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AMD 50% At Dell in 2007
A reader writes: "Reports from Taiwan chipmakers indicate that AMD may make a very large percentage of Dell's sales this year." AMD, of course, has made no comments in regard to this; but if the reports are correct, then it's another setback for Intel in the server market.
So there was no article but I found this online that I think I had caught on Digg once (can I say that here?).
Anyway, this all goes back to our friends IDC who have this knack for claiming to be the industry experts in everything. I don't really buy that but they make these reports and then the article gets published and Slashdot usually caries them. In the particular link above, they estimate that 55 million CPUs will be used by Dell in 2007 and that, according to Taiwanese chipmakers, 20 million of them will be AMD chips. So that comes to a little over a third, not half if those estimates are accurate.
Hemos, I know you're pissed because you have to edit Slashdot on labor day weekend but hang in there champ. You forgot a department on the last story and a link on this one but you'll get the next one right, I'm sure of it!
My work here is dung.
Umm... Where's the citation? How are we Slashdotters supposed to know who we're DDoSing next?
I hate printers.
... their sales will explode! ;-)
I'm sure this number was yanked out of the ass of some analyst somewhere, but last I checked Woodcrest is still faster than Rev F for 98% of the applications out there. Intel is doing a full court press from a sales perspective with their teams out there and are going to introduce quad core by the end of the year.
What makes someone think Dell can flip 50% of it's business to AMD? The best way Dell can do anything is to drop the price. I don't think AMD is in the position to want to go into a price war just yet...
As a rock-in-roll Physicist once said, No matter where you go, there you are.
IBM, HP, and Sun are all beating Dell in the server market. They all offer two things that Dell doesn't
1. AMD servers.
2. A server upgrade path beyond the X86.
I think the last one is over looked. If you need big iron IBM can provide a Power based solution, Sun can upgrade you to an Ultrasparc based server, and even HP has the Integrity and Superdome lines.
The other thing that IBM, HP, and Sun offer is real Linux and Unix support. IBM is heavy into Linux now and still is actively developing AIX, Sun has Solaris and more than a few FOSS projects going on, and HP has good support for Linux and not one but Two versions of Unix.
The difference is Dell sells boxes, IBM, HP, and Sun are computer companies.
See my blog http://ilovecookes.blogspot.com/ for light hearted technical information.
>>put if the reports are correct
Slashdot only has 15-20 stories a day...would it be too much to ask someone to proofread the briefs before posting them?
What? Is this such a loose rumor that you can't even link to someone spreading the rumor?
I think it's great that AMD is more in demand, but will they have the manufacturing capacity to keep their customers supplied?
This shows how well the AMD anti-trust case worked. Intel backed of their preditory discount schemes for fear of being ruled anti-competitive and then it no longer made sense for Dell to be an Intel only shop
This is not good for AMD. No CPU regardless of how fast it is will earn the positive points running in a computer equipped with only 512MB of RAM (or worse, 256). While it may mean more processors sold it also means AMD will be available in the least reputable (but most popular / least reputable) computer dealer. Dell should stick to giving the Celeron a bad name.
- John
http://www.jabcreations.com/
I before you start calling your dell rep for details, or your broker to buy stock. Just remember one thing. Dell has been rumoring this for YEARS and they still aren't seriously carrying AMD products. They like to use this to try and negotiate the best possible deal from Intel. Incorporating AMD would in theorey be easy to do, but integrating it into its supply line would take some time... plus dell would have to pour marketing dollars in to make customers feel comfortable with the change (think of the experience with coca-cola classic and coke II).
Personally (and off topic), I would love to see this happen. But don't count on it any time soon.
Victory is gained, not in knowing your opponents next move, but in preempting them.
If Dell took AMD seriously in 2006 that would have happened, but not so sure about 2007..
Same with IBM, both only just now really started taking AMD seriously and did so just in time for Woodcrest to come and tip price-performance back to Intel systems. AMD still has the memory performance advantage, but Woodcrest/Conroe's 4 ops per clock and relatively aggressive pricing mean AMD has to do something. I don't know AMD's schedule for quad-core offhand, but know Intel Clovertown is supposed to be probably 2nd quarter of 07. It's possible that in going to quad-core Intel's memory architecture could choke them and give AMD a more thorough advantage, or that AMD also gets similar performance while going to quad-core as Intel gets with Woodcrest/Conroe and the scales tip to AMD again.
XML is like violence. If it doesn't solve the problem, use more.
That was just STUPID!
