Reports now show that Intel shipped 44 percent more Microprocessors than Samsung and Intel’s overall shipments grew 25 percent year-over-year. Meanwhile Samsung’s first quarter microprocessor grew by 15 percent. The report also noted that Toshiba and TSMC came in a respectful 3rd and 4t with 10 and 18 percent of year over year growth respectively. Texas Instruments came in 5th barely edging out Renesas which appears to be closing the gap on TI.
Super mobile chipmaker Qualcomm was 10th and showed a 22 percent growth year-over-year; while AMD ranked 12th, with 2 percent growth. One would have thought that AMD would have been one of the top five manufacturers.
Unfortunately Nvidia and Sony ended up at the bottom with ended up at the bottom with six and 14 percent drop in sales, respectively.
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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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Word on the street is that Intel is in the process of developing an entirely new Atom architecture based on its 3D transistor technology they announced last week. This new architecture should enable more power efficiency on the chip.
The new processor is being called Silvermont and the Atom will encompass a system-on-chip design, similar to Intel’s Z760 Atom or ARM’s processors. Silvermont is being designed on Intel’s 22nm process and harness the power of Intel’s 3D transistor technology that has yet to be tested.
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