Intel management keeps saying that last year the company managed to strengthen its position in the consumer segment of the market, and the range of existing and future processors of this brand allows us to count on at least consolidating success this year. Susquehanna experts also tend to think that in the consumer segment, Intel has ceased to lose ground in relation to AMD. Against this background, the rating of Intel shares was upgraded from negative to neutral.
The current line of Intel products in the PC segment, according to the authors of the analytical note, better positions the company in the market. In addition, Intel maintains good performance discipline in the area of frequency of release of new components. Speaking about the consequences of the overproduction of processors caused by the pandemic, Susquehanna representatives are inclined to think that the worst phase of the crisis for Intel has already passed.
According to Mercury Research, in the fourth quarter of last year, both AMD and Intel saw their desktop processor shipments decline, but in the year-on-year comparison, the former managed to increase its share immediately by 4.7 percentage points to 18.6% – Intel’s share in consumer segment is 81.4%. In the notebook processor segment, AMD’s share fell 5.1 percentage points year-on-year to 16.4%. At the same time, AMD consistently managed to strengthen its position in the mobile segment by 0.8 percentage points.
In the short term, however, some risks remain for Intel in the data center segment, especially in the Asian market, but business has begun to stabilize in the PC segment. Such comments appear to have contributed to yesterday’s strengthening of the company’s share price by 6.23%. In total, since the beginning of the year, they have managed to strengthen by 13%, although in a retrospective of 12 months they have lost more than 35% in price.
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