According to AMD's own estimates, which are based on IDC statistics, by the middle of this year, the company managed to overcome the bar of 10% of the server processor market. Some analysts believe that this figure will rise to 50% in the coming years, but more conservative forecasts are limited to 20%.
Intel's delay in mastering 7nm technology, according to some industry experts, will allow AMD to further strengthen its position in the server segment in the coming years, although so far the company's management has avoided giving public estimates of the degree of influence of this factor. According to Mercury Research, AMD had no more than 5,8% of the server processor market in the second quarter. IDC statistics, which AMD itself is guided by, take into account only systems with one or two processor sockets, with this method of calculation, the company's share is expected to be higher. Recently it is supposed to have exceeded 10%.
If we consider a conservative variant with Mercury Research data, then while maintaining the current pace of expansion of EPYC processors, AMD occupy at least 20% of the server market. Its revenue in this segment will quadruple. According to AMD's presentation to investors, the total capacity of the server market, including graphics accelerators, is estimated at $ 35 billion. Now, in the company's statements, revenue in the server direction is added to components for game consoles, so it is not possible to estimate the amount of revenue from the sale of EPYC processors according to official data. seems possible.
Last year, according to some sources, the server business brought AMD about $1 billion in revenue. Last quarter, it provided about 20% of the company's total revenue, which in monetary terms corresponds to $390 million. Thus, this year AMD's revenue growth in this sector will greatly exceed 50%. In the long term, the company expects to receive at least 30% of all revenue from the sale of server components. In other words, quadrupling core revenue by 2023 is an achievable goal.
Amazon's Cloud Infrastructure (AWS) division only began offering customers access to systems based on Rome's Zen 2 architecture EPYC family processors in June, and by August they were available in fourteen regions, up from the original seven. Analysts at DA Davidson believe that this is a good sign for AMD, because the development of the server business today is unthinkable without the cloud ecosystem, and Amazon is the largest client with good growth potential.
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Source: 3dnews.ru