AMD EPYC发力:英特尔服务器市场份额将低于90%

对于AMD来说,他们还在提升自己竞争力,并在服务器市场冲击Intel的份额。

据Digitimes预测到2020年底,英特尔的市场份额将下降到90%以下。这对AMD来说是一个了不起的壮举,几年前,在AMD推土机时代,AMD还处于亏损状态。

AMD一直在慢慢削减英特尔在服务器领域的市场份额,尽管速度要慢得多。服务器和企业厂商在采用新硬件方面犹豫不决,更倾向于看到产品的成熟度和寿命,以及可持续的产品路线图。但是,越来越多的厂商投资AMD的EPYC平台,而EPYC确实完成了Ryzen和Threadripper在主流桌面领域所做的事情,即提供无与伦比的性价比。

自2017年4月EPYC问世以来,AMD在服务器芯片的市场份额已从2017年的0.8%提升到2018年底的3.2%。由于EPYC毛利较高,加之锐龙崛起,AMD在2018年实现营收64.8亿美元,同比增长23%。当年净利润3.37亿美元,同比扭亏。

市场预计,EPYC系列性价比优异。在今年年中7nm制程、代号Rome的第二代霄龙处理器上市后,AMD有望进一步扩大在服务器领域的市场份额,弥补GPU的跌幅,保证整体业绩上扬

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