How AMD and Intel are doing. — Ed
Fourth Quarter 2001
Sales:
AMD: 7.8 million processors sold
Intel: 34.0 million processors sold
Market Share:
AMD: 19%
Intel: 81%
Average Selling Price (ASP):
AMD: $90
Intel: $155
Trends: Intel gained back roughly 4% of market share towards the end of 2001 at the cost of dropping its average selling price almost 25% from what it was at the end of 2000.
Though AMD has lost market share, that has been more than made up by an increase in its ASP from $75 in Q2 and $60 in Q3 to $90 in Q4.
Expect total number of processors to drop a bit next quarter, market share to stay around the same, but expect ASPs for both AMD and Intel to be higher.
Sources: For AMD units sold and CPU revenue (from which AMD ASP derived): AMD 4Q Conference Call Transcript, for Intel unit sales and ASP: Semiconductor International
Related posts:
- Some ASP Observations . . .
- An Enormous Success?
- PC Sales – The Good, The Bad and The Ugly
- PC Market Outllook – Grim
- AMD: The Recovery Continues
Tags: Processors
