{"id":63423,"date":"2021-09-27T17:20:29","date_gmt":"2021-09-27T15:20:29","guid":{"rendered":"https:\/\/www.planet3dnow.de\/cms\/?p=63423"},"modified":"2021-09-27T17:20:29","modified_gmt":"2021-09-27T15:20:29","slug":"amd-captures-historic-best-16-of-server-cpu-market-according-to-omdia-data-center-server-market-tracker","status":"publish","type":"post","link":"https:\/\/www.planet3dnow.de\/cms\/63423-amd-captures-historic-best-16-of-server-cpu-market-according-to-omdia-data-center-server-market-tracker\/","title":{"rendered":"AMD<\/span> CAPTURES<\/span> HISTORIC-BEST<\/span> 16% OF<\/span> SERVER<\/span> CPU<\/span> MARKET<\/span> ACCORDING<\/span> TO<\/span> OMDIA<\/span> DATA<\/span> CENTER<\/span> SERVER<\/span> MARKET<\/span> TRACKER<\/span>"},"content":{"rendered":"

Com\u00adpe\u00adti\u00adti\u00adon in the mar\u00adket for high-per\u00adfor\u00admance semi\u00adcon\u00adduc\u00adtors tar\u00adge\u00adting data cen\u00adter workloads is red hot accor\u00adding to the latest Data Cen\u00adter Ser\u00adver Mar\u00adket Tra\u00adcker from rese\u00adarch group Omdia.<\/p>\n

In the ser\u00adver CPU<\/span> mar\u00adket, AMD<\/span> scored its best-ever quar\u00adter from a mar\u00adket share and sales per\u00adspec\u00adti\u00adve with demand from hypers\u00adca\u00adle cloud ser\u00advice pro\u00advi\u00adders, and Goog\u00adle in par\u00adti\u00adcu\u00adlar, being a big con\u00adtri\u00adbu\u00adting fac\u00adtor to AMD<\/span>\u2019s strong performance.<\/p>\n

The demand for ser\u00advers across all mar\u00adket seg\u00adments remain\u00aded strong in the second quar\u00adter of 2021 amidst con\u00adcerns about order ful\u00adfill\u00adment due to com\u00adpo\u00adnent cons\u00adtraints. The indus\u00adtry saw 3.4 mil\u00adli\u00adon ser\u00advers ship\u00adped in the second quar\u00adter of 2021, the same amount as during the record second quar\u00adter of 2020. This was in line with Omdia\u2019s fore\u00adcast for the quar\u00adter and resul\u00adted in a total of $21.5 bil\u00adli\u00adon dol\u00adlars of ven\u00addor revenue.<\/p>\n

Full year ser\u00adver reve\u00adnue is on track to grow 11 per\u00adcent, rea\u00adching $92 bil\u00adli\u00adon. The strong reve\u00adnue growth is boos\u00adted by a ste\u00adady increase in ser\u00adver pri\u00adces. Omdia con\u00adti\u00adnues to see ser\u00advers opti\u00admi\u00adzed for com\u00adpu\u00adte- and data-inten\u00adsi\u00adve workloads like arti\u00adfi\u00adci\u00adal intel\u00adli\u00adgence and ana\u00adly\u00adtics take hig\u00adher share of the annu\u00adal ship\u00adments. The\u00adse are con\u00adfi\u00adgu\u00adred with a pool of co-pro\u00adces\u00adsors, more memo\u00adry and fas\u00adter storage.<\/p>\n

Com\u00adpo\u00adnent shorta\u00adge puts second half of 2021 ship\u00adments at risk
\n<\/b>The\u00adre is a dire shorta\u00adge of some cri\u00adti\u00adcal com\u00adpon\u00adents like power manage\u00adment inte\u00adgra\u00adted cir\u00adcuits (PMICs) which could impact ser\u00adver ship\u00adments, par\u00adti\u00adcu\u00adlar\u00adly in the backend of the year. Ser\u00adver ven\u00addors have increased their com\u00adpo\u00adnent inven\u00adto\u00adry levels to miti\u00adga\u00adte the shorta\u00adge and limit the impact of long lead times. This short-term reso\u00adlu\u00adti\u00adon is put\u00adting extra strain on the alre\u00ada\u00addy stres\u00adsed ser\u00adver com\u00adpo\u00adnent sup\u00adp\u00adly chain and is pushing pri\u00adces up.<\/p>\n

