Original URL: http://www.reghardware.co.uk/2005/12/02/chipset_market_stats_2005/
The effect of Intel's chipset shortage is clear for all to see in the latest 2005 market data from Mercury Research: the chip giant's share of the chipset business has tumbled from a peak of 69 per cent in Q1 to an estimated 53 per cent in Q4.
And the situation isn't going to improve for some time. Intel CFO Andy Bryant this week said the company's chipset supply will remain "tight" through Q2 2006, and investment house Goldman Sachs told clients it expects Intel's share of the market to fall to 47 per cent in Q1 2006, before rallying to 52 per cent in Q2.
The two researchers' numbers, which come by way of an Xbit Labs report (http://www.xbitlabs.com/news/chipsets/display/20051130225721.html), list ATI, Nvidia and SIS as the gainers from Intel's loss.
ATI, for instance, has seen its market share rise from three per cent in Q1 to an estimated 11 per cent in Q4, according to Mercury Research, which expects SIS to take 12 per cent of the market this quarter, up from seven per cent in Q1. Nvidia's share has risen more modestly, from six per cent in Q1 to eight per cent in Q4.
Goldman Sachs' forecast puts Nvidia and ATI at ten per cent and 15 per cent in Q1 2006, but while it expects Nvidia's share to rise again, to 12 per cent in Q2, ATI's share will have fallen to 13 per cent by then. SIS will take eight per cent of the market in Q2, GS reckons, down from 12 per cent in Q1.
Nvidia will be the only company to experience growth during Intel's revival, GS believes. VIA will fall from 15 per cent to 13 per cent of the market through Q1 2006 and Q2, while ULi will remain on a single percentage point share, pretty much where it's been throughout 2005, according to Mercury Research's numbers. VIA has likewise seen a broadly flat market share trend, starting and ending 2005 on 15 per cent.
Interestingly, despite Intel's share decline, chipset shipments have risen through the year, from 54m in Q2 to 73.7m in Q4, according to Mercury Research. Goldman Sachs believes shipments will rise slightly in Q1 2006, to 74.2m, before falling to 67.4m in Q2. ®
[Story Source: http://www.xbitlabs.com/news/chipsets/display/20051130225721.html]
Intel to boost chipset production, bank claims (11 April 2006)
http://www.reghardware.co.uk/2006/04/11/intel_chipset_production_boost/
VIA ships C7-M ULV with Intel-like model numbers (13 March 2006)
http://www.reghardware.co.uk/2006/03/13/via_ships_c7-m_ulv/
VIA pitches P4M890 chipset at mainstream PCs (9 February 2006)
http://www.reghardware.co.uk/2006/02/09/via_ships_p4m890_chipset/
Intel's loss was VIA's gain in 2005 desktop graphics biz (3 February 2006)
http://www.reghardware.co.uk/2006/02/03/jon_peddie_desktop_graphics_q4_05/
Nvidia ships 90nm, entry-level GeForce 7 GPU (19 January 2006)
http://www.reghardware.co.uk/2006/01/19/nvidia_unveils_7300_gs/
Nvidia expands nForce 4 Intel line-up (17 January 2006)
http://www.reghardware.co.uk/2006/01/17/nvidia_grows_nforce_intel/
Nvidia to launch GeForce 7900 GTX 'at CeBIT' (12 January 2006)
http://www.reghardware.co.uk/2006/01/12/nvidia_g71_march_launch/
ATI Radeon Xpress to support HDMI (10 January 2006)
http://www.reghardware.co.uk/2006/01/10/ati_radeon_xpress_hdmi/
ATI to launch Radeon X1900 'next month' (23 December 2005)
http://www.reghardware.co.uk/2005/12/23/ati_schedules_r580_launch/
ATI back in the black (22 December 2005)
http://www.reghardware.co.uk/2005/12/22/ati_results_q1_06/
ATI to add CrossFire to 'all' X1000 GPUs (22 December 2005)
http://www.reghardware.co.uk/2005/12/22/ati_crossfire_radeon_x1000/
Nvidia nabs ULi (14 December 2005)
http://www.reghardware.co.uk/2005/12/14/nvidia_buys_uli/
ATI unwraps first X1000-class mobile graphics chip (6 December 2005)
http://www.reghardware.co.uk/2005/12/06/ati_unveils_mobility_radeon_x1600/
Codename cornucopia reveals Intel's 65nm CPU plans (5 December 2005)
http://www.reghardware.co.uk/2005/12/05/intel_65nm_roadmap/
Analyst blames Intel for missed chip sales forecast (5 December 2005)
http://www.theregister.co.uk/2005/12/05/intel_chipset_shortage_october_sales/
Intel taps intelligent toilet expert as new CTO (1 December 2005)
http://www.theregister.co.uk/2005/12/01/intel_new_cto/
Intel: chipset shortage to run through H1 2006 (1 December 2005)
http://www.reghardware.co.uk/2005/12/01/intel_chipset_shortage/
Apple to unveil Intel laptop next month - analyst (1 December 2005)
http://www.reghardware.co.uk/2005/12/01/citigroup_apple_intel_laptop/
Intel's 'Yonah' benchmarked (30 November 2005)
http://www.reghardware.co.uk/2005/11/30/intel_yonah_benchmarked/
Intel to 'drop Pentium name' with Merom, Conroe debut (30 November 2005)
http://www.reghardware.co.uk/2005/11/30/intel_to_drop_pentium_name/
Intel to take 'Averill' to market as Centrino-like platform (29 November 2005)
http://www.reghardware.co.uk/2005/11/29/intel_averill_platform_plan/
Intel 'to add 946' to Broadwater chipset line-up (25 November 2005)
http://www.reghardware.co.uk/2005/11/25/intel_adds_broadwater_946/
Intel 975X multi-GPU chipset slips out (17 November 2005)
http://www.reghardware.co.uk/2005/11/17/intel_ships_975x/
Intel 'Broadwater' chipset to ship 'Q2 06' (14 November 2005)
http://www.channelregister.co.uk/2005/11/14/intel_broadwater_schedule/