After the release of the second-generation EPYC Opteron processor, AMDCEO Su Zifeng also accepted media interviews. She revealed that AMD will seize more market share of X86 servers in the future, and the average share will increase to more than 10% by the end of 2020. Su Zifeng said that AMD’s share of the X86 server processor market was about 5-6% at the end of last year. By the end of 2020, this share will increase to 10%, but Su Zifeng said that this will not be AMD’s goal. They will pursue more, which will be the focus of the future.
In the X86 server market, Intel used to occupy an absolute market share. The highest statistic is 99%. Before this part of the business contributed at least 20 billion US dollars in revenue each year, AMD grabbed 1% is 200 million US dollars in revenue, grabbed 10 % means revenue growth of $2 billion, and AMD’s total revenue last year was only $6.5 billion.
Since this market is so important, Intel certainly will not relax. When the former CEO Ke Zaiqi was still in office, he mentioned one thing, claiming that Intel's server market share will be challenged by AMD, but AMD can only steal 20 at most. With a % share, Intel can still occupy 80% of the share - of course, this is only Intel's position, and how much AMD can snatch is not what they can decide.
For AMD, this 10% goal is also on average, Su Zifeng said that they may get a higher share in specific areas, such as high-performance computing, cloud computing and other key markets, after all, AMD's EPYC second-generation processing The single-slot can provide 64 cores and 128 threads, while the Intel single-channel is still 28 cores and 56 threads. The performance is far behind.
In addition, with the improvement of AMD's performance, AMD should also consider expanding the company's scale, one of which is to acquire other companies, but Su Zifeng did not mention their specific plans.
In terms of acquisitions, AMD’s last major acquisition seems to have acquired server maker Seamicro many years ago. It seems that it has not been acquired in the past four or five years, and the old rival Intel has spent at least 30 billion US dollars to acquire two large Altera and Mobileye. The company, NVIDIA also spent $7 billion this year to acquire server chip maker Mellanox.
Finally, AMDCEO Su Zifeng once again rumored that she had to leave the company, saying that it was only four or five years before the CEO of AMD, only just started, there is still a lot to do in the future.