Feeds

AMD to gain market share in 2005

But 'sleepy' Intel to be fully awake by 2006

  • alert
  • submit to reddit

Boost IT visibility and business value

AMD will continue to grab market share from Intel next year, investment house Piper Jaffray (PJ) forecast this week, thanks to what the researcher called a "very compelling product line".

That means AMD's 64-bit Athlon 64 and Opteron processors, the former dubbed a "viable if not more potent competitor" to Intel's own desktop chips, which are leaving the chip giant at "the most vulnerable it has ever been in its history".

Ditto the low-end server market: "Intel's volume server product line-up is as weak as it has ever been relative to AMD's, although from a market share standpoint it was tough to get any better," said PJ. The company highlighted AMD's success winning business from almost all the major server vendors, in particular IBM, HP and Sun.

However, AMD's window of opportunity is limited, PJ reckons. It believes the rate at which AMD's market share is increasing will slow during 2005, particularly if Intel's 65nm process roll-out goes according to plan. Intel is sticking to its forecast of small-scale 65nm CPU shipments coming in late 2005, followed by much larger volumes in early 2006.

Having essentially slept through 2004, Intel will next year "awaken from its execution slumber", PJ said, though it will take most of the year "to position itself properly".

So while Intel blinks its eyes, rubs its forehead, scratches its privates and stumbles into the shower, AMD needs to move quickly to take advantage of its rival's lassitude.

Indeed, come 2006, Intel could even regain some of the market share it lost to AMD in 2005, warned PJ, thanks to its "stronger roadmap and world-leading manufacturing muscle". ®

Related stories

HP confirms that Itanium is Intel's responsibility
Intel 'to cut' Celeron D, Grantsdale prices
IBM, AMD, Sony boost chip speeds by 24%
AMD battles Intel over F1 number crunching
AMD ships 90nm Opterons
Sun shooting for double-digit piece of the x86 market
AMD pitches PowerNow! at servers
Intel bumps Q4 forecast higher
AMD took bigger slice of x86 server market in Q3

Build a business case: developing custom apps

More from The Register

next story
6 Obvious Reasons Why Facebook Will Ban This Article (Thank God)
Clampdown on clickbait ... and El Reg is OK with this
No, thank you. I will not code for the Caliphate
Some assignments, even the Bongster decline must
Barnes & Noble: Swallow a Samsung Nook tablet, please ... pretty please
Novelslab finally on sale with ($199 - $20) price tag
Banking apps: Handy, can grab all your money... and RIDDLED with coding flaws
Yep, that one place you'd hoped you wouldn't find 'em
Video of US journalist 'beheading' pulled from social media
Yanked footage featured British-accented attacker and US journo James Foley
Primetime precrime? Minority Report TV series 'being developed'
I have to know. I have to find out what happened to my life
Netflix swallows yet another bitter pill, inks peering deal with TWC
Net neutrality crusader once again pays up for priority access
Judge nixes HP deal for director amnesty after $8.8bn Autonomy snafu
Lawyers will have to earn their keep the hard way, says court
Ex-IBM CEO John Akers dies at 79
An era disrupted by the advent of the PC
prev story

Whitepapers

Top 10 endpoint backup mistakes
Avoid the ten endpoint backup mistakes to ensure that your critical corporate data is protected and end user productivity is improved.
Implementing global e-invoicing with guaranteed legal certainty
Explaining the role local tax compliance plays in successful supply chain management and e-business and how leading global brands are addressing this.
Backing up distributed data
Eliminating the redundant use of bandwidth and storage capacity and application consolidation in the modern data center.
The essential guide to IT transformation
ServiceNow discusses three IT transformations that can help CIOs automate IT services to transform IT and the enterprise
Next gen security for virtualised datacentres
Legacy security solutions are inefficient due to the architectural differences between physical and virtual environments.