AMD tau ntaus cov ntaub ntawv tshiab siab tag nrho CPU kev lag luam sib koom (thaum nws los txog rau x86 processors), txawm tias tag nrho cov kev muag khoom ntawm cov chips no.
Daim ntawv tshaj tawm tshiab los ntawm Mercury Research pom AMD tau mus txog txhua lub sijhawm siab ntawm 27.7% kev ua lag luam sib koom hauv cov txheej txheem (nrog Intel tuav cov seem, tau kawg) rau thawj peb lub hlis twg ntawm 2022. Qhov ntawd tau nce siab los ntawm 20.7% hauv tib lub quarter. 2021, txhais tau hais tias xyoo-rau-xyoo, AMD tau piled ntawm 7% kev ua lag luam sib koom (nce ib feem peb).
Qhov no suav nrog tag nrho x86 silicon, lub ntsiab lus tsis yog desktop, laptop thiab server processors, tab sis kuj tseem tsim cov chips rau kev nyiam ntawm kev ua si consoles (nrog rau Internet ntawm Yam khoom ib yam nkaus).
AMD cov ntaub ntawv
Dean McCarron ntawm Mercury hais Tom lub Hardware : "Rau tag nrho cov koom nrog ... AMD tau txais kev koom nrog hauv thawj peb lub hlis twg thiab teeb tsa cov ntaub ntawv tshiab siab ntawm 27.7%, ntaus 25.6% cov ntaub ntawv teev tseg lub quarter dhau los. Nco qab lub quarter dhau los AMD tau tsoo cov ntaub ntawv nws tau teeb tsa ntau dua 15 xyoo dhau los ntawm 25.3%.
Yog li Pab Pawg Red tam sim no nyob rau hauv txoj haujlwm muaj zog dua li nws tau ua thaum lub sijhawm ua haujlwm ruaj khov yav dhau los ib xyoo caum-thiab-ib-ib-ib nrab dhau los, nrog rau kev cog lus tias yuav muaj peev xwm thawb mus tom ntej thiab ua kom tau txais txiaj ntsig ntxiv.
Tag nrho CPU kev lag luam poob thoob plaws txhua qhov haujlwm, suav nrog kev poob qis ntawm 30%, peb lub hlis twg ntawm lub quarter, raws li cov naj npawb ntawm cov units. shifted rau desktop PCs. Qhov ntawd sawv cev rau qhov swb loj tshaj plaws uas tau pom los ntawm ib lub hlis twg mus rau tom ntej, muab tso rau hauv qhov kev xav.
Nrog desktop CPUs, AMD tuav ib feem ntawm 18.3%, thim rov qab qee qhov kev swb tsis ntev los no uas lub tuam txhab tau pom nyob rau xyoo tas los - thaum Q1 2021, ib xyoo rov qab, lub tuam txhab tau ua tiav ntawm 19.3%. Tab sis Q1 2022 daim duab ntawm 18.3% yog nce siab nyob rau lub quarter dhau los, qhov twg AMD poob rau 16.2%, nws qhov kev ua haujlwm tsis zoo tshaj plaws txij li xyoo 2018 (nrog Intel's Alder Lake CPUs tsis ntseeg tias tsav qee qhov muag zoo rau Pab Pawg Blue hauv lub quarter kawg ntawm 2021).
Rau phau ntawv sau ua lag luam sib koom ua lag luam, AMD zuam mus txog 22.5% (uas yog nce los ntawm 21.6% lub quarter dhau los - kev ua tiav zoo).
Txawm li cas los xij, ib qho ntawm feem ntau qhia shifts tuaj nyob rau hauv lub lag luam neeg rau zaub mov, qhov twg AMD tau nce mus rau 11.6% feem, nce los ntawm 8.9% ib xyoos dhau los, nrog kev nce qib tsis tu ncua tuaj txhua lub hlis twg.
Kev tsom xam: AMD cov nyiaj tau los yuav tsum muaj kev txhawj xeeb rau Intel
Txawm hais tias AMD tus neeg rau zaub mov kev lag luam feem ntau tseem me me, Intel yuav tsis ua xyem xyav txhawj xeeb txog kev yaig tshwm sim hauv qhov tshwj xeeb no. Pab Pawg Red tam sim no muaj 11.6% ntawm kev ua lag luam, thiab qhov ntawd tau nce siab los ntawm 5.1% faib rov qab thaum pib ntawm 2020 - muaj ib theem ntawm kev sib xws ntawm AMD qhov kev nce qib uas yuav muaj kev txhawj xeeb tiag tiag rau lub zog tseem ceeb Intel. Tseeb tiag, yog tias peb cua lub moos rov qab mus rau 2018, AMD tsis muaj kev sib koom ua lag luam nyob rau hauv qhov chaw no.
AMD's Epyc processors tsis muaj dab tsi luv luv ntawm kev tshwm sim, nrog Milan-X chips tsis ntev los no unleashed ua tiav nrog 3D V-cache, kev ua haujlwm loj, thiab cov lus cog tseg ntawm qee qhov kev txuag hluav taws xob loj (txo cov nqi mus sij hawm ntev, uas yog, ntawm chav kawm, ib qho tseem ceeb ntawm cov khoom siv server no).
AMD yeej yuav txaus siab rau nws txoj kev vam meej hauv servers, thiab nyob rau hauv tag nrho cov ntsiab lus rau tag nrho x86 qhia, pab los ntawm muab chips rau consoles raws li peb twb tau hais lawm.
Lwm qhov taw qhia uas dhia tawm hauv pawg ntawm cov nuj nqis no yog qhov hnyav ntawm qhov poob qis hauv kev muag khoom ntawm lub desktop, nrog rau 30% poob qis. Ob Intel thiab AMD pom lawv cov lej tank hauv qhov hais txog, tab sis AMD tuav tau zoo dua, Mercury Research theorizes, vim hais tias peb lub hlis twg pom cov khw muag khoom muag ntau tshaj CPU cov khoom muag - thiab muaj ntau ntxiv rau Intel.
Hauv lwm lo lus, AMD tsis tau tso tawm ntau lub desktop processors nyob rau lub sijhawm tsis ntev los no, thiab peb tau pom tias qee qhov ntawm cov khoom lag luam tsis txaus uas tau cog qoob loo, raws li Pab Pawg Red ua qhov tseem ceeb ntawm cov Epyc chips, nkag siab zoo li lawv. re loj profit-spinners tshaj cov neeg siv khoom qauv.
Kev poob qis hauv desktop CPU muag kuj tseem yuav raug khi rau hauv cov neeg uas muaj cov nyiaj tau los tsawg dua vim tias muaj ntau yam kev lag luam tau nce mus rau hauv kev ua si, xws li nce nqi zog, kev nce nqi thiab lwm yam. Tsis tas li ntawd, nco ntsoov tias kev sib kis thoob ntiaj teb thiab cov neeg ua haujlwm hauv tsev tau txhim kho kho vajtse thiab kev muag khoom nyob rau lub sijhawm tsis ntev los no, thiab peb yuav pom cov haujlwm ntawd tam sim no poob qis.
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