{"id":39797,"date":"2018-08-26T10:53:04","date_gmt":"2018-08-26T08:53:04","guid":{"rendered":"https:\/\/www.planet3dnow.de\/cms\/?p=39797"},"modified":"2018-09-27T20:25:08","modified_gmt":"2018-09-27T18:25:08","slug":"globale-serverauslieferungen-steigen-2018-stark-eine-chance-fuer-amd","status":"publish","type":"post","link":"https:\/\/www.planet3dnow.de\/cms\/39797-globale-serverauslieferungen-steigen-2018-stark-eine-chance-fuer-amd\/","title":{"rendered":"Globale Serverauslieferungen steigen 2018 stark \u2014 eine Chance f\u00fcr&nbsp;<span class=\"caps\">AMD<\/span>"},"content":{"rendered":"<p>Laut neu\u00ades\u00adten Zah\u00adlen von Digi\u00adti\u00admes Rese\u00adarch ist im zwei\u00adten Quar\u00adtal 2018 die Anzahl der welt\u00adweit aus\u00adge\u00adlie\u00adfer\u00adten Ser\u00adver auf 3,84 Mil\u00adlio\u00adnen Ein\u00adhei\u00adten und damit um 9,6 Pro\u00adzent im Ver\u00adgleich zum vor\u00adher\u00adge\u00adhen\u00adden Quar\u00adtal gestie\u00adgen. Der Zuwachs war damit st\u00e4r\u00adker als die erwar\u00adte\u00adten 8,8 Pro\u00adzent und f\u00fcr das drit\u00adte Quar\u00adtal rech\u00adnet man sogar mit einer erneu\u00adten Zunah\u00adme von 15,5 Prozent.&nbsp;<\/p>\n<p>Digi\u00adTi\u00admes bemisst die\u00adse Zahl anhand der aus\u00adge\u00adlie\u00adfer\u00adten Ser\u00adver-Main\u00adboards. Etwas ande\u00adre, aber auch deut\u00adlich anstei\u00adgen\u00adde Zah\u00adlen kom\u00admen von Stastita.com.&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: center;\"><\/p><div class=\"visualizer-front-container\" id=\"chart_wrapper_visualizer-39953-1764058406\"><style type=\"text\/css\" name=\"visualizer-custom-css\" id=\"customcss-visualizer-39953\">.locker,.locker-loader{position:absolute;top:0;left:0;width:100%;height:100%}.locker{z-index:1000;opacity:.8;background-color:#fff;-ms-filter:\"progid:DXImageTransform.Microsoft.Alpha(Opacity=80)\";filter:alpha(opacity=80)}.locker-loader{z-index:1001;background:url(https:\/\/www.planet3dnow.de\/cms\/wp-content\/plugins\/visualizer\/images\/ajax-loader.gif) no-repeat center center}.dt-button{display:none!important}.visualizer-front-container.visualizer-lazy-render{content-visibility: auto;}.google-visualization-controls-categoryfilter label.google-visualization-controls-label {vertical-align: middle;}.google-visualization-controls-categoryfilter li.goog-inline-block {margin: 0 0.2em;}.google-visualization-controls-categoryfilter li {padding: 0 0.2em;}.visualizer-front-container .dataTables_scrollHeadInner{margin: 0 auto;}<\/style><div id=\"visualizer-39953-1764058406\" class=\"visualizer-front  visualizer-front-39953\"><\/div><!-- Not showing structured data for chart 39953 because description is empty --><\/div>\n<p>&nbsp;<\/p>\n<p>Auf die\u00adse Zah\u00adlen bezieht sich die&nbsp;Inter\u00adna\u00adtio\u00adnal Data Cor\u00adpo\u00adra\u00adti\u00adon. Danach leg\u00adten die welt\u00adwei\u00adten Ser\u00adver\u00adver\u00adk\u00e4u\u00adfe inner\u00adhalb eines Jah\u00adres um 20,7 Pro\u00adzent auf 2,7 Mil\u00adlio\u00adnen Ein\u00adhei\u00adten im ers\u00adten Quar\u00adtal 2018 zu. Gleich\u00adzei\u00adtig stieg der Umsatz im Jah\u00adres\u00adver\u00adgleich sogar um 38,6 Pro\u00adzent auf 18,8 Mil\u00adli\u00adar\u00adden US-Dollar.