Analyst predicts AMD could triple its CPU marketshare in 2019

Posted on Friday, Sep 21 2018 @ 18:34 CEST by Thomas De Maesschalck
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A new report from Jefferies analyst Mark Lipacis predicts AMD is in for a big increase in marketshare in the processor market. There are several factors at play here.

First up, Lipacis predicts AMD will have a transistor lead in 2019. Secondly, Intel is currently hit by 14nm supply issues. The chip giant has delayed its 10nm node so many years due to ongoing issues with the process technology, while more and more of the firm's product mix is going to 14nm. This results in shortages of 14nm parts, and has stalled Intel's architectural advance.

As a result, AMD is seen as capable of hitting a marketshare of 30 percent next year, up from an estimated 10 percent:
As a result, the analyst predicts AMD may be able to triple its market share to 30 percent of the processor market from 10 percent today.

There is “share shift potential to 70/30 from 90/10,” he said. “Assuming our assessment of AMD’s transistor lead in 2019 is correct, and Intel’s supply constraints linger through mid-19, we think a market share of 70/30 is not out of the question.”

About the Author

Thomas De Maesschalck

Thomas has been messing with computer since early childhood and firmly believes the Internet is the best thing since sliced bread. Enjoys playing with new tech, is fascinated by science, and passionate about financial markets. When not behind a computer, he can be found with running shoes on or lifting heavy weights in the weight room.

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