amd-achieves-huge-server-milestone-as-epyc-chips-exceed-opteron’s-market-share

It took some time however AMD’s server phase has delivered on its promise of getting previous the historic highs set by their earlier Opteron chips because of the most recent EPYC CPUs.

AMD EPYC Exceeds Opteron’s Historical 26% Market Share, Big Win For Team Red In The Server Segment & The Best Is Yet To Come!

Almost three years again, AMD set a purpose to attain not solely a ten% market share by 2020 but in addition to hit the historic excessive of 26% that was as soon as amassed by its older Opteron CPUs. Within 5 years, the corporate not solely achieved its first purpose however its newest EPYC CPUs now quantity to an x86 server CPU share of properly over 25%.

Our first era of EPYC was known as Naples, and simply this August, we launched our 2nd Generation, codenamed Rome. We’re at about 7% share right now Tim, for those who have a look at the IDC TAM of about 20 million items.

We are also — it’s our purpose over time to get again to the historic ranges which was 26%. But earlier than now we have credibility in such an aspirational purpose, we have to get to double-digit share first. So, our goal is to get to 10% share by the second quarter of 2020.

Ruth Cotter, SVP of Worldwide Marketing, HR & IR at AMD – Seeking Alpha

In a latest publication by Next Platform, it’s revealed that market analysts resembling Gartner, IDC, and Mercury Research put AMD’s server market share which primarily contains its EPYC server CPUs about north of 25%. That’s an enormous victory for AMD’s server phase which has continued to disrupt the market with robust choices and even displaced the one mighty Intel whose Data-Center division misplaced an enormous chunk throughout the newest quarterly earnings.

The greatest guesses throughout the Wall Street folks that we speak to (who’ve entry to Gartner, IDC, and Mercury Research server knowledge) are that AMD has about north of a 25 p.c share of server gross sales right away throughout all server sizes and kinds, which implies Epyc has lastly outdone Opteron.

through The Next Platform

AMD Achieves Huge Server Milestone As EPYC Chips Exceed Opteron's Market Share 2

While Intel’s Datacenter and AI Group (Xeon CPUs) was down 16% year-over-year, AMD’s Data Center Revenue shot up by 83% year-over-year. With an increasing number of prospects inclining towards AMD’s EPYC CPUs resembling Rome, Milan, and Milan-X, the corporate has been capable of fully change the server panorama. They should still hold 1 / 4 of your entire x86 server CPU share however on condition that it has been simply 5 years because the launch of the primary EPYC chips, it is a enormous milestone.

I believe the portfolios are persevering with to develop. We’re enthusiastic about not simply the present portfolio, as you mentioned, with Genoa, however as we develop to Genoa X on the very excessive finish of the efficiency in addition to Ciena that simply broadens our portfolio for telco. So our expectation is that we proceed to steadily develop share within the enterprise, in addition to we undergo 2023 and past.

Genoa has way more content material than Milan, right? If you consider Milan, it is Rome and Milan are 64 core processors. And as you get into Genoa and Bergamo, you get to 96 and 128 cores. So you’d count on on a per unit foundation that the ASP would go up.

From what we see right now, once more, there’s a robust buyer pull on Genoa.

AMD CEO, Dr. Lisa Su (Q2 2022 Earnings Call)

And with extra delays hitting Intel’s Sapphire Rapids Xeon CPUs, AMD’s next-gen EPYC lineup resembling Genoa, Bergamo, and Genoa-X could find yourself pulling much more prospects. AMD’s CEO, Dr. Lisa Su, has already hinted that that is certainly what is occurring right away.