Tuesday, July 19, 2005

PC Industry Up 15%, Intel Up 15%

Coincidence? I think not. Intel had a great quarter because the industry had a great quarter.
Highlights:
  • Intel had to cannibalize its motherboard sales to have chipsets to ship to OEM manufacturers. A chipset shortage may continue. Overall, inventories are lower than desirable. It looks like even Intel underestimated the strength of the global computer market.
  • Microprocessor units were at a record, but xBox sales pulled average unit price down somewhat.
  • Chipset units were higher.
  • Motherboard units were lower.
  • Flash memory units were higher and at record levels, with lower average selling prices.
  • Wireless connectivity units set a record.
  • Wired connectivity units were lower.
  • The 65 nm process is proceeding better than expected. Samples of microprocessors code-named Yonah, Presler and Dempsey, the company's first 65nm dual-core microprocessors for notebook, desktop and server platforms, respectively, have shipped to OEMs.
  • With five new Celeron D processors with 64-bit computing capability for the value PC segment, Intel now has 64-bit capability available throughout its desktop and server microprocessor product lines.

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