Intel is implementing a strategy to be developed in 2016, focusing on the transition from PCs to Internet of Things (IoT), data-centric markets such as cloud computing and FPGAs, and NVIDIA focusing on artificial intelligence (AI), autonomous (Vehicle) and data center applications; The new revenue sources of the two companies have already been commensurate with sales of consumer PCs. As major competitors have changed their market strategies and diversified their development, they have stepped into a more profitable computing market. (AMD) has the opportunity to profit in the consumer computing market. According to Tom's Hardware report, there have been some major events in the industry from 2017 to 2018, including the Meltdown and Spectre chip security breaches that have the biggest impact on Intel; Intel's Radeon Radeon The head of the Technologies Group, and announced plans to return to the high-end discrete GPU market; NVIDIA became the second IC design company to enter the list of top ten chip sales. Tom's Hardware believes that currently AMD should be prepared to compete in the God benefits from the consumer computing market. Unlike the main competitors, AMD’s target market is still concentrated on the semi-customer products of consumer computers and game consoles. , Contribute to most of the revenue. AMD continued to strive to rebuild the competitiveness of x86 architecture processors in the past few years and was surprisingly successful. Supermicro seems to be gaining momentum from the Ryzen processor. Intel is also threatened by Intel. The corresponding products will be introduced, but AMD's new Ryzen 7 2700X will be even more competitive than the previous generation, and AMD's Ryzen will also greatly simplify the cooperation with the platform. Its platform design can provide the same performance for compatible processors. However, AMD has not yet been able to replicate the same successful model on the GPU. However, to gain a dominant position in the consumer market, AMD needs to strengthen the competitiveness of the GPU. The latest rumors point out that AMD plans to release a Ryzen-class graphics card. However, it has been observed that it cannot be achieved in 2018. Although no new products have been introduced, the latest report shows that the cryptocurrency boom may contribute to AMD's market share improvement in GPUs. However, NVIDIA should be waiting for the right time to introduce new GPUs. It's possible to expand the leading AMD. The situation favoring AMD lies in its friendly relations with consumers, especially its loyal customers. Over the years, AMD has followed closely the competition. In an attempt to achieve a breakthrough in the data center market, the company launched its Vega graphics architecture in 2017, and then launched the e-sales retail. AMD has challenged NVIDIA's dominance in the AI market when it markets Epyc and Vega Instinct. Some progress has been made. Intel is eager to counter Ryzen. NVIDIA has pushed the GeForce Partner Program (GPP). Its move to the exclusive edge has been self-evident. Intel's desktop processor launched in 2017 did not meet expectations. The goal, so that AMD has an awkward opportunity. The product lineup is fragmented and cracked, including hastily replacing 6 cores with 4 core processors; the positioning of the new X299 High-end DeskTop (HEDT) platform is unknown. And the performance is totally dependent on processor pairing; the new Coffee Lake mainstream desktop platform seems to be going across three very different chipsets. According to the burden of developing a separate GPU, Intel will be in the graphics The market is chasing AMD comprehensively, including the computing market and gaming market where AMD performance is obviously weaker. The consumer market is less sensitive to power and efficiency, and the user's initial generation of Intel G PU tolerance will be higher. If Intel's independent GPU is rumored to be introduced in 2020, it will be the only product that has the opportunity to benefit from self-control. Fabless NVIDIA and AMD will be handed over to TSMC and GlobalFoundries respectively. AI The application of deep learning in data centers is increasingly intensive, and large-scale parallel processors such as GPUs perform far better than CPUs in processing related workloads, and the demand for processors in data centers has changed. NVIDIA will More investment in designing GPUs that are more suitable for relevant workloads poses a serious threat to Intel in the data center. In terms of independent GPUs, the last GPU product that Ultra won at the time of launch was 2013 in Hawaii, and the most The successful design was Polaris in 2014, but it has entered the second update cycle by 2018. AMD's GPU product line is constantly reusing the use of old design products and new designs but no competitive products, so NVIDIA has pure With technical advantages, it is a major threat to the weak AMD in the independent GPU market.
