AMD’s server market is also on the rise. High-performance products to offset shortages

In the last quarter, AMD recorded another notable performance in server processor sales.

According to Mercury Research’s latest market report, AMD’s server market share rose 1.8 percentage points from 7.1% in the fourth quarter of 2020 to 8.9% in the first quarter of 2021. This is surprising in the slow-changing server market. During the same period, Intel’s share fell 1.8 percentage points from 92.9% to 91.1%.

Ⓒ Rob Schultz / IDG

Dean McCarron, president of Mercury Research, pointed out that because the server market is seasonal, sales usually decline in the first quarter. Cloud server companies such as AWS and Google have a certain period of time to deploy the purchased server after bulk purchase. Now is the time for the least purchases in this cycle. Therefore, if the current market price shows this figure, it is explained that the change will be much greater during the period when the purchase of these companies increases.

Last month, AMD reported fantastic first-quarter results, with sales of $3.45 billion, up 93% year-over-year. AMD also forecasts its second quarter earnings forecast to reach $3.6 billion, up 86% year-on-year.

Although its market share increased, in fact, AMD’s sales volume declined due to a shortage of parts supply. AMD is offsetting this by selling high-end rather than entry-level products on both the client and server.

The same was true of Intel, and McCaron said that Intel’s Celeron processors had been in short supply for more than 18 months and then barely satisfied the demand. Apple’s abandoning Intel processors and switching to their own ARM processors also contributed to Intel’s supply capabilities.

This is a bad trend for Intel. This is because sales of cheap Celeron have increased, while sales of Xeon processors that are 10 times more expensive have decreased.

Processor shipments in the first quarter of 2021 fell slightly from the fourth quarter of 2020. The increase in PC demand due to telecommuting and remote classes contributed to the fact that there was no significant difference from the fourth quarter of the peak Christmas season. PC CPU shipments in the first quarter of 2021 were the second highest ever after the fourth quarter of 2020. It is 41% compared to the same period last year, the highest annual growth rate since 1996. McCarron added that AMD’s market share has increased for 16 consecutive quarters. [email protected]


Source: ITWorld Korea by www.itworld.co.kr.

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