PC processor shipments stay flat in Q4 2010, Intel grabs 80.8% of the market

PRAM

Tablets (and other factors) made a big impact on the PC microprocessor market at the end of 2010, with research firm IDC concluding that CPU shipments in the fourth quarter have basically remained flat (they were actually down by under 1%) compared to both Q3 and to Q4 of 2009.

A stagnant CPU market is not something to brag about but even so Intel can declare itself pleased as it managed to increase its share to 80.8% (80.4% in Q3), leaving AMD to 'pick up' 18.9% (19.2%) and VIA 0.3% (0.4%). Intel's biggest dominance was in the server/workstation segment where it held a 94.2% market share, while the 'weakest' performance was in the desktop zone where it held a 72.5% share (this is actually up 0.7% over Q3).

Overall, in 2010 Intel held an 80.7% unit market share (up 1.1% over 2009), whereas AMD and VIA secured 19% and 1.1%, respectively.

PRAM

Slip-ups by a competitor are usually good for business, but Intel's recent problems with its Sandy Bridge chips won't help Advanced Micro Devices to steal market share from its bigger rival, according to IDC.

The delay of an upcoming AMD chip code-named "Llano," which was designed to compete with Sandy Bridge, has shut down AMD's window of opportunity to gain market share from Intel, said Shane Rau, a research director at IDC. The Llano chips, which were due early this year, have been delayed due to manufacturing issues and will not launch before the middle of this year.

Intel announced new Core i5 and i7 processors based on the Sandy Bridge architecture for high-end PCs in early January. But shipments hit a snag later that month when Intel found a design flaw in the 6-series chipset, code-named Cougar Point, that's used in PCs with Sandy Bridge processors. It halted shipments of the chipset, which prompted PC makers to delay systems and issue refunds. Intel fixed the issue and started shipping replacement chipsets on Feb. 14.

Looking to take advantage of Intel's chipset woes, AMD said Feb. 18 it would launch a new marketing campaign titled "Ready. Willing. And Stable." to promote its CPUs and graphics processors.

But such promotions won't make a difference to AMD's market share, Rau said.

AMD still has no equivalent to compete with Sandy Bridge microprocessors, which could ramp up to full shipments by early April, Rau said. AMD's current laptop and desktop chips compete with Intel's older Core i3, i5 and i7 chips, based on the Westmere architecture, which are still being shipped to PC makers. Most budget laptops in the market are still based on Intel's Westmere chips.

"I don't think there's going to be a whole lot of volume opportunity for AMD to steal," Rau said.

AMD lost market share to Intel in the fourth quarter last year, according to an IDC study due out Thursday. Intel had an 80.8 percent share of processors shippped, compared to 80.5 percent in the fourth quarter of 2009. AMD's market share shrank to 18.9 percent, from 19.5 percent the previous year. Overall microprocessor shipments in the fourth quarter stayed more or less flat, falling 0.21 percent from the year before.

Until the launch of Llano, AMD has an opportunity with its new low-power Fusion chips, shipments of which have been encouraging, Rau said. Fusion chips combine a CPU and graphics processor on a single chip, and are targeted at netbooks and low-end desktops.

Overall, IDC expects microprocessor shipments to grow by about 10.1 percent this year, compared to the 17.1 percent growth in 2010. The growth will be driven primarily by large and mid-sized corporations buying laptops, while consumer purchases could remain weak due to economic concerns and competition from tablets.

"Media tablets such as the iPad are working on the edges of the PC space" and hurting the shipment of devices such as netbooks, Rau said.

Most of the tablets available today, including Apple's iPad, come with ARM processors. AMD has no presence in the tablet market, and tablets based on Intel's Oak Trail chip won't ship until the end of this quarter.

ARM over time could threaten x86 processors in PCs, Rau said. ARM could enter the PC market when Windows 8 is released, which could be a few years out. A hardware and software stack, including drivers, also needs to be available so ARM PCs are functionally equivalent to x86 PCs, Rau said.

amx004

intel"保八"一直做得不错

PRAM

Worldwide PC microprocessor shipments fell in the fourth quarter, down 4 percent sequentially and down 21 percent compared with 4Q09, according to market research firm International Data Corp. For the full year 2010, however, worldwide PC microprocessor unit shipments grew 17.1 percent, while revenue increased 26.7 percent to $36.3 billion, the firm said.

