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Rising Consumer Interest in iPads Stings PC Sales in Q1May 24, 2011Rising consumer interest in media tablets like Apple Inc.’s iPad is beginning to take a toll on the global PC market, with shipments of desktops and notebooks in the first quarter of 2011 declining compared to the same period in 2010, according to new IHS iSuppli (NYSE: IHS) research.
Worldwide PC shipments amounted to 81.3 million units in the first quarter of 2011, down 0.3 percent from 81.6 million during the first quarter of 2010.
Intel Vies to Stave Off ARM Challenge with Low-Power Tri-Gate Transistor TechnologyMay 10, 2011
With its new Tri-Gate 3-D transistor technology, Intel Corp. will have the low-power microprocessor ammunition it needs to assault the tablet and smart phone semiconductor market—and to fight off a potential incursion into the PC business from rival ARM devices, new IHS iSuppli (NYSE: IHS) research indicates.
Intel will offer X86 microprocessors based on its new 3-D tri-gate transistors manufactured using 22-nanometer (nm) process technology. These microprocessors will consume less than half the power of devices using 32nm technology and conventional planar transistors, while still delivering the same level of performance.
Seagate to Control 40 Percent of Hard Drive Market With Samsung AcquisitionMay 03, 2011Seagate Technology LLC’s recent buyout of Samsung Electronics Co. Ltd.’s hard disk drive (HDD) business will considerably boost the newly merged entity’s overall standing, with combined shipments accounting for two-fifths of an HDD market worth 652.4 million units in 2010, according to IHS iSuppli research.
Based on final year-end figures from 2010, HDD shipments tallied from both Seagate and Samsung equated to 261.2 million units—enough to give the combined companies 40 percent of the HDD market, or a No. 2 finish for the year.
Fourth Quarter 2010 Microprocessor Shares – Final Microprocessor Revenue Share DataMarch 24, 2011In a year of major changes for the global microprocessor industry, one thing remained the same: leading suppliers Intel Corp. and Advanced Micro Devices Inc. (AMD) in 2010 maintained their customary ranks in the market, IHS iSuppli research indicates.
Intel finished the year with 81.0 percent share of global microprocessor revenue, up a scant 0.4 percentage points from 80.6 percent in 2009, allowing it to maintain leadership. Meanwhile, AMD ended the year with 11.4 percent share, down 0.8 points from 12.2 percent in 2009, keeping it in second place.
Graphics-Enabled Microprocessor Usage Surges in 2011March 16, 2011The year 2011 will be the biggest period yet for graphics-enabled microprocessors (GEM), as the penetration of GEMs reaches 50 percent in notebook PCs and 45 percent in desktops, according to the latest IHS iSuppli research.
Global GEM penetration in the notebook segment in 2011 will rise by a dramatic 11 percentage points from 39 percent in 2011. With worldwide notebook shipments expected to amount to more than 230 million units this year, GEMs will be in about 115 million notebooks by the end of 2011.
Dell Increases PC Market Lead Over Acer in Q4, Courtesy of Apple’s iPadMarch 10, 2011Dell Inc.’s competitive position is improving in the global PC market, thanks to strong corporate sales as well as an unlikely helper: Apple Inc.’s iPad.
U.S.-based Dell in the fourth quarter solidified its hold on second place in the global PC business as No. 3 player Acer Inc. saw challenging conditions continue in the consumer markets, new IHS iSuppli research indicates. Acer’s decline was spurred by rising competition for its consumer-focused netbook and notebook computers from the iPad and other media tablets.
Western Digital to Become Dominant Hard Drive Maker with Hitachi AcquisitionMarch 07, 2011With its purchase of Hitachi Global Storage Technologies (Hitachi GST), Western Digital Corp. (WDC) will pad its lead in the global HDD market, giving it nearly double the market share of No. 2 supplier Seagate Technology LLC. With the purchase, WDC will claim 49.6 percent share of global Hard Disk Drive (HDD) unit shipments based on fourth-quarter totals, compared to 29.4 percent for Seagate. This will give WDC a lead of 20.2 percentage points over Seagate, up from a mere 2 points without the acquisition.
iPads and Other Tablets Help Depress Hard Disk Drive ShipmentsMarch 02, 2011Rising sales of tablet devices coming at the expense of conventional netbook PCs will contribute to a low single-digit decline in shipments of hard disk drives (HDDs) for the first quarter of this year, according to new IHS iSuppli research.
