AMD keeps gaining revenue share

I was saving a little research work I did for the times when the Mercury Research report about AMD's market share were made public.

I am comparing AMD's revenues, which are now almost totally composed of microprocessors to Intel's revenues associated with µ . I am using the data available from both companies financial results. There is one issue with Intel's operating income: It includes the incomes derived from chipsets, that's why the numbers for AMD in the operating income share are much lower.

All in all, AMD is managing to keep the lead in the struggle: It is well known that its gross margins have been above Intel's for the last two quarters, it is extraordinary to see how it is also grabbing bits of revenue market share despite the onslaught of Netburst dumping and CMW ramping.

			Q3 / 06	Q2 / 06	Q1 / 06	Q4 / 05	Q3 / 05	Q2 / 05	Q1 / 05
Intel	Digital Enterprise Group	Microprocessor	3521	3338	3892	4929	4936	4603	4944
		Chipset	1425	1283	1255	1476	1434	1398	1417
		Net Revenue	4946	4621	5147	6405	6370	6001	6361
		Operating Income	858	931	1360	2448	2164	2016	2383
	Mobility Group	Microprocessor	2239	1958	2347	2400	2331	2056	1917
		Chipset	809	731	632	705	639	566	517
		Net Revenue	3048	2689	2979	3105	2970	2622	2434
		Operating Income	1260	946	1155	1547	1431	1220	1131
	Total Revenue microprocessors		5760	5296	6239	7329	7267	6659	6861
	Op. Income (includes Chipsets)		2118	1877	2515	3995	3595	3236	3514
AMD		Net Sales	1327.6	1216.4	1332.2	1351	1007	797	780
		Operating Income	119.2	102.1	258.6	268	129	83	64
		Net Income	134.455	88.847	184.52
	AMD Revenue share		18.73%	18.68%	17.60%	15.56%	12.17%	10.69%	10.21%
	AMD Operating Income Share	(This includes Intel's chipsets)	5.33%	5.16%	9.32%	6.29%	3.46%	2.50%	1.79%