Dangane da ƙididdigar AMD na kansa, waɗanda suka dogara da ƙididdigar IDC, a tsakiyar wannan shekara kamfanin ya sami nasarar shawo kan mashaya 10% na kasuwar sarrafa uwar garken. Wasu manazarta sun yi imanin cewa wannan adadi zai haura zuwa kashi 50 cikin 20 a shekaru masu zuwa, amma karin hasashe masu ra'ayin mazan jiya sun iyakance zuwa kashi XNUMX%.
Jinkirin da Intel ya samu wajen sanin fasahar 7nm, a cewar wasu masana masana'antu, zai baiwa AMD damar kara karfafa matsayinsa a bangaren sabar sabar a shekaru masu zuwa, ko da yake a yanzu mahukuntan kamfanin na kaucewa yin tantancewar jama'a kan irin tasirin da wannan sinadari ke da shi. Dangane da Binciken Mercury, AMD ba ta da fiye da 5,8% na kasuwar sarrafa uwar garken a cikin kwata na biyu. Ƙididdiga na IDC, wanda AMD da kanta ya dogara da shi, yayi la'akari da tsarin kawai tare da soket ɗin sarrafawa ɗaya ko biyu; tare da wannan hanyar lissafin, ana sa ran rabon kamfanin zai kasance mafi girma. Kwanan nan an yi imanin ya wuce 10%.
Idan muka yi la'akari da zaɓi mai ra'ayin mazan jiya tare da bayanai daga Binciken Mercury, to, yayin da muke ci gaba da haɓaka haɓakar na'urori na EPYC na yanzu, AMD. mamaye aƙalla kashi 20% na kasuwar uwar garken. Kudin shiga a wannan bangare zai ninka sau hudu. Dangane da gabatarwar AMD ga masu saka hannun jari, jimillar ƙarfin kasuwar uwar garke, gami da masu haɓaka zane-zane, an kiyasta kusan dala biliyan 35. A halin yanzu, a cikin rahoton kamfanin, an taƙaita kudaden shiga daga sashin uwar garke tare da abubuwan haɗin gwiwar wasan bidiyo, don haka ba haka bane. mai yiwuwa a ƙididdige adadin kuɗin shiga daga siyar da na'urori na EPYC da kansu bisa ga bayanan hukuma.
A bara, a cewar wasu majiyoyi, kasuwancin uwar garken AMD ya kawo kusan dala biliyan 1 a cikin kudaden shiga. A cikin kwata da ta gabata, ta samar da kusan kashi 20% na jimillar kudaden shiga da kamfanin ke samu, wanda a fannin kudi ya kai dalar Amurka miliyan 390. Don haka, karuwar kudaden shiga na AMD a wannan fanni a bana zai wuce kashi 50%. A cikin dogon lokaci, kamfanin yana tsammanin samun aƙalla 30% na duk kudaden shiga daga siyar da abubuwan sabar sabar. A takaice dai, rubanya ainihin kudaden shiga nan da 2023 makasudi ne gaba daya da ake iya cimmawa.
Sashen kayayyakin more rayuwa na girgije na Amazon (AWS) kawai ya fara baiwa abokan ciniki damar samun tsarin da ya danganci na'urori na EPYC na Rome tare da gine-ginen Zen 2 a watan Yuni, kuma a watan Agusta sun kasance a yankuna goma sha huɗu, sama da na asali bakwai. Masu sharhi a DA Davidson sun yi imanin cewa wannan alama ce mai kyau ga AMD, saboda ci gaban kasuwancin uwar garke a kwanakin nan ba zai yiwu ba ba tare da yanayin yanayin girgije ba, kuma Amazon shine babban abokin ciniki tare da kyakkyawar haɓaka mai kyau.
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source: 3dnews.ru