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"There were a number of notable positives from a report released by Susquehanna analyst Christopher Rolland: "AMD takes share in notebooks and Chromebooks as Intel shortages likely accelerate share gains. AMD laptop share was up +3.9% quarter-on-quarter to 11.7% in Q1’19! In Chromebooks, AMD goes from almost zero market share to 8% as we believe Intel fails to supply the low-end of the market. AMD desktop share remains flat in the quarter at 15% as we wait for 7nm in 2H19. Positive AMD, negative INTC. GPU attach rate in desktops now 33% as gaming desktops increased in Q1’19. The Q1’19 GPU desktop attach rate was 33%, up +4% quarter-on-quarter, as gaming desktops increased during the quarter. Gaming desktops now make up 25% of PCs in our study (up from 20% in Q4’18). Nvidia benefited modestly from share gains in these gaming desktops (now has 76% share). Positives for NVDA and AMD.""
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