Athlon 64 Ship rates
X-bit labs - Hardware news - Does AMD Supply Enough Athlon 64 Processors?. Well as usual, yields are the big issue. A good summary of Athlon 64 shipments. They claim 170K units shipped in Q403. The folks at Solomon Smith Barney think they'll do 350K in 1Q (a drop in the bucket).
For perspective, they think for FY03
| Chip | FY03 Shipment | FY03 ASP | FY04 Ship | FY04 ASP |
| Athlon XP | 25.53M | $70 | 19.55M | $59 |
| Duron | 1.795M | $25 | N/A | N/A |
| Athlon 64 | 0.365M | $327 | 9M | $146 |
| Opteron | 0.040M | $400 | 0.5M | $383 |