Intel Corp (INTC)

[chipguy]

More info here:

http://www.idc.com/getdoc.jsp?containerId=prUS21049708

SAN MATEO, Calif., January 22, 2008 – Worldwide PC microprocessor shipments grew 8.5% sequentially in the fourth calendar quarter of 2007 (4Q07) to reach record levels for the second quarter in a row, according to new data from IDC. Growth in overall unit shipments and stable average selling prices stimulated overall market revenue to grow 9.6% sequentially to $8.7 billion.

Shipments of processors designed for PC servers stood out in the quarter, growing 17.0% sequentially. Shipments of processors for mobile PCs grew 10.3%, while processors for desktop PCs grew 6.5%. IDC analysis also reveals that, within each form factor, the percentage of high-end and mainstream processors grew at the expense of low-end processors. For example, in the desktop processor segment, high-end and mainstream processors represented 87.1% of processors shipped in 4Q07, up from 84.6% in 3Q07.

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Processor vendor shares in 4Q07 did not change significantly from those in 3Q07. On an overall unit basis, Intel earned 76.7% market share, a gain of 0.4%. AMD earned 23.1%, a loss of 0.4%. These shares are identical to the shares of 2Q07.

By form factor, market share changes were very modest. In the mobile processor segment, Intel earned 81.9% share, a gain of 1.1% and AMD earned 17.8%, a loss of 1.1%. In the PC server processor segment, Intel earned 85.4%, a loss of 0.6% and AMD earned 14.6%, a gain of 0.6%. In the desktop PC processor segment, Intel earned 72.1% share and AMD earned 27.7%; share changes were negligible.