Home > Industry Information > Amd Zen Rewrites The Market Structure Of X86 Server: The Share Will Reach 5% This Year.
AMD Zen architecture products are getting better, and desktop and fever platforms have been promoted to the 12NM Zen+ architecture, which has gained more and more support. But corporate products are clearly more profitable, and AMD has to catch up if it wants to boost revenue and share prices further.
According to Mercury, after the second quarter of 2018, the x86 server market share changed again, with Intel dropping from 99.5% to 98.7% and AMD increasing to 1.3%.
In other words, AMD's year-on-year growth has reached 181%, a 40.5% higher than the annulus.
Mercury estimates that Intel has earned $57 million 660 thousand in revenue for AMD and entered AMD's two quarter revenue figures.
By the end of this year, AMD's share in the x86 server market will be increased to 5%, according to analyst Aaron Rakers.
In addition, the future product layout, Intel 10nm continues to delay, resulting in 14nm's Cascade-SP will not continue to increase power consumption, but bring poor performance growth and unrealistic price lifting. Semiaccurate's Charlie wrote that AMD's next generation of EPYC (7Nm ROME) will lead the performance of Intel Cascade-Sp 50%.
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