Processador AMD Reaches Highest Overall x86 Chip Market Share Since 2013

[blaster_00]

É fantástico o tempo que o mercado demora a reconhecer o valor superior quer em computação/$ e computação/watt, mesmo em "boutique shops" que deviam ser consumidores que sabem o que estão a comprar.

 

[Dark Kaeser]

E só agora depois do "exclusivo" período da Lenovo é que passarão a ter acesso aos "novos" TR Pro....

Esses é que vão ser ginjas para as Workstations.

 

[SideWalker]

É fantástico o tempo que o mercado demora a reconhecer o valor superior quer em computação/$ e computação/watt, mesmo em "boutique shops" que deviam ser consumidores que sabem o que estão a comprar.

A puget dedica-se exclusivamente a workstations, onde a estabilidade é tão importante como a performance. E perdem imenso tempo em testes de optimização e validação interna. É natural que sejam cautelosos a adoptar hardware novo, especialmente de uma empresa que nem sempre foi exemplar no passado.
E penso que muito desse "atraso" na adopção nem se prende tanto com falta de oferta, que eles desde o inicio que têm testado a real valia de tudo o que é Zen com bastante detalhe e tendem sempre a propôr o que é, de facto, o melhor, para uma dada tarefa; mas vai mais da resistência de muitos clientes à mudança.

Por outro lado, o facto de a AMD já ter a expressão que têm até nesses mercados é mais um sinal que qualquer pessoa pode ter plena confiança no produto.

 

[Miguel_Pereira]

Se não estou em erro, demorou algum tempo até os primeiros ryzen estarem "maduros" a nível de memórias. É normal que existindo variações e instabilidades destas quem preparam workstations evite usar produtos desse genero.

 

[Dark Kaeser]

Sim, mas o "core" neste momento é mesmo os ThreadRipper, praticamente tudo o que é "boutique shop" no dia em que a AMD anunciou a disponibilização geral dos Pro, anunciou a disponibilidade imediata dos mesmos:

https://www.exxactcorp.com/AMD-Ryzen-Solutions

https://www.boxx.com/threadripper-pro

https://www.velocitymicro.com/amd-threadripper-pro.php

Não sei se repararam no pormenor, as GPU são todas Nvidia.

Ainda há um caminho a percorrer.

 

[Torak]

Sim, mas o "core" neste momento é mesmo os ThreadRipper, praticamente tudo o que é "boutique shop" no dia em que a AMD anunciou a disponibilização geral dos Pro, anunciou a disponibilidade imediata dos mesmos:

https://www.exxactcorp.com/AMD-Ryzen-Solutions

https://www.boxx.com/threadripper-pro

https://www.velocitymicro.com/amd-threadripper-pro.php

Não sei se repararam no pormenor, as GPU são todas Nvidia.

Ainda há um caminho a percorrer.

Por curiosidade, a AMD já tem gráficas e GPUs certificados para programas de design profissionais?
Tipo Catia, Siemens NX, Solidworks e afins?

 

[Dark Kaeser]

Sempre teve

https://www.amd.com/en/graphics/workstation-series
https://www.amd.com/en/graphics/workstations

 

[Torak]

Sempre teve

https://www.amd.com/en/graphics/workstation-series
https://www.amd.com/en/graphics/workstations

Há uns anos atrás, quando tirei um curso de desenho 3D, a maioria dos professores diziam para comprar apenas nVidia por causa da certificação de drivers.
Por isso, é que perguntei.

 

[Dark Kaeser]

Isso foram os anos negros, em que praticamente estavam reduzidos a apenas uma Firepro (um modelo mesmo) herança ainda da ATI.
Mas desde que o Raja voltou e lançaram as GCN, o Raja ficou responsável não só pelo HW como também do SW, e alteraram as designações de Firepro para Radeon Pro com a característica cor Azul, ao invés do vermelho.

Relacionado com o ganho (? este último quarter perderam uns %) deste ano, mas com um twist, os ganhos % da Intel incidiram em produtos com ASP (Average Selling Price) mais baixo, ou seja em entrada de gama.

Já foi publicado há um mês, mas acho que ninguém colocou

Intel Regains PC Market Share Against AMD AS CPU Capacity Expands

Intel’s market share growth was largely due to the chipmaker increasing manufacturing capacity for lower-end processors such as Celeron and Pentium, though growing sales of Core i5 and Core i7 processors also played a role on the desktop side, according to Dean McCarron of Mercury Research, a Prescott, Ariz.-based firm that produces a quarterly x86 CPU market share report based on shipments.

This allowed Intel’s share in laptops to grow 1.2 points to 81 percent against AMD while its desktop share grew 0.8 points to 80.7 percent, according to Mercury Research’s report for the fourth quarter of 2020. The result is that Intel grew market share for x86 CPUs overall by 0.7 points, bringing it to 78.3 percent. (The report does include sales from Via, a much smaller chipmaker, but its share in the market rounds to zero in all segments but desktop, McCarron said).

