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kdboyce
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re: Intel, AMD pull out of WSTS
kdboyce   2/28/2012 10:59:28 PM
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The WSTS data is useful for Market Share information provided you are comparing apples to apples AND you know the real sales numbers per category and companies participating. Some companies, even public ones, are not comfortable sharing much detail on their sales let alone a breakout of those sales by product category. I prefer to know my market share by looking at how my design wins are increasing against my peer competition, and how that translates into increasing revenues. Do I know the exact number? NO... but I do know it is increasing. The responsibilities of the company organization is to continue that trend as long as possible by providing true value to customers with their product offerings and solutions and support.

Kinnar
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CEO
re: Intel, AMD pull out of WSTS
Kinnar   2/29/2012 12:16:47 PM
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Since the two giants have left the consortium WSTS will have to revamp the mission statement from start. As it will no longer be able to provide statistics for PC processors.

junko.yoshida
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Blogger
re: Intel, AMD pull out of WSTS
junko.yoshida   2/29/2012 12:33:21 PM
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We have been trying to gather comments from the industry on this issue. While industry officials try to downplay the significance of the news, this is an incredibly short-sighted move on the part of Intel. The industry, when its stops collecting data of its own market, will start losing its power. It starts losing its own voice -- against whatever unforeseeable battles/issues the industry would need to fight collectively. Tell us your thoughts.

Dave.Dykstra
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Rookie
re: Intel, AMD pull out of WSTS
Dave.Dykstra   2/29/2012 5:57:32 PM
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While this will make data collecting somewhat more difficult on a monthly basis, earnings reports and guidance will still likely be provided by Intel and AMD on a regular basis, so much of the data will still be there (although probably not in the format that the WSTS would like).

junko.yoshida
User Rank
Blogger
re: Intel, AMD pull out of WSTS
junko.yoshida   2/29/2012 6:06:44 PM
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I just posted an opinion piece on this topic. "Why it's wrong for Intel and AMD to abandon WSTS" You can read it here: http://www.eetimes.com/discussion/other/4237256/Why-it-s-wrong-for-Intel-and-AMD-to-abandon-WSTS

fundamentals
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Manager
re: Intel, AMD pull out of WSTS
fundamentals   2/29/2012 8:55:35 PM
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Interesting but incomplete news report. I am sure AMD did not leave the Consortium in order to save $1700 per year. Diddo for Intel, even if their annual dues were a bit more. They must have been ticked off by some action of WSTS, or they see added value in not publisizing the stats. In either case, an in-depth interview with an Intel spokesman is in order here.

the_floating_ gate
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Rookie
re: Intel, AMD pull out of WSTS
the_floating_ gate   2/29/2012 9:25:31 PM
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Paying members including the "financial community" received the data upfront compared to "Joe SixPack". Than look at the track record of analysts in regards to projecting INTC's quarterly results over the last two years - having access to the data didn't do much good unless they were BSing which is not completely out of the question. Besides they never broke down in units and ASP for Joe SixPack - I bet you the analysts who paid $ had the data. Intel still publishes pricing as far as I understand. On one side its a loss - but on the other it provides a more leveled field. Compared to TSMC sales data the data is trailing anyway. Just check the TW data - plenty of hidden data - just like TSMC et al have to display capex in "real time".

junko.yoshida
User Rank
Blogger
re: Intel, AMD pull out of WSTS
junko.yoshida   2/29/2012 11:31:00 PM
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We all suspected that there must be something beyond "resource" issues, which AMD cited as a reason for their pulling out of WSTS. Let's see if anyone can shed more light on this issue. (Yes, we will get to the bottom of this.)

Steve Szirom (InsideChips)
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Rookie
re: Intel, AMD pull out of WSTS
Steve Szirom (InsideChips)   3/1/2012 1:17:34 AM
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When the largest chip maker leaves an organization, it is usually a kiss of death. Maybe Intel being the main supplier in its category felt it was too visible and competitors could deduce what the company's strategy was from the WSTS numbers. Intel does not need WSTS but WSTS needs Intel.

the_floating_ gate
User Rank
Rookie
re: Intel, AMD pull out of WSTS
the_floating_ gate   3/1/2012 4:20:24 AM
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Let's see if anyone can shed more light on this issue. (Yes, we will get to the bottom of this.) You're not up to date: Updated: foundries opt out of chip manufacturing stats (already forgotten? obviously I recommend to check your own stories) Peter Clarke 10/21/2011 1:52 PM EDT Asked why he thought the Taiwanese companies opted out of the program, McClean said it may be because TSMC and UMC represent such a huge portion of the world's foundry capacity and no longer wanted such detailed information on their manufacturing published each month. Years ago, McClean noted, the World Semiconductor Trade Statistics organization stopped breaking out programmable logic statistics, mainly because two dominant firms, Xilinx Inc. and Altera Corp., had emerged in that area and no longer wanted to make available detailed information about their sales each month. McClean speculated that TSMC and UMC may have had similar feelings about the breakout of foundry manufacturing data, though, as he noted, both companies release detailed sales information on a monthly basis.

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