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AMD said to be looking to ship three million Llano APUs in 3Q11
Monica Chen, Taipei; Joseph Tsai, DIGITIMES [Tuesday 26 April 2011]

AMD is ready to start selling its new Llano-based APUs as soon as June or July and has set a goal of shipping three million units in the third quarter of 2011, accounting for 40% of AMD's total CPU shipments in the quarter, according to sources from motherboard makers.

AMD responded by stating it does not comment on unannounced products.

AMD's better-than-expected APU shipments helped the company to achieve on-year growth of 98% and on-quarter growth of 36% for its first-quarter net profit, which reached US$510 million.

The sources pointed out that the AMD's APU platform's low price has helped it receive supports from many of AMD's partners and the company in the first quarter already shipped about three million Brazos-based CPUs with 50% of the shipments being used for notebook platform.

The sources pointed out that AMD's new Llano APU will have a great chance to raise AMD's share in CPU market from around 20% in 2010 to 30%.

Taiwan-based Asustek Computer, Gigabyte Technology and Micro-Star International (MSI) have all already prepared several different motherboard models designed specifically for Llano. Since AMD's APU offers a better price, but has a similar performance as Intel's same-grade products, the competition may trigger Intel to consider a price cut to counter, the sources noted.

In addition to Llano, AMD's 28nm products including Krishna- and Wichita-based APUs and Southern Island GPU are already under tape-out.

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