Tuesday, March 13th 2018
AMD On Track to Return to Athlon 64 Market Share Levels
Yesterday AMD held their "One Year Ryzen Anniversary" call which reiterated the company's success introducing Ryzen products and also provided insight into what's planned for 2018 and beyond.
When asked about market share status and goals, Jim Anderson, SVP and GM of Computing and Graphics at AMD, mentioned that their near-term goal is reaching levels that the company enjoyed during their early-2000s market-leadership that they had thanks to the Athlon64 processors, which were strong competitors to what Intel offered at the time. Specifically, Jim said "I don't see any reason we can't get back to historical share levels that AMD has enjoyed in the past." Back in the 2000s the company boomed on a market share above 20% for desktop and slightly below 20% for notebook, also thanks to Intel's weakness in driving technology forward.
AMD hopes that they can repeat that success, by providing more cores for less money with Ryzen, while also gaining technology leadership, like the integrated Vega graphics in the new APUs. While 2017 was more focused on introducing Ryzen to the desktop space, 2018 will be the year AMD makes a push for Ryzen-based notebooks. Over the course of 2017, Ryzen desktop increased AMD's desktop CPU market share by 50% year-over-year; from 8% to 12% (Q4 2016 vs Q4 2017). In Q1 2018, 50% of the company's client compute revenue came from Ryzen, a solid increase over 40% in Q4 2017. At some (enthusiast focused) retailers the company is even seeing 40-50% CPU sales share.
The company expects 60 new Ryzen-based platforms from OEMs in 2018, with the majority being mobile designs across the whole size and performance spectrum: from ultra-portable to gaming. This will open up a $10 billion market for the company to grow in, in addition to the $9 billion desktop CPU market. Additional focus is put on Ryzen Pro (both desktop and mobile), which is targeted at enterprise and government customers through additional security and management features.
When asked about market share status and goals, Jim Anderson, SVP and GM of Computing and Graphics at AMD, mentioned that their near-term goal is reaching levels that the company enjoyed during their early-2000s market-leadership that they had thanks to the Athlon64 processors, which were strong competitors to what Intel offered at the time. Specifically, Jim said "I don't see any reason we can't get back to historical share levels that AMD has enjoyed in the past." Back in the 2000s the company boomed on a market share above 20% for desktop and slightly below 20% for notebook, also thanks to Intel's weakness in driving technology forward.
30 Comments on AMD On Track to Return to Athlon 64 Market Share Levels
Intel can't increase clocks much, unless they fix the poop and gap between die and ihs.
Meanwhile Ryzen refresh will be able to OC to 4.3-4.5ish while running cool and quiet because of solder.
However, OEMs seem reluctant to actually launch Ryzen/EPYC based products. I'm monitoring DELL, HP/HPE and Lenovo. Some warning shots in the server side and little to nothing on desktop and laptop side of things.
Speaking for myself, Looking forward for the ThinkPad A485, but nothing in the product references still.
Intel used literally THE worst thermal grease they could buy. Ranging from a $50 cpu to a $2000 cpu, every single one uses the same crap. Which is acceptable for a 50 bucks part, but not so for a $200+ one.
Nvidia has a new GPU architecture coming out in 2019. (Andy Glew/Scot Hildebrandt/etc)
Intel has a new CPU architecture coming out in 2019. (Folsom/SoftMachines/etc)
A pyrrhic victory for 2017/2018, but a huge defeat in 2019.
Dont get me wrong, as a shareholder, I would LOVE to return to athlon 64 days of share prices and margins, but AMD has a long way to go first. They need to resurrect their GPU division, and get the stubborn OEMs to engage their products first.You and me both. Why lenovo is dragging their feet is anyone's guess (it was intel).
6C/12T on high clocks is too hard to cool in any conventional way to keep below 55C on load, especially with the current way of Intel designing their chips. 95W+ TDP should be reason enough to be cautious, but while gaming it won't go at full load unless game engines start scaling with cores dramatically by separating what threads should do.
Intel's toothpaste is all branding and no thermal performance.
BRB.
That would be kind of obvious, but I know you were just trying to joke.
And it can make sense on i5s like mine, where one core ran 10-15c higher then the rest.
Also my i5 is running at -15K with my CoolMint(tm) toothpaste.
EDIT: Oops.. 400 Mhz.. my fault. :)this guy.......SO CUUUUUUUUTE!
Intel doesn't need to increase the clocks, really. We've already went in circles on how 'bad' the paste is... says my 4.5 GHz 7900X and 7960X, and 5.1 GHz i7 8700K that are not delidded.
And - May I ask what crystal ball did you rub to see this as a "Written-in-stone" fact?
Yes, anything CAN happen and I have to agree with another statement about show us the sales vs making predictions, I've seen how these "Predictions" work first hand at my workplace and what the result can be when reality comes along and takes a bite.
And It bites when that happens.
However there is no denying AMD is on the right track, it's a matter of staying on track from here that will make or break things for them. The shakeup from Ryzen's introduction has indeed placed Intel into a panic-mode, setting them back on their heels and really making them work for their place instead of taking it (And us) for granted.
As for the rest.....
With a bit of luck I'll be finding out how warm my 7700K gets once I'm done with the build I'm currently working on and will probrably delid it later regardless.
Don't get me wrong, I still prefer AMD and would have gone Ryzen but the price on the CPU was "Just Right" so went that way for this build.
That said, this isn't the place to discuss it... but clearly they are well under control and happily clocking WELL past their default all core boost clocks by quite a margin.... all on the 'crappy' intel paste. I have to say that a 900 MHz overclock, a 1.1 GHz overclock and a 800 MHz overclock (all using all cores/threads) is pretty good. Fans on the 3x120mm are locked at 800RPM and nearly dead silent. The H115i happily chugs along doing its thing as well.