Tuesday September 25, 2018

AMD Could Regain 30% of Global Desktop CPU Market Share in 4Q18

Digitimes is reporting that industry sources are convinced that AMD could rebound to a 30% market share in the 4Q18. This turnaround is based upon help from TSMC and Intel's inability to ship 10nm processors. Speculation is that AMD will switch to TSMC's 7nm process for all GPU's, server and PC processors. AMD's share of the desktop market has increased to 20% in the 3Q18 and manufacturers have ramped up production of devices fitted with AMD processors and shipments of AMD products. It is expected that this will increase to 30% in 4Q18. In addition to this news, AMD is expected to capture 5% of the global x86 server platform market by the end of 2018.

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The sources said that AMD has drastically changed its foundry strategy, loosening ties with Globalfoundries and contracting TSMC to fabricate its GPUs, server and PC processors on 7nm process. Desktop and motherboard vendors including Asustek Computer, Micro-Star International (MSI), Gigabyte Technology and ASRock have ramped up production and shipments of devices fitted with AMD processors, driving up the chipmaker's share of the desktop processor market to over 20% in the third quarter. The company is very likely to see the figure further rebound to the level of 30% again.