7nm blessing, AMD is expected to capture more market share in the server market

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AMD released the second generation EYPC server chip, using TSMC 7nm production process, with the support of advanced technology, the performance of a new generation of server chips EYPC promoted four times while reducing power consumption by half and it continues the consistent price strategy, this will help it capture more market share from Intel in the hands of the server chip market.


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Intel dissatisfaction of the industry

In the PC market, AMD and Intel still has some competition, even if the worst of times AMD owning more than 10% market share, it is precisely because of competition from AMD since 2007 PC processor prices have been falling.

In contrast, in the server chip market, Intel is almost no rivals, it occupies a server chip market share of more than ninety percent of the market, because it is almost no competition in the market, since 2007 server chip prices have been rising, it and thus earn more and more profits.

Due to the continuing rise in the price of server chips, servers, enterprise and Internet companies are there to Intel dissatisfaction. Dell, the world's top three enterprise server EMC, HPE, net profit rate is not high tide, the wave of information in 2018 net profit margin of only 1.4%, which is Intel's net profit margin of more than two percent can be described as different as day, the server chip prices for the server enterprise under tremendous pressure.

Internet companies Google, Amazon and so is the use of server chips big, Google's share of global server chip market share as high as 5% or more, the server chip prices continued to rise for these large customers to Intel have dissatisfaction, songs that end Valley, Amazon and so trying to develop ARM architecture server chips, which Google has launched its own AI chip, showing that these large customers are trying to get rid of dependence on Intel.

业界对Intel的不满自然有利于其他新的服务器芯片企业,为此高通、华为等都试图进入服务器芯片市场,只不过由于它们研发的ARM架构服务器芯片面临生态问题尚未对Intel造成威胁,其中高通更是宣布停止了ARM架构服务器芯片业务,而同样研发X86架构服务器芯片的AMD对Intel则是直接的威胁。

7nm加持有助AMD挑战Intel

在2006年之前,AMD曾占有服务器芯片市场约两成的市场份额,但是随后在Intel的tick-tock战术之下,AMD在服务器芯片市场日渐败退,去年它在服务器芯片市场的份额只有1%左右。

导致AMD难以在服务器芯片市场与Intel竞争,主要是AMD在性能和功耗方面相对Intel缺乏优势,Intel在芯片设计方面拥有领先的技术优势,更重要的是Intel还是自行制造服务器芯片,在2017年台积电研发出10nm工艺之前,Intel在工艺制程方面一直领先于其他芯片制造企业,凭借领先的制造工艺优势,Intel的服务器芯片在性能和功耗方面都具有优势。

2016年AMD卧薪尝胆多年研发的Zen架构大放异彩,在芯片设计方面超越了Intel,由此自2017年AMD在PC处理器市场的份额节节攀升,在美国PC处理器市场的份额甚至达到了四成以上,给予Intel予重击。

Intel在2014年量产14nmFinFET工艺之后,在10nm及更先进工艺制程的研发上遇到了阻碍,10nm工艺直到今年才投产,而台积电今年已投产7nm EUV工艺(业界普遍认为台积电7nm工艺与Intel的10nm工艺相当),Intel在制造工艺方面失去竞争优势。

Intel预计到明年才能大规模推出采用10nm工艺生产的服务器芯片,而本次AMD发布的第二代EYPC服务器芯片采用了第三代的Zen++架构,采用台积电的7nm工艺生产,性能超越了Intel的同类服务器芯片,而功耗方面表现更优异。

AMD's server chip performance, power consumption compared to Intel's server chips have an advantage, while the two sides of the server chips are X86 architecture, do not worry about compatibility issues, while AMD's server chip than Intel's products and the price advantage, which makes AMD is very optimistic for the industry, there are analysts expect AMD server chip market is expected to win more than one percent market share.

AMD has already made significant achievements in the PC processor market, Bai Ming Technology think this will hold for Intel complained of companies is likely to be further purchases of AMD server chips, which will drive AMD in the server chip market share continues to rise, Intel's market share will gradually decline.

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Bai Ming Technology BMtech007

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Origin blog.csdn.net/AUZ3y0GqMa/article/details/99619098