Worldwide processor shipments grew during the third quarter this year and Advanced Micro Devices gained market share from Intel over last year despite being plagued by manufacturing problems, according to a study released by Mercury Research on Tuesday.
Shipments of processors during the third quarter went up by just 5% compared to the same quarter last year, according to Mercury Research. Chip shipments have grown despite flat-to-slow growth in PC shipments worldwide over the past year, said Dean McCarron, principal analyst at the research firm.
Intel held an 80.3% market share, a small drop from 80.6% market share during the third quarter last year. AMD’s market share was 18.8%, growing from 18.3% market share last year.
Mercury Research’s numbers cover all x86 systems including laptops, desktops and servers. The company did not provide full microprocessor shipment numbers.
AMD’s Fusion mobile chips for netbooks and laptops are doing much better this year compared to last year, which helped the company gain year-over-year market share over Intel, McCarron said.
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Acer updated its Timeline notebook series with Intel’s Sandy Bridge family of CPUs. The Timeline X series will come in three sizes, 13.3-inch, 14-inch and 15.6-inch and they are about an inch thick. Furthermore, the notebooks will be equipped with Acer’s PowerSmart Technology that is supposed to provide battery life of up to nine hours on models with integrated graphics and up to eight hours for those models with discrete graphics.
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Analysts at Goldman Sachs are saying that chip maker Intel may be in a pickle as microprocessor shipments slow and it faces stiff competition. That said, analysts have advised stockholders to sell Intel as they downgraded the stock.
James Covello and Simon Schafer of GS said that there will be a surplus in chips due to plant expansion. Meanwhile the rest of the gang on Wall Street is forecasting a six percent year-over-year rise in Intel’s sales, amid expanding gross margins, Goldman says otherwise and that sales will be flat due to excess capacity.
Furthermore, Intel is expected to face problems dealing with better chips from their main rival AMD: while tablets are cannibalising notebooks with ARM kicking its tail in the mobile space.
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The research firm Canalys is stating that overall worldwide PC sales grew by seven percent last quarter. The firm is report believes the Apple’s iPad was the main factor for the increase. Nevertheless, the jury is still out on whether a tablet can be considered a true PC.
According to Canalys, tablet shipments in the first quarter of 2011 were 6.4 million units and Apple had a 74 percent share. Be advised, Android tablet sales are expected to increase in the later part of 2011.
In the world of true PC’s like laptops, desktops and netbooks, HP is still the king, with 14.6 million units shipped and a 16.6 percent share. While Acer is second, with a 12.8 percent share and 11.3 million units sold last quarter. In reference to year-on-year sales, overall Acer sales saw a drop of 5.8 percent and 6.5 percent respectively. Dell was close on the heels of Acer at third with an 11.3 percent share, and sales of 10 million units and 2.8 percent growth.
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Sources in the tech industry are claiming that the Z68 chipset from Intel is scheduled to debut on May 8th.
The Z68 is specifically designed for high-end Sandy Bridge processors since it is equipped with additional features that are apparently absent on current P67 and H67 boards.
The Z68 is said to have improved overclocking performance, in addition to support for RST SSD caching and a slew of extra enhancements geared towards the high-end markets.
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Intel is not letting their Sandy Bridge design go to waste. They will soon release a series of Xeon server chips based on the 32nm Sandy Bridge core.
The new chips have a maximum capacity of 10 cores, with hyper-threading and they are expected to deliver a 40 percent performance increase over the previous Xeon 7500 series.
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We hear that Intel is already in discussion with its partners about the 22nm Ivy Bridge CPU, and the talks cover the chips performance. The 22nm processor supposedly offers more performance with a similar thermal design.
Intel is informing its buddies to expect a 20 percent performance increase over Sandy Bridge, which is about the same gain that Sandy Bridge had over Nehalem based CPUs. Keep in mind this is an optical shrink of the existing 32nm Sandy Bridge architecture. Intel traditionally takes a very safe process when it moves from one manufacturing process to another. The 22nm Ivy Bridge comes with the new architecture and will debut in time to take on Bulldozer and Llano from AMD.
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With many versions of the Core i5 Sandy Bridge processor already on the market, Intel has assumed another CPU will not hurt the brand.
Therefore it is being rumored that Intel will release the Core i5 2310 processor which is supposedly 100MHz faster than the Core i5 2300. Read more….
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