CEO Ke Qiqi: Intel's share in the server market may be reduced due to AMD

On consumer desktops, AMD CPU is expected to reach 20% before the end of the year, and it will gradually increase in the next few years. This kind of firepower has already caused Intel to be 'back in the back'. The multi-core CPU was abnormally launched last year and this year's Taipei Computer Show. Can see the clues, but it is actually behind Intel is even more anxious, that is, enterprise-class chip business such as servers / data centers. Recently, Wall Street analyst Nomura Instinet (Nomura Securities) to Intel CEO Brian Krzanich (Korcich) In an interview and exchange, Romit Shah, a senior analyst who participated in the event, stated in the latest investment note that Koziqi 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 task will be, how to keep their hands, 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 had a 25% market share with Opron. That was the only peak.

According to Intel’s full year financial report for 2017, revenue from its data center business was US$19 billion, accounting for about one-third of total revenue. Even if AMD gets 5% from it, it is US$950 million. If it gets 10%, then it will be direct. This is equivalent to 40% of AMD's 2017 total revenue.

In addition, AMD also has advantages in terms of product competitiveness. Although Xeon uses the AVX512 instruction set, the new bus makes performance still advantageous, but the data center also began to pay more and more attention to cost and efficiency. AMD has already sampled the core of 7nm Zen2, EPYC. The number/price is more scalable than Xeon and has advantages. These are not negligible.

It is reported that AMD EPYC's customers have covered Microsoft Cloud, HPE (HP Enterprise), Dell EMC, Cray, Baidu, Cisco and others.