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AMD is Biting at Intel's Server Market Share With Its Largest Gains in Over a Decade (pcgamer.com) 28

An anonymous reader shares a report: The first few months of 2021 have been absolutely massive for AMD and Intel. According to the latest report from Mercury Research, the first three months of 2021 saw the largest yearly increase in shipments of CPUs in a quarter of a century, and second only to the final moments of 2020 in terms of raw volume. You'd be perhaps surprised to learn that Intel has gained a touch in overall x86 market share in Q1 2021, whereas AMD reportedly lost out. There's only a percentage point in it: a 1% gain for Intel and a 1% loss for AMD, though. Far from major gains in either direction.

Mercury Research puts that down to an increase in budget chip shipments for Chipzilla, which tallies with other figures out of the tech giant as of late. But where Intel has gained in mobile processor market share, it loses out marginally in desktop. That's where AMD's Ryzen processors are seemingly crushing it, and despite some difficulty sourcing the top-tier chips, such as the Ryzen 9 5950X and Ryzen 9 5900X, AMD is still managing to make gains within the market predisposed to Intel processors for so long. [...] But perhaps the biggest win in AMD's eyes is the 1.8% increase in server market share quarter to quarter, and 3.8 percent year on year. That means its Epyc processors are selling supremely well against Intel's Xeon chips, and the market that AMD will be most determined to get more of a footing in.

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AMD is Biting at Intel's Server Market Share With Its Largest Gains in Over a Decade

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  • by backslashdot ( 95548 ) on Monday May 10, 2021 @05:35PM (#61370594)

    Intel still has Apple, and itâ(TM)s not like Windows can work on ARM and emulate 64 bit x86.

    Right?

  • I'm nor even going to go into how questionable it is to treat that as headline-worthy, because it's even more questionable that that's the largest gains in over a decade.

    More like the first almost significant gains at all.

    If they grab more than 20% of Intel's server market in a year or so, *then* you can make a headline like that.
    (So given exponential curves.... next year? :)

  • Isn't the big trend for businesses to rent servers instead of buy them? How has this impacted this? Is this good for AMD because Amazon, MS, and their competitors don't really care about support, so they can use whatever hardware they want?...is the overall non-cloud market declining? It makes me nervous to see the future of server chips and thus desktop chips (since my understanding is the use the server profits to fund the R&D for the desktop chips) controlled primarily by MS & Amazon.
    • by guruevi ( 827432 )

      That trend is quickly reversing, I've seen companies quickly change their tune once they get the massive bills from having a few services in AWS. Amazon and MS are also gambling on ARM and nVIDIA right now to replace x86 altogether, especially in the SaaS space.

      People are backing out massively from these enterprisey projects like going to the cloud, surprisingly the reverse of what people had thought was going to be driven by the COVID pandemic, most companies I'm talking to are back to basics, do my people

      • I've been watching the CPU market for nearly three decades now. Every new generation of chips, the competitor who delivers better performance... is the one with more cache. Every time.

        • Quantity of cache is barely more than a symptom, with higher density technologies is only logical to only put more cache, which indeed helps, but another thing chip development teams do with denser technologies is actually pack more functionality into the designs. So it all goes together. BTW the Pentium 4 had more cache but not more performance in many different benchmarks.
    • The server has to exist somewhere, in some data center. Oftentimes, AWS is just too expensive for things. Regulations are also having an impact, because clients often demand data never physically leave the data center unencrypted, and all computing/testing needs to be done in a physically auditable (or even air-gapped) environment, especially embedded programming where there is a gave concern about firmware compromise.

      A lot of places lease servers, which allow CapEx to be replaced by OpEx. I've even seen

    • Oracle just phoned in, saying we're still here. [c-sharpcorner.com]

    • by JBMcB ( 73720 )

      It depends. Our company hosts our own cloud infrastructure for offering SaaS solutions. We also farm some internal stuff out to Google.

      For desktop, I think we are approaching the point where CPUs are fast enough for just about any general purpose task you can throw at them. A GPU speeds up number crunching tasks much faster than a CPU will ever hope to.

      • A GPU speeds up number crunching tasks much faster than a CPU will ever hope to.

        Only on certain tasks.

      • A GPU speeds up number crunching tasks much faster than a CPU will ever hope to.

        Nope, I'm running double precision calculations on a Xeon with 10 cores, 20 threads and using AVX512 instructions, so I'm getting 8 doubles processed in parallel per thread with 20 threads at 4.8GHz, so potential 8 x 20 x 4.8E9 double ops per second = 768GFLOPS (double precision). It's a lot faster than what I was getting from a GeForce 2080 anyway.

        According to the first hit I got off Google [thefpsreview.com] the GeForce RTX 3080 Founders Edition

        • by jabuzz ( 182671 )

          Comparing a server grade Xeon chip to a gaming machine GeForce is beyond stupid. Come back when the comparison is to a V100 or A100.

          • An nVidia Quadro RTX8000 isn't much different [servethehome.com] to my RTX 2080. It would be beyond stupid to pay so much for a GPU that wouldn't give me better than what I get from a gaming card. I'm not running a server, I'm running a workstation.
          • Actually that V100 for PCIe looks like exactly what I want. Unfortunately its not on the list of what is available from my supplier. Will have to chase it up.
        • by JBMcB ( 73720 )

          Nope, I'm running double precision calculations on a Xeon with 10 cores, 20 threads and using AVX512 instructions

          Sure, but vectorized DP is hardly a "desktop" application, as evidenced by you using a Xeon. For most edge-case consumer workloads (photo processing, video editing) a GPU buys you more speed than AVX512, which only buys you, maybe, a 10% speed boost over AVX2 (according to Phoronix, at least.)

  • by Gravis Zero ( 934156 ) on Monday May 10, 2021 @07:24PM (#61371014)

    Intel has always been anti-competitive so regardless who is doing it, I'm glad they are getting their assess handed to them. Honestly, Intel doesn't deserve to exist but they sell lies to middle managers so well that they still do. I hope the leadership is completely wiped out and they put real leaders in charge of Intel.

    • When hardware manufacturers release new drivers for Windows 10, they get added to the Windows Update as an optional driver update that users can install.

      For the past week, Windows Update has been pushing a new driver titled 'Advanced Micro Devices, Inc. - SCSIAdapter - 9.3.0.221' to users of AMD-compatible motherboards.

      Interesting both "optional" and "pushing". Such an interesting twist.

    • by sconeu ( 64226 )

      Who the hell lets Windows Update mess with their device drivers (especially their chipset drivers)?

      I have told Windows update don't do drivers.

      • by jwhyche ( 6192 )

        Who the hell lets Windows Update mess with their device drivers (especially their chipset drivers)?

        Virtually everyone. The drivers come from the chipset and device manufactures, not from Microsoft. Sure, there are some default drivers to make things work till you get the real drivers installed. The only issue I've ever had with a driver update is when I let a manufacture up date process up date my system. total cluster fuck.

    • Actually, even if you don't use AMD, that's valuable advice.
  • I like AMD. Always have, but they are definitely delivering the better chip deal now.

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