DigiTimes heard from sources in the upstream supply channel that laptop makers are adopting more AMD processors. Part of this is due to the ongoing tight supply of Intel processors, which is pushing smaller laptop makers to AMD-based solutions.
AMD's marketshare in the laptop market is expected to increase, but the sources expect the company will have difficulty to surpass the 20 percent mark:
In the past few years, AMD processors' penetration in notebook shipments had been around 10-15% but the percentage now has been rising with shipments also growing rapidly. However, despite the growths, AMD CPUs' proportion is still expected to have difficulty surpassing 20%, the sources suggested.
The sources pointed out that Intel's CPU shortages are unlikely to improve until the second quarter of 2019, but vendors are now coming under less pressure, as the first half of 2019 is the traditional slow season.