On consumer desktops, AMD CPU expected to reach 20% by the end of the year, will gradually increase in the next few years.
This kind of firepower has caused Intel to have some "scratching", and it can be seen from the abnormal launch of multi-core CPU at last year's and this year's Taipei Computer Show. However, The fact that Intel is even more anxious is still behind. It is the enterprise-class chip business such as server/data center..
A few days ago, Wall Street analyst Nomura Instinet (Nomura Securities) conducted an interview with Intel CEO Brian Krzanich. Romit Shah, a senior analyst at the event, stated in the latest investment note. Krzyzewski has admitted frankly that in the second half of the year, AMD will directly take share from Intel in the server CPU market.
Ke again said that Intel's main job will be, How do you stay, do not allow AMD to get 15% or even 20% of the proportion of customers in the server market.
Interestingly, AMD's current share of the server market is only about 1% , Twelve years ago, AMD used Opron (Nine Dragons) to take a market share of 25%, which is the only peak.
According to Intel's full year 2017 financial report, The revenue of its data center business is 19 billion US dollars, accounting for about 1/3 of the total revenue. AMD got 5% from it, but also 950 million US dollars, if it gets 10%, it is directly equivalent to AMD's 2017 total revenue. As much as 40%.
In addition, AMD has an advantage in terms of product competitiveness. Although Xeon uses the AVX512 instruction set, the new bus makes performance still advantageous, but the data center also starts to pay more attention to cost and efficiency. AMD has sampled 7nm Zen2, EPYC cores/prices are more scalable than Xeon has advantages These cannot be ignored.
It is reported that AMD EPYC's customers have covered Microsoft Cloud, HPE (HP Enterprise), Dell EMC, Cray, Baidu, Cisco and others.
