by Anton Shilov
12/23/2008 | 10:32 AM
Intel Corp. is likely to further gain market share from Advanced Micro Devices in Q4 2008 despite of lower-than-expected sales as well as global economic slump. According to a survey by J.P. Morgan Securities, Intel has managed to win numerous designs both at Dell and Hewlett Packard, the world’s two largest makers of personal computers, as well as with Taiwan-based makers.
J.P. Morgan estimates Intel’s average share of OEM PCs increased from 80% in August 2008 to 82% in December 2008, driven by gains at HP and Dell versus AMD. Intel’s share at Dell increased from 95% in August 2008 to 97% in December 2008, while its share at Hewlett Packard increased from 65% in August 2008 to 67% in December 2008, according to a note by J.P. Morgan for clients. It is interesting to note that Dell and HP have started to utilize microprocessors by Via Technologies.
The analysts stressed that 3% of Dell and HP offerings in the current mix are based on Intel Atom central processing units (CPUs). Still, the majority of Intel Atom-based products come from companies like Acer Group or Asustek Computer.
In servers, Intel’s share of Dell and HP offerings was roughly flat at 72% from August 2008 to December 2008, with gains at HP offsetting increased offerings of AMD servers at Dell, the analysts believe.
“We believe Intel has gained share in the overall server market since August 2008 while AMD was awaiting the launch of its 45nm Shanghai processor. We expect market share in the server segment to remain stable in early 2009 until Intel launches its Nehalem-based server products,” analysts from the investment company said in the note.
It should be noted that J.P. Morgan Securities does not precisely track corporate PC suppliers, such as Lenovo Group in the U.S., as well as channel vendors. The channel market represents 40% of the whole PC market.