AMD has been steadily gaining datacenter CPU market share since 2017 — when it launched its EPYC processor for servers — and is predicted to command over 20% of shipments this yr, in line with DigiTimes Analysis. In the meantime, numerous builders of Arm-based system-on-chips (SoC) for datacenters are projected to occupy round 8% of the market. Whereas Intel will keep the lead, its share will decline considerably.
AMD Is Gaining Share
There are a number of components that may enable AMD to proceed grabbing market share from Intel this yr, in line with Frank Kung from DigiTimes Analysis. These embrace increased core rely of AMD’s newest EPYC processors in comparison with range-topping Intel’s Xeon Scalable (96 vs 60), decrease costs of EPYC CPUs when in comparison with Intel Xeon Scalable merchandise with comparable core rely, and higher provide of AMD’s newest EPYC CPUs made at TSMC when in comparison with Intel’s Xeon Scalable produced in home.
Though not talked about immediately by DigiTimes Analysis, there are two different main components driving adoption of AMD’s EPYC platform: introduction of recent processors with out main delays and higher efficiency in comparison with the most recent choices from Intel because the latter arrived significantly later than they have been alleged to.
Late final yr AMD launched its EPYC ‘Genoa’ processors with as much as 96 cores primarily based on the Zen 4 microarchitecture for mainstream servers and this platform will ramp up progressively in 2023. Later this yr the corporate plans to launch its EPYC ‘Bergamo’ CPUs with as much as 128 cores that includes the Zen 4c structure for cloud datacenters, which is able to additional enhance positions of AMD as Intel is barely set to ship its Sierra Forest CPUs for cloud workloads in 2024. Additionally, AMD plans to introduce its EPYC ‘Siena’ processors for communications market this yr.
Arm Is Getting Stronger
There’s a elementary headwind for Arm-based SoCs in terms of gaining server market share — software program compatibility. Efficiency clever, these SoCs can compete towards x86 processors, but when they can not run applications, they won’t be adopted.
Nonetheless, Arm-powered SoCs from firms like Amazon, Ampere, Alibaba, and Marvell elevated their share from 3.5% in 2021 to six.8% in 2022, in line with estimates by DigiTimes Analysis. Analysts anticipate such processors to command 8.1% of the server CPU market as new gamers (comparable to Nvidia) enter the scene and established gamers (comparable to Ampere) roll-out their new choices.
Given how robust Nvidia’s compute GPUs are in AI and HPC fields, its Arm-based processors for servers are poised to seize a big share of the market.
As Arm-based datacenter SoCs achieve software program compatibility with widespread functions, they may even achieve market share. Consequently, solely time will inform what market share such processors will management a number of years down the highway. In line with the analyst from DigiTimes Analysis, it’s nearly assured that Arm-based SoCs will proceed to achieve share in datacenter and edge computing servers.