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  Új Válasz 2019-02-21 15:11:43 #764

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  AMD EPYC Market Share Gains in 2018 Our Take
  https://www.servethehome.com/amd-epyc-market-share-gains-in-2018-our-take/

  "Outside of Intel, the question of 2019 is not whether AMD is going to gain server market share. Instead, it is how much share is AMD going to gain. The industry knows that the next generation of AMD EPYC Rome is going to offer features that Intel cannot match in the same timeframe. We believe that AMD is moving away from traditional x86 cores as the center of everything to the I/O hub is the center of a system and we may see support for features like CCIX with Rome. That is precisely the type of bold move that will get an industry ecosystem primed around AMD and will translate to share gains that will greatly outpace 2.4% year/year.

  Low double digits are possible, but the musings that AMD will have 33%+ market share ending Q4 2019 we do not think are feasible either. The server industry moves slowly and unlike the consumer side that is always buying the newest generation, there are many customers that are buying older generations of systems even though Intel Xeon Skylake-SP has been in the market for over six quarters."

  AMD EPYC 3201 8-Core Benchmarks Review and Milestone
  https://www.servethehome.com/amd-epyc-3201-8-core-benchmarks-review-and-milestone/

  Microsoft Azure Lsv2 Instances Based on AMD EPYC Available
  https://www.servethehome.com/microsoft-azure-lsv2-instances-based-on-amd-epyc-available/

  "Overall, this is another step in AMD EPYC market penetration. We have heard several cloud ODMs, including at least one that supplies Microsoft, discuss their AMD EPYC OCP nodes. When cloud providers deploy AMD EPYC, and customers use the instances, this puts enormous pressure on Intel. We have heard that cloud provider CPUs from Intel are now custom foundry parts, but they are also to see discounts rumored to be well in excess of 50%. This is not just CSP buying power that is pushing the market. Instead, it is increased competition from AMD and even Arm. "

  Channel Cobblers and a Hole in the AMD EPYC Line
  https://www.servethehome.com/channel-cobblers-hole-amd-epyc-line/

  "In the Mercury Research market share numbers, Intel gets a very interesting bump from what I will term “channel cobblers.” Channel cobblers will buy systems like the HPE Pre-Configured quick ship models (above), or those from other vendors like Supermicro or Dell EMC. Cobblers will remove CPU(s), RAM, and potentially other components. They will then reconstitute a server sourcing components from elsewhere, and sell excellent systems to their customers."
  ...
  "While the Intel Xeon Bronze 3014 starts around $210 list, the AMD EPYC 7251 starts around $475. I have told AMD executives that they need a lower cost part. I understand their hesitation. From a people perspective, there are few engineers and marketers who set out to make their life’s work to build a product that most often will become waste (direct mail providers aside.) At the same time, AMD needs to engage here to attract cobblers."

  Mottó: "A verseny jó!"

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