Forecasts that Advanced Micro Devices (NASDAQ:AMD) will take 20% of the notebook market in 2020 is hopeful. The reality is that Intel (NASDAQ:INTC), despite its struggles, is the favorite in the space. Still, AMD has multiple growth catalysts in the CPU space ahead. A refreshed and competitive graphics card is what it needs in the upcoming month.
AMD’s Zen 3 offers a strong performance increase on a 7nm die. By next year in May, it will produce chips on a 5nm die. For now, Intel has the support of its channel partners including Dell (NYSE:DELL) and Lenovo (OTC:LNVGY). But Intel is still offering a competitive product at 10nm next. In the notebook space, its denser chip uses less power in notebooks. That is why Dell and Lenovo will promote Intel-powered notebooks over AMD.
In the next month, RDNA2 will share the spotlight with Zen 3. Unfortunately, fans may care more about Ryzen CPU than the Radeon GPU. Nvidia (NASDAQ:NVDA) launched the 3080 RTX series first with great success. A shortage, plus excess demand, signaled Nvidia’s dominance in the GPU space.
AMD’s RDNA 2 is a hopeful launch. It will have DirectX 12 Ultimate, support ray tracing, and will have more features. AMD must come to announce something big on performance per watt and on pricing to come out on par with Nvidia’s GPU launch.
