AMD CEO: Consumer CPU capacity could be traded to fuel commercial growth

Hmm, this title may strike some of you as strange. However, if you stop to think about it, there is logic to the statement. Like many things in this life, the consumer can push trends that the commercial entities simply don’t have the resources to make happen.

Ruiz cited market share numbers - which were confirmed by the session’s moderator, a Morgan Stanley analyst - giving AMD at least half or more of the consumer desktop PC market, but somewhat less of the consumer mobile PC market. Lower still, Ruiz acknowledged, is the company’s stake in the commercial PC space, where enterprise buyers purchase in high quantities. There, AMD ekes out a mere 10% or less of that market, a number which drops into the mid-single-digits when you focus only on Fortune 1000 companies, he said.

AMD plans to spend the next three to five years carving out a name for itself among this lucrative market, Ruiz said. If that means taking the company’s focus off of the consumer space for awhile, that’s fine. “We don’t feel we need to make huge strides in the consumer [space] in the near future,” Ruiz told the audience. “In terms of retail around the world, for example, we have 40-50% of the market. Our desire, frankly, is to just hang on to that while we make much more significant impact on the commercial side.” Source: TGDaily

[tags]intel,amd,cpu capacity,commercial pc space,fortune 1000 companies[/tags]