But the latest market share numbers didn’t necessarily mean bad news for AMD. While Intel stunted AMD’s share growth story in PCs, the chipmaker ended 2020 with a 6.2-point increase in overall x86 market share against Intel over the previous year, bringing its share to 21.7 percent.

AMD did see sequential market growth in one area, netting an additional 0.5 points in servers, bringing its share to 7.1 percent in that market, thanks to the new EPYC Milan processors and previous-generation EPYC Rome processors, according to McCarron. (AMD claimed that it reached double-digit server market share last year, but the claim is based on a smaller market calculated by IDC that only includes traditional single-socket and dual-socket servers and not servers for network and storage.)

https://www.crn.com/news/components...ket-share-against-amd-as-cpu-capacity-expands

Ainda relacionado uma notícia que tem uns dias:

AMD Nabs HPE Channel Superstar Terry Richardson: Exclusive

The Santa Clara, Calif.-based company has hired Richardson as its North America channel chief, a role that puts the 11-year HPE veteran in charge of all partner relationships—from distributors to national solution providers and other kinds of resellers—for commercial sales of CPUs and GPUs through server and PC OEMs, AMD exclusively told CRN. Richardson also now oversees AMD’s commercial components channel, which includes systems integrators and white-box system builders.

https://www.crn.com/news/components...erstar-terry-richardson-exclusive?itc=refresh

é o maior lá da rua, dizem

Terry Richardson Hire Gives AMD ‘Huge Channel Credibility:’ Partners

AMD’s decision to hire channel superstar Terry Richardson as its North America channel chief gives the up-and-coming chipmaker instant credibility as it mounts a more aggressive channel charge against Intel, partners said.

Richardson, a 30-year plus sales veteran, has been hailed by partners as one of the top channel chiefs in the business, making his mark as a seasoned channel leader at EMC and then Hewlett Packard Enterprise.

https://www.crn.com/news/components...e-gives-amd-huge-channel-credibility-partners

É aparentemente grande contratação, numa área onde a AMD ainda tem muito trabalho pela frente face à Intel: os canais de distribuição.

 

[Dark Kaeser]

EuroHPC Lays Out a Roadmap for (Almost) All of Its New Systems​

Of the eight announced EuroHPC systems, five will be decidedly petascale. These include Discoverer (newly named!), hosted by Bulgaria, at 6 peak petaflops (4.2 Linpack); Vega, hosted by Slovenia, at 6.8 peak petaflops; Deucalion, hosted by Portugal, at 10 peak petaflops; Karolina (newly named!), hosted by Czechia, at 15.2 peak petaflops (9.1 Linpack); and Meluxina, hosted by Luxembourg, at 18 peak petaflops.

complemented by a trio of pre-exascale systems: Leonardo, hosted by Italy, at 249 Linpack petaflops; LUMI, hosted by Finland, at 550+ peak petaflops (375 Linpack); and the as-yet mysterious MareNostrum 5, hosted by Spain.

AMD is dominating the EuroHPC CPU race, with its CPUs present in at least five of the detailed systems: Deucalion, Discoverer, LUMI, Meluxina and Vega. Leonardo will use Intel CPUs, while Deucalion – the lone Fujitsu system – will use Fujitsu’s Arm CPUs in addition to AMD CPUs. (Details on Karolina’s CPUs were not provided.)

AMD GPUs, on the other hand, are only powering one of the systems so far, albeit the most powerful (LUMI). Nvidia snatched the rest of the GPU announcements, with inclusions in five systems: Deucalion, Karolina, Leonardo, Meluxina and Vega.

https://www.hpcwire.com/2021/03/24/eurohpc-lays-out-a-roadmap-for-almost-all-of-its-new-systems/

 

[Nemesis11]

Últimos números.

Desde Q32020 que a AMD tem vindo a perder um pouco de Quota de mercado em Desktops e Portáteis:

Ao mesmo tempo, durante a mesma altura, a quota de mercado em Servidores, continua a subir bastante.

Acho que é fácil de perceber que o problema de terem perdido quota de mercado em Desktops e Laptops não é por terem produtos menos competitivos, mas mais pela escassez que faz com que alguns produtos nem sejam lançados ao publico geral.

Apesar disto, quando se compara este Quarto com o Quarto do ano passado, continuam a subir, mesmo em Desktops e Laptops.

