因應個人電腦市場變化的Intel及AMD

Abstract

In late 2008 to early 2009, notebook PC unit shipments will surpass those of desktop PCs for the first time in history, Does this mean that the desktop market is now in decline? And, are notebook PCs and other mobile form factors beginning a rapid ascension to dominating the PC market? These are just some of the crucial questions answered in this in-depth report that will drive R&D efforts as well as future fab capacities and the profitability of the world' s largest semiconductor maker, Intel, and its smaller rival, AMD.

In-Stat also explores some significant industry and market trends and analyzes their respective effects on the PC microprocessor marketplace, e.g., the US and global economy, form factor shifts, evolving usage models, and software distribution channels, In-Stat also reveals how Generation "M" (those born in 1992 or later) will drive the adoption of ultra-mobile devices (UMDs), to obtain the "true" Web experience anywhere and anytime, Additionally, In-Stat explains why high-def is not the last-def and that the next-def will likely have a profound impact on microprocessor performance requirements in the future.

Finally, In-Stat examines, in detail, the strategies, products, roadmaps, fab capacities, and branding issues for both Intel and AMD, All of this leads up to In-Stat' s forecast, which is broken out by PC form factor and covers both historical data from 2003 to 2007 and the forecast out to 2012.

Table of Contents

• Executive Summary
• Introduction
• Market Dynamics
  • Industry and Market Factors Affecting Microprocessors
    • 3D Web
    • Mobility
    • Changing Usage Models
    • The Economy
    • Lack of Focus on the Processor and Ineffective Branding Strategies
  • Changing Form Factors
    • Desktop
    • Notebook/Mobile PCs
    • Ultra Mobile PCs and Mobile Internet Devices
  • Forecast
• Competition between AMD and Intel
  • History
  • Competitive Comparison: Strategies, Ecosystems, and Partnerships
    • Intel: Strategies
    • AMD: Strategies
  • Competitive Comparison: Product Microarchitectures
    • Intel Microarchitectures
    • AMD Microarchitectures
  • Competitive Comparison: PC Microprocessor Product Lines
    • Intel
    • AMD
  • Competitive Comparison: Complementary Products
    • Intel
    • AMD
  • Competitive Comparison: Platform Roadmaps
    • Intel
    • AMD
  • Competitive Comparison: Manufacturing Capabilities
    • Intel
    • AMD
• In-Stat' s Outlook
  • PCs
    • Processor Architectures
    • Price Points
    • AMD vs. Intel
• Methodology
  • Intel' s Wafer Capacity
• Glossary
• Related In-Stat Reports
• Appendix

List of Tables

• Table 1. Desktop and Mobile PC Growth from 2003 to 2007
• Table 2. Desktop and Mobile PC Forecast from 2007 to 2012
• Table 3. Intel Desktop PC Multi-Core Microprocessors
• Table 4. Intel Desktop PC Single-Core Microprocessors
• Table 5. Intel Desktop PC Value Microprocessors
• Table 6. Intel Notebook PC Multi-Core Microprocessors
• Table 7. Intel Notebook PC Single-Core Microprocessors
• Table 8. AMD Desktop PC Microprocessors
• Table 9. AMD Notebook PC Microprocessors
• Table 10. Intel Desktop and Notebook PC Chipsets and MCH Attributes
• Table 11. Intel MCH to Microprocessor and I/O Controller Hub (ICH) Matrix
• Table 12. Intel Fabrication Facilities and Estimated Wafer Capacities
• Table 13. Intel Assembly and Test Sites

List of Figures

• Figure 1. Desktop and Mobile CPU Shipment Forecast and Growth Rates from 2003 to 2012
• Figure 2. US Consumer Price Index (CPI)
• Figure 3. Percentage Changes in Constant Dollar GDP for the US, China, Taiwan, India, and Korea
• Figure 4. Brand Power Continuum
• Figure 5. Results of In-Stat' s Branding Survey Using the Technology Adoption Panel (TAP)
• Figure 6. Apple iMac, Dell XPS ONE, and Gateway One ZX190
• Figure 7. Apple' s MacBook Air
• Figure 8. Intel' s "Tick-Tock" Manufacturing and Microprocessor Design Cadence Model
• Figure 9. AMD Useable Die Output per Product
• Figure 10. Intel Core 2 Duo Block Diagram Showing Front Side Bus (FSB)
• Figure 11. Intel Core 2 Extreme with P35 Express Chipset and ICH9 I/O Controller Hub
• Figure 12. Internal Resources Associated with the AMD Microarchitecture and Socket F (1207)
• Figure 13. AMD Phenom Quad-Core CPU (Socket AM2+)
• Figure 14. AMD Athlon FX Dual-Core CPU (Socket F) and AMD Athlon X2 with 1MB L2 / Core (Socket AM2)
• Figure 15. AMD Mobile CPU Socket S1 (Turion and Athlon)
• Figure 16. Intel Microprocessor Public Roadmap
• Figure 17. Intel Microprocessors: Performance vs. Power Consumption
• Figure 18. LPIA: Moorestown Block Diagram
• Figure 19. AMD' s Performance Consumer Desktop PC Microprocessor Public Product Roadmap
• Figure 20. AMD' s Mainstream Consumer Desktop PC Microprocessor Public Product Roadmap
• Figure 21. AMD' s Commercial Desktop PC Microprocessor Public Product Roadmap
• Figure 22. AMD' s Notebook PC Microprocessor Public Product Roadmap
• Figure 23. Product Adoption Model with Sales and Profits Lifecycle