This promises to be an interesting year for Intel and AMD, perhaps more so for the latter according to the information DigiTimes have put together. We still expect Zen 2 and the X570 chipset to be shown off at Computex 2019, for Rome to rise a few months later and Navi to pop up some time in Q3; all on a process Intel has yet to hit.
Intel's chip shortages have led to HP and Lenovo placing large orders of mobile CPUs from AMD for the first time in quite a while and ASUS is now using them in some lines of gaming laptops. You will also find AMD powered Chromebooks from Acer and HP available for purchase. In the server room, EPYC has taken AMD's market share from 1% Q4 2017 to 3.2% in Q4 2018, with more gains expected in the Q1 2019, which just wrapped up.
The inclusion of PCIe 4.0 on the X570 chipset has attracted motherboard manufacturers and they have increased their orders from AMD, who developed the chipset in house. DigiTimes expects ASMedia to start producing some of the lower cost PCIe 4.0 versions by the end of the year with a chance they will immediately release mainstream X570s with the current generation of PCIe.
Dr. Lisa Su's pre-Computex press conference on May 27 is bound to be very interesting.
"A ramp-up in CPU and GPU shipments for notebooks, motherboards and servers will buoy significantly AMD's sales performance in the second half of 2019, according to sources at PC makers."
Here is some more Tech News from around the web:
- AMD will show off 3rd-gen Ryzen CPUs and Navi at Computex 2019 @ The Inquirer
- TSMC sees 7nm chip orders pick-up @ DigiTimes
- Finally, after years of dunking on Magic Leap, El Reg's Kieren tries out the techno hype goggles. And the verdict… @ The Register
- Facebook is asking new users to hand over their email password @ The Inquirer
- Microsoft kills off the book store you probably didn’t know it had @ Ars Technica
- A Suite of Digital Cryptography Tools, Released Today, Has Been Mathematically Proven To Be Completely Secure and Free of Bugs @ Slashdot
- FYI: You could make Tesla's Autopilot swerve into traffic with a few stickers on the road @ The Register
- Building a Slimline Portable NES @ Hackaday
“AMD’s market share from 1%
“AMD’s market share from 1% Q4 2017 to 3.2% in Q4 2018”
Again Digitimes is using the total Server market share that includes the 4P(4 Socket)/Higher-Socket server TAM/Market share numbers and not the 1P/2P Singel/Dual Socket market share of around 5% for AMD. It’s not a good idea for anyone to quote the server market share figures without noting that AMD only offers 1P or 2P single/dual Socket Server CPU/MB platform systems currently whereas Intel and IBM do offer 4P higher server CPU/MP platform offerings.
AMD did double its server CPU figures(Numbers of Unit Sales) from Q3 2018 through Q4 2018 and that was stated by Lisa Su in AMD’s Q4 2018 earnings call(transcript available).
So the 3.2% server market share includes the 4P and 8P server SKU market TAM figures that AMD does not currently compete in. It’s closer to 5% of the 1P and 2P server market for AMD where AMD only offeres 1P and 2P server SKUs currently!
All Server market share figures need to include that caveat that AMD only currently competes in the 1P and 2P server market so that needs to be noted by any commentary regardng AMD’s server market share.
If not noted then it’s possible that that’s some sort of sponsored spin and hire as there are plenty of mind share for hire “Press” Outlets engaging in such business online.
It seems like Lisa SU you
It seems like Lisa SU you missed the target (cf. “mid-single-digit”). L O L
“With its Epyc server chips, AMD has been trying to gain share in a market dominated by Intel. The chipmaker continues to expect to have mid-single-digit server chip unit share by the end of the year, Su said.”
That Article/Video is over a
That Article/Video is over a year old and what relevance does that have to AMD’s Q3 to Q4 doubling of server unit sales numbers. You can quote those 3.2% server market share figures that include the 4P and 8P server units sales and TAM but AMD does not compete in the 4P/8P 4-socket/8-socket market as AMD only offers 1P and 2P CPU/MB offerings.
Lisa Su has the SEC regulations to worry about and in the conference call Lisa Su/AMD stated that AMD’s mid single digit figure of around 5% was based on the 1P and 2P server market TAM figures that do not include the 4P/8P TAM market’s numbers.
” “Fourth quarter server unit shipments more than doubled sequentially based on growing demand for our highest end, 32-core Epyc processors with cloud, HPC, and virtualized enterprise customers,” Su explained on the call yesterday after the market close with Wall Street analysts. “As a result, we believe we achieved our goal of mid-single-digit server unit share exiting 2018. We had another strong quarter of cloud adoption, highlighted by industry leader Amazon announcing new versions of their most popular EC2 computing instances powered by Epyc processors. Businesses can easily migrate their AWS instances to AMD and save 10 percent or more based on the technology advantages of our platform. Microsoft Azure also announced general availability of their AMD based storage instance in the quarter, as well as a new HPC instance powered by Epyc processors that is 33 percent faster than competitive X86 offerings.” ” (1)
And that’s an Earnings Call and the SEC pays the most attention to earnings calls so Lisa Su/AMD-Legal has to be pretty damn sure that the figures for the 1P and 2P server market numbers are close enough to that 5% single digit market share figure.
Chipman, why is the SEC not all over Lisa Su/AMD on that statment in an actual Q4 Earnings Call! It’s because AMD clairified that at the time of the Q4 earnings call and it’s in the earnings call transcript that those mid-single-digit figures are based on the 1P/2P Server TAM that does not include the 4P/8P TAM numbers.
Chipman you have been the number one person trying to always spin that 3.2% number without qulification and that just proves that you have an agenda. AMD’s getting more attention from Wall Street for its doubling of server unit sales numbers between Q3 and Q4 than AMD is getting for its mid-single-digit(Around 5%) 1P/2P(TAM Based) server market share figures.
Chipman is the dictionary definition of disingenuous and it’s only OK to quote the 3.2 server market share figures as long as that’s alongside the around 5% 1P/2P market share figures that Lisa Su/AMD made sure to clarify in AMD’s Q4 earnings call(Transcript available). Otherwise the SEC would be wanting to discuss that with Lisa Su/AMD’s management team!
“AMD Nails Its Epyc Server Targets For 2018”
Servethehome(1) has something
Servethehome(1) has something [Pushes Aside the Leaves] Very Interesting concerning Epyc/Rome!
“In this article, we are going to discuss why the AMD EPYC “Rome” generation will likely see 160x PCIe Gen4 lanes plus likely additional lane(s) for a necessary function. While all of our previous material focused on 128x PCIe lanes, in single and dual socket configurations for AMD EPYC, we are expecting a big change in 2019 with the new generations and one that Intel fully failed to address with its release this week. Intel instead focused on bringing out a large portfolio instead of addressing the fact that it is about to have a competitor with twice as many cores per socket and well over 3x the PCIe bandwidth in mainstream dual-socket systems.” (1)
“Why AMD EPYC Rome 2P Will Have 128-160 PCIe Gen4 Lanes and a Bonus”