How AMD lost the trust of notebook OEMs
Exclusive: Data center first strategy
Strix point, Ryzen AI 300 is a promising product that replaced the Hawk point Ryzen 8000 series but 2024 was not that kind for AMD consumer business unit in general. A design decision to use data center optimized cores (Zen 5) in notebooks and prioritize data center products and wafers left AMD in a position where Qualcomm managed to get more partners excited about its Snapdragon X Elite / Plus series.
ARM’s aspiration to capture 50 percent of the PC market is optimistic
Took AMD seven years of Zen to get 20 - 25 percent of laptop
ARM's CEO, Rene Haas, is extremely optimistic, claiming that ARM will capture 50 percent of the PC market share within five years. It has been five years since ARM introduced the Cortex X1, which, apart from the Qualcomm 8CX Gen 3, has not made a significant impact on the market.
AMD will lose 26 percent market share
Morgan Stanley analyst drops bombshell
While AMD seems to have been doing rather well of late, it could be about to lose a ton of market share in the coming months according to Morgan Stanley analyst Joseph Moore.
How AMD gained market share
Not Navi, with Polaris 570 and 580
We managed to get on top how AMD managed to gain market share in Q2 2019, and it was selling the old 570 and 580 with incredibly attractive and low pricing.
Huawei sold 200 million phones
Went from 103M in three years
Huawei managed to sell 200 million smartphones in 2018 - a massive increase from 103 million in 2015 or just three million in 2010. As of the first half of this year, Huawei is the world’s second biggest smartphone manufacturer overtaking Apple and leaving Samsung in the prime position.
AMD 30 percent market gain won’t happen
Now Wall Street realizes
AMD is the second best x86 maker out of two, and this is how things will remain. The recent rumors and prediction by fellow analysts and journalists that AMD can win up to a third of the market is, pure and simple, science fiction.
Oppo is the new leader in China
Beating Huawei, Apple and Xiaomi
Oppo managed a small miracle in 2016. The company achieved 122.2 Year over a Year growth increasing its market share from last year’s 8.2 percent to 16.8 percent, according to IDC beancounters.
OLED TVs to make 68 percent of market in three years
370 million units sold by the end of 2016
A new report from the Photonics Industry and Technology Development Association (PIDA) says that worldwide purchases of OLED panels are on the rise, with the proportion of market share in high-end televisions expected to reach 68 percent in 2020.
Foldable smartphones to gain market traction by 2019
Got to fold a little
A new report from the folks at Kolon Industries says that foldable smartphones could make up 20 percent of overall market share, at least in South Korea, during the year after which they are expected to begin mass production.
Sony forecasts 60 million PS4 by April 2017
20 million units in fiscal 2016
Sony has quite an aggressive forecast as the company plans to sell 20 million PlayStation 4 units in fiscal 2016. This should represent a healthy 8.3 percent increase year over year.