\u201c<\/span>Demands for semi\u00adcon\u00adduc\u00adtors rela\u00adted to power manage\u00adment, have gone up expo\u00adnen\u00adti\u00adal\u00adly due to pro\u00adli\u00adfe\u00adra\u00adti\u00adon of smart\u00adphones, other per\u00adso\u00adnal elec\u00adtro\u00adnics devices, incre\u00adasing elec\u00adtro\u00adnics sys\u00adtems in cars, and Inter\u00adnet of Things devices. Com\u00adpon\u00adents like PMICs are nor\u00admal\u00adly manu\u00adfac\u00adtu\u00adred on an 8\u2011inch wafer to make it com\u00adpe\u00adti\u00adtively pri\u00adced. Over the last many years the\u00adre was no signi\u00adfi\u00adcant invest\u00adment in 8\u2011inch fab capa\u00adci\u00adty as it was con\u00adside\u00adred a low mar\u00adgin busi\u00adness. This makes it dif\u00adfi\u00adcult to sol\u00adve the sup\u00adp\u00adly shorta\u00adge issue in the short term,\u201d said Manoj Suku\u00adma\u00adran, prin\u00adci\u00adpal ana\u00adlyst, data cen\u00adter com\u00adpu\u00adting and net\u00adwor\u00adking, at Omdia. \u201cAs the sup\u00adp\u00adly shorta\u00adge wor\u00adsened this year, some com\u00adpa\u00adnies star\u00adted inves\u00adt\u00ading in 8\u2011inch capa\u00adci\u00adty, but con\u00adside\u00adring that capa\u00adci\u00adty expan\u00adsi\u00adon takes at least a year to be pro\u00adduc\u00adti\u00adve, it is likely that the PMIC<\/span> shorta\u00adge will con\u00adti\u00adnue until next year.\u201d<\/p>\n

The semi\u00adcon\u00adduc\u00adtor wars are in full swing
\n<\/b>Along\u00adside AMD<\/span>\u2019s suc\u00adcess in the ser\u00adver CPU<\/span> mar\u00adket, Intel signal\u00aded it will take a new approach to CPU<\/span> archi\u00adtec\u00adtu\u00adre, intro\u00addu\u00adcing new designs for an effi\u00adci\u00adent and a per\u00adfor\u00admance core. The for\u00admer would enable through\u00adput effi\u00adci\u00aden\u00adcy and mul\u00adti\u00adtas\u00adking with the low vol\u00adta\u00adge ope\u00adra\u00adti\u00adon crea\u00adting head\u00adroom to increase fre\u00adquen\u00adcy and sca\u00adle up per\u00adfor\u00admance for more deman\u00adding workloads. The per\u00adfor\u00admance-core design appro\u00adpria\u00adte\u00adly tar\u00adgets sin\u00adgle-threa\u00added appli\u00adca\u00adti\u00adon per\u00adfor\u00admance. Most important\u00adly, the com\u00adbi\u00adna\u00adti\u00adon of the\u00adse new micro\u00adar\u00adchi\u00adtec\u00adtures would enable a wider ran\u00adge of cus\u00adto\u00admi\u00adzed CPUs that match appli\u00adca\u00adti\u00adon requirements.<\/p>\n

As the batt\u00adle of the x86 archi\u00adtec\u00adtures con\u00adti\u00adnues, Arm-based CPU<\/span> ven\u00addors have been making gre\u00adat pro\u00adgress in pene\u00adt\u00adra\u00adting the ser\u00advers of the hypers\u00adca\u00adle cloud ser\u00advice pro\u00advi\u00adders. Alt\u00adhough Gra\u00advi\u00adton deploy\u00adments at AWS<\/span> some\u00adwhat slo\u00adwed down in 2Q20<\/span>, Oracle\u2019s deploy\u00adments of ser\u00advers with Ampere\u2019s CPU<\/span> ram\u00adped. We also saw good momen\u00adtum for Fuji\u00adtsu and Huawei\u2019s Arm-based CPUs.<\/p>\n

