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Citiraj:
When asked about the impact of AMD’s recently released Ryzen processors the Intel management team reportedly responded saying they hadn’t “seen anything unusual” in terms of their desktop revenue. A piece on Seeking Alpha though has delved into the numbers and despite making a hell of a profit overall they highlight a 7% year-on-year decline in the unit shipments for the desktop platform, despite the average selling price (ASP) going up by around 2%.
Intel claims that’s not related to the AMD competition, but the report suggests that this decline is worth about $150 million while AMD have an estimated increase in desktop sales of around $152 million. Coincidence? Potentially.
The more telling numbers will be from the performance of Intel’s desktop platform throughout the first half of the year, not just the first quarter. Ryzen didn’t even launch until March, so the current drop might just be a taste of things to come for Intel.
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