Analyst Profile
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Shane Rau
Program Director, Computing, Networking, and Storage Semiconductors
Team:
Semiconductors
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Shane Rau leads IDC's computing, storage, and wired communication semiconductor market research programs. In this role, Mr. Rau is responsible for assuring that customer needs drive the content direction and strategic business development of these programs. His research extends from platform semiconductors such as microprocessors, core logic chipsets, graphics processors, and memory in client PCs and servers, to the SoCs and analog components in storage devices. His research also covers networking and broadband semiconductors found in major communications platforms. Mr. Rau provides in-depth insight and intelligence on market sizing, forecasting, technology trends, vendor analysis, pricing trends, supply and demand analysis, and market share. Through collaboration with PC, hard drive, and contract manufacturing analyst colleagues, Mr. Rau spearheaded new research initiatives into the PC supply chain, PC technology and interface attach rates, as well as into the changing semiconductor vendor market power dynamics.
Mr. Rau has nearly 20 years of experience tracking general IT and computing technology and market trends for technical and non-technical audiences. Prior to joining IDC in 2001, he was a technical editor for PC World Magazine where he tracked the semiconductor industry, edited articles for technical accuracy, and led a staff of 50 editors in article planning, presenting technical material, and data analysis.
Mr. Rau earned a B.A. in Political Science from Swarthmore College.
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Frequently Asked Questions
| What do Intel’s and AMD’s recent price cuts mean for the PC microprocessor market? |
For Intel, these price cuts represent a significant deviation from the normal way it has priced high-end microprocessor units (MPUs) and signals that the company has accelerated its commitment to make the Pentium 4 processor mainstream. By driving the Pentium 4 into the mainstream PC market, Intel hopes to protect its market share by stimulating demand for its flagship MPUs while combating AMD.
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