Majority of data center users replace their gear within 3-5 years. There are outliers, of course, who replace hardware with each generation or those who run their servers into the ground, but 3-5 years is far more common, so 4 years on average.
This rough math means if AMD takes half of the new CPU orders, they should have about 10% server CPU market share within a year, consistent with some analyst estimates [1]
AMD couldn’t have timed bringing a genuinely competitive product to market either on the backside of the Meltdown and MDS and Intel struggling on process.
Will be interesting to see if intel begin pulling the same kind of shenanigans they did back the last AMD was competitive (early Opteron/Athlon days).
I don’t think the market structure is the same and given they got slapped for it last time by the regulators I’m curious to see if they’ll try.
Comments
Majority of data center users replace their gear within 3-5 years. There are outliers, of course, who replace hardware with each generation or those who run their servers into the ground, but 3-5 years is far more common, so 4 years on average.
This rough math means if AMD takes half of the new CPU orders, they should have about 10% server CPU market share within a year, consistent with some analyst estimates [1]
[1] https://www.digitimes.com/news/a20190328PD200.html
AMD couldn’t have timed bringing a genuinely competitive product to market either on the backside of the Meltdown and MDS and Intel struggling on process.
Will be interesting to see if intel begin pulling the same kind of shenanigans they did back the last AMD was competitive (early Opteron/Athlon days).
I don’t think the market structure is the same and given they got slapped for it last time by the regulators I’m curious to see if they’ll try.