvidia! Buy this dung heap and put it out of its misery! Fire all of its officers and fix it! Make it the low end side of the business and totally lock up the whole graphics market!! You'd be in every part of the market!!
 

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