AMD gains global market Share, Euro shr jumps 50% in 7-8/00
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Well, the Register had an article saying that AMDs total European market share for Q3 increased 50%, from 8% to 12%. We also saw a few weeks ago, when Intel blamed Europe for shortfalls, that Europe has about 22% of the global x86 market.
First, let me point out that many big announcements for shifts in demand and offerings by big European companies has escalated just this month. The 50% growth rate in European market share for AMD is for the entire quarter of Q3[Actually 50% mkt shr growth rate is for July and Aug only. We may see more gain in Sept]. If anything, the rate of increasing market share is accelerating for AMD month to month.
Second, a jump from 8% to 12% market share in Europe, which accounts for 22% of global market share, means that AMD, assuming they haven't lost ground elsewhere, may have picked up almost a full 1% in global market share based just on European numbers! Considering we had about 18% global market share, which includes business as well as consumer sales, at the end of Q2, we seem to have a good chance of hitting at least 19%, possibly almost 20%, of global market share. I believe AMDs goal was to hit 20% by the end of Q4. Not only does that seem very achievable, but we could be close to that already.
In recent months, there has been similar anecdotal evidence to AMD making market share gains in Japan and the Pacific Rim in general, as there was for Europe. It may not be as dramatic a jump, but gains in Asia could put us close to 20% market share as of the end of Q3. That would be absolutely amazing.
I honestly believe that unlike Intel, which seems to be having trouble selling what they can produce, there is still a lot of untapped demand for AMD products that limits market share to supply. By the end of 2001, based on growth projections in PC demand established months ago, AMD should be able to supply 30%+ of global x86 CPU demand. I have little doubt that AMD will easily be able to continue selling all they can produce at least through the end of 2001.
This would allow for unit sales per quarter to be 50% higher in Q4 2001 than in Q4 2000, which leaves a lot of room for explosive growth in revenues and earnings at least five quartwers moving forward from the end of Q3! |
