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AMD Takes 25 Percent of Server Market

An anonymous reader writes "AMD has taken 25 percent of the server market for itself, according to a News.com article. This gives them some 21 percent of the entire x86 market, and is an increase from only 16 percent in the second quarter of 2005." From the article: "AMD has been picking away at Intel's server market share for several years based on the superior performance and power consumption of its Opteron processor. But Intel fired back last month with a new Xeon processor based on its Core microarchitecture that appears to be outperforming current Opteron processors on several tasks. Intel is pinning its hopes of resurrecting its market share--and its stock price--on the new Core generation of processors."

19 of 164 comments (clear)

  1. AMD's advantage is being first-to-market by SIGALRM · · Score: 3, Informative

    Strong Dual-Core AMD processor sales--particularly Opteron--demonstrates the acceptance of the AMD64 platform by enterprise customers. Likewise, the AMD Turion 64 processor has won more than 60 design awards and been a top seller in the thin mobile PC category. AMD is simply taking advantage of an Intel vulnerability in being late to market with a true high-performance 64-bit product.

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    Sigs cause cancer.
    1. Re:AMD's advantage is being first-to-market by Anonymous Coward · · Score: 1, Informative

      Why did you bring up the Turion? Mobile is the one place where Intel has consistently beaten AMD in the past four years (which is good for Intel, since laptop sales now make up over half of all computer sales.) The ony place AMD competes in mobile is the low-margin low end segment. Intel dominates the high end laptop market.

      Now, if you want to bring up AMD64 versus Netburst.. go ahead.

    2. Re:AMD's advantage is being first-to-market by SIGALRM · · Score: 2, Informative
      Why did you bring up the Turion? Mobile is the one place where Intel has consistently beaten AMD in the past four years
      Not in 64-bit mobile they haven't, check out this analysis. The Turion is just one example of AMD's design and time-to-market advantages.
      --
      Sigs cause cancer.
    3. Re:AMD's advantage is being first-to-market by ozbird · · Score: 2, Informative

      Intel had a true, high-performance, 64-bit product out years ahead of AMD, and all you people out in Desktop-land went "EWWWWWW!!!".

      Curious that you don't mention the Itanium by name... It may have its niche, but expecting the PC market to drop everything and adopt the 'Itanic was pure folly. AMD's solution may have been conservative, but by maintaining backwards compatibility with no performance penalty (often the opposite) there wasn't a good reason _not_ to buy and AMD64 processor. Yes, the x86 architecture sucks - but it works! Being "best" doesn't guarantee success (Alpha, PowerPC? etc.) and if computers are supposed to make our lives easier, why not let the microcode/compiler do the hard work?

      The Core 2 Duo looks like a winner (despite the silly name), but I'll stick with AMD (and Linux) because competition is a good thing - and they work for me.

  2. Re:Competition by Anonymous Coward · · Score: 1, Informative

    AMD is not an upstart...

  3. Not so so Fast, Intel may be getting it all back by peripatetic_bum · · Score: 2, Informative

    Hi everyone.
    I just read a review on Inetl new C2 chips and from the specs, it apparently is faster by almost an order of magnitude than anything AMD has (im not a intel fan boy as everthing i have right now runs AMD)
    Anyway, the most interesting thing about these C2 chisp is how much cooler they are at the same time. I've read on article that said they were able to run them fanless.

    anyway, heres another articles http://www.extremetech.com/article2/0,1697,1989036 ,00.asp

    I think i might be upgrading to these when they come out in numbers

    --

    Sigs are dangerous coy things

  4. Re:Competition by shawnce · · Score: 3, Informative

    Yeah AMD is after all much much younger then Intel... lets see by around one whole year. In other words neither of them are an "upstart" when in comparison to each other today.

  5. Re:Intel Conroe by jfinke · · Score: 2, Informative

    Which I believe are the Woodcrests.

    Woodcrests - Server.

    Conroe - Desktop.

    Merom - Portables.

  6. Re:Intel Conroe by twiddlingbits · · Score: 4, Informative

    Based on the opinion of most IT analysts, the 4P servers is actually the "sweet spot" of the market. So I expect Opteron to continue it's lead there. The HyperTransport from AMD is superior to the FSB when you start getting into multiprocessor servers. And I expect AMD will extend HT to be up to 8 chips (currently 4) in the next generation chips sometime in 2007.

  7. AMD is about as old as Intel by nniillss · · Score: 5, Informative
    Both Intel and AMD were founded in the late sixties by people coming from Fairchild Semiconductors. So AMD is not an upstart.

    For more information on AMD, see: wikipedia on AMD

  8. Re:Mega hurts! by masklinn · · Score: 2, Informative

    They've turned away from it since the Prescott deep-frier fiasco, it's "just" that they didn't have any chip available and had to get back to the drawing board to build new chips (the Core2) from the Pentium-M and P-III architectures.

    --
    "The way we can tell it's C# instead of Haskell is because it's nine lines instead of two." -- wadler
  9. Re:Intel Conroe by masklinn · · Score: 2, Informative

    Well Opterons badly lose against equivalently-priced Woodcrests (from the benches we've seen up until now), but the impressive HyperTransport links and the way they open it (custom 'drop in' chips for HT motherboard) will keep it extremely interresting. Plus the aforementioned HTT links make Opterons architectures much easier to scale up.

    --
    "The way we can tell it's C# instead of Haskell is because it's nine lines instead of two." -- wadler
  10. Stock Price by KylePetty · · Score: 3, Informative

    Perhaps the submitter would like ignore the fact that AMD's stock price has also taken a beating.

