Intel and AMD have been at each other’s throats for as long as I can remember but then AMD took a sort of break. AMD entered into the CPU market once more with the AMD Ryzen series of CPUs and it has been very popular with the general consumer. Intel, on the other hand, has been having some issues with the 10nm process and has been unable to provide more cores or better value for money as compared to the competition.
Wall Street analyst Hans Mosesmann talked about how it is going to take a long time before Intel can make things right and in that duration of time, AMD is going to reap the benefits. The following is what he had to say in this regard:
Make no mistake, Intel is going to have to fix this and it will take many, many, many years. Their process technology disadvantage, which I think is broken, will take five, six, seven years. I don’t think that business model works by them being behind by a year or two in terms of process technology.
AMD has been gaining a lot of ground in the past year or so. AMD Ryzen was a huge hit in the consumer space as it offered more cores and threads for a better value for money. The Threadripper series target enthusiasts and workstations and the EPYC series are meant for servers and corporations. AMD has managed to gain 1% of the server market but this is just the start. In the upcoming years, this number could grow dramatically and Mosesmann seems to think the same as well. The following is what he had to say in this regard:
We are at the very, very early stages of a multiyear market share gaining dynamic. I think [AMD has] 1 percent of the market today — they will probably get that 25 percent and then some over the next several years.
It is safe to say that Intel is lagging behind and AMD is here to reap the benefits. What a time to make a comeback into the market. Talking about which process is better is debatable but it is worth noting that this is something that Intel does not want to talk about. Norberto Mateos, current Director of Consumer for the EMEA area and Manager of Intel Spain talked about this matter and the following is what he had to say in this regard:
The absence of a standard that allows objective comparison of integration technology is being used by some brands as a marketing tool.
AMD is gaining ground as we speak and the company has already released the second generation of AMD Ryzen and Threadripper CPUs that are based on the 12nm process. AMD will also be sampling chips based on the 7nm process this year and release them in 2019. That is something to look forward to
Let us know what you think regarding the matter and whether or not you think AMD will gain more ground in the upcoming few years.