AMD EPYC could reach up to 25% market share in servers, cutting Intel's monopoly
Intel is preparing to lose a significant part of the market share in server systems, due to AMD EPYCs.
The arrival of the AMD Ryzen on the market has meant a cut in Intel's market share. The development of the Zen architecture has been a success, since the development of modular processors has allowed to create processors with many cores and to adjust the price, to compete with Intel in quality / price. Brian Krzanich, Intel CEO, has acknowledged that AMD EPYC for servers and data centers could cut Intel's market share during the second half of 2018.
AMD EPYC could cut the market share of Intel Xeons.
Mr. Krzanich was very practical in saying that Intel would lose share of AMD's handheld segment during the second half of the year. This wasn't new news, but we thought it was interesting that Mr. Krzanich did not draw a firm line in the sand when it comes to AMD's potential earnings on servers; he just stated that it was Intel's job not to let AMD capture 15-20% of the market. Romit Shah, for the Nomura Instinet.
AMD currently has a 1% market share in the server segment. It seems difficult to reach 15-20% market share, but it would be a real achievement. We must emphasize that systems are not changed every day and not only the number of cores is looked at, but also performance, energy efficiency or cooling.
It should be noted that in 2006, the AMD Opteron achieved a 25% share, something that could be given again thanks to EPYC. Intel will notice, that's true, but the company leads many other markets and is entering other markets strongly, in addition to preparing the jump for graphics cards.
Source: wccftech