<\/p>\n<p>Im zwei\u00adten Quar\u00adtal 2018 sol\u00adlen&nbsp;allein Goog\u00adle, Ama\u00adzon, Micro\u00adsoft und&nbsp;Face\u00adbook&nbsp;18,3 Mil\u00adli\u00adar\u00adden US-Dol\u00adlar und damit 48 Pro\u00adzent mehr als im Vor\u00adjahr f\u00fcr den Aus\u00adbau f\u00fcr den Aus\u00adbau ihrer Ser\u00adver\u00adzen\u00adtren f\u00fcr cloud\u00adba\u00adsier\u00adte Web\u00addiens\u00adte aus\u00adge\u00adge\u00adben&nbsp;habe.<\/p>\n<p>Auf die\u00adsen Markt zielt <span class=\"caps\">AMD<\/span> mit sei\u00adnen Epyc Ser\u00adver\u00adpro\u00adzes\u00adso\u00adren und laut <span class=\"caps\">CEO<\/span> Lisa Su ist es f\u00fcr die Fir\u00adma wich\u00adtig einen zwei\u00adstel\u00adli\u00adgen Markt\u00adan\u00adteil in abseh\u00adba\u00adrer Zeit zu errei\u00adchen. Sie erkl\u00e4r\u00adte in einem&nbsp;<a href=\"https:\/\/www.thestreet.com\/investing\/amd-ceo-upbeat-about-pc-gaming-and-cloud-demand-14664026\" target=\"_blank\" rel=\"noopener\">Inter\u00adview mit TheStreet.com<\/a>, dass dies aber ein mehr\u00adj\u00e4h\u00adri\u00adges Ziel w\u00e4re.&nbsp; Ex-Intel Chef&nbsp;Bri\u00adan Krza\u00adnich hat\u00adte bereits vor sei\u00adnem R\u00fcck\u00adtritt vor <span class=\"caps\">AMD<\/span> gewarnt, da man im zwei\u00adten Halb\u00adjahr 2018 Markt\u00adan\u00adtei\u00adle an den Kon\u00adkur\u00adren\u00adten ver\u00adlie\u00adren w\u00fcr\u00adde und das Ziel aus gege\u00adben, die\u00adsen bei einem Markt\u00adan\u00adteil von unter 15 bis 20 Pro\u00adzent zu halten.<\/p>\n<p>Ana\u00adlyst&nbsp;Toshi\u00adya Hari von Gold\u00adman Sachs sieht zwei\u00adstel\u00adli\u00adge Markt\u00adan\u00adtei\u00adle AMDs nicht vor 2021. Der gesch\u00e4tz\u00adte Anteil von 2,2 Pro\u00adzent in die\u00adsem Jahr, soll sei\u00adnen Pro\u00adgno\u00adsen nach 2019 auf 5,1 Pro\u00adzent und 2020 auf 9,4 Pro\u00adzent steigen.&nbsp;<\/p>\n<blockquote><p><span class=\"dquo\">\u201c<\/span>We belie\u00adve Intel\u2019s strug\u00adgles will pro\u00advi\u00adde a reason for cus\u00adto\u00admers (<span class=\"caps\">PC<\/span> OEMs, ser\u00adver OEMs, Cloud Ser\u00advice Pro\u00advi\u00adders, etc.) to adopt, or at least inves\u00adti\u00adga\u00adte, <span class=\"caps\">AMD<\/span>\u2019s product,\u201d&nbsp;<\/p><\/blockquote>\n<p>AMDs eige\u00adne Zie\u00adle sind dage\u00adgen ehr\u00adgei\u00adzi\u00adger. Aus\u00adge\u00adhend von einem Markt\u00adan\u00adteil in 2017 von um die 0,3 Pro\u00adzent, will man die\u00adsen bereits in 2018&nbsp; auf einen mitt\u00adle\u00adren ein\u00adstel\u00adli\u00adgen Pro\u00adzent\u00adan\u00adteil stei\u00adgern.