AMD took over 2/3rd of desktop retail sales in US

[YKhan]

67.7% to be precise, according to the Wall Street Journal.

AMD beats up Intel on desktop sales in shops
http://www.theinquirer.net/?article=27526

Yousuf Khan

 

[Tony Hill]

67.7% to be precise, according to the Wall Street Journal.

AMD beats up Intel on desktop sales in shops
http://www.theinquirer.net/?article=27526

Of course the natural follow-up to this question is how much of the
total computing market does retail desktop sales account for? It's
all well and good to have the bulk of a niche, but when that niche
makes up only ~15% of the total market it doesn't necessarily mean too
much.

 

[Keith]

Of course the natural follow-up to this question is how much of the
total computing market does retail desktop sales account for? It's
all well and good to have the bulk of a niche, but when that niche
makes up only ~15% of the total market it doesn't necessarily mean too
much.

But it makes for "mind share". It seems people aren't afraid of
buying smurfless computers, or perhaps don't much care what's
inside. That's bad news for Intel and their $Billion marketing
campaign.

 

[YKhan]

Of course the natural follow-up to this question is how much of the
total computing market does retail desktop sales account for? It's
all well and good to have the bulk of a niche, but when that niche
makes up only ~15% of the total market it doesn't necessarily mean too
much.

I can't say for sure, but I'm sure it's well over 15%. Retail sales
would include everything from the Future Shops/Best Buys to the little
mom'n'pops. So that's probably more than 50% of consumer sales. But
Intel always has the Dell card in reserve, the one 100% Intel shop that
makes up about 20% of the overall consumer market, if not just the
retail market. So with the Dell card Intel is still on top, overall.

One of the more interesting stats was that AMD now accounts for over
30% of retail notebooks sales already. I'd have been astonished to hear
that AMD is now in 10% of notebooks, let alone 30%!

This article has a better breakdown of the numbers:

AMD Takes the Lead in Intel's Red October
http://www.eweek.com/article2/0,1895,1883864,00.asp

It seems Athlon 64's are now the biggest selling desktop CPUs among all
of them, Pentium, Celeron, or Sempron:

"AMD Athlon 64 chips were in 32 percent of desktops, during September,
almost double that of Intel's flagship, the Pentium 4. Intel's Celeron
D and Pentium 4 populated 20.5 and 17.8 percent of desktops,
respectively, while the AMD's Sempron was in 17.4 percent of desktops,
NPD figures show."

 

[George Macdonald]

Of course the natural follow-up to this question is how much of the
total computing market does retail desktop sales account for? It's
all well and good to have the bulk of a niche, but when that niche
makes up only ~15% of the total market it doesn't necessarily mean too
much.

Yeah well we knew that - goes without saying. OTOH Dell is on a bit of a
slide at the moment - anal...ysts are "talking". What *is* noteworthy
here is that overall in retail, even including notebooks, AMD outsold Intel
by a slim margin for October:
http://www.reed-electronics.com/electronicnews/article/CA6282271.html.
That's a first and while Dell is not (openly) selling AMD systems, they are
now selling AMD boxed CPUs - funny that!! Either way it's a bite out of
Intel's ass... talking which I'd guess there are few bruised ones at
iCorporate.

 

[hackbox.info]

One of the more interesting stats was that AMD now accounts for over
30% of retail notebooks sales already. I'd have been astonished to hear
that AMD is now in 10% of notebooks, let alone 30%!

And the weird thing is that those must be power user notebooks
(Ferrari...), because budget ones are all Cel M based. Its hard to find a
Turion notebook in europe.

 

[YKhan]

And the weird thing is that those must be power user notebooks
(Ferrari...), because budget ones are all Cel M based. Its hard to find a
Turion notebook in europe.

At the stores, the only ones I see up here commonly are the ones that
come from HP/compaq. Occasionally I'll see an Averatec or Emachines one
too.

Yousuf Khan

 

[Tony Hill]

I can't say for sure, but I'm sure it's well over 15%. Retail sales
would include everything from the Future Shops/Best Buys to the little
mom'n'pops. So that's probably more than 50% of consumer sales. But
Intel always has the Dell card in reserve, the one 100% Intel shop that
makes up about 20% of the overall consumer market, if not just the
retail market. So with the Dell card Intel is still on top, overall.

Consider the following statement:

"By definition, retail sales do not include consumer PCs sold direct
by Dell Inc., the world's top PC maker and one of the last Intel-only
PC makers. Retails sales also don't include all of HP's and Gateway's
machines, as the companies also market desktops and notebooks
directly. Despite serving some small businesses, retail also excludes
the majority of business machines sold."

So, we're ignoring Dell (~17% of the market) and many PCs sold by HP
and Gateway on the consumer side. We're also ignore the (vast)
majority of business PCs which is more than 50% of total sales. Also
consider that laptops and desktops are pretty close to parity when it
comes to total volume these days.

Add all those numbers up and you can see why I mentioned that 15%
figure. It's a rough guess, but probably not too far off. I *REALLY*
doubt that retail desktop sales make up even 20% of the market.

One of the more interesting stats was that AMD now accounts for over
30% of retail notebooks sales already. I'd have been astonished to hear
that AMD is now in 10% of notebooks, let alone 30%!

That is good news for AMD, though again we're only looking at retail
notebook sales.

This article has a better breakdown of the numbers:

AMD Takes the Lead in Intel's Red October
http://www.eweek.com/article2/0,1895,1883864,00.asp

It seems Athlon 64's are now the biggest selling desktop CPUs among all
of them, Pentium, Celeron, or Sempron:

"AMD Athlon 64 chips were in 32 percent of desktops, during September,
almost double that of Intel's flagship, the Pentium 4. Intel's Celeron
D and Pentium 4 populated 20.5 and 17.8 percent of desktops,
respectively, while the AMD's Sempron was in 17.4 percent of desktops,
NPD figures show."

It's rather frightening that the Celeron is outselling the Sempron!
Though perhaps that is due to the relatively small difference in price
between the Athlon64 and the Sempron in most systems.