AMD Is Hitting Market Share It Hasn't Held in a Decade - ExtremeTech:
AMD's star has been ascending lately, and the evidence isn't just found in the company's improving balance sheets. According to a new report released by AMD in partnership with Mercury Research, the firm gained market share across all major segments: Server, desktop, and notebook.
AMD's largest gains have been in notebook, which makes sense, given that the company's Ryzen 4000 series has been a brand-new competitive solution in 2020. AMD began to compete more effectively on desktop several years ago and has been steadily gaining market share in that space ever since.
According to data from Mercury Research, AMD also gained market share in servers, but the size of the gain depends on whether you include data from Intel's Atom SoC division. "AMD gained server share by either measure, but if you compared AMD EPYC v. just Intel Xeon SP, the number would be about 12.1 percent v. 10.4 percent last quarter, which is a pretty strong gain," Mercury Research analyst Dean McCarron told THG. "With Intel's high Atom SoC growth included, though, the share gain is much smaller at 0.8 points."
[...] The best news for AMD is that its ASPs have been rising right alongside its absolute market share. When Intel published its own results for Q3 2020, the company noted that its ASPs had declined on all fronts
[...] AMD launches its new lineup of Zen 3 CPUs later this week, with a 1.19x IPC uplift and claimed improvements north of 1.25x when clock speeds gains are taken into account.
(Score: 3, Interesting) by EvilSS on Thursday November 05 2020, @03:16PM (8 children)
(Score: 2) by EvilSS on Thursday November 05 2020, @03:18PM
(Score: 2) by takyon on Thursday November 05 2020, @04:48PM
https://www.anandtech.com/show/16214/amd-zen-3-ryzen-deep-dive-review-5950x-5900x-5800x-and-5700x-tested [anandtech.com]
https://www.tomshardware.com/news/amd-ryzen-9-5950x-5900x-zen-3-review [tomshardware.com]
https://arstechnica.com/gadgets/2020/11/hands-on-zen-3-testing-with-amds-ryzen-9-5900x-and-5950x/ [arstechnica.com]
https://www.guru3d.com/articles-pages/amd-ryzen-9-5900x-and-5950x-review,1.html [guru3d.com]
[SIG] 10/28/2017: Soylent Upgrade v14 [soylentnews.org]
(Score: 2) by takyon on Thursday November 05 2020, @07:01PM (5 children)
There will be a third competitive player in the GPU market: Intel. The when and how of their competition isn't known yet. Maybe they will release an RTX 3070 competitor with 16 GB VRAM for $400 in 2021. Maybe they will stick to lower end OEM parts [anandtech.com] and the HPC/enterprise market for another year.
AMD will not fumble. The evidence points to them continuously cranking out great designs with their leapfrogging design team strategy. TSMC could fumble for AMD, but they seem to be doing well too with "7nm" and "5nm" [anandtech.com].
The third CPU competitor, if any, will be something ARM-based. Maybe 12+-core ARM-based Macs that can run any OS, but you have to pay the Apple tax (and buy a whole system). Or maybe some socketed ARM CPUs in the future.
[SIG] 10/28/2017: Soylent Upgrade v14 [soylentnews.org]
(Score: 2) by Mojibake Tengu on Thursday November 05 2020, @09:31PM (1 child)
No. It will not. I bet my hat on this. For certain, you cannot run any OS on an iPad.
That's why Apple does this.
The newest hardware components are cloud-locked, they need activation to work properly.
Rust programming language offends both my Intelligence and my Spirit.
(Score: 3, Insightful) by EvilSS on Thursday November 05 2020, @11:35PM
(Score: 2) by EvilSS on Thursday November 05 2020, @11:33PM
You say that, but it happened before. AMD was making huge in-roads, both in PCs and datacenter, then they screwed the pooch at the same time Intel got off their asses and launched Nahalem. As for Intel competing meaningfully in the GPU market, maybe, but they are a long, long ways off.
(Score: 0) by Anonymous Coward on Friday November 06 2020, @03:35AM (1 child)
Will Apple count as a GPU and CPU maker soon?
(Score: 2) by takyon on Friday November 06 2020, @08:18AM
Is AMD a GPU and CPU "maker"? If you want to get technical you could say that TSMC and GlobalFoundries "make" them. Even their R&D will make it in, such as CoWoS [wccftech.com].
Moving past that, probably. Except that it's likely that Apple will not make discrete CPUs or GPUs for ARM-based Macs, just SoCs with CPU cores, integrated graphics, and other functions including ML accelerators. That doesn't mean that the integrated graphics will necessarily be weak. Xbox Series X basically uses a giant SoC/APU with the graphics performance of around an RTX 2080 Super/Ti.
You also aren't likely to be able to buy Apple's chips and build your own PC with them.
[SIG] 10/28/2017: Soylent Upgrade v14 [soylentnews.org]
(Score: 4, Interesting) by bzipitidoo on Thursday November 05 2020, @04:07PM (4 children)
Great that AMD is doing so well. Yet it seems that prioritizing the desktop CPU and then rolling out some months later the low power versions suitable for laptops and tablets, is backwards. Laptops have been outselling desktops for some years now, haven't they?
I suppose it's an intrinsic feature of the biz that it's easier to reduce a top end, high power design than boost a low end, low power design.
(Score: 0) by Anonymous Coward on Thursday November 05 2020, @05:05PM
If the laptop chips were out first, then they'd probably be what they use in most desktops. I'm using a computer that I put together 5 years ago and it is generally enough for most of the things that I do. I do things which are far more processor intensive than normal people do. Sure, gamers and power users might need more, but for most people, a typical mobile processor with lower power consumption would likely be preferable.
I'm guessing that some of it is indeed technological, but some of it is the desire to not kill their desktop chip business at this stage. They may eventually stop doing it, but they'd likely need more marketshare and production capacity for mobile chips to seriously consider doing so.
(Score: 1, Interesting) by Anonymous Coward on Thursday November 05 2020, @08:54PM
Just a guess, but AMD's PR dept. may want to create the buzz that "AMD is faster than anything made by Intel" when they first release. "AMD is faster than these specific laptop chips made by Intel" just does not have the same impact.
See the first comment on this article:
> Ryzen 5 benchmarks dropped today and they absolutely stomped the latest gen Intel Comet lake CPUs.
Although, I am with you, and waiting for the lower power options.
(Score: 2) by EvilSS on Thursday November 05 2020, @11:37PM (1 child)
(Score: 0) by Anonymous Coward on Friday November 06 2020, @12:10PM
This is 4700U with 15W TDP. There are AMD laptops that don't suck.
https://www.tuxedocomputers.com/de/Linux-Hardware/Linux-Notebooks/15-16-Zoll/TUXEDO-Aura-15-Gen1.tuxedo [tuxedocomputers.com]
But it will of course take time to get laptops with Zen3 chips. Because they have to prioritize customers and Zen2 for laptops is just out this year, almost 1 year after Zen2 for desktops,
https://en.wikipedia.org/wiki/Zen_2#Products [wikipedia.org]