Both gaining on little guys
Intel grabbed over one percentage point of CPU revenue market share from AMD in Q1 2008, according to market researcher iSuppli.
The long term trend looks better for AMD, however, with it still having 13 percent of the market. This is an increase of 2.1 percentage points over its share of 10.9 percent in Q1 2007. For some reason, iSuppli is saying the increase is 2.2 percent.
Intel’s year-on-year decrease in market share is only 0.7 percent so at least half of AMD’s gains have been at the expense of smaller processor makers.
“AMD’s PC microprocessor product portfolio has become much stronger during the last year, particularly on the desktop side,” said Matthew Wilkins, principal analyst, compute platforms, for iSuppli. “Customers clearly are responding to AMD’s moves.”
Apparently due to the unexpectedly strong sales of PCs in Q1, both Intel and AMD have reported that their ASPs (average selling prices) remained stable in Q1 ’08. The iSuppli report speculates that this means the pricing war between them has abated.