Published in PC Hardware

Analysts expect AMD to claw back market share

by on29 June 2011

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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