Analyst firm, Omdia, reported recently that AMD achieved a strong 16% server market share in the recent quarter. Part of the historic market share for the company comes from “demand from hyper scale cloud service providers, and Google in particular,” reports Business Wire.
AMD Achieves an EPIC 16% Server Market Share Thanks To EPYC CPUs, Reports Omida
With the huge requirement for server needs, and even with the industry suffering capabilities of fulfilling orders on time, AMD showed “a total of $21.5 billion dollars of vendor revenue.”
Revenue from servers is expected to see a growth of 11%, accessing a total of $92 billion. The server market is seeing steady increases due to server prices increasing, as well as utilizing optimal compute workloads and heavy data tasks, such as AI and analytics. This has caused a need for more efficient storage solutions and increased memory.
Intel made notice that it will attempt a different approach to their CPU architecture with their newest processors, enabling “throughput efficiency and multitasking with the low voltage operation creating headroom to increase the frequency and scale-up performance for more demanding workloads. The performance-core design appropriately targets single-threaded application performance.” Intel’s newest CPU architectures will allow for higher amounts of CPU customization to match a larger range of applications.
“Demands for semiconductors related to power management, have gone up exponentially due to proliferation of smartphones, other personal electronics devices, increasing electronics systems in cars, and Internet of Things devices. Components like PMICs are normally manufactured on an 8-inch wafer to make it competitively priced. Over the last many years there was no significant investment in 8-inch fab capacity as it was considered a low margin business. This makes it difficult to solve the supply shortage issue in the short term,” said Manoj Sukumaran, principal analyst, data center computing and networking, at Omdia. “As the supply shortage worsened this year, some companies started investing in 8-inch capacity, but considering that capacity expansion takes at least a year to be productive, it is likely that the PMIC shortage will continue until next year.”
Omdia had this to say about the recent AMD market share results in the last quarter in conjunction with the need for increased technological breakthroughs, such as consumer-use supercomputers:
Worldwide data center server revenue by vendor
Revenue ($ million)
% change
2Q20
1Q21
2Q21
2Q21 vs. 1Q21
2Q21 vs. 2Q20
White Box Vendors
$5,084
$4,748
$5,566
17%
9%
Dell EMC
$3,261
$3,521
$3,655
4%
12%
HPE
$2,747
$2,586
$2,727
5%
-1%
Inspur
$2,412
$1,577
$2,285
45%
-5%
Lenovo
$1,466
$1,435
$1,652
15%
13%
IBM
$913
$815
$851
-7%
Huawei
$1,270
$1,096
$820
-25%
-35%
Cisco
$822
$789
$729
-8%
-11%
Super Micro
$689
$622
$708
14%
3%
H3C
$481
$425
$518
22%
8%
Other
$1,817
$1,735
$1,972
Total
$20,964
$19,349
$21,482
11%
2%
