KennethLong
05-13

$Advanced Micro Devices(AMD)$ Gelsinger keeps touting that Intel will generate 40M AI PC sales this year from Meteor Lake now and limited quantities of Arrow Lake and Lunar Lake later in the year. But that represents only about 15% of the estimated client PC market for this year in total units (190M laptops plus 70M desktops). Meanwhile, AMD already had 21% of unit client PC sales in Q1, which is growing in Q2 with Hawk Point, and poised to grow even more in the second half with Strix Point laptops and Granite Ridge desktops.

Strix has the added advantage of using the same FP8 socket as Phoenix and Hawk Point, which minimizes design and production costs for laptop OEMs. Technically, Granite Ridge by itself does not qualify as an AI PC--you have to add a GPU for that, but most people will do so.

All of that means AMD will be in far more AI PCs this year than Intel. And with Strix Point Halo coming next year to laptops and desktops, AMD's market share could easily double. Add to that the MI300 and its successors and the rebound in embedded later this year, and I really like AMD's positioning and prospects going forward.

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