AMD struck new ground last month when it overtook market leader Intel as the leading supplier of processors for the US retail personal computer market. In October 2005, 49.8% of the personal computers (desktops and notebooks combined) sold in the US retail market utilized AMD processors, thus allowing AMD to narrowly surpass Intel, which
accounted for 48.5% of the market.
AMD slightly led Intel in the desktop category in the month of September
and due to it sustaining growth in that category, was able to extend its lead
across the entire US retail PC category. A graphic of the evolution of the past year can be viewed here.
While AMD's success in the US retail market cannot be ignored, Intel has a
solid grasp on the number one spot when it comes to all US consumer PC sales.
Direct marketer Dell, the preeminent supplier of PCs in the US consumer
market, utilizes Intel processors alone.
Ultimately, the period between Black Friday and Christmas will define the
success of the fourth quarter. However, these October sales results, as well
as the well-documented rumor that Wal-Mart will offer $398 AMD notebook and
desktop PCs on Black Friday, indicates that AMD is in a stronger position to
compete with Intel than it has been in past holiday seasons.
Looking forward, one can expect that AMD will attempt to replicate its
October success throughout the holiday season. Matt Sargent, Director of
Research at Current Analysis states, "AMD did the unthinkable by surpassing
Intel in October. Continuing to hold this lead in the holiday season would be
a colossal win for the company."
Additional results of the study:
AMD's share of unit sales in the US retail desktop space increased from
52.0% in September to 67.7% in October.
AMD's share of unit sales in the US retail notebook space increased
from 26.2% in September to 31.5% in October.
AMD's October revenue share of retail PC sales (40.1%) trails that of
Intel (57.6%) because the average selling price of Intel PCs is
significantly higher than AMD PCs.