Ceo Division Again Odd: Intel In The Server Market Share Is Likely To Be Reduced Due To Amd.

On the consumer desktop, AMD CPU is expected to reach 20% by the end of the year, and will increase gradually in the next few years. This firepower has made Intel a bit of a "prickle", from last year and this year's Taipei computer exhibition unusually a multi - core CPU can be seen, but, to make Intel more anxious in fact still behind, that is, the server / data center and other enterprise chip business. Nomura Instinet (Nomura), a Wall Street analyst, interviewed Intel CEO Brian Krzanich, senior analyst Romit Shah, in the latest investment memorandum, to show that in the second half of the year, AMD will be directly dug out of the server CPU market from Intel. Share.

Ke Qi Qi said that the main task of Intel will be how to keep it tightly and not allow AMD to get 15% or even 20% of its customers in the server market.

Interestingly, AMD's current share of the server market is actually only about 1%, and 12 years ago, AMD took 25% of the market by Operon (Hao Long), and that was the only peak.

According to Intel's 2017 annual report, its data center business income is 19 billion dollars, accounting for about 1/3 of total revenue. Even if AMD gets 5%, it will be $950 million, and if it gets 10%, it will be directly equivalent to 40% of AMD's total revenue in 2017.

In addition, AMD has advantages in terms of product competitiveness. Although Xeon has the advantages of AVX512 instruction set and new bus, the data center has begun to pay more and more attention to cost and efficiency, and the core number / price of 7Nm Zen2, EPYC, and the price of Xeon can be extended and advantageous, all of which can not be ignored.

It is reported that AMD EPYC customers have covered Microsoft cloud, HPE (HP enterprise), DELL EMC, Cray (Kray), Baidu, CISCO and so on.