AMD hopes yesterday’s Mobile Forum in Nice succeeded in convincing customers it’s getting the upper hand over Intel in the laptop market.
The company said its Turion 64 X2 mobile processor achieved twice as many design wins with laptop makers in Q2 as it did in the same period in 2005, while independent research showed the company’s share of the notebook processor market had already surged in Q1 2006.
Gartner’s UK analyst Ranjit Atwal said that AMD had 16 percent of the mobile processor market in EMEA (Europe, the Middle East and Africa) in Q1, a significant leap year-on-year.
However, Intel still dominated the market with an 82 percent share, and Atwal said that contrary to AMD’s bold claims, its share actually dropped slightly in Q2 2006, largely due to aggressive price drops from Intel.
“Intel gained share but their revenue dropped because of the price cuts,” said Atwal. “You have to say the Intel roadmap looks good and will help them to reclaim the ground they lost to AMD last year, but they have to resolve their problems of delivery.”
AMD executives were buoyant at the event over Dell’s decision to break its exclusive deal with Intel to start selling desktops based on Sempron, Athlon 64 and Athlon 64 X2 chips.
“We’re very happy to have Dell as a customer,” said Dave Everitt, AMD’s marketing manager for EMEA. “They were hungry for an alternative and they could see that the customer base was using us. Plus, we're not as arrogant as our competitor,” said Everitt.
Gartner’s Atwal was cautious about demand for AMD-based Dells in Europe, but said the tie-up would add a lot more credibility to AMD. “It makes them a much more aggressive competitor,” he said.