AMD is doning well in the desktop chip space
by admin on Apr.19, 2010, under Battery news, battery tips, laptop battery, notebook
During Thursday’s call to discuss the most recent quarter’s results, AMD’s CEO, Dirk Meyer, said he saw “the notebook market as a big opportunity… because we are relatively under-represented there.” Meyer said the company was doing well in the desktop chip space, with a market share in the “high 20s,” but that AMD’s share in the laptop arena is much lower than that, and efforts were under way to boost those offerings.
The portable PC market is a high-volume segment that presents AMD with an opportunity to ship more chips and be more competitive with Intel, analysts said. AMD gained on Intel in the microprocessor market during the fourth quarter of 2009, iSuppli said in a study released late last month.
AMD accounted for 12.1 percent of global microprocessor shipments, gaining 1.6 percent compared to the same quarter a year ago, and 0.28 percent sequentially. However, Intel held a substantial lead, with 80.6 percent of the global microprocessor market. AMD processors also go into PCs from Hewlett-Packard, Acer, Dell and Toshiba.
AMD has also increased chip shipments by snagging more PC makers as partners, Brookwood said. Lenovo signed up as an AMD partner late last year, and AMD-based ThinkPad laptops are now being pushed to small and medium-sized businesses as a cheaper alternative to Intel-based laptops.
There is also a gradual shift in the consumer space from netbooks to mainstream laptops that is benefitting AMD, said Avi Cohen, managing partner of financial firm Avian Securities, in a research note issued on Friday.
AMD will also likely continue to draw interest as anticipation for the next-generation Fusion platform builds, said Craig Berger, a financial analyst at FBR Capital Markets, in a research note on Friday. The Fusion platform, due in the first half of next year, includes a chip that combines a CPU and graphics processing unit.
The new chips will carry architectural improvements to make laptops faster. AMD in the past has said that Danube processors will increase laptop battery life by up to an hour, while also improving graphics capabilities. The chips, which will ship in dual-core, triple-core and quad-core variants, will also support DDR3 memory.
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