Didn't I just agree with you ??? I said 20-25% in 2-3 years.
Nvm, we just have a different take on delusion.
I'll let the OP carry on
Didn't I just agree with you ??? I said 20-25% in 2-3 years.
Cloud providers might be a different story
Nvm, we just have a different take on delusion.
I'll let the OP carry on
Don't see anyone contesting the particulars of my reasoning or numbers, just a lot of glib generalizations.
You know what kind of people pooh pooh long differentiated fact backed reasoned posts with short glib inanities without actually addressing a single one of the points raised?
That being said, I'm sure AMD is gaining ground on Intel in the server space, but it's a VERY long road to a 50% slice of the pie...
Just curious.. Where do you get your drugs?
Walgreens. Why?
You base your flawed analysis on the hope that Intel will be using 14nm into 2020. Enough said... Carry on
Because if it's a laxative, it's not working..
Even Intel said they would try to keep it under 20%, and I think 25% in 2 years is realistic. But not 50%
Intel's latest server roadmap shows Intel using 14nm well into 2020. In reality it will be 2H 2021 before that changes. At best. Feeel the burn.
https://wccftech.com/intel-confirms...s-and-hedt-cascade-lake-x-28-core-processors/
But now with the EPYC series proving to be crushing Intel in one of their dominant markets, there’s no doubt that they’ll end up using an MCM approach a generation early."
It says by mid 2019 these Intel advanced MCM chips will be released. Sounds like 2, 28 core chips glued together just like Threadripper.
I dont think AMD will be that far ahead by next year.
You sound like an Intel advertisement, except one comment in your own post "But now with the EPYC series proving to be crushing Intel in one of their dominant markets".Quote:
'Moving on to the Cascade Lake-AP series, the new family will be the first to use the “Advanced Processor” badge. Expected to hit markets in the mid of 2019 and under the ‘Walker Pass’ brand platform, the Cascade Lake Advanced Processor lineup is Intel trying to regain their momentum on the server side.'
"The advanced processor lineup will be something that can put Intel back in the lead with disruptive core count and higher I/O capabilities. Just how would Intel achieve that with a new line of CPUs? The answer is MCM."
"With Cascade Lake-AP, Intel plans to execute their own MCM (Multi-Chip-Module) approach. An industry insider, Ashraf Essa, has previously heard rumors of the Advanced Processor lineup and mentioned that it wasn’t expected until the Ice Lake generation. But now with the EPYC series proving to be crushing Intel in one of their dominant markets, there’s no doubt that they’ll end up using an MCM approach a generation early."
It says by mid 2019 these Intel advanced MCM chips will be released. Sounds like 2, 28 core chips glued together just like Threadripper.
I dont think AMD will be that far ahead by next year.
And one year after this you have Icelake 10nm in mid 2020.
"Later in mid of 2020, Intel would introduce their first 10nm Scalable processor family, the Ice Lake-SP. While it was first expected to launch earlier, the 10nm product woes had resulted in a really bad situation for the entire Intel CPU family which has resulted in several delays and various product cancellations."
It was all quotes from the article the other guy posted.You sound like an Intel advertisement, except one comment in your own post "But now with the EPYC series proving to be crushing Intel in one of their dominant markets".
So your really need to believe that Intel is in trouble. Its all about how much they loose and how fast.
I read the article you posted, and quoted some parts.You do realize 18 months ago ALL intel architectures in development were monolithic?
It takes years to properly develop a new architecture. That's not what Intel will be doing though, they'll be frankensteining together pieces of monolithic architectures with existing fabrics designed for other purposes on a hastily re-engineered '10nm' node in a desperate attempt to get something out the door they can call '10nm' and 'modular', nevermind it will be hopelessly uncompetitive with the 4th gen EPYC. It will take Intel three years after it's release just to match EPYC 2. That's the hole Intel is in.
2 28 core chips won't be 'glued together just like threadripper'. Zen is a clean sheet architecture designed from the ground up to be modular that will be vastly superior to 2 monolithic chips cobbled together with an fabric not designed for the purpose. A dual 28 core CPU vs a 64 core will have substantially lower clocks and lower performance, be half as efficient, cost twice as much, be far less secure and need a new, and gargantuan, 6000 pin socket.
And you posit "I dont think AMD will be that far ahead by next year" ???
if we're talking about this 50% market share being an annual sales figure, or the actual share of CPUs in use in these server farms.
In defence of the OP- double digit market share in a couple of years is far from inconceivable. Just look at when Opteron launched:
Within about two and a half years AMD was peaking at 25% market share.
I think 50% in three years is still way too optimistic, but big gains in a short time are certainly possible when AMD has the superior product.
It says by mid 2019 these Intel advanced MCM chips will be released. Sounds like 2, 28 core chips glued together just like Threadripper.
I dont think AMD will be that far ahead by next year.
And one year after this you have Ice Lake 10nm in mid 2020.
Intel's Cooper Lake, in planning throughout 2020, so in development thru 2021 and actually shipping in 2022, presumably on Intel's 10nm 2.0 (12nm), IF it's ready. Still not a true MCM design. Best case scenario.