Intel x86 Market Shifting Towards Mobile Applications

InStat: Intel will see strong growth for its x86 chips in mobile PC processors and server processors, with moderate growth for desktop PC processors over the next several years. Overall, shipments of Intel processors will rise from 153 million units in 2004 to 241 million in 2009, the high-tech market research firm says. Key trends will be shifts to dual-core processors for PCs, and multi-core processors for servers, to increase performance while maintaining or decreasing chip power consumption. ASPs for all platforms have increased with the economic recovery and will continue to increase with these shifts before price degradation begins.

• A shift to low-cost PC processors to further reduce the cost of PCs and address the needs of emerging markets will continue.

• The mobile IA-32 architecture will be the technology driver for all PCs and IA-32 server processors beginning in 2H06.

• A new generation of processors that feature on-chip, core-to-core communication and shared cache will make inroads.

Intel Rosetta Stone: Intel Processor Shipments, Forecasts, Technology, and Roadmaps Publ 20051213