AMD 50% At Dell in 2007

A reader writes: "Reports from Taiwan chipmakers indicate that AMD may make a very large percentage of Dell's sales this year." AMD, of course, has made no comments in regard to this; but if the reports are correct, then it's another setback for Intel in the server market.

Slashdot effect?

[MrNaz]

Umm... Where's the citation? How are we Slashdotters supposed to know who we're DDoSing next?

I expect more from 65nm

[Lonewolf666]

Sure, the quad cores will be great for high end systems. Think E-ATX systems with two sockets and a total of eight cores.
But for the average buyer, I think AMD moving to 65nm manufacturing will be more relevant. It should result in lower manufacturing costs and hopefully higher clock speeds, making the Athlon X2 more competitive compared to Intel's Core 2 Duo.
The shrink to 65 nm will also arrive sooner than the quad cores. Others in this thread have speculated that Dell might be the first to get some of the new chips in September(did AMD convince Dell with that?). In the mass market, they might show up late this year or early next year.

Re:What Crack are they smokin there?

[chrisinsocalif]

Here is a link thats shows the Woodcrest is only 2% faster than Opteron socket F. The article states Opteron is actually faster when you ramp up the amount of ram. Its possible Woodcrest will not be faster for 98% of the apps out there. AMD still has Rev. G (65nm) and the K8L that will help boost performance and could prove the better server processor. If this benchmark is a true representation of what AMD has to come, Dell is trying to jump on the bandwagon early. Hopefully more benchmarks will be released to reveal the truth. http://www.amdzone.com/index.php?name=PNphpBB2&fil e=viewtopic&t=9960&sid=a138aa30dbd209d5ae33d391116 6d72d [amdzone.com]

Here is the slashdot source

[Anonymous Coward]

http://badhardware.blogspot.com/2006/09/amd-50-at- dell-in-2007_04.html [blogspot.com]

20M processors in Dell's some 40M PCs and servers by the end of 2007 means 50% for AMD. Right?

Re:lol

[drinkypoo]

AMD is now a bargain bin low cost cpu, much as it was 10 years ago.

4+ core Opteron systems blow 4+ core Intel systems out of the water because of Hypertransport; processors can communicate intelligently. Intel is still using a single-memory-controller model for their hardware design, while AMD using using NUMA. Like all the rest of the big boys.

also, intel chipsets do not suck ass consistently like amd platforms. you'd think nvidia/ati/whoeverthefuck makes their chipsets can do it with less bugs.

I'll give this partial agreement. AFAIK AMD isn't making chipsets any more, which is sad because they made the best ones for the Athlon (original) processors.

Why is it only poor people who like amd? are you guys mad you don't have any money for a good product? it's as if you buying that VW is the same thing as buying a BMW.

Well, it's true that VW != BMW. For one thing, a new BMW is about ten times more likely to require warranty service. However, Audi == VW, and so does Lamborghini. Why don't you consider reality before you try making automotive similes?

This article puts it at closer to 1/3

[heli0]

http://www.digitimes.com/mobos/a20060904A1001.html [digitimes.com]

Dell reportedly to use about 20 million AMD CPUs

  Celia Lin, Taipei; Jessie Shen, DigiTimes.com [Monday 4 September 2006]

Market sources say that about 20 million Advanced Micro Devices (AMD) processors will be used in Dell's servers, desktop PCs and notebooks between the fourth quarter of 2006 and the fourth quarter of 2007. Dell will use four million AMD CPUs in its notebook line while sixteen million AMD CPUs will appear in Dell's desktop and server products, according to the sources.

Sources in the Taiwan notebook industry pointed out that AMD has progressively expanded its presence in the notebook sector, by adding Dell as one of its major supporters in addition to Hewlett-Packard (HP) and Acer. Obtaining Dell's support would better convince domestic notebook manufacturers to divert more R&D facilities and resources to AMD-based products, the sources indicated.

AMD declined to comment on the report and denied to reveal any details of the company's relationship with customers.

On May 18, AMD announced that Dell stated in its quarterly earnings statement that it intends to offer AMD Opteron Dual Core processor-based servers. According to Dell's August 17 press release, the PC vendor will launch Dimension desktop computers with AMD processors in September and will introduce a two-socket and multi-processor server using AMD Opteron processors by the end of 2006. So far, announcements of Dell's notebooks with AMD processors have not yet been made, though various rumors have circulated that Dell's first AMD-based notebook will be introduced in the fourth quarter of 2006.

According to International Data Corporation (IDC), Dell shipped 37.78 million PCs (including desktops, notebooks, ultra portables and x86 servers) in 2005, up 18.9% from the 31.77 million units that the company shipped the previous year.

With an average annual growth of 20% in full-year shipments, Dell is aggressively estimated to hit the 45 million mark in PC shipments this year and 55 million units in 2007, according to market sources. Accordingly, the 20 million AMD CPUs are expected to be used in a third of Dell's overall PC shipments, jumping from 0% at present, the sources found.

According to Mercury Research, AMD's overall market share stood at 21.6% in the second quarter of 2006, with on-quarter growth in the desktop and server sectors reaching 0.6- and 3-percentage points, respectively. In the meantime, AMD's share of the notebook CPU market had a sequential drop of 0.3-percentage points in the second quarter to 13.3%, data released by the research firm showed.

In related news, market sources speculated that AMD may face a situation where demand exceeds supply. Instead of a tight capacity concern, a shortage is predicted to surface in the channel market, as the chip vendor will give priority to PC vendors Dell, HP and Acer, according to the sources. An August 7 article cited sources as revealing that AMD aims to ship 12 million notebook CPUs in 2006, accounting for 15% of the world's notebook CPU market.