You obviosly are one of those fanatic Intel fan boys. Nothing in what you said is true.
You demenstrated you have no concept of economics. The game is faster, cheaper and better. AMD has done a fantastic job of teaching that leason to Intel.
You might want to check this out as well:
http://uk.theinquirer.net/?article=33462
This isn't so much tech news as it is financial news, and despite the popular support which AMD has among the nerd community, this hardly warrants a mention at tech-centered news sites (though many of those bring increasingly financial related news). Move on, nothing to see here.
If only Apple moved to AMD ...
http://sohilsblog.blogspot.com
It's irrelevant because no way is Dell going to have 50% of its sales, or even server sales, running
on AMD. I'd be surprised if it got to 10%.... less on the Desktop.
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Like my friend totally said that .com companies are totally coming back this year, only there here to stay. Like they've learned from their lessons. There's no way they can fail this time, it's a guarantee. It sounds sort of like hype, but believe me, it's like totally true.
Fuck, I don't see even one source in this article. This ain't news, it's speculation by some fanboy sitting in their mom's basement. There's not a single hard fact behind this.
Slashdot's become a tool gathering.
In other words, they do exactly the same as most other tech/IT companies (including Intel).
By the way, why do you keep linking to that site?
The AACS key is NOT 0xF606EEFD628B1CA427BEA93A9CA9773F
http://www.ppcnux.com/modules.php?name=News&file=a rticle&sid=6552
Sure, the quad cores will be great for high end systems. Think E-ATX systems with two sockets and a total of eight cores.
But for the average buyer, I think AMD moving to 65nm manufacturing will be more relevant. It should result in lower manufacturing costs and hopefully higher clock speeds, making the Athlon X2 more competitive compared to Intel's Core 2 Duo.
The shrink to 65 nm will also arrive sooner than the quad cores. Others in this thread have speculated that Dell might be the first to get some of the new chips in September(did AMD convince Dell with that?). In the mass market, they might show up late this year or early next year.
C - the footgun of programming languages
(n/t)
So what if an International Company that does business in many countries actually employs people in those countries
This is what many of the countries cited on this site are accused of. BMW is a GERMAN Company. Yet it could be labelled just like for example IBM just because it employs people outside of Germany.
This site as it stands is just a TROLL.
Lawsuits are a way of life in many parts of the world. And yes quite a few of them are valid. The site make no mention of the changes that some companies make after a one is concluded.
If could be a good reference if they didn't quote places like CNN and took a more even handed view of the world of business. CNN as broadcast in the US is totally US Centric. CNN International which takes a much more even handed World Wide view.
I think you're quickly forgetting that Dell had, and dropped the Itanium. An upgrade path "beyond x86" is overrated.
search for "dell 6850" for reference.
That is PURE speculation. Please provide us with said documents you have showing what Dell is paying per chip from intel. Until you provide such documents, please go back to your armchair expert corner.
Which part of "server" did you have a hard time with? Nobody is talking about your shitty dell desktop.
Yeah right.
Here comes my standard AMD+Dell troll, which has held true for years. But that never prevents it from being moderated as troll.
Dell will never ship an AMD CPU (in a PC). I had to add the parenthetical part recently because someone pointed out that Dell does sell individual AMD CPUs. Intel and Dell are the same company. Intel makes the chips, Dell makes the plastic boxes that hold them. Move along.
http://badhardware.blogspot.com/2006/09/amd-50-at- dell-in-2007_04.html
20M processors in Dell's some 40M PCs and servers by the end of 2007 means 50% for AMD. Right?
Their is nothing you can do. - lol!
Samantha Carter: Actually, it's what.
Please, for the good of Humanity, vote Obama.
4+ core Opteron systems blow 4+ core Intel systems out of the water because of Hypertransport; processors can communicate intelligently. Intel is still using a single-memory-controller model for their hardware design, while AMD using using NUMA. Like all the rest of the big boys.
I'll give this partial agreement. AFAIK AMD isn't making chipsets any more, which is sad because they made the best ones for the Athlon (original) processors.
Well, it's true that VW != BMW. For one thing, a new BMW is about ten times more likely to require warranty service. However, Audi == VW, and so does Lamborghini. Why don't you consider reality before you try making automotive similes?
"You're right," Fisheye says. "I should have set it on 'whip' or 'chop.'"
