[Report] Intel and AMD Adapt to a Changing PC Marketplace TOC

Executive Summary
Introduction
Market Dynamics
- Industry and Market Factors Affecting Microprocessors
  - 3D Web
  - Mobility
  - Changing Usage Models
  - The Economy
  - Lack of Focus on the Processor and Ineffective Branding Strategies
- Changing Form Factors
  - Desktop
  - Notebook/Mobile PCs
  - Ultra Mobile PCs and Mobile Internet Devices
- Forecast
Competition between AMD and Intel
- History
- Competitive Comparison: Strategies, Ecosystems, and Partnerships
  - Intel: Strategies
  - AMD: Strategies
- Competitive Comparison: Product Microarchitectures
  - Intel Microarchitectures
  - AMD Microarchitectures
- Competitive Comparison: PC Microprocessor Product Lines
  - Intel
  - AMD
- Competitive Comparison: Complementary Products
  - Intel
  - AMD
- Competitive Comparison: Platform Roadmaps
  - Intel
  - AMD
- Competitive Comparison: Manufacturing Capabilities
  - Intel
  - AMD
In-Stat' s Outlook
- PCs
  - Processor Architectures
  - Price Points
  - AMD vs. Intel
Methodology
- Intel' s Wafer Capacity
Glossary
Related In-Stat Reports
Appendix

List of Tables

Table 1. Desktop and Mobile PC Growth from 2003 to 2007
Table 2. Desktop and Mobile PC Forecast from 2007 to 2012
Table 3. Intel Desktop PC Multi-Core Microprocessors
Table 4. Intel Desktop PC Single-Core Microprocessors
Table 5. Intel Desktop PC Value Microprocessors
Table 6. Intel Notebook PC Multi-Core Microprocessors
Table 7. Intel Notebook PC Single-Core Microprocessors
Table 8. AMD Desktop PC Microprocessors
Table 9. AMD Notebook PC Microprocessors
Table 10. Intel Desktop and Notebook PC Chipsets and MCH Attributes
Table 11. Intel MCH to Microprocessor and I/O Controller Hub (ICH) Matrix
Table 12. Intel Fabrication Facilities and Estimated Wafer Capacities
Table 13. Intel Assembly and Test Sites

List of Figures

Figure 1. Desktop and Mobile CPU Shipment Forecast and Growth Rates from 2003 to 2012
Figure 2. US Consumer Price Index (CPI)
Figure 3. Percentage Changes in Constant Dollar GDP for the US, China, Taiwan, India, and Korea
Figure 4. Brand Power Continuum
Figure 5. Results of In-Stat' s Branding Survey Using the Technology Adoption Panel (TAP)
Figure 6. Apple iMac, Dell XPS ONE, and Gateway One ZX190
Figure 7. Apple' s MacBook Air
Figure 8. Intel' s "Tick-Tock" Manufacturing and Microprocessor Design Cadence Model
Figure 9. AMD Useable Die Output per Product
Figure 10. Intel Core 2 Duo Block Diagram Showing Front Side Bus (FSB)
Figure 11. Intel Core 2 Extreme with P35 Express Chipset and ICH9 I/O Controller Hub
Figure 12. Internal Resources Associated with the AMD Microarchitecture and Socket F (1207)
Figure 13. AMD Phenom Quad-Core CPU (Socket AM2+)
Figure 14. AMD Athlon FX Dual-Core CPU (Socket F) and AMD Athlon X2 with 1MB L2 / Core (Socket AM2)
Figure 15. AMD Mobile CPU Socket S1 (Turion and Athlon)
Figure 16. Intel Microprocessor Public Roadmap
Figure 17. Intel Microprocessors: Performance vs. Power Consumption
Figure 18. LPIA: Moorestown Block Diagram
Figure 19. AMD' s Performance Consumer Desktop PC Microprocessor Public Product Roadmap
Figure 20. AMD' s Mainstream Consumer Desktop PC Microprocessor Public Product Roadmap
Figure 21. AMD' s Commercial Desktop PC Microprocessor Public Product Roadmap
Figure 22. AMD' s Notebook PC Microprocessor Public Product Roadmap
Figure 23. Product Adoption Model with Sales and Profits Lifecycle

Intel and AMD Adapt to a Changing PC Marketplace

Table of Contents

List of Tables

List of Figures