The biggest winner was obviously Intel, but AMD didn't do too badly. In fact, JPR says AMD saw a greater increase in raw shipments than Intel (15.4% vs. 9.7%) between the first quarters of 2010 and 2011. Nvidia wasn't so lucky, purportedly suffering a 28.4% decline over the same time period. Good thing Nvidia's Tegra 2 chips are showing up in so many new tablets, because apparently, folks are giving GeForces the cold shoulder.
Source: The Tech Report