The PC market as a whole is in a bit of a transitional period; for the longest time, new CPU architectures or faster CPU speeds pushed for new technologies in the PC market.  Each major CPU release from AMD or Intel would push for new chipsets that would, in turn, enable new graphics and storage technologies, all of which would have to be implemented on new motherboards.  However, with the slow down in CPU releases, and the fact that AMD's dual core offerings don't require a new motherboard or chipset, we are seeing a great number of stagnant markets right now. 

Despite the stagnation, there's a lot of updating to do on the CPU, chipset, motherboard and memory markets based on our findings at this year's Computex in Taiwan. So without further ado, let's start with an update on the AMD and Intel market share.

AMD vs. Intel - 7 Months Later

Seven months ago, on a trip to Taiwan, we went around asking all of the motherboard manufacturers that we encountered what their split was between AMD and Intel boards being shipped.  At that time, we noted that despite what had been happening in the enthusiast community, motherboard manufacturers were still shipping mostly Intel based platforms.  In fact, the split between AMD and Intel motherboards was similar to the 80/20 market share split between Intel and AMD - obviously, in Intel's favor.

This time around, the tune was very different.  Note that only 7 months have passed since my last Industry Update, but a lot has changed in the market.  Whereas the largest percentage of AMD motherboards shipped (that we heard) 7 months ago was 30%, this time around, it was 65% for desktop motherboards.  Most motherboard manufacturers we talked to claimed that between 40 and 65% of their motherboard shipments were AMD platforms, not Intel. 

Intel, of course, did not have much faith in our findings, stating that they are in direct conflict with widely reported market share numbers that have been made public in the past.

Our feeling is that the truth is somewhere in between; Intel continues to lead in OEM sales; however, AMD has made some significant gains across the market.  Not to mention that our sources for these figures have little reason to lie blatantly about them, and not a single manufacturer that we talked to offered a vastly different story. 

With the exception of the recently released dual-core CPUs, we have not recommended the Pentium 4 in over a year - it's not too surprising to see some of this reflected in motherboard shipments.  To think that Intel has lost absolutely no ground to AMD in recent history is absurd in our opinion.  AMD hasn't taken over the market, but they've surely grown to be far more than just a thorn in Intel's side.  Just five years ago, motherboard makers were afraid to display AMD boards at their booths at Comdex or Computex, but today, AMD based motherboards are the most interesting and proudly displayed. 

Although the discussion above applies to desktop motherboard shipments, AMD also appears to be doing quite well in the server market.  We spoke to one server motherboard manufacturer whose current shipments are 90% AMD platforms and only 10% Intel platforms.  We were absolutely shocked by these statistics, but it seems that most of the Intel server motherboards are being shipped by Supermicro with manufacturers like iWill and Tyan focusing much more on AMD.

Rumor: AMD's Low Cost K8 with Integrated Graphics in 2008?
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  • snedzad - Monday, June 13, 2005 - link

    No, it won't. KT880 chipset is for K7 (socket A) processors. You probably thought about K8T800 chipset, that doesn't support 939 socket. Only K8T800Pro and K8T890 are supporting 939 and none of them dual core. Even a bios update won't help. Via works on revision of the chipset that should allow dual core CPUs. Reply
  • xsilver - Monday, June 13, 2005 - link

    Will the kt880 chipset support dual core? (asus a8v, abit av8 etc...)
    many of us owners would like to know :)

    Reply
  • Viditor - Monday, June 13, 2005 - link

    Nehemoth - I'm pretty sure that's not an official roadmap. It looks like an educated guess on VR Zone's part as to what's happening based on the analyst meeting from Friday.
    One thing they missed was the mobile sector. At the meeting, AMD said they were coming out with dual core Turions next year as well...
    One other thing I think they might have wrong is the 65nm parts not coming out till 2007, though they didn't list anything for H2 06...
    Reply
  • Viditor - Monday, June 13, 2005 - link

    "You can go to HP or Compaq and order a Turion laptop right now. So they are out there, just not pushed real hard right now"

    That's true, but notice that they only have one Turion designed notebook...
    This was a very late arrival and it's not very well integrated. You can say there aren't many models because it's not being pushed, or go the other way and say it's not being pushed because there aren't many models...
    It is a fact that unless a design is locked in by January, you will have very few models available for that year...
    Reply
  • Marlin1975 - Monday, June 13, 2005 - link

    You can go to HP or Compaq and order a Turion laptop right now. So they are out there, just not pushed real hard right now. Reply
  • knitecrow - Monday, June 13, 2005 - link

    I love these industry update articles Reply
  • Nehemoth - Monday, June 13, 2005 - link

    If you go here
    http://www.vr-zone.com/?i=2328&s=1
    Are The Manila And Windsor Cores
    and see the new AMD roadmap, you can see the new core with integrated graphic..
    Reply
  • Viditor - Monday, June 13, 2005 - link

    ElMoIsEviL - "marketshare figures taken from Mercury show results that differ greatly from these"

    Marketshare numbers from Mercury show the previous quarter...
    Reply
  • Beenthere - Monday, June 13, 2005 - link

    Industry figures can be twisted to say whatever you want them to say and they are typically 3-6 months behind current sales. With AMD selling more desktop CPUs than Intel over the past several quarters and Mobo production being ahead of sales, you can be pretty certain AMD's sales and market share gains are very real. Even Intel's 10Q's show major drops in CPU sales and Intel is actually BUYING all the sales they are getting. If the shift is from 80/20 to 60/40 or 50/50 it's still a Helleva coup for AMD and the hand writing is on the wall for Intel, who's arrogance got the better of them.

    As for SLI - it's a technology few need and only enthusiasts will pay thru the nose for. Even if SLI Mobos get down to $100 which they will, you still need two over-priced graphics cards to use SLI. Even power PC users don't need SLI and few consumers will throw good money away like gamers do.
    Reply
  • yacoub - Monday, June 13, 2005 - link

    So is that actually a saying in Taiwan or just creative journalistic license? ;) Reply

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