2006 שנת הפריצה הגדולה של AMD?

[iib]

ההודעה נכתבה על ידי באתר אחר, קצת יותר מבוגר, באנגלית ומפה השפה הגבוהה (יחסית)

חשבתי לשכפל אותה גם לפה, אולי יש אנשים שימצאו בה עניין.

We've all known for years that the 1:4 CPU ratio between AMD and Intel is being maintained not so much by any significant quality differences between both company's products. But more by AMD's poor public recognition and valuation compared to Intel's.

However evidence is mounting to a general feeling that the tide is turning:

http://www.axcessnews.com/modules/wfsection/article.php?articleid=6095

And the most important part of it all that I've never seen AMD's CPU prices this high and very close to Intel's and yet obviously this doesn't do to stop AMD's market share slow study growth.

AMD's market share growth reached such level's that it is practically holding it's self from offering attractive products, that would gain it market share and profits, for the sake of it's production capacity and margin this could be clearly seen by AMD's lack of competing product to Intel's lowest prices (~250$) dual core desktop part. AMD can make a competing product for profit (~150mm dual core device with 512kb L2 per core) but because of capacity limitation that might occur due to the popularity of such a device AMD offers it's lowest priced dual core product for roughly 100 dollar more then Intel's.

Capacity constraints might be interfering with further retail market penetration lowering the number of server, desktop and mobile computer models armed with an AMD CPU.

However, as you all know, AMD's manufacturing capacity is going to dramatically increase starting H1 2006 due to the opening of FAB36. on a 65nm process armed with 13,000 (and up to 20,000 by the end of 2006) 300mm wafer's AMD unit capacity might more then triple it's self at AMD's own will.

The turn of events will significantly enhance AMD's market share penetration possibilities, mainly for the demanding retail computer markets (DELL?). Will ease it's cost structure (although not at first) and will allow for a much more competitive AMD.

All the above along with the seemingly growing strength and recognition of AMD's brand name bring forward the question is this AMD's turning point year? Where the balance of the ~1:4 ratio between it's and Intel's x86 CPU sales might be significantly shifted?

I can't conclude that AMD is a safe bet as the info is sometimes speculative and maybe even sentimental But the risk factor on Intel's side is higher then it has ever been.