iSuppli: 3Q08 MPU sales shift, picture better than feared

Nov. 5, 2008 – Intel Corp. regained market share in the latest quarterly tallies of microprocessor (MPU) sales that it had lost to rival AMD a year ago, and overall sales were still healthy Y-Y despite slowing PC demand, according to data from iSuppli.

Intel accounted for 80.4% of global MPU revenue, up fom 80.1% in 2Q08 and 78.7% in 3Q07, with growth mainly due to the notebook computer sector, notetd Matthew Wilkins, principal analyst of computing platforms for iSuppli, in a statement. AMD, meanwhile, dropped to 12.1% share, up slightly from the 12.0% it had in the previous quarter but down from the 13.9% it held a year ago. The sales include not just x86 PC MPUs but also RISC and other types of general-purpose MPUs. And both companies’ share gains in 3Q came at the expense of smaller suppliers, which slid to 7.5% share vs. 7.9% in 2Q, a shift attributed to the global financial crisis.

There have been signs of weakening PC demand in 3Q, but iSuppli noted that its own calculations suggest healthy growth in shipments vs. a year ago (~12%-14%), led by he notebook segment; the firm expects full-year 2008 MPU unit growth of 12.5%.


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