AMD soared by more than 40% year-on-year in the first quarter, and Intel seems to be unable to resist its offensive

Top 10 IC design manufacturers in the world announced their revenue and ranking in the first quarter of 2020. The data shows that AMD ranks first among the top ten fabless chip companies with a year-on-year growth rate of 40.4%. In terms of revenue In fifth place, showing that this company is rapidly gaining market in the PC market.

AMD soared by more than 40% year-on-year in the first quarter, and Intel seems to be unable to resist its offensive

Data from the Top 10 fabless chip companies shows that among the top ten fabless chip companies, the second growth rate is NVIDIA. NVIDIA relies on its leading edge in GPU to gain popularity among AI companies, with a year-on-year growth rate of 39.6%. AMD and NVIDIA are among the top two fabless chip companies in terms of growth rate.

AMD soared by more than 40% year-on-year in the first quarter, and Intel seems to be unable to resist its offensive

Looking at the data released by Intel in the first quarter of this year, its revenue in the first quarter of this year increased by 23%. Among them, the revenue of the Client Computing Group (Client Computing Group), which is responsible for the PC processor business, only increased by 14%, showing that its revenue growth mainly depends on The server chip business, while its PC business has grown significantly behind AMD.

Since AMD launched its Zen-based processors in 2016, its share of the PC market has continued to rise, and its market share in the PC market has climbed to 40% in the first quarter of this year, setting a new record since 2007. AMD has shown an aggressive trend in the PC market, and as a result, Intel’s share in this market has been declining, especially since the first quarter of 2019.

At present, Intel seems to be a bit overwhelmed by the challenge of AMD. It seems that it has no intention of fighting in the PC market, and it is fully shifting its business core to the server chip market. Intel regards the server chip business as its strategic focus, and hopes to rely on the server chip business to gain a leading edge in the future Internet of Things, cloud computing and other markets.

The reason why Intel is unable to meet the challenges of AMD in the PC market is that its chip manufacturing process has gradually lagged behind chip foundries such as TSMC. Intel did not successfully put into production the 10nm process until the end of last year. Due to the limited production capacity of the 10nm process, it had to reduce the production capacity of the 10nm process. Most of the chips are used in the production of service area chips, while most PC processors are still produced using the backward 14nm process.

AMD is currently a fabless chip company. It focuses on chip architecture design and handed over chip production to TSMC. TSMC is currently accelerating the production of the 5nm process and is increasingly ahead of Intel in advanced technology. AMD’s current PC processors have adopted TSMC’s 7nm process, the combination of advanced process and AMD’s leading Zen architecture is enough to crush Intel’s processors in terms of performance. In addition, AMD’s processors have always been known for their affordable prices and are increasingly favored by consumers. A huge increase in performance.

For Intel, in addition to dealing with AMD’s competition, it also faces the challenge of ARM in the PC market. It is reported that the MAC released by Apple at the end of this month abandoned Intel’s X86 architecture processor and switched to ARM architecture processors. Under the attack, Intel is facing an increasingly difficult dilemma in the PC processor market.

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