White box domi\u00adnan\u00adce con\u00adti\u00adnues as hypers\u00adca\u00adle cloud ser\u00advice pro\u00advi\u00adders grow and grow
\n<\/b>The group of White Box Ven\u00addors, inclu\u00adding Wiwynn, QCT<\/span> (Quan\u00adta), Tyan (MiT\u00adAC), and Ingra\u00adsys (Fox\u00adconn), con\u00adtin\u00adued to lead the mar\u00adket as hypers\u00adca\u00adle cloud ser\u00advice pro\u00advi\u00adders remain\u00aded stead\u00adfast in their expan\u00adsi\u00adon. All North Ame\u00adri\u00adcan hypers\u00adca\u00adle cloud ser\u00advice pro\u00advi\u00adders increased their purcha\u00adsing quar\u00adter-over-quar\u00adter with Micro\u00adsoft, Ama\u00adzon and Apple being par\u00adti\u00adcu\u00adlar\u00adly acti\u00adve. As a result, White Box Ven\u00addors gai\u00adned mar\u00adket shares in the quar\u00adter, main\u00adtai\u00adning their lead with a 26% reve\u00adnue mar\u00adket share.<\/p>\n

Dell repor\u00adted par\u00adti\u00adcu\u00adlar\u00adly strong per\u00adfor\u00admance, gro\u00adwing their reve\u00adnue 4 per\u00adcent quar\u00adter-over-quar\u00adter and 12 per\u00adcent year-over-year. The ven\u00addor attri\u00adbu\u00adted its growth to a rebound in enter\u00adpri\u00adse demand and lar\u00adge open RAN<\/span> deals with Voda\u00adfone, Oran\u00adge and Deut\u00adsche Telekom.<\/p>\n

Omdia found an inte\u00adres\u00adt\u00ading deve\u00adlo\u00adp\u00adment in the quar\u00adter was Inspur almost bea\u00adting HPE<\/span> from a ser\u00adver ship\u00adments per\u00adspec\u00adti\u00adve. The US<\/span> ven\u00addor ship\u00adped just nine thousand more ser\u00advers than Inspur. From a reve\u00adnue per\u00adspec\u00adti\u00adve, though, HPE<\/span> had a solid quar\u00adter with strong growth in high-per\u00adfor\u00admance com\u00adpu\u00adte and mis\u00adsi\u00adon-cri\u00adti\u00adcal deals. In fact, HPE<\/span> indi\u00adca\u00adted that their order books for high per\u00adfor\u00admance com\u00adpu\u00adting busi\u00adness now exceed $2.5 billion.<\/p>\n

World\u00adwi\u00adde data cen\u00adter ser\u00adver reve\u00adnue by vendor<\/b><\/p>\n

