Analysts Say AMD Will Hold 20% of Server CPU Market by 2023
AMD has been steadily growing its knowledge middle CPU market share since 2017, when it launched the EPYC processor for servers, and is anticipated to deal with greater than 20% of shipments this 12 months. DigiTimes Research. In the meantime, builders of varied Arm-based systems-on-a-chip (SoC) for knowledge facilities are anticipated to occupy about 8% of the market. Its share will drop considerably as Intel continues to steer.
AMD Beneficial properties Pay
In keeping with Frank Kung of DigiTimes Analysis, there are a number of elements that can guarantee AMD continues to take market share from Intel this 12 months. These embrace larger core counts of AMD’s newest EPYC processors in comparison with best-in-class Intel’s Xeon Scalable (60 vs 96), decrease EPYC CPU costs in comparison with Intel Xeon Scalable merchandise with comparable core counts, and AMD’s Contains higher provide of the most recent EPYC CPUs. In comparison with Intel’s Scalable Xeon Xeon constructed in-house at TSMC.
Whereas circuitously talked about by DigiTimes Analysis, there are two different main elements driving the adoption of AMD’s EPYC platform: the introduction of recent processors with out main delays and higher efficiency in comparison with Intel’s newest choices, the latter arriving a lot later than it ought to have.
Late final 12 months, AMD launched EPYC “Genoa” processors with as much as 96 cores primarily based on the Zen 4 microarchitecture for mainstream servers, and this platform will regularly enhance in 2023. The corporate has additional strengthened AMD’s place as this 12 months its EPYC “Bergamo” CPUs with as much as 128 cores with Zen 4c structure for cloud knowledge facilities, Intel’s Sierra Forest CPUs for cloud workloads solely in 2024. will enhance. Additionally, AMD will launch their EPYC “Siena” processors to the communications market this 12 months.
Arm Strengthens
With regards to gaining server market share, there’s a elementary upside for Arm-based SoCs – software program compatibility. When it comes to efficiency, these SoCs can compete with x86 processors, but when they can not run packages they will not be adopted.
Nevertheless, Arm-powered SoCs from firms like Amazon, Ampere, Alibaba and Marvell have elevated their share from 3.5% in 2021 to six.8% in 2022, in keeping with estimates by DigiTimes Analysis. Analysts anticipate such processors to dominate 8.1% of the server CPU market as new gamers (like Nvidia) come onto the scene and established gamers (like Ampere) current their new choices.
Given how highly effective Nvidia’s computing GPUs are within the AI and HPC fields, its Arm-based processors for servers are poised to take a big share of the market.
Arm-based knowledge middle SoCs will acquire market share as they acquire software program compatibility with fashionable purposes. In consequence, solely time will inform which market share such merchants will management in a number of years. DigiTimes Analysis analyst virtually ensures that Arm-based SoCs will proceed to realize share in knowledge middle and edge computing servers.
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