IDC reports x86 processor shipments increased 10 percent in the second quarter of 2009 compared with the previous quarter. Intel again dominated AMD in terms of market share, watching as its Atom processor shipments increased. However, IDC finds that demand for PCs has not returned yet.
The good news for Intel, Advanced
and the rest of the x86 processor market is that chip
shipments increased 10 percent between the first quarter and the second quarter
However, IDC's Aug. 6 report on the x86
chip market found that consumer and business demand for new PCs has not
returned. Instead, Intel
and its OEM partners drove the growth by adjusting chip inventories and
refreshing their lines of mininotebooks or netbooks that use Intel's Atom
This, according to IDC, means that back-to-school
might not be as robust as some believe.
"IDC believes that ODMs and OEMs
have balanced out their inventories and so we can't rely on inventory
replenishment to drive market improvements," Shane Rau, an IDC
analyst, wrote in the report. "Instead, we can only rely on what actual
end demand really is, and that means we have to be cautious not to be
over-exuberant [and believe] that, say, the traditional back-to-school PC
buying season will materialize into a bullish second half. It won't."
In terms of the overall x86 market, Intel
once again dominated. In the
second quarter, Intel controlled nearly 79 percent of all x86 processor
shipments, while AMD
controlled about 21
percent. Via Technologies
controlled less than 1 percent of the market in the
While processor shipments jumped 10 percent from the first to second quarter
of 2009, chip unit shipments decreased 7 percent from the second quarter of
2008 to second quarter of 2009. Revenue from the x86 market increased about 8
percent quarter over quarter, but declined approximately 15 percent year over year.
Intel's overall shipments increased 12 percent quarter over quarter, while AMD's
increased 1.8 percent. Intel and its OEM partners were helped by a refresh in
the mininotebook market.
IDC estimated that one in four of all
Intel mobile chip shipments in the quarter were Atom processors, and these
chips represented about 8 percent of Intel's mobile processor revenue in the
In the three major market segments-mobile, server and desktop-Intel shipped
the majority of chips.
The IDC report follows a
study by the Semiconductor Industry Association that found the global
had improved in the second quarter of 2009 thanks to
better-than-expected sales of handsets and PCs, as well as increased sales in China.
An earlier report from Mercury
Research also found x86 processor shipments increased
about 10 percent in
the second quarter of 2009.