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The rise of AMD in the high-end processor space was partially (Wait) … EPYC. This of course refers to AMD's server-side efforts, where its EPYC processors pose a formidable challenge to Intel's bastion competition in the market. Little by little, however, AMD has reduced Intel's dominance of the server industry, and this trend is expected to continue until at least 2020.
Obviously, we expected this to be the case, considering the benefits of AMD in terms of threads and threads, but that's also the goal – it's impressive that AMD has gathered as many cores and threads in a single socket while delivering comparable performance. heart.
It also highlights the fact that AMD builds powerful solutions at every level. Last summer, AMD released its best quarterly results in seven years, thanks in part to EPYC. In its latest quarterly results report, AMD met expectations: the strong sales of Ryzen and EPYC generated a business turnover of $ 1.42 billion.
So it's not a surprise when Digitimes indicates that unnamed market sources indicate that AMD will continue to receive more orders from server vendors and cloud service providers, at the expense of Intel. As such, Intel's market share in server space is expected to drop below 10% by the end of next year.
AMD has two objectives with regard to EPYC. One is its update at 7 nm, and the other is its price / performance aggressive. Just like in the consumer space with Ryzen (and Threadripper), AMD is offering a solid, low priced proposal with EPYC in the server market. It was even reported last quarter that Intel had started offering "big discounts" to server customers to compete with AMD.
It should also be noted that customers do not necessarily have to choose one or the other. According to recent data from Spiceworks, a professional network of the information technology sector, 16% of companies use AMD hardware, while 93% of them use Intel hardware. In addition, the company found that 5% of companies should add AMD server hardware over the next two years, and that figure would rise to 8% if they considered a period of two years or more.
AMD is in the right place and, just as importantly, it seems to have the parts in place to maintain momentum.
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