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Susquehanna: AMD gaining Ryzen desktop market share, Mobile struggles

Published 06/14/2018, 10:18 AM
© Reuters.  Susquehanna: AMD gaining Ryzen desktop market share, Mobile struggles
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AMD
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  • Susquehanna analyst Christopher Rolland says Advanced Micro Devices (NASDAQ:AMD) is gaining share with Ryzen on desktops, but the mobile side is “still a no-show.”
  • Rolland cites his data showing AMD with a 15.2% share in desktop CPUs this quarter. Ryzen Mobile held just 0.5% of total laptop share in the second quarter after its launch. AMD Q2 laptop CPU share hit 3.2%, a new low.
  • Rolland is upbeat on Intel (NASDAQ:INTC), saying that improving ASPs on the PC side could lead to second quarter upside.
  • AMD shares are up 1.8% to $16.62.
  • Intel shares are up 1% to $55.58.
  • Now read: More On AMD CEO Su's Sales


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