By Jason Mick May 30, 2011
As if Intel Corp. needed any more bad news after all the grief ARM Holdings plc (ARMH) is giving it, it appears that Advanced Micro Devices, Inc. (AMD) may be closing the gap in notebook and netbook sales.
Late last month, Microsoft's Bill Koefoed, general manager of investor relations, reported "a 40 percent decline in Netbooks" in Q1 2011. In Q1 2010, netbooks sold about 10 million units, so this indicates that about 6 million netbooks sold in January, February, and April. If that pace were sustained, through May around 10 million netbooks would have sold. AMD's Raymond Dumbeck announced this week that AMD sold 5 million "Fusion" chips in the first five months of the year. AMD's Fusion chips went into a mix of 10-, 11-, and 12-inch notebooks. Given that the line between a "netbook" and "ultra-portable PC"/"small PC" lies somewhere in 11-12 inch range it seems like a fair guess that A.MD sold about 3 million "netbooks" — or about a third of the total market (~10 million units) That's incredible news for AMD which traditionally had little sales success in the mobile sector and virtually no sales in the netbook sector. The flip side of the AMD victory is that Intel's ultra-mobile Atom processor appears to have bled a great deal of market share in a very short time. Atom has suffered as AMD reportedly undercut it with Fusion and delivered a superior on-chip GPU compared to Intel's solution.
Read more here –>dailytech.com








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