This is an ancient story that changes from the weak to a strong.According to the data provided by the Bank of America (BOFA) in a new investment report, suffer from more and more unfavorable factors, and its market share is increasingly in the field of micro-chip fields.Opponent AMD.
Recently, Bank of America used Mercury Research data to analyze the CPU trend in the third quarter of 2024.This Wall Street giant found that Intels shipments in the third quarter, the PC shipments decreased by about 3%from the previous quarter. According to the third quarter PC sales estimation of IDC, the market demand quarterly increased by 7.5%month -on -month.This has increased AMDs market share by 15%according to quarterly.
U.S. Bank of America made a part of this difference, pointing out that "AMD has more Western consumers and desktop products product portfolios, while Intel has more China/CorporationWith laptop computer combinations, these product portfolios are still weak.This is due to the high price artificial intelligence PC products.
In terms of server, Bank of America found that AMDs shipping volume in the third quarter increased by 7%month -on -month and increased by 10%year -on -year.Prior to this, due to the normalization of "CPU inventory", AMDs shipments were relatively weak for two consecutive quarters.Although the average sales price of AMDs servers is "flat", as the company increases new products with more core cores, BOFA is expected to have an upward trend in the fourth quarter and 2025.
It is estimated that by 2026, the AMDs CPU market share will rise to about 27%:
"We believe that AMDs share will continue to grow. By the 26th fiscal year, the total revenue of the CPU will reach about 27%, while our previous expectations are 25%, and the 23rd fiscal year is only 19%.
On the other hand, the Wall Street giant regards the rise of ARM -based suppliers as the main concern of AMD, especially the ARM -based server CPU market share is in 24 years.In the third quarter, it reached 7%. "In contrast, it was 5%in 2023 and about 1%in 2022.P> "We maintain the buy rating of AMD (PC/server share growth, accelerator increase) and ARM (mobile, PC content growth)".ID = "35nvhvm0"> The bank still sees Intel:
"We maintain a decline in the decline in Intel (CPU share, accelerator growth is limited)".
Of course, the Bank of Americas market share of AMDs market share is very similar to Rosenblatts assessment. RosenBlatt recently pointed out that the chip manufacturer will be able to get the "double -digit GPU GPU in 2025 in 2025Calculate share ", instead of providing products that are significantly better than Nvidia.
