AMD's Presence in Workstations Plummets in Q1'07, Reports Jon Peddie Research.TIBURON, Calif. -- Times change, and they can change fast. As 2006 began, Intel's Xeon was in a tailspin tail·spin n. 1. The rapid descent of an aircraft in a steep, spiral spin. 2. Informal A loss of emotional control sometimes resulting in emotional collapse. , while AMD's Opteron could do no wrong. In the robust market for workstations, the roles have since reversed, with first quarter results reported from Jon Peddie Research showing Xeon has grabbed back much of the share it had lost to Opteron. The workstation market remains strong Overall, the workstation market continues to pleasantly surprise. As expected, quarterly growth rates Growth Rates The compounded annualized rate of growth of a company's revenues, earnings, dividends, or other figures. Notes: Remember, historically high growth rates don't always mean a high rate of growth looking into the future. have subsided a bit from the 25 - 35% increases (year-to-year) JPR JPR Jon Peddie Research (California) JPR JBuilder Project File (file extension) JPR Journal of Proteome Research JPR Journal of Plankton Research JPR Journal of Psychosomatic Research had seen in late '05 and early '06, but they remain strong. All told, the industry shipped 674 thousand workstations in the first quarter of '07, up 15.2% over the same quarter of '06. ASPs held flat, allowing revenue to also increase a healthy 15% to around $1.7 billion. Intel stealing back the share it had lost In workstations, Opteron had been steadily draining share from Intel's Xeon, peaking at over 13% of dual-socket platforms for Windows-compatible workstations in Q2'06. But Q2'06 not only market the peak of Opteron's incursion in·cur·sion n. 1. An aggressive entrance into foreign territory; a raid or invasion. 2. The act of entering another's territory or domain. 3. , it marked the beginning of a significant fall. JPR reports that in Q1'07, AMD's share of the dual-socket capable segment (where Opteron was strongest) didn't simply flattten but actually dropped by over 50% year-to-year. [TABLE OMITTED] Table 1 Xeon vs. Opteron in market for dual-socket, Windows-compatible workstations "We'd expected AMD's share to moderate or level off by the time Intel improved its dual-socket Xeon platform in mid '06, but we hadn't anticipated the decline we've seen," commented analyst and JPR Workstation Report author Alex Herrera Alexander J. Herrera (born November 5, 1976 in Maracaibo, Zulia State, Venezuela) is a Major League Baseball left-handed set-up pitcher who plays for the Colorado Rockies. Previously, he played with the Cleveland Indians (2002-03). . "The extent of Intel's rebound will put that much more pressure on AMD (Advanced Micro Devices, Inc., Sunnyvale, CA, www.amd.com) A major manufacturer of semiconductor devices including x86-compatible CPUs, embedded processors, flash memories, programmable logic devices and networking chips. to deliver quad-core Barcelona soon - and with better performance than Xeon." In the overall workstation market (including higher-volume single-socket systems), AMD had risen to a peak of 3.6% in Q2'06, contracting to 2.0% in this last quarter. About the JPR Workstation Report Now in its fourth year, JPR's Workstation Report - Professional Computing computing - computer Markets and Technologies has established itself as the essential reference guide for hardware and software vendors and suppliers serving the workstation and professional graphics markets. Subscribers to the JPR Workstation Report receive two in-depth reports per year providing a comprehensive analysis of the vendors and technologies driving the workstation platform. Clients also receive four quarterly reports detailing and analyzing market results for each calendar quarter. For information about purchasing the JPR Workstation Report, please call 415/435-9368 or visit Jon Peddie Research at http://www.jonpeddie.com. Based in Tiburon, California Tiburon is an affluent incorporated town in Marin County, California. It occupies most of the Tiburon Peninsula, which reaches south into the San Francisco Bay. The smaller city of Belvedere (formerly a separate island) occupies the south-east part of the peninsula and is , JPR provides consulting, research, and other specialized services to technology companies, including graphics development, multimedia for professional applications and consumer electronics, high-end computing, and Internet-access product development. EDITOR'S NOTE Editor's Note (foaled in 1993 in Kentucky) is an American thoroughbred Stallion racehorse. He was sired by 1992 U.S. Champion 2 YO Colt Forty Niner, who in turn was a son of Champion sire Mr. Prospector and out of the mare, Beware Of The Cat. Trained by D. : Excerpts from the JPR Workstation Report and expert interviews are available on request. |
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