Some potentially more upbeat news for AMD:
digitimes.com
Taiwan desktop industry witnessing highest-ever quarterly shipment volume in 3Q14, says MIC
Press release, October 8; Alex Wolfgram, DIGITIMES [Wednesday 8 October 2014]
Shipment volume of the Taiwan desktop industry is estimated to have reached approximately 17.4 million units in the third quarter of 2014, marking the highest-ever quarterly shipment performance, according to MIC.
"The growth has been mainly driven by back-to-school demand and advanced purchases in anticipation of China's upcoming October long holiday," said Evelyn Chang, industry analyst with MIC. "With cost and technology advantages in contract manufacturing AIOs and commercial desktops, as well as close partnerships with major brands, Taiwan's desktop PC industry will see an increase in shipments owing mainly to a rise in market demand from the commercial sector."
MIC estimates Taiwan's desktop shipments will top around 67 million units in 2014, up 12.1% compared to 2013, driven mainly by continued demand for commercial models and the rollout of new Intel and AMD processors.
In the first half of 2014, the industry relied on the commercial replacement demand triggered by Microsoft ending support for Windows XP. Looking ahead to the second half of 2014, commercial market demand will not be as buoyant as in the first half as the political and social crisis is intensifying in eastern Europe, commercial desktop demand is dwindling in Japan and stimulation brought by Intel's new CPU on the commercial market is likely to be limited.
Overall, as demand for desktops is slowing down in some regional markets like Japan, and demand for new CPU-embedded commercial desktops is not as high as expected, commercial market demand – though still the growth driver for the industry – will not be as strong as in the first half, MIC added.
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