HDD shipments in the first quarter of 2011 are anticipated to reach 160.9 million units, down 3.9 percent from 167.5 million in the fourth quarter of 2010.
NVIDIA Jumps on Graphics-Enabled Microprocessor BandwagonFebruary 02, 2011NVIDIA Corp.’s move to offer its own brand of custom microprocessor (MPU) cores will allow the company to participate in the fast-growing market for graphics-enabled MPUs, a product that will be found in more than four out of five notebook PCs shipped in 2014, according to new IHS iSuppli research.
At the 2011 Consumer Electronics Show (CES) in Las Vegas in January, NVIDIA announced Project Denver, a line of MPUs that will incorporate graphics processing units (GPU)—NVIDIA’s bread-and-butter product.
Hard Drives Have a Happy HolidayDecember 15, 2010
Manufacturers of hard disk drives (HDD) are expected to receive a late-year boost during the holiday season as shipments rally during the fourth quarter, according to market research firm iSuppli, now part of IHS Inc. (NYSE: IHS).
The rise in HDD shipments in the fourth quarter will mark the second consecutive period of growth following a decline in the second quarter. HDD shipments will reach an estimated 169.2 million units during the last three months of the year, up 2.2 percent from 165.5 million units in the third quarter.
Revenue in the fourth quarter is projected to climb 2.1 percent, equating to $8.9 billion.
Intel and AMD Face Microprocessor StalemateDecember 15, 2010The world’s two largest microprocessor manufacturers—Intel Corp. and Advanced Micro Devices Inc.—held their ground in the third quarter, with neither company able to wrest significant market share away from the other, according to market research firm iSuppli, now part of IHS (NYSE: IHS).
Intel Corp. in the third quarter of 2010 accounted for 80.1 percent of global revenue for microprocessors. Intel’s standing during the quarter was up a slight 0.1 of a percentage point from the year-ago figure of 80.0 percent share, but was down 0.3 of a percentage point sequentially from 80.4 percent in the second quarter.
Dell Continues Computer Comeback in Q3December 07, 2010After reclaiming its customary second-place ranking in the global PC market in the second quarter, Dell Inc. in the third quarter held on to the No. 2 spot as it capitalized on the relative strength of the corporate PC market, according to the market research firm iSuppli, now part of IHS Inc. (NYSE: IHS).
Dell in the third quarter sold 11.3 million PCs, up 7.2 percent from 10.5 million in the second quarter. This gave the U.S. PC maker a 12.8 percent share of unit shipments, flat from 12.8 percent in the second quarter.
PC Market Continues Growth in Q3; Shipments Match iSuppli ForecastNovember 05, 2010Defying a growing chorus of negativity regarding the market, global PC shipments continued to expand in the third quarter, rising by 7 percent sequentially and by 10.3 percent compared to a year earlier, according to the market research firm iSuppli Corp.
Worldwide PC shipments in the third quarter amounted to 88.1 million units, a near-bull’s eye following iSuppli’s forecast of 88.3 million. This compares to shipments of 82.6 million in the second quarter of 2010 and 79.9 million in the third quarter of 2009.
Intel Aims to Enter Tablet Market With Oak Trail ProcessorOctober 19, 2010Seeking to capitalize on the fast growth of the tablet market relative to its core PC business, Intel Corp. has come off the sidelines with a microprocessor designed specifically for iPad-type devices, according to the market research firm iSuppli Corp.
While growth will be modest during the years to come for PCs—Intel’s traditional bedrock for revenue—expansion is unstoppable in the sizzling tablet market, led by Apple Inc.’s bestselling iPad, iSuppli findings show.
A comparison between the relatively limited growth vista for PCs versus the panoramic expansion landscape for tablet devices shows why Intel is serious about getting into the tablet game.