&nbsp;For\u00adrest Nor\u00adrod,&nbsp;Seni\u00ador Vize\u00adpr\u00e4\u00adsi\u00adden und Gesch\u00e4fts\u00adf\u00fch\u00adrer der \u201cEnter\u00adpri\u00adse, Embedded, and Semi-Cus\u00adtom group\u201d bei <span class=\"caps\">AMD<\/span> bekr\u00e4f\u00adtigt dies gegen\u00ad\u00fcber \u201cThe next Plat\u00adform\u201d. Da man die Nap\u00adles (Zen1), Rome (Zen2) und Milan (Zen3) Road\u00admap auf eine star\u00adke Intel-Ant\u00adwort hin aus\u00adge\u00adrich\u00adtet habe und nun fest\u00adstel\u00adlen muss, dass die\u00adse auf Grund Intels Pro\u00adble\u00adme mit der 10nm-Fer\u00adti\u00adgung wesent\u00adli\u00adcher ver\u00adhal\u00adte\u00adner aus\u00adfal\u00adlen wird, sieht er eine unglaub\u00adli\u00adche Gele\u00adgen\u00adheit f\u00fcr&nbsp;<span class=\"caps\">AMD<\/span>.<\/p>\n<blockquote><p><span class=\"dquo\">\u201c<\/span>Our plan for the Nap\u00adles-Rome-Milan road\u00admap was based on assump\u00adti\u00adons around Intel\u2019s road\u00admap and our esti\u00adma\u00adti\u00adon of what would we do if we were Intel,\u201d Nor\u00adrod con\u00adti\u00adnues. \u201cWe thought deep\u00adly about what they are like, what they are not like, what their cul\u00adtu\u00adre is and what their likely reac\u00adtions are, and we plan\u00adned against a very aggres\u00adsi\u00adve Intel road\u00admap, and I real\u00adly Rome and Milan and what is after them against what we thought Intel could do. And then, we come to find out that they can\u2019t do what we thought they might be able to. And so, we have an incre\u00addi\u00adble oppor\u00adtu\u00adni\u00adty. Rome was desi\u00adgned to com\u00adpe\u00adte favor\u00adab\u00adly with \u201cIce Lake\u201d Xeons, but it is not going to be com\u00adpe\u00adting against that&nbsp;chip&nbsp;.<\/p>\n<p>With the Rome pro\u00adces\u00adsor and pro\u00adcess, we are going to be in an incre\u00addi\u00adble posi\u00adti\u00adon going forward.<\/p><\/blockquote>\n<p>Quel\u00adlen:&nbsp;<\/p>\n<p><a href=\"https:\/\/www.digitimes.com\/news\/a20180813VL203.html?mod=2\" target=\"_blank\" rel=\"noopener\">Glo\u00adbal ser\u00adver ship\u00adments rise 9.6Prozent in <span class=\"caps\">2Q18<\/span><\/a>&nbsp;(Digitimes.com)<\/p>\n<p><a href=\"https:\/\/www.idc.com\/getdoc.jsp?containerId=prUS43860318\" target=\"_blank\" rel=\"noopener\">World\u00adwi\u00adde Ser\u00adver Mar\u00adket Reve\u00adnue Grew 38.6Prozent in the First Quar\u00adter of 2018, Accor\u00adding to <span class=\"caps\">IDC<\/span><\/a>&nbsp;(<span class=\"caps\">IDC<\/span>.com)<\/p>\n<p><a href=\"https:\/\/www.wsj.com\/articles\/amd-set-to-crack-intels-lock-on-data-centers-1534439566?ru=yahoo?mod=yahoo_itp&amp;yptr=yahoo\" target=\"_blank\" rel=\"noopener\"><span class=\"caps\">AMD<\/span> Set to Crack Intel\u2019s Lock on Data Cen\u00adters<\/a>&nbsp;(The Wall Street Journal)<\/p>\n<p><a href=\"https:\/\/www.cnbc.com\/2018\/08\/10\/goldman-gives-up-on-negative-amd-call-upgrades-it-after-more-than-80percent.html\" target=\"_blank\" rel=\"noopener\">Gold\u00adman gives up on nega\u00adti\u00adve <span class=\"caps\">AMD<\/span> call, upgrades chip\u00adma\u00adker after more than 