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
\n

 <\/p>\n<\/td>\n

\n

Reve\u00adnue ($ million)<\/b><\/p>\n<\/td>\n

\n

% chan\u00adge<\/b><\/p>\n<\/td>\n<\/tr>\n

\n

 <\/p>\n<\/td>\n

\n

2Q20<\/span><\/b><\/p>\n<\/td>\n

\n

1Q21<\/span><\/b><\/p>\n<\/td>\n

\n

2Q21<\/span><\/b><\/p>\n<\/td>\n

\n

2Q21<\/span> vs.
\n1Q21<\/span><\/b><\/p>\n<\/td>\n

\n

2Q21<\/span> vs.
\n2Q20<\/span><\/b><\/p>\n<\/td>\n<\/tr>\n

\n

White Box Vendors<\/p>\n<\/td>\n

\n

$5,084<\/p>\n<\/td>\n

\n

$4,748<\/p>\n<\/td>\n

\n

$5,566<\/p>\n<\/td>\n

\n

17%<\/p>\n<\/td>\n

\n

9%<\/p>\n<\/td>\n<\/tr>\n

\n

Dell EMC<\/span><\/p>\n<\/td>\n

\n

$3,261<\/p>\n<\/td>\n

\n

$3,521<\/p>\n<\/td>\n

\n

$3,655<\/p>\n<\/td>\n

\n

4%<\/p>\n<\/td>\n

\n

12%<\/p>\n<\/td>\n<\/tr>\n

\n

HPE<\/span><\/p>\n<\/td>\n

\n

$2,747<\/p>\n<\/td>\n

\n

$2,586<\/p>\n<\/td>\n

\n

$2,727<\/p>\n<\/td>\n

\n

5%<\/p>\n<\/td>\n

\n

-1%<\/p>\n<\/td>\n<\/tr>\n

\n

Inspur<\/p>\n<\/td>\n

\n

$2,412<\/p>\n<\/td>\n

\n

$1,577<\/p>\n<\/td>\n

\n

$2,285<\/p>\n<\/td>\n

\n

45%<\/p>\n<\/td>\n

\n

-5%<\/p>\n<\/td>\n<\/tr>\n

\n

Leno\u00advo<\/p>\n<\/td>\n

\n

$1,466<\/p>\n<\/td>\n

\n

$1,435<\/p>\n<\/td>\n

\n

$1,652<\/p>\n<\/td>\n

\n

15%<\/p>\n<\/td>\n

\n

13%<\/p>\n<\/td>\n<\/tr>\n

\n

IBM<\/span><\/p>\n<\/td>\n

\n

$913<\/p>\n<\/td>\n

\n

$815<\/p>\n<\/td>\n

\n

$851<\/p>\n<\/td>\n

\n

4%<\/p>\n<\/td>\n

\n

-7%<\/p>\n<\/td>\n<\/tr>\n

\n

Hua\u00adwei<\/p>\n<\/td>\n

\n

$1,270<\/p>\n<\/td>\n

\n

$1,096<\/p>\n<\/td>\n

\n

$820<\/p>\n<\/td>\n

\n

-25%<\/p>\n<\/td>\n

\n

-35%<\/p>\n<\/td>\n<\/tr>\n

\n

Cis\u00adco<\/p>\n<\/td>\n

\n

$822<\/p>\n<\/td>\n

\n

$789<\/p>\n<\/td>\n

\n

$729<\/p>\n<\/td>\n

\n

-8%<\/p>\n<\/td>\n

\n

-11%<\/p>\n<\/td>\n<\/tr>\n

\n

Super Micro<\/p>\n<\/td>\n

\n

$689<\/p>\n<\/td>\n

\n

$622<\/p>\n<\/td>\n

\n

$708<\/p>\n<\/td>\n

\n

14%<\/p>\n<\/td>\n

\n

3%<\/p>\n<\/td>\n<\/tr>\n

\n

H3C<\/span><\/p>\n<\/td>\n

\n

$481<\/p>\n<\/td>\n

\n

$425<\/p>\n<\/td>\n

\n

$518<\/p>\n<\/td>\n

\n

22%<\/p>\n<\/td>\n

\n

8%<\/p>\n<\/td>\n<\/tr>\n

\n

Other<\/p>\n<\/td>\n

\n

$1,817<\/p>\n<\/td>\n

\n

$1,735<\/p>\n<\/td>\n

\n

$1,972<\/p>\n<\/td>\n

\n

14%<\/p>\n<\/td>\n

\n

9%<\/p>\n<\/td>\n<\/tr>\n

\n

Total<\/b><\/p>\n<\/td>\n

\n

$20,964<\/b><\/p>\n<\/td>\n

\n

$19,349<\/b><\/p>\n<\/td>\n

\n

$21,482<\/b><\/p>\n<\/td>\n

\n

11%<\/b><\/p>\n<\/td>\n

\n

2%<\/b><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

Source: Omdia<\/p>\n

\u201c<\/span>We\u2019ve tra\u00adcked the evo\u00adlu\u00adti\u00adon of tech\u00adno\u00adlo\u00adgy con\u00adsump\u00adti\u00adon models for many years and were not sur\u00adpri\u00adsed by the rene\u00adwed efforts of ser\u00adver ven\u00addors to pro\u00advi\u00adde their infra\u00adstruc\u00adtu\u00adre as a ser\u00advice, albeit loca\u00adted at the pre\u00admi\u00adses of their cus\u00adto\u00admers,\u201d said Vlad Gala\u00adbov, direc\u00adtor, cloud and data cen\u00adter rese\u00adarch, at Omdia. \u201cIn the second quar\u00adter of 2021 HPE<\/span>, Dell and Leno\u00advo all repor\u00adted strong trac\u00adtion for their indi\u00advi\u00addu\u00adal offe\u00adrings. Inte\u00adres\u00adt\u00adingly, HPE<\/span> also deli\u00adver\u00aded a super\u00adcom\u00adpu\u00adter as a ser\u00advice. This is in line with a broa\u00adder trend we see at lar\u00adge enter\u00adpri\u00adses for lowe\u00adring capi\u00adtal expen\u00addit\u00adu\u00adre in favor of hig\u00adher ope\u00adra\u00adting expenses.\u201d<\/p>\n

-ENDS-<\/b><\/p>\n

The Omdia Data Cen\u00adter Ser\u00adver Mar\u00adket Tra\u00adcker<\/a> covers data cen\u00adter and edge ser\u00adver deploy\u00adments across cloud ser\u00advice pro\u00advi\u00adders, enter\u00adpri\u00adses and com\u00admu\u00adni\u00adca\u00adti\u00adon ser\u00advice pro\u00advi\u00adders. Using the report cli\u00adents can iden\u00adti\u00adfy key ser\u00adver con\u00adfi\u00adgu\u00adra\u00adti\u00adon trends, the workloads run\u00adning on them and whe\u00adre they are being located.<\/p>\n

