AMD Still Leads in GPU Market for Notebooks
Advanced Micro Devices (NYSE:AMD) competes with Intel (NASDAQ:INTC) and Nvidia (NASDAQ:NVDA) in the PC microprocessor and graphics businesses. According to our analysis, graphics processors constitute around 14% of AMD’s stock value while discrete notebook GPUs account for around 6% of the stock. AMD’s market share of discrete notebook GPU market has risen steadily since 2007, after it sorted out issues relating to its acquisition of ATI. Presently AMD’s share is close to 60% which makes it leader in the graphics GPU market.
We believe in the future AMD may lose share due to strong competition from Nvidia as Nvidia is considered to have better graphics performance which is more appealing to gamers. But AMD’s recent Apple deal win, in which AMD’s graphics will be used in Apple’s high end MacBook Pro versions, is a positive for the company.
While we anticipate AMD’s discrete notebook GPU share will decline gradually reachingComplete Story »