80Prozent ral\u00adly this year<\/a>&nbsp;(<span class=\"caps\">CNBC<\/span>.com)<\/p>\n<p><a href=\"https:\/\/www.cnbc.com\/2018\/06\/11\/amd-will-create-stiff-competition-for-intel-next-year-analyst.html\" target=\"_blank\" rel=\"noopener\"><span class=\"caps\">AMD<\/span> will crea\u00adte \u2018stiff com\u00adpe\u00adti\u00adti\u00adon\u2019 for Intel next year due to its chip manu\u00adfac\u00adtu\u00adring advan\u00adces<\/a>&nbsp;(<span class=\"caps\">CNBC<\/span>.com)<\/p>\n<p><a href=\"https:\/\/www.nextplatform.com\/2018\/06\/20\/amds-epyc-return-to-the-datacenter-ring\/\" target=\"_blank\" rel=\"noopener\"><span class=\"caps\">AMD<\/span>\u2019S <span class=\"caps\">EPYC<\/span> <span class=\"caps\">RETURN<\/span> <span class=\"caps\">TO<\/span> <span class=\"caps\">THE<\/span> <span class=\"caps\">DATACENTER<\/span> <span class=\"caps\">RING<\/span><\/a>&nbsp;(The Next Platform)<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Laut neu\u00ades\u00adten Zah\u00adlen von Digi\u00adti\u00admes Rese\u00adarch ist im zwei\u00adten Quar\u00adtal 2018 die Anzahl der welt\u00adweit aus\u00adge\u00adlie\u00adfer\u00adten Ser\u00adver auf 3,84 Mil\u00adlio\u00adnen Ein\u00adhei\u00adten und damit um 9,6 Pro\u00adzent im Ver\u00adgleich zum vor\u00adher\u00adge\u00adhen\u00adden Quar\u00adtal gestie\u00adgen. Der Zuwachs war damit st\u00e4r\u00adker als die erwar\u00adte\u00adten 8,8 Pro\u00adzent und f\u00fcr das drit\u00adte Quar\u00adtal rech\u00adnet man sogar mit einer erneu\u00adten Zunah\u00adme von 15,5 Pro\u00adzent.&nbsp; (\u2026) <a class=\"moretag\" href=\"https:\/\/www.planet3dnow.de\/cms\/39797-globale-serverauslieferungen-steigen-2018-stark-eine-chance-fuer-amd\/\">Wei\u00adter\u00adle\u00adsen&nbsp;\u00bb<\/a><\/p>\n","protected":false},"author":593,"featured_media":40529,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"wp_typography_post_enhancements_disabled":false,"ngg_post_thumbnail":0,"footnotes":""},"categories":[12],"tags":[966,1307,1004,414,745,1373,351],"class_list":["post-39797","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-aktuelles","tag-amd","tag-epyc","tag-intel","tag-marktanteil","tag-marktdaten","tag-rome","tag-server","entry"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/39797","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/users\/593"}],"replies":[{"embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/comments?post=39797"}],"version-history":[{"count":10,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/39797\/revisions"}],"predecessor-version":[{"id":40530,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/39797\/revisions\/40530"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/media\/40529"}],"wp:attachment":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/media?parent=39797"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/categories?post=39797"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/tags?post=39797"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}