  11. Re:Intel Conroe by Kuad · · Score: 2, Informative

    Except that there is no Conroe-based chip (Woodcrest or other) for >2 socket systems until next year. Woodcrest is 1-2P (2-4 core) only.

  12. Yeah, all those Cray's don't scale well at all by charnov · · Score: 3, Informative

    Yeah Cray can't seem to get them to scale at all.

    Seriously though, Newisys and IBM have chipsets to do 32 Opterons, but why? That market doen't need it for the trouble it would be. Right now, you can do four way glue-less and eight way with little trouble. The next revision, in Decemeber - March-ish timeframe, K8L adds more interconnects, the ability to split HT connections to 8 bits to double connections, and 4 cores per die. This all adds up to 32 way glue-less for a total of 128 cores. The real reason why you don't see large scale single bus style Opterons, is that the combination of the current HyperTransport (ver. 1) and NUMA make for a very chatty bus, which causes performance issues related to scale. The point of HT is that it is routable and switchable by HT chips on the bus-lines, a la Cray. It's just hardly anybody does it.

    They scale fine.

    --
    [RIAA] says its concern is artists. That's true, in just the sense that a cattle rancher is concerned about its cattle.
  13. Re:Intel Conroe by shawnce · · Score: 2, Informative

    Core = Core Solo and Core Duo (aka Yonah, a laptop chip)

    Core 2 = the foundation of Intel's next generation CPU which are as follows...
        Merom - laptop chip - T55xx, T56xx and T7xxx
        Conroe - desktop chip - E6xxx, X6800, X6900, etc. - (Core 2 Duo, Core 2 Extreme, etc.)
        Woodcrest - server chip - Xeon 51xx

  14. Marketshare vs sales by Anonymous Coward · · Score: 1, Informative

    TFA only talks about marketshare not sales. AMD may very well be outselling (or close to outselling) Intel, but many old servers out there are still running Pentium chips. Considering the number of servers out there, 25% marketshare is huge - and it indicates that purchasers are being knowledgable and rational.

  15. Re:Intel Conroe by CTachyon · · Score: 4, Informative

    (BTW, EM64T = shameless clone/re-branding of x86-64, which is an open standard created by AMD. A rare case of Intel not succumbing to Not Invented Here syndrome. From here on, I'll lump them both under the name "AMD64".)

    FWIW, I have very little hands-on experience (not being a frequent programmer of x86 assembly), but there are two big features of AMD64 that stand out: more registers (which helps compilers especially), and addressing relative to %rip (the 64-bit Instruction Pointer). The former lets you compute more things on-the-fly without reserving stack space for temporary variables, which can cut down on round trips to L2 or main memory -- thus making AMD64 a bit more like a RISC system, while leaving behind the ivory tower "orthogonal" (read: code-bloating) instruction sets that RISC forces on you. The latter lets your code reference constant things like strings (which are generally compiled into the .text section, right alongside the code that uses them) without [PIC] reserving a register for it, or [non-PIC] hardcoding the address. This simplifies the build process for a LOT for programmers.

    Quick tutorial on PIC:

    Let's say I have a function, void hello() { printf("Hello, World!\n"); }. If I compile and link this code normally, I get something that looks like push $0x80484b8; call printf, where 0x80484b8 is a hard-coded address located in the .text section (or else a section for data constants that can be found relative to .text). If you're building an executable, that's fine, since the location of .text will be known at link-time.

    However, if you want to bundle your code into a shared library, that won't do at all. Each program that loads your library will load it at a different address, so .text could be anywhere in memory. On a modern system, you can add a fixup so that the dynamic linker patches your code on the fly, but now your "shared" library has one copy in memory per instance, even if it's all instances of the same program. That's worse than a static library! The solution is called PIC, Position Independent Code, and is invoked with -fPIC when using GCC. On x86, it usually looks something like this: call .Lfixup; .Lfixup: pop %ebx. Since x86 provides relative jump/call instructions, you can call to .Lfixup without knowing the absolute address, which pushes %eip on the stack as the return address. After the pop, %ebx now contains the absolute address of the .Lfixup label at runtime, and you can safely access your constants relative to that. (All that fuss just because you can't use %eip directly.)

    On the downside, you've now eaten a register (on the already register-starved x86 architecture) and you've blown away most branch predictors, forcing a pipeline stall. Not a biggie if you just do it once in main() or similar, but since this might be a library function, you have to do it each time the function is called, in each function that needs it. Ew. It works, but it's not elegant, and it eats performance very badly if you call a PIC function from within an inner loop, so a lot of programmers just tell their tools to compile the entire program twice: once with PIC, and again without. (That's what all those *.lo files are from GNU libtool.)

    AMD64 allows compilers (and assembly writers) to unify PIC and non-PIC code into a single, efficient path. Instead of jumping through hoops to copy %rip to %rbx and locate your constants relative to %rbx, you can just address your constants relative to %rip directly. There's no longer any penalty for using PIC, so compilers can just turn it on by default, saving the world from millions of tiny hassles that add up to one big Ick. It's probably the single most real-world useful thing they could have possibly added to the x86 instruction set.

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  16. Re:Illustrates the inefficiency of the market by pilkul · · Score: 2, Informative

    Those are minor factors affecting market share, yes, but the real issue is AMD's production capacity. AMD just doesn't have the fabs at present to supply 90% of the market. Large vendors know this, and they also bitterly remember having made large orders with AMD in the past that they weren't able to deliver. And even if AMD was able to ramp up production, vendors' existing contracts with Intel can't be broken overnight.