Intel released the 2019 fourth quarter results, results show revenue grew 8%, but net profit surged 33% to $ 6.9 billion, which shows that AMD stormed the PC market and Intel server chip market did not give the cause blow.
AMD powerful offensive
Since AMD released Zen architecture, its share of the PC processor market will continue to rise, data analysts PassMark given display, AMD will continue to achieve market share to rebound from the first quarter of 2016 to the fourth quarter of 2019 has been PC processor market occupy nearly forty percent market share.
In the fierce attacks of AMD, Intel's market share from 2017 onwards a quarter continued to decline since the first quarter of 2019 its share of the PC processor market fell even more speed, and in the fourth quarter of 2019 from a record a record low since the fourth quarter of 2006.
With AMD rise again in the PC market, the various markets came bad news for Intel, German retailer Mindfactory pointed out that its sales of AMD processors than five times higher than Intel, PC processor market is in South Korea AMD last August was snatched first place.
AMD promote climbing in the PC processor market, AMD in addition to the excellent performance of their own Zen architecture, but also with the Intel chip foundry beyond about in terms of process technology. TSMC put into operation in 2018 7nm technology, AMD at the beginning of last year, TSMC to produce its 7nm craft PC processor; Intel 10nm technology began to scale production in the last year, Intel's 10nm TSMC process technology and 7nm close to, but because the process is just soon production, limited production capacity, while it in order to ensure its leadership in the server chip market will preferentially produce 10nm production process server chips, PC processor can get more limited, the situation is further tilted in the direction in favor of AMD.
AMD not only in the PC processor market, Intel continued to snatch market, in the server market also launched a fierce offensive in the third quarter, AMD in the server chip market share market share of 4.4%, although it looks this market share is not much, but think about two or three years in the market, AMD market share is less than 1%, we can see how fast AMD in the progress of the market.
Why not affected the performance of Intel
AMD在PC处理器市场和服务器芯片市场都抢夺了Intel的市场，然而Intel公布的2019年四季度业绩却显示未受AMD的影响取得营收、利润双涨，并且净利润更是大幅上涨，这是为何？
从Intel公布的2019年四季度的业绩来看，负责PC处理器业务的客户计算集团第四季度净营收为100.10亿美元，较上年同期为98.22亿美元增长了1.9%。
柏铭科技认为这有多种原因，2019年四季度全球PC出货量显著反弹，扭转了之前PC出货量连续下滑的趋势，而在价值较大的笔记本处理器市场，Intel依然一家独大，甚至传出Intel的笔记本处理器供应紧张导致它只能优先供应给美系PC企业，这最终帮助Intel稳住了它的PC处理器业务。
服务器芯片市场则是Intel的重点业务，这也是Intel视为未来的关键业务，它在2019年四季度公布的业绩显示，负责服务器芯片业务的数据中心集团营收同比增长18.8%至72.13亿美元，业绩远超出预期。
服务器芯片业务取得如此优异的成绩，估计与全球服务器芯片市场正进入快速增长阶段有关，由于AI、云计算、物联网等市场步入快速增长阶段，对服务器芯片的需求激增，尤其了对高端服务器芯片的需求增加提升了服务器芯片的价格，虽然AMD抢走了小部分服务器芯片市场，但是Intel由于依然拥有超过九成的市场份额，垄断优势明显，营收依然取得了快速增长。
Intel如今的主要利润来源来自服务器芯片业务，服务器芯片业务营收增长近两成为它贡献了更多的利润，最终推动它的整体利润出现激增近三分之一，这说明AMD要想进一步挑战Intel就需要在服务器芯片市场进一步发力。
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柏铭科技 BMtech007
