were the big driver, pushed by demand in China. Overall revenue in
the global market for the quarter grew 14.1% to $7.4 billion.
Shipments of CPUs for the quarter exceeded Q3 2008, which was a
IDC's Shane Rau said in a statement, "Compared
to where the market was at the beginning of 2009, PC processors have
come back remarkably strong." Rau warned, "The Chinese
market can be very opaque -- there are lots of places where
inventories can hide. We have to be on the lookout for when China
decides it can't consume more processors. Meanwhile, the U.S. market
is still hamstrung by housing foreclosures and rising job
Over the quarter, the average selling price of
CPUs dropped more than 7%. That is a result of more growth in the
cheap netbook processor market. Intel maintained the clear lead in
the CPU market with 81.1% of the market. AMD ended the quarter with
18.7% of the market with VIA holding about 0.2% of the total CPU
"While Atom processors led the PC
processor market to reach record unit shipments, on the revenue side,
their low average selling price led to notable price erosion, more
than 7%," Rau said.
quote: I'd be interested though to see a more detailed breakdown of shipments separating the mobile from desktop market.