Page 16 - december22_112922.indd
P. 16
TAP TIMES -16- DECEMBER 2022
Intel delay of new products
is a boon to AMD: TrendForce
TAIPEI, Taiwan — According to the
latest TrendForce research, the mass
production schedule of new Sapphire
Rapids (Xeon CPU) products has been
delayed due to the poor yield rate of
the Intel 7 process.
environment, Intel is also facing continual
Sapphire Rapids shortages of low-end FPGAs, which affects
At present, the production yield rate of its dual-socket CPU orders, as well as fac-
Sapphire Rapids is estimated at only ing pressure such as weakening demand in
50~60%, which affects mainstream Sap- terms of government tenders and inven-
phire Rapids MCC products. tory control policies at OEMs.
The company’s mass production planning Chips under pressure
has been deferred from 4Q22 to 1H23. The high-end computing chip market has
This delay in the mass production schedule borne the brunt of the recent ban imposed
not only affects the ODM material prepa- by the U.S. Department of Commerce and
ration cycle, but also greatly reduces the shipments of customized chips from Intel
proportion of OEMs and CSPs introducing and AMD are indeed under pressure.
Sapphire Rapids this year.
If the conflict between China and the Unit-
AMD will be the biggest beneficiary. We es- ed States intensifies in the future, Intel’s
timate the market share of AMD x86 serv- dominance in the server CPU market may
er CPU to be approximately 15% in 2022 be a double-edged sword, implying a more
and rise to 22% in 2023. serious impact than AMD.
Energy consumption Advantage AMD?
AMD has been seeing greatly improved Intel’s new product mass production
capacity of ABF since 2H21. At the same schedule has been delayed. It can be seen
time, more and more end customers have from ODM orders that major CSPs have
escalated requirements for energy con- increased their reliance on AMD.
sumption reduction.
Since the overall server cost of AMD Milan
Considering the total cost of the server is lower than that of Intel Ice Lake, AMD
(TCO), they have begun to favor single- Milan features better RDIMM scalability
socket servers. and number of SSD channels.
TrendForce believes that the change in Unlike Intel’s standard dual-socket design,
customer demand will enable AMD to AMD can achieve the performance required
break through the bottleneck created by a by customers as well as effectively helping
2-socket solution, boosting the company’s customers save more capital expenditure.
overall shipments.
In the short term, the market share of In-
In addition to weak demand in the general next page
