Industry performance based on Intel and AMD shipment growth
AMD’s computer and graphics segment outperformed all the other competing segments of Intel with a positive 10% growth from Q2 FY 2019 to Q3. The company’s highest quarterly growth was of 20% from Q4 FY 2017 to Q1 FY 2018, and again from Q2 FY 2018 to Q3. Since Q1 FY 2018, AMD had its only QoQ decline of 8% in Q1 FY 2019.
The desktop client computing group segment of Intel fell far from its 20% increase QoQ in Q2 FY 2017, to a 2% quarterly rise in Q3. It picked up with an 8% rise from Q2 FY 2018 to Q3, but faced a 7% fall from Q4 FY 2018 to Q1 FY 2019, and again from Q2 FY 2019 to Q3.
Intel’s notebook client computing segment faced a downtrend from Q2 FY 2017 to Q2 FY 2018, and again from the first to the third quarter of the current fiscal year. The highest decline was of 9% from Q1 FY 2018 to Q2. There was a sole positive growth of 1% from Q2 FY 2018 to Q3.
The platform datacenter group of Intel had a 16% growth QoQ in Q1 FY 2018. This gradually declined to a -12% from the first to the second quarter of 2019. In Q3 FY 2019, there was a 6% decline from Q2.
Intel and AMD shipment growth: Shipments growth refers to the percentage increase or decrease in the number of units shipped by both Intel and Advanced Micro Devices Inc., between two periods.
Importance of tracking Intel and AMD shipment growth
The amount of units shipped by either company will determine the market share claimed or lost and whether or not the two companies are able to meet demand.
Intel and AMD shipment growth as a metric
A relatively higher rate of growth in shipments would be a positive performance indicator for both the companies.
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