Mercury Research reports x86 processor shipments recovered 13.8 percent last quarter, although shipments are still down 2.9 percent compared to the same quarter a year ago. One of the observations is that AMD's recent gains have been wiped out, the company is back at a marketshare of 18.7 percent which is 0.1 percent less than in Q2 2008. Intel saw its share rise by 2.3 percent sequentially, and VIA gained a tiny 0.1 percent of the market. According to the market research company, the reason for AMD's marketshare loss is that most of the growth occured in the mobile space, and this is an area in which Intel excels.
Yep. AMD's gone from almost 21% to just under 19% in one quarter. That might be because, according to Mercury Research, the most growth occurred in the mobile space. Since Intel has been shipping a fair number of low-cost Atom processors for netbooks, though, perhaps AMD's slice of x86 CPU revenue didn't shrink quite as much as its unit share.