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AMD Could take Back 30% of the Processor Market
Good times for AMD. Intel is under a lot of scrutinies lately, scandals with their top-tier staff, issues with 14nm production, delays at 10nm and vulnerabilities are only a few of them. Meanwhile, AMD has picked up the pace and simply put very competitive and affordable processors on the market with Ryzen.
AMD does not seem to suffer from production issues and vulnerabilities, which haunts Intel quite a bit, still. These factors have an effect on overall sales for sure, the motherboard partners notice this and are ramping up as the demand for Ryzen is on the ryze. In a new report, Digitimes now projects that AMD could take back 30% of processor sales in Q4 next year already. And knowing where AMD came from, that's a pretty significant piece of the pie (and good news for them).
Desktop and motherboard vendors including Asustek Computer, Micro-Star International (MSI), Gigabyte Technology and ASRock have ramped up production and shipments of devices fitted with AMD processors, driving up the chipmaker's share of the desktop processor market to over 20% in the third quarter. The company is very likely to see the figure further rebound to the level of 30% again.
In terms of server processor market, AMD's EPYC 7000 series processors have been well adopted by Mellanox and Samsung Electronics since their launch in June 2017, and the firm's expanded EPYC series have also won robust support from heavyweight clients including Microsoft, Baidu, Dell, HP and Supermicro, as well as Taiwan's Inventec, Wistron, Asustek, and Gigabyte. It is expected that the EPYC series sever processors will help AMD win a 5% share of the global x86 server platform market by the end of 2018, which has been 99% controlled by Intel. AMD's latest EPYC processor, codenamed Rome and adopting Zen2 architecture, is slated for volume production in 2019 using 7nm process at TSMC after the delivery of samplings by the end of 2018.
AMD Could Potentially Get 19B investment - 02/11/2015 10:48 AM
More news from AMD today as it seems the company might get a nice cash injection. Loongson Technology, a CPU joint venture between Beijing-based chip designer BLX IC Design Corp, the Chinese Academy ...
AMD could be restructuring once more - 10/06/2014 10:04 AM
BSN reported earlier that AMD might be preparing one more round of restructuring, a pretty significant one as well. The reorganization would be announced later this month. Sources claim the restruct...
AMD could ship 28nm GPUs in December - 10/18/2011 10:45 AM
We can confirm this rumor as AMD has been 'carefully' talking about it. AMD might still be planning to introduce some 28nm GPUs in the second week of December. It's expected that these chips will be ...
AMD could ship 8 million Llano APUs this year - 08/05/2011 10:22 AM
AMD is doing well with Llano alright, Sources at motherboard makers told DigiTimes that AMD shipped about 1 million Llano APUs in June and 1.3-1.5 million units in July. Total shipments for 2011 are e...
D3M1G0D
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Joined: 2017-03-10
#5589167 Posted on: 09/26/2018 02:55 PM
It really is the perform storm for Intel - it seems that everything that could have gone wrong has gone wrong. AMD couldn't have chosen a better time to mount a recovery.
It's not just good timing of course - AMD had a hand in this as well. They've forced Intel to produce larger chips (from 4-core to 6/8-core for consumers, and from 10-core to 18-core for HEDT), which impacts their yields because of their monolithic approach. My guess is that if they were still limiting consumers to quad cores then their current shortage problem wouldn't exist (or at least it wouldn't be as severe).
I think there's a good reason why Intel is staying silent about their upcoming Coffee Lake refresh. With their current shortage problems, releasing a new 8-core chip would be extremely difficult. As expected, they are prioritizing their enterprise customers during this time so I don't expect regular consumers to see much love (if they release it, it will be extremely pricey and/or be extremely limited).
It really is the perform storm for Intel - it seems that everything that could have gone wrong has gone wrong. AMD couldn't have chosen a better time to mount a recovery.
It's not just good timing of course - AMD had a hand in this as well. They've forced Intel to produce larger chips (from 4-core to 6/8-core for consumers, and from 10-core to 18-core for HEDT), which impacts their yields because of their monolithic approach. My guess is that if they were still limiting consumers to quad cores then their current shortage problem wouldn't exist (or at least it wouldn't be as severe).
I think there's a good reason why Intel is staying silent about their upcoming Coffee Lake refresh. With their current shortage problems, releasing a new 8-core chip would be extremely difficult. As expected, they are prioritizing their enterprise customers during this time so I don't expect regular consumers to see much love (if they release it, it will be extremely pricey and/or be extremely limited).
Kaleid
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Joined: 2004-02-02
Senior Member
Posts: 2619
Joined: 2004-02-02
#5589171 Posted on: 09/26/2018 03:01 PM
I hope so, this would be also great for better GPU competition because AMD needs to earn more money.
I hope so, this would be also great for better GPU competition because AMD needs to earn more money.
Mufflore
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Senior Member
Posts: 13037
Joined: 2010-05-22
#5589179 Posted on: 09/26/2018 03:14 PM
But... its my CPU.
You're not having 30% of it!
But... its my CPU.
You're not having 30% of it!
tunejunky
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Joined: 2017-08-18
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Joined: 2017-08-18
#5589212 Posted on: 09/26/2018 04:50 PM
it was, she did, and they are
Seems that Lisa Su's decision to stop competing in the high-end market for a few years and prepare a real comeback behind the scenes was the right thing to do and is paying off. Very good. If they success, maybe they should consider the same move in the graphics card market too? At the moment Nvidia is too strong and they simply don't have anything to compete with in the high end.
it was, she did, and they are
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I would like to think thats the case since Navi is a new architecture. Also moving to 7nm and being stuck to a max of 4096 SP / 64 CU's that is inherent to the uArch would have sucked since you have so much more you can pack into the chip at 7nm. I also have high hopes for Navi.