2010 MPU市场份额英特尔81%遥遥领先AMD

市场研究机构IHS iSuppli的最新报告指出， 微处理器( MPU )市场版图在2010年的变化几乎是零，龙头厂商英特尔(Intel)仍以近81%的市占率，遥遥领先排在后面的竞争对手AMD 。该报告并显示，全球微处理器市场经历2009年6%的衰退之后，2010年营收规模为400亿美元，成长率冲上25%。

以厂商表现来看，全球第一大微处理器供应商英特尔截至2010年底的市占率仅比2009年增加0.4%，达到80.6%；排名全球第二的AMD ，2010年市场占有率则为11.4 %，较2009年的12.2%少了近一个百分点。

IHS iSuppli分析师Matthew Wilkins表示，2010年是微处理器市场面临重大转变的时期，供应商所面临的挑战，包括多媒体 平板电脑 (tablet)风潮下纷纷冒出头的众多竞争者、不景气后的强劲需求复苏，以及因支持绘图功能的微处理器(graphics-enabled microprocessors， GEM )崛起而掀起的技术改革。

“尽管有以上的这些变化，微处理器市场的竞争态势还是像20几年来一样，处于两强相争的局面：英特尔稳居龙头宝座，AMD则在较远的后方位居第二。”Wilkins指出：“厂商市占率呈现稳定状态，是反映PC微处理器市场的成熟，但在2010年，该市场的竞争仍然十分激烈，前两大厂商积极争取来自OEM客户的每一分商机。”

2009与2010年前两大微处理器供应商市占率变化(以营收计算)

2010年第四季前两大微处理器供应商市占率变化(以营收计算)

IHS iSuppli估计，2010年多媒体平板电脑出货量达到1,740万台，该数字在2009年仍是0；其中大部分出货几乎都是苹果(Apple)的iPad；该机构预测，平板装置出货量仍会在接下来持续成长，并在2015年超过2.4亿台。

由于平板电脑崛起，而且有不少产品都是采用非x86架构处理器，该市场也为半导体供应商带来了庞大商机，不只是已经打入一线平板装置产品的三星(Samsung)，也包括PC处理器供应商AMD与英特尔。

Wilkins指出，PC微处理器技术在2010年经历重大变革，包括英特尔与AMD都开始供应GEM产品；IHS iSuppli估计，目前GEM出货量占据整体笔记型电脑与桌上型电脑处理器出货量的三分之一。

点击参考原文：MPU rankings: No share change seen in 2010

{pagination}

MPU rankings: No share change seen in 2010

Dylan McGrath

Microprocessor market share gain was virtually nil in 2010, as Intel Corp. continued to dominate smaller rival Advanced Micro Devices Inc. with an estimated 81 percent market share, according to market research firm IHS iSuppli.

Global microprocessor market revenue snapped back in 2010 following the recession of 2009, according to IHS. Revenue in 2010 surged 25 percent to $40 billion after a 6 percent decline in 2009, the firm said.

Intel's final 2010 market share was up a scant 0.4 percent points from 2009, when the company held an 80.6 percent market share, according to IHS. No. 2 player AMD. finished the year with 11.4 percent market share, down nearly a point from 12.2 percent in 2009, according to IHS.

Matthew Wilkins, principal analyst for compute platforms at IHS said 2010 was a period of major transitions in the microprocessor market, with suppliers facing changes ranging from the new competitive threat posed by media tablets to the robust post-recession recovery to the technology revolution spurred by the rise of graphics-enabled microprocessors (GEMs).

"Despite these developments, the competitive state of affairs remained very much the same two-horse race it has been for more than 20 years, with Intel firmly in the lead and AMD a distant second," Wilkins said. "While the static market share situation is emblematic of the mature conditions in the PC segment of the microprocessor industry, the competitive situation remained intense in 2010, with the two companies fighting for every dollar possible from original equipment manufacturers."

IHS estimates that unit shipments of media tablets soared to 17.4 million in 2010, up from zero in 2009, thanks almost completely to Apple Inc.'s iPad. The firm expects unit shipments to continue to grow to reach more than 240 million units in 2015.

As a result of the rise of the tablet, many of which use non-x86 processors, semiconductor revenue from this market segment represent a significant opportunity not just for suppliers such as Samsung, which is already present in the fledgling tablet market, but also for PC processor incumbents AMD and Intel, IHS said.

Wilkins noted that PC microprocessor technology underwent a fundamental change in 2010, with both Intel and AMD offering GEMs. GEMs represented more than one-third of total microprocessor shipments for notebook and desktop PCs alike in 2010, IHS said.

Fourth quarter microprocessor market data revealed no significant changes in worldwide microprocessor market shares as well, IHS said. Intel accounted for 81.5 percent of global microprocessor revenue during the fourth quarter, gaining 0.5 percent of share compared to a year ago in the fourth quarter of 2009, IHS said. On a sequential basis, Intel gained 0.7 percent of share from the 80.8 percent it held in the third quarter of 2010.

For both sequential and year-over comparisons, AMD lost market share, with the greatest loss occurring relative to the fourth quarter of 2009, IHS said. In the fourth quarter, AMD accounted for 10.9 percent of the worldwide microprocessor market by revenue, down from 11.4 percent in the third quarter of 2010, and down from 12.2 percent in the fourth quarter of 2009, according to IHS.