ABOUT<\/span> OMDIA<\/span>:<\/b><\/p>\n

Omdia is a lea\u00adding rese\u00adarch and advi\u00adso\u00adry group focu\u00adsed on the tech\u00adno\u00adlo\u00adgy indus\u00adtry. With cli\u00adents ope\u00adra\u00adting in over 120 count\u00adries, Omdia pro\u00advi\u00addes mar\u00adket-cri\u00adti\u00adcal data, ana\u00adly\u00adsis, advice and cus\u00adtom consulting.<\/p>\n

Omdia was for\u00admed in 2020 fol\u00adlo\u00adwing the mer\u00adger of IHS<\/span> Mar\u00adkit, Trac\u00adti\u00adca, Ovum and Hea\u00advy Rea\u00adding. Sit\u00adting at the heart of the Infor\u00adma Tech port\u00adfo\u00adlio, Omdia rea\u00adches over four mil\u00adli\u00adon tech\u00adno\u00adlo\u00adgy decis\u00adi\u00adon makers, influen\u00adcers and prac\u00adti\u00adtio\u00adners that form part of the wider Infor\u00adma Tech com\u00admu\u00adni\u00adty and has spe\u00adcia\u00adlist rese\u00adarch prac\u00adti\u00adces focu\u00adsing on Enter\u00adpri\u00adse IT<\/span>, AI<\/span>, Inter\u00adnet of Things, Com\u00admu\u00adni\u00adca\u00adti\u00adons Ser\u00advice Pro\u00advi\u00adders, Cyber\u00adse\u00adcu\u00adri\u00adty, Com\u00adpon\u00adents &<\/span> Devices, Media &<\/span> Enter\u00adtain\u00adment and Govern\u00adment &<\/span> Manufacturing.<\/p>\n

Stay con\u00adnec\u00adted with Omdia on Face\u00adbook<\/a>, Lin\u00adke\u00addIn<\/a>, Twit\u00adter<\/a> and You\u00adTube<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

Com\u00adpe\u00adti\u00adti\u00adon in the mar\u00adket for high-per\u00adfor\u00admance semi\u00adcon\u00adduc\u00adtors tar\u00adge\u00adting data cen\u00adter workloads is red hot accor\u00adding to the latest Data Cen\u00adter Ser\u00adver Mar\u00adket Tra\u00adcker from rese\u00adarch group Omdia.<\/p>\n

In the ser\u00adver CPU<\/span> mar\u00adket, AMD<\/span> scored its best-ever quar\u00adter from a mar\u00adket share and sales per\u00adspec\u00adti\u00adve with demand from hypers\u00adca\u00adle cloud ser\u00advice pro\u00advi\u00adders, and Goog\u00adle in par\u00adti\u00adcu\u00adlar, being a big con\u00adtri\u00adbu\u00adting fac\u00adtor to AMD<\/span>\u2019s strong performance.<\/p>\n

The demand for ser\u00advers across all mar\u00adket seg\u00adments remain\u00aded strong in the second quar\u00adter of 2021 amidst con\u00adcerns about order ful\u00adfill\u00adment due to com\u00adpo\u00adnent cons\u00adtraints. The indus\u00adtry saw 3.4 mil\u00adli\u00adon ser\u00advers ship\u00adped in the second quar\u00adter of 2021, the same amount as during the record second quar\u00adter of 2020. This was in line with Omdia\u2019s fore\u00adcast for the quar\u00adter and resul\u00adted in a total of $21.5 bil\u00adli\u00adon dol\u00adlars of ven\u00addor revenue.
\n (\u2026) Wei\u00adter\u00adle\u00adsen \u00bb<\/a><\/p>\n","protected":false},"author":593,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"wp_typography_post_enhancements_disabled":false,"ngg_post_thumbnail":0,"footnotes":""},"categories":[22],"tags":[966,1307,351],"class_list":["post-63423","post","type-post","status-publish","format-standard","hentry","category-pressemitteilungen","tag-amd","tag-epyc","tag-server","entry"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/63423","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=63423"}],"version-history":[{"count":1,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/63423\/revisions"}],"predecessor-version":[{"id":63424,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/63423\/revisions\/63424"}],"wp:attachment":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/media?parent=63423"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/categories?post=63423"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/tags?post=63423"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}