AMD grows units by 38% in 2Q07
AMD result is out. AMDers should cheer about the massive growth. It seems ATI is dragging a bit, but it's a temporary pain AMD must endure.
AMD's market share was 18.7% in 1Q07, 38% sequential unit growth should put AMD at about 26% . In other words, Intel market share is about 70%.
All AMD needs to do is keep pumping out those $70 dual core CPUs.
One interesting thing is AMD gained in server ASP. This is because Intel is now purely a low end 2P server chip vendor. AMD must be selling a lot of 8-way Opterons. With quad-core Opterons soon available, Intel's server performance will be pitiful. AMD will have 8P quad-core servers, total 32 K10 cores. Intel, on the other hand, is limited to 2P Clovertown, total 8 cores.
Intel's server performance will be less than 20% of AMD's.