The server chip market is gradually being torn apart by the ARM camp, and Intel’s hard days are really coming

Recently, it has been reported that Microsoft is planning to develop ARM-based server chips for its own cloud computing services. Counting the five major technology companies in the United States, Amazon, Apple, Microsoft and Google have already developed ARM-based server chips. came.

The server chip market is gradually being torn apart by the ARM camp, and Intel’s hard days are really coming

In the PC processor market, Intel is being beaten by AMD. Intel’s own 10nm process capacity is insufficient, so most desktop processors continue to be produced in the old 14nm FinFET process, while AMD’s Zen architecture kills the Quartet, supplemented by TSMC’s 7nm process, so that Intel has little to fight back.

But Intel has shifted its focus to server chips a few years ago, and the blow to the PC processor market has not shaken its foundations. In order to ensure the server chip business, Intel’s 10nm process is given priority to produce server chips after it is put into production, which shows that it attaches great importance to the server chip business.

Intel attaches so much importance to the server chip business mainly because it hopes to continue its advantages in the server chip market. It occupies about 97% of the market share in the server chip market, in order to occupy a place in the promising emerging technology fields such as the Internet of Things and autonomous driving. However, Microsoft and other American technology companies have developed their own ARM-based server chips, which is undoubtedly a major blow to it.

The server chip market is gradually being torn apart by the ARM camp, and Intel’s hard days are really coming

Amazon has been developing ARM-based server chips for a long time, while Google has developed TPUs with superior performance. AlphaGo, which defeated Li Shishi in 2018, used Google’s self-developed TPUs. Google’s TPU is a completely self-developed architecture, developed for neural networks to accelerate the characteristics of neural networks.

Now Microsoft has been added. These companies’ self-developed server chips have a great impact on Intel. Previous data pointed out that the X86 server chips purchased by Google each year accounted for 5% of the global X86 server chip market. It can be seen that these large How huge is the amount of server chips that companies purchase.

Microsoft’s betrayal of the wintel alliance also has far-reaching effects. It has always been a firm ally of Microsoft and Intel. Microsoft’s continuous upgrading of Windows systems takes up more resources, forcing consumers and business users to buy higher-performance processors, while Intel continues to Improve the performance of the processor, so as to achieve a win-win situation, but now Microsoft has invested in the ARM camp, which is of great significance to the server chip market.

The ARM camp has always been interested in entering the server chip market. There are too many companies that have followed suit, but most of them have fallen on the way to catch up. Qualcomm has also launched ARM-based server chips before but eventually gave up. At present, only the server chips launched to the public market are available. There is China’s Huawei, and Microsoft’s public announcement of the development of ARM-based server chips will undoubtedly inspire the confidence of the ARM camp.

Intel has no intention of fighting in the PC processor market, and now it sees the server chip market in the future as being gradually torn apart by the ARM camp, and the cracks are getting bigger and bigger. , the future prospects are undoubtedly full of haze.

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