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AMD Achieves ‘EPYC’ Record-Breaking 16% Market Share In Recent Quarter

AMD Achieves 'EPYC' History-Breaking 16% Industry Share In The latest Quarter

Analyst organization, Omdia, documented recently that AMD achieved a sturdy 16% server sector share in the latest quarter. Component of the historic market share for the organization arrives from “desire from hyper scale cloud support suppliers, and Google in certain,” reports Enterprise Wire.

AMD Achieves an EPIC 16% Server Industry Share Many thanks To EPYC CPUs, Stories Omida

With the huge necessity for server demands, and even with the sector suffering capabilities of fulfilling orders on time, AMD confirmed “a total of $21.five billion dollars of seller earnings.”

Earnings from servers is predicted to see a growth of eleven%, accessing a whole of $92 billion. The server market is viewing continual increases because of to server rates growing, as nicely as utilizing best compute workloads and heavy data tasks, these types of as AI and analytics. This has prompted a need for extra effective storage solutions and increased memory.

There is a dire scarcity of some crucial elements like electricity administration integrated circuits (PMICs) which could affect server shipments, especially in the backend of the 12 months. Server distributors have greater their element stock degrees to mitigate the lack and restrict the affect of prolonged direct periods. This limited-phrase resolution is placing additional pressure on the now stressed server ingredient source chain and is pushing costs up.

“Demands for semiconductors connected to energy management, have gone up exponentially owing to proliferation of smartphones, other private electronics devices, rising electronics devices in vehicles, and Internet of Points products. Factors like PMICs are generally created on an 8-inch wafer to make it competitively priced. In excess of the very last several decades there was no major investment in 8-inch fab capacity as it was thought of a minimal margin organization. This can make it tough to address the provide scarcity concern in the quick term,” claimed Manoj Sukumaran, principal analyst, facts heart computing and networking, at Omdia. “As the provide lack worsened this 12 months, some firms started investing in 8-inch capacity, but thinking of that potential expansion will take at least a 12 months to be effective, it is possible that the PMIC shortage will carry on until eventually following year.”

Intel made recognize that it will attempt a distinct tactic to their CPU architecture with their most recent processors, enabling “throughput efficiency and multitasking with the low voltage procedure developing headroom to boost the frequency and scale-up performance for much more demanding workloads. The efficiency-main style and design appropriately targets solitary-threaded application performance.” Intel’s most recent CPU architectures will allow for for better quantities of CPU customization to match a larger assortment of applications.

As the fight of the x86 architectures carries on, Arm-dependent CPU distributors have been making excellent development in penetrating the servers of the hyperscale cloud service vendors. Although Graviton deployments at AWS somewhat slowed down in 2Q20, Oracle’s deployments of servers with Ampere’s CPU ramped. We also observed good momentum for Fujitsu and Huawei’s Arm-based mostly CPUs.

Omdia had this to say about the latest AMD marketplace share benefits in the very last quarter in conjunction with the need for greater technological breakthroughs, this kind of as purchaser-use supercomputers:

“We’ve tracked the evolution of technologies consumption designs for quite a few yrs and had been not astonished by the renewed initiatives of server suppliers to supply their infrastructure as a assistance, albeit positioned at the premises of their customers,” explained Vlad Galabov, director, cloud and details center exploration, at Omdia. “In the 2nd quarter of 2021 HPE, Dell and Lenovo all claimed powerful traction for their personal offerings. Interestingly, HPE also sent a supercomputer as a service. This is in line with a broader craze we see at significant enterprises for decreasing money expenditure in favor of larger functioning fees.”

Globally information center server profits by vendor

Income ($ million)

% adjust

2Q20

1Q21

2Q21

2Q21 vs.
1Q21

2Q21 vs.
2Q20

White Box Suppliers

$5,084

$four,748

$5,566

seventeen%

9%

Dell EMC

$three,261

$3,521

$three,655

four%

twelve%

HPE

$2,747

$two,586

$2,727

5%

-one%

Inspur

$2,412

$1,577

$2,285

45%

-5%

Lenovo

$1,466

$one,435

$one,652

fifteen%

13%

IBM

$913

$815

$851

four%

-seven%

Huawei

$1,270

$one,096

$820

-25%

-35%

Cisco

$822

$789

$729

-eight%

-eleven%

Super Micro

$689

$622

$708

fourteen%

three%

H3C

$481

$425

$518

22%

8%

Other

$1,817

$1,735

$1,972

14%

9%

Total

$20,964

$19,349

$21,482

eleven%

2%

The post AMD Achieves ‘EPYC’ Document-Breaking 16% Market Share In Latest Quarter by Jason R. Wilson appeared first on Wccftech.