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."
Expect Intel to take share back in the 2P and below market (largest market) while AMD will hold onto their lead in the 4P market until at least early next year, and possibly a while longer due to the technical superiority of their HT-based interconnect. Conroe and Woodcrest are undeniably the better uarch's, but when you start scaling to more CPUs the interconnect becomes more and more important.
It's impressive, to say the least, than Intel has managed to make Conroe perform so well without an integrated memory controller. A lot of uninformed fanboys will claim they "cheated" by using so much cache, but there's no cheating in the microprocessor field and even the 2M Allendale units with less cache have stellar performance. I can't wait for them to come out with their next gen chips with CSI and an integrated memory controller, those will be stunning perforers in all sectors.
Though Intel currently has the single chip speed title, where they lag is in interconnectivity between processors. I believe that if AMD continues down their current path, they will dominiate the server market.
There is no doubt that AMD's solution for connecting multiple cores and processors is superior to Intel's. And when we start to see coprocessors being popped into one CPU socket providing super-accelerated services such as encryption... the shift to AMD will accelerate. I imagine a secure webserver that is able to handle twice the number of concurrent connections is quadrupled because all of the encryption is handled in hardware by a $600 coprocessor. Sure Intel's system will be faster for general purpose activites, but when your talking paying $600 for a coprocessor, or several thousand for additional servers... well you get the idea.
I think that though Intel currently has a leg up, it's only a matter of time before AMD knocks their other leg out from under them.
Now I'm no fanboy, I'm anxiously waiting for the Core 2 Duo to become widely available before I build my next workstation. But I still believe that AMD is eventually going to become the king of server processors, if not the desktop.
Sometimes the best solution is to stop wasting time looking for an easy solution.
AMD has taken 25 percent of the server market for itself,
During the time period that this data refers to, AMD's products had a clear lead in price/performance. But they only got a quarter of the market, instead of >90%, which they would have got if purchasers had been knowledgeable and rational.
I was at the National Youth Leadership Forum for Technology about 3 years ago, a 2 week seminar in San Jose. 2000 other kids just as geeky as me, what a blast! Anyways, there were a lot of speakers who came there, one of whom was the CEO of Intel. After he'd given his presentation, he opened up to questions. One kid asked something to extent of, "What are you going to do now that AMD has a 64-bit processor?" The crowd 'ooo'ed at his guts for asking the question we were all dying to ask. The CEO laughed. "I wouldn't want to switch places with them," he answered complacently. I wonder what he'd say now, three years later.
Have you seen Intel's pricing for Core 2 based CPUs? They compare if not out compete AMD on price for performance.
Intel's Xeon 5100 series starts at $209 (@1.6GHz) and tops out at $851 (@3GHz) while AMD's dual core Opteron series starts at $316 (Model 265) and tops out at $1051 (Model 285).