Mobile PC Market Drives Strong AMD Q2 Financials

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The PC business was very strong for AMD in the second quarter, especially in the notebook PC part of that business, Meyer said. AMD had originally expected PC unit growth to increase 10 to 15 percent during the quarter over last year, but instead witnessed a 15 to 20 percent growth.

AMD grew its share of the notebook PC chip business during the quarter, and should continue to do so going forward, Meyer said.

The company is counting on its new Fusion Accelerated Processing Units, which combine a microprocessor and a graphics processor into a single piece of silicon, to start driving mobile PC sales by year-end, Meyer said.

AMD plans to initially produce two versions of its Fusion APU. One version, code-named "Ontario," was designed for use in low-cost, low-power-consumption portable PCs such as netbooks and embedded systems. The other, "Llano," was designed for mainstream desktop and laptop PCs.

However, plans for the release of its Fusion APUs have changed.

AMD originally expected to release its "Llano" APU, based on 32-nanometer technology, by year-end, to be followed in 2011 by the "Ontario" APU, based on 40-nanometer technology.

However, Meyer said, the Ontario release will be moved up to the fourth quarter of 2010, while the Llano will be delayed until 2011 as AMD engineers overcome issues with its 32-nanometer technology.

AMD is not targeting the tablet PC market with its Ontario APU, and the company does not believe the netbook or notebook PC market will be cannibalized by tablet PC sales, Meyer said in response to a question from an analyst.

The tablet PC market is still in its relative infancy, Meyer said. "There's only one supplier out there, and that's Apple. . . . We believe that the tablet PC is more of (an overall) market expansion," he said.


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