IDC finds that Pentium M and HT-enabled platforms help Intel grow processor share in 2Q03 - HyperThreading - Brief Article

EDP Weekly's IT Monitor, August 18, 2003

Intel increased its x86 PC processor market share in the second quarter of 2003 according to IDC's latest quarterly processor market share report, Worldwide x86 PC Microprocessor Competitive Analysis, 2Q03 (IDC #29943). Most notably, the report indicates that Intel increased market share in the mobile PC processor segment by nearly 3%, with most of that share coming from AMD.

"Intel's ramp up of the Pentium M processor, part of its Centrino platform, showed in a sequential increase in mobile processor shipments," said Shane Rau, senior research analyst for IDC's Semiconductor: Desktop and Mobile PCs service. "Meanwhile, AMD's mobile shipments reflected the seasonal decline in demand and loss of share by falling off approximately 25% sequentially. As a result, Intel took substantial mobile processor share from AMD."

Worldwide x86 PC microprocessor market share for 2Q03 reveals that, on an overall unit basis, Intel increased market share 1.2% to 81.6%. AMD's overall unit share declined 1.1% to 17.2%. In the segment for desktop PC processors, Intel grew share 0.8% to 79.4% and AMD lost 0.7% share to end at 19.4%. In the segment for mobile PC processors, Intel grew share 2.8% to 88.1% and AMD lost 2.5% share to end at 10.6%.

On a revenue basis, Intel was able to keep its 2Q03 revenue flat due to the overall flat sequential units shipments and ASPs. IDC believes that higher desktop processor ASPs enabled by HyperThreading technology and the new 800MHz front-side bus as well as mobile PC processor unit shipments and the higher ASPs of those units helped to compensate for modestly lower desktop PC processor unit shipments.