IDC's forecast for year-over-year growth in PC (mobile, desktop, x86 server) microprocessor unit shipments is 10.1 percent in 2011. However, the firm did not provide the absolute number of shipments.

In 2010, the industry average selling price (ASP) for microprocessors rose 8 percent, approaching levels last seen in 2008. However, the fourth quarter was weak in contrast with normal seasonal sales patterns.

There was a shift towards mobile processors and away from Atom processors for netbooks, according to Shane Rau, director of Semiconductors: Personal Computing research at IDC.

By form factor in 2010 processor shipments for mobile PCs grew 26.2 percent, x86 server processor unit shipments grew 28.1 percent, and desktop processor unit shipments grew 6.2 percent. Mobile PC processors, which represented 50.2 percent of all PC processors shipped in 2009, represented 54.1 percent of processors in 2010.

In 4Q10, Intel earned 80.8 percent unit market share, a gain of 0.4 percent, while AMD earned 18.9 percent, a loss of 0.4 percent, and Via Technologies earned 0.3 percent. In the full year 2010, Intel earned 80.7 percent unit market share, a gain of 1.1 percent, AMD earned 19.0 percent, a loss of 1.1 percent, and Via Technologies earned 0.3 percent.

In 4Q10 Intel earned 86.1 percent share of the mobile PC processor segment, a gain of 0.2 percent, AMD finished with 13.5 percent, a loss of 0.2 percent, and Via earned less than 0.1 percent. In the PC server/workstation processor segment, Intel finished with 94.2 percent market share, a gain of 0.5 percent and AMD earned 5.8 percent, a loss of 0.5 percent. In the desktop PC processor segment, Intel earned 72.5 percent, a gain of 0.7 percent, and AMD earned 27.3 percent, a loss of 0.5 percent.

In 2010 by form factor, Intel earned 86.4 percent share in the mobile PC processor segment, a loss of 0.4 percent, AMD finished with 13.3 percent, a gain of 0.4 percent, and Via earned 0.3 percent. In the PC server/workstation processor segment, Intel finished with 93.0 percent market share, a gain of 3.1 percent and AMD earned 7.0 percent, a loss of 3.1 percent. In the desktop PC processor segment, Intel earned 72.1 percent, a gain of 1.1 percent, AMD earned 27.6 percent, a loss of 1.2 percent, and Via earned 0.4 percent.

hyj201

intel最低的时候 好像也差不多70%

PRAM

在全球电子产业复苏的推动下，处理器产业也因电脑和手机的增长而受益，在2010年全年，英特尔公司处理器的市场份额是80.7%，市场份额提高了1.1%；AMD的市场份额是19%，市场份额下降了1.1%。据2月24日国外消息报道，市场研究公司IDC称，2010年全球PC微处理器出货量增长了17.1%，销售收入增长了26.7%，达到了363亿美元。



   据悉，IDC的数据显示，与2009年相比，2010年全球移动PC处理器的出货量增长262%，x86服务器处理器出货量增长28.1%，台式电脑处理器出货量增长6.2%。然而，2010年第四季度全球PC微处理器出货量的增长率与2009年同期相比下降了21%。IDC称，移动处理器需求的增长推动了整个PC处理器平均销售价格的增长。2010年PC微处理器的平均销售价格比2009年提高了8%。



   据了解，在去年第四季度，英特尔的PC微处理器出货量占整个市场份额的80.8%。AMD的市场份额为18.9%，下降了0.4个百分点。威盛科技的市场份额是0.3%。在2010年全年，英特尔的市场份额是80.7%，市场份额提高了1.1%。AMD的市场份额是19%，市场份额下降了1.1%。威盛科技的市场份额是0.3%。IDC预测今年全球PC微处理器出货量将增长10.1%。

   对此，业内人士分析认为，在全球电子产业复苏的推动下，全球最大的电脑芯片制造商英特尔公司在2010年全年处理器的市场份额是80.7%，市场份额提高了1.1%；AMD的市场份额是19%，市场份额下降了1.1%；IDC预测今年全球PC微处理器出货量将增长10.1%，而英特尔公司目前正在提高产量以满足随着经济恢复而增长的市场需求，并打算今年在亚利桑那州投资50亿美元新建一座生产厂，这必然会加剧全球处理器市场的竞争。