- Jun 17, 2005
- 2,867
- 3
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https://www.trefis.com/company?article=22009#
"In the past, Intels server processor market share has decreased from 95% in 2003 to 70% in 2009. Between 2004 and 2007, Intel lost around 25 market share points to AMD due to several reasons. AMD chips had memory controller integrated on the CPU, while Intels didnt, resulting in superior performance by AMD microprocessors. Intels high-end server chip, Itanium, required customers to rewrite software to get the most out of it. AMDs 64-bit processor was back compatible with 32-bit operating systems while Intels was not.
The average of Trefis member forecasts for Intels server processor market share indicate a decrease from around 73% in 2010 to around 68% by 2016, compared to the baseline Trefis estimate of a decrease from 70.5% in 2010 to 65.5% by the end of the Trefis forecast period.
The member estimates imply an upside of 1% to the Trefis price estimate for Intels stock. AMDs new line of microprocessors is said to deliver 44% better performance than earlier versions of Opteron. How Intel manages to face AMDs competitive pressure and regain its lost server processor share is yet to be seen."
For me, that was something very unexpected, Intel always has been the most dominant player in the x86 server market, it even frustrated AMD to the point that AMD started to overestimate the fact that a native Quad Core design was better for certain task due to the Intel's FSB which made the CPU inadequate for some transactions from CPU to CPU internally (They even released some benchmark tests for that). That's some good news, more competition and lower prices for the corporations and companies.
"In the past, Intels server processor market share has decreased from 95% in 2003 to 70% in 2009. Between 2004 and 2007, Intel lost around 25 market share points to AMD due to several reasons. AMD chips had memory controller integrated on the CPU, while Intels didnt, resulting in superior performance by AMD microprocessors. Intels high-end server chip, Itanium, required customers to rewrite software to get the most out of it. AMDs 64-bit processor was back compatible with 32-bit operating systems while Intels was not.
The average of Trefis member forecasts for Intels server processor market share indicate a decrease from around 73% in 2010 to around 68% by 2016, compared to the baseline Trefis estimate of a decrease from 70.5% in 2010 to 65.5% by the end of the Trefis forecast period.
The member estimates imply an upside of 1% to the Trefis price estimate for Intels stock. AMDs new line of microprocessors is said to deliver 44% better performance than earlier versions of Opteron. How Intel manages to face AMDs competitive pressure and regain its lost server processor share is yet to be seen."
For me, that was something very unexpected, Intel always has been the most dominant player in the x86 server market, it even frustrated AMD to the point that AMD started to overestimate the fact that a native Quad Core design was better for certain task due to the Intel's FSB which made the CPU inadequate for some transactions from CPU to CPU internally (They even released some benchmark tests for that). That's some good news, more competition and lower prices for the corporations and companies.
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