Growth spurt should provide monstrous Genoa and Bergamo
The server market is now one of the highest priorities for AMD, since this is how the company has been actively and constantly increasing its share for several years in a row. And it can take almost a third of the market in the foreseeable future.
Analysts at Bank of America expect that with the release of the new CPUs Epyc Genoa, and then Bergamo, AMD will be able to leap into even greater share of the server CPU market. According to their forecasts, by the end of this year, AMD’s share may grow to 28%, and next year it will reach 31%! Recall that in 2018 AMD occupied only 1% of the market.
It is worth noting here that earlier this year, other analysts predicted a far less impressive share of AMD: up to 18% by 2024. However, Bank of America experts in their forecast rely on the new Epyc CPUs, which already offer up to 96 cores, and Bergamo, expected in the spring, will offer up to 128 cores. By comparison, yesterday’s Intel Xeon Scalable generations of Sapphire Rapids offer up to a maximum of 60 cores at a much higher price.
At one time, when AMD was just starting to capture the market with the first Epyc CPUs, Intel stated that its task was to prevent a competitor from taking 15-20% of the market. If Bank of America’s forecasts come true, it will be possible to say that Intel not only failed to fulfill its task, but also failed miserably. In fact, the company itself recently admitted that it will continue to lose market share in the server CPU market until 2025.