Many of IBMs intel and AMD servers are unstable, and they require windows only hotfixes to run stable. This is complete garbage, and doesn't fit with their undeserved reputation for supporting open source. HP only sells AMD chips in their low end servers, if you want a decent machine you are stuck with xeons. And HP has 0 unixes, HP-UX was never worth using, and they are doing their best to kill of HP-UX and Tru64 both, along with PA-RISC and Alpha which were already killed off. HP has nothing in the way of "upgrading" beyond x86, they only have old, outdated, very slow high availability setups like nonstop. For a large percentage of tasks, a HA cluster of x86 machines is just as reliable, and much cheaper.
Also, Dell offers something IBM, Sun and HP don't, reasonable prices. Compare their pricing, Dell is always a few hundred to a couple thousand dollars cheaper. You can get just as good pricing from Sun or IBM or HP, but only if you are a big customer, and willing to waste that saved money on shitty support contracts from them.
http://www.digitimes.com/mobos/a20060904A1001.html
Dell reportedly to use about 20 million AMD CPUs
Celia Lin, Taipei; Jessie Shen, DigiTimes.com [Monday 4 September 2006]
Market sources say that about 20 million Advanced Micro Devices (AMD) processors will be used in Dell's servers, desktop PCs and notebooks between the fourth quarter of 2006 and the fourth quarter of 2007. Dell will use four million AMD CPUs in its notebook line while sixteen million AMD CPUs will appear in Dell's desktop and server products, according to the sources.
Sources in the Taiwan notebook industry pointed out that AMD has progressively expanded its presence in the notebook sector, by adding Dell as one of its major supporters in addition to Hewlett-Packard (HP) and Acer. Obtaining Dell's support would better convince domestic notebook manufacturers to divert more R&D facilities and resources to AMD-based products, the sources indicated.
AMD declined to comment on the report and denied to reveal any details of the company's relationship with customers.
On May 18, AMD announced that Dell stated in its quarterly earnings statement that it intends to offer AMD Opteron Dual Core processor-based servers. According to Dell's August 17 press release, the PC vendor will launch Dimension desktop computers with AMD processors in September and will introduce a two-socket and multi-processor server using AMD Opteron processors by the end of 2006. So far, announcements of Dell's notebooks with AMD processors have not yet been made, though various rumors have circulated that Dell's first AMD-based notebook will be introduced in the fourth quarter of 2006.
According to International Data Corporation (IDC), Dell shipped 37.78 million PCs (including desktops, notebooks, ultra portables and x86 servers) in 2005, up 18.9% from the 31.77 million units that the company shipped the previous year.
With an average annual growth of 20% in full-year shipments, Dell is aggressively estimated to hit the 45 million mark in PC shipments this year and 55 million units in 2007, according to market sources. Accordingly, the 20 million AMD CPUs are expected to be used in a third of Dell's overall PC shipments, jumping from 0% at present, the sources found.
According to Mercury Research, AMD's overall market share stood at 21.6% in the second quarter of 2006, with on-quarter growth in the desktop and server sectors reaching 0.6- and 3-percentage points, respectively. In the meantime, AMD's share of the notebook CPU market had a sequential drop of 0.3-percentage points in the second quarter to 13.3%, data released by the research firm showed.
In related news, market sources speculated that AMD may face a situation where demand exceeds supply. Instead of a tight capacity concern, a shortage is predicted to surface in the channel market, as the chip vendor will give priority to PC vendors Dell, HP and Acer, according to the sources. An August 7 article cited sources as revealing that AMD aims to ship 12 million notebook CPUs in 2006, accounting for 15% of the world's notebook CPU market.
Whenever the offence inspires less horror than the punishment, the rigour of penal law is obliged to give way...
They such angels: http://malfy.org/
You're a moron.
In all cases prior to now it's been strictly rumor.
That is NOT the case today. Today, Dell has promised, PROMISED, product delivery. Not said "we're thinking about going amd", but "We will be delivering multiple desktop SKUs in September and server SKUs by EOY."
Failure to deliver on that promise, or to backtrack on it, will result in Dell seeing their share price slashed, and the history of the Intel/Dell relationship being so closely scrutinized by the FTC that Intel should be scared shitless by the prospect.
This ain't the usual AMD fanboi "OMG!!! Dell is going AMD!!!" schtick that has been an almost annual tradition since the Athlon was released. This time, it's real. Product has been announced.
Where's the link? This is obviously an unsubstanciated rumor.
No, I will not work for your startup
Yep, you're right. This is the one. All the others have just been hype, but this one is real. My bad. I'm wrong this time, for sure. Apologies.