AMD's quarterly report brought a fitting mention of EPYC's 7nm Zen 2 processors, which the company has high hopes for strengthening its position in the server segment, as well as increasing profit margins in aggregate terms. Lisa Su formulated the schedule for bringing these processors to the market in a rather original way: deliveries of serial Rome processors will begin in the current quarter, but the formal announcement is scheduled only for the third quarter.
The head of AMD also recalled that at the beginning of this year she formulated goals for increasing market share in the server processor segment as follows: over the next six quarters, brand products should take a market share measured by double-digit percentages. By the end of this year, the share of EPYC processors may reach 10%, but in the second half of the year, Naples processors related to the previous generation will form the bulk of deliveries.
The performance of Rome processors inspires AMD, because in floating point operations they will be four times faster than Naples, and in terms of one processor socket, specific performance will increase twice. In total revenue for the first quarter, server CPUs and GPUs accounted for up to 15%, according to AMD representatives. In the next two years, one of the active sources of revenue growth for the company will be the segment of graphics processors for server applications. The rate of return in this segment will be higher than in all other AMD activities.
When Lisa Su was asked at a quarterly event if she was afraid of competition from server processors, including price, she calmly replied that the company has always considered this market segment to be very competitive, and now the competition will only intensify. The purchase price of the processor should not be considered the most important factor in the server segment, the total cost of ownership is equally important. Lisa Su is convinced that EPYC's multi-chip design and advanced 7nm manufacturing process will allow AMD to offer a performance/power advantage.
Source: 3dnews.ru