Intel and AMD Retain Market Share amid Fast GrowthSeptember 15, 2010Intel Corp. and Advanced Micro Devices Inc. in the second quarter maintained their market share positions in the global microprocessor business amid fast industry growth, reflecting the intense competition among the two companies, according to iSuppli Corp.
Dominant supplier Intel in the second quarter accounted for 80.4 percent of global microprocessor revenue, down from 80.7 percent in the second quarter of 2009 when the company’s share of shipments reached a four-year high.
On a sequential basis, Intel gained 0.1 points of share from the 80.3 percent it held in the first quarter of 2010.
Dell Retakes Second Rank in Global PC Market as Acer StumblesSeptember 02, 2010Nine months after losing its customary No. 2 rank in the global PC market, U.S. OEM Dell Inc. retook the runner-up position in the second quarter of 2010 as Taiwanese rival Acer Inc. suffered a sales setback during the period, according to the market research firm iSuppli Corp.
Dell in the second quarter shipped 10.5 million units worldwide, down a negligible 1.2 percent from 10.7 million units in the first quarter. This gave Dell a 12.8 percent share of global shipments, down from 13.1 percent in the first quarter.
Integrated Graphics Microprocessors Take Over Notebook PC MarketAugust 11, 2010Four out of five notebook PCs shipped worldwide in 2014 will employ graphics-enabled microprocessors, up from about one out of three in 2010, as computer makers seek to offer smaller and more innovative products, according to market research firm iSuppli Corp.
In 2014, 82.9 percent of notebook PCs will use such microprocessors, up from 39 percent in 2010.
Netbook Success Propels Samsung Up Notebook PC Ranks in Q1July 06, 2010Boosted by the success of its netbook products, Samsung Electronics Co. Ltd. in the first quarter dramatically outperformed the mobile computer market, allowing it to rise to seventh place in the notebook PC business, up from ninth in the fourth quarter of 2009, according to iSuppli Corp.
Samsung in the first quarter shipped 1.9 million mobile PCs, up 14.6 percent from 1.7 million in the fourth quarter of 2009. This contrasted dramatically with the performance of the overall notebook PC market, with shipments in the first quarter declining by 5.4 percent sequentially due to normal seasonal factors. The company in the first quarter held a 3.9 percent share of global notebook PC shipments, up from 3.2 percent in the fourth quarter of 2009.
PC Market Hits Record Growth in Q1; Asian OEMs Surge as Acer Closes Gap with HPJune 04, 2010Driven by booming sales among Asian OEMs, global PC shipments surged by 22.7 percent in the first quarter, marking the highest year-over-year growth ever recorded by iSuppli Corp.
Shipments in the first quarter totaled 81.5 million units, up from 66.5 million during the same period in 2009.
“The first three months of 2010 delivered the highest quarterly PC shipment growth on a year-over-year basis since iSuppli began tracking the market in 2003,” said Matthew Wilkins, principal analyst for compute platforms at iSuppli. “This record growth resulted from strong sales in the first quarter of 2010 combined with weak conditions during the first three months of 2009. Early 2009 represented one of the weakest periods in the history of the PC market, as consumer and corporate demand plunged due to the economic downturn.
Western Digital Takes Top Spot in Hard Drive ShipmentsJune 01, 2010Ending its perpetual encampment in second place, Western Digital Corp. in the first quarter of 2010 shipped the most Hard Disk Drives (HDD) of any storage supplier, surpassing arch nemesis Seagate Technology for the first time ever on a quarterly basis, according to iSuppli Corp.
Western Digital shipped a record 51.1 million HDDs during the period, up 3.2 percent from 49.5 million in the fourth quarter of 2009. In comparison, Seagate’s HDD shipments amounted to 50.3 million units in the first quarter of 2010, up 0.8 percent from 49.9 million during the previous quarter.
While Western Digital’s remarkable feat succeeded in finally ending the long-running perch at the top for its rival in terms of shipments, Seagate continued to lead on the revenue front at $3.1 billion, compared to Western Digital’s $2.64 billion, iSuppli data show.