iSuppli crunches the numbers
According to iSuppli researchers, Intel's lucky streak of processor market share gains has come to a stop.
In the first quarter Intel saw a 2.5 percent decrease in market share,
for a total of 79.1 percent. In the same timeframe, AMD's share rose 2.3 points sequentially, to 12.8 percent.
“After losing share to Intel on a sequential basis during three out
of four quarters in 2008, AMD managed to reverse the trend in the first
quarter of 2009,” says iSuppli. Oddly, Matthew
Wilkins, iSuppli’s principal analyst for
compute platforms research, attributes the increase to strong
performance in all areas of AMD's CPU business, particularly in
notebook CPUs.
He goes on to praise AMD for turning around the trend in a horrible
economic climate and weak PC and server markets. Wilkins also points
out much of Intel's gains in 2008 can be traced back to the introduction of
its cheap Atom CPU series.
More here.