Desktops:

1Q21

4Q20

3Q20

2Q20

1Q20

4Q19

3Q19

2Q19

1Q2019

4Q18

3Q18

2Q18

1Q18

4Q17

3Q17

2Q17

1Q17

4Q16

3Q16

AMD Desktop Unit Share

19.3%

19.3%

20.1%

19.2%

18.6%

18.3%

18%

17.1%

17.1%

15.8%

13%

12.3%

12.2%

12.0%

10.9%

11.1%

11.4%

9.9%

9.1%

Quarter over Quarter / Year over Year (pp)

+0.1 / +0.7

-0.8 / +1.0

+0.9 / +2.1

+0.6 / +2.1

+0.3 / +1.5

+0.3 / +2.4

+0.9 / +5

Flat / +4.8

+1.3 / +4.9

+2.8 / +3.8

+0.7 / +2.1

+0.1 / +1.2

+0.2 / +0.8

+1.1 / +2.1

-0.2 / +1.8

-0.3 / -

+1.5 / -

+0.8 / -

-

Laptops:

1Q21

4Q20

3Q20

2Q20

1Q20

Q419

3Q19

2Q19

1Q19

4Q18

3Q18

2Q18

AMD Mobile Unit Share

18.0%

19%

20.2%

19.9%

17.1%

16.2%

14.7%

14.1%

13.1%

12.2%

10.9%

8.8%

Quarter over Quarter / Year over Year (pp)

-1.0 / +1.1

-1.2 / +2.8

+0.3 / +5.5

+2.9 / +5.8

+0.9 / +3.2

+1.5 / +4.0

+0.7 / +3.8

+1.0 / +5.3

+0.9 / ?

Servidores:

1Q21

4Q20

3Q20

2Q20

1Q20

4Q19

3Q19

2Q19

1Q2019

4Q18

3Q18

2Q18

4Q17

AMD Server Unit Share

8.9%

7.1%

6.6%

5.8%

5.1%

4.5%

4.3%

3.4%

2.9%

3.2%

1.6%

1.4%

0.8%

Quarter over Quarter / Year over Year (pp)

+1.8 / +3.8

+0.5 / +2.6

+0.8 / +2.3

+0.7 / +2.4

+0.6 / 2.2

+0.2 / +1.4

+0.9 / +2.7

+0.5 / +2.0

-0.3 / -

+1.6 / 2.4

+0.2 / -

https://www.tomshardware.com/news/amd-intel-desktop-server-notebook-cpu-market-share-q1-2021

 

[Miguel_Pereira]

Também deve ser pelo aumento de venda de produtos para empresas e teletrabalho.

O desktops baratos e os portáteis são na sua maioria Intel.

 

[Dark Kaeser]

O artigo já tem um mês, mas de repente alguém o descobriu e voltou à ribalta

Alienware Really Doesn’t Want You to Buy an AMD Ryzen PC​

https://www.extremetech.com/gaming/321919-alienware-really-doesnt-want-you-to-buy-an-amd-ryzen-pc

 

[Nemesis11]

Resultados da Intel.

https://www.tomshardware.com/news/i...olumes-up-33-percent-servers-continue-decline

Intel's desktop PC volumes were up 15% for the year, while notebooks jumped an incredible 40% year-over-year (YoY). Those gains came at the expense of price cuts, though, as Intel's average selling prices (ASPs) declined 5% and 17% for desktops and notebooks, respectively, indicating that Intel is reducing pricing to stay competitive with AMD.

Grandes aumentos de vendas, especialmente em Laptops, mas à custa de margens de lucro.

Intel's Data Center Group (DCG) chugged along with $6.5 billion in revenue during the quarter, down 9% compared to the prior year. Intel cited challenges compared to the prior year and a more competitive environment for the downturn, a nod to AMD's potent EPYC processors that continue to nibble away market share. Intel's lower sales in the server segment came in the wake of its prior quarter, which saw a 20% YoY revenue decline.[/qoute]

No mercado de Servidores, o Revenue continua a cair, porque a AMD continua a comer mercado à Intel.

 

[Ansatsu]

Se a Intel com o desastre que tem sido os seus Cpu's consegue esses resultados avassaladores, nem quero imaginar quando conseguirem voltar à mó de cima.

 

[tert99]

Se a Intel com o desastre que tem sido os seus Cpu's consegue esses resultados avassaladores, nem quero imaginar quando conseguirem voltar à mó de cima.

a intel tem sido bastante agressiva nos preços com gama média bastante competitiva e a posição da amd nos laptops tem bastantes falhas.

 

[Miguel_Pereira]

a intel tem sido bastante agressiva nos preços com gama média bastante competitiva e a posição da amd nos laptops tem bastantes falhas.

Tinha. Nos ultimos meses está excelente.

 

[Rafx]

Para melhor compreender o revenue e quota de mercado da Intel era importante publicarem em conjunto a rubrica de capital expenditure em "apoios" aos 'partners' para que só ofereceram produtos Intel e/ou os produtos Intel tenham mais destaque e em melhores embalagens do que os AMD.

Mas isso, mais uma vez, nunca será tornado público.

 

[Dark Kaeser]

Os oito sistemas financiados pela National Science Foundation (USA) divididos por duas categorias:

- Category 1 systems provide production capabilities to the scientific community and are currently allocated by the NSF’s XSEDE cyberinfrastructure project.

- Category 2 systems are experimental deployments intended to explore new architectures and hardware that may form the basis for the next generation of HPC.

PEARC21 Panel Reviews Eight New NSF-Funded HPC Systems Debuting in 2021​

​

Bridges-2: A Platform for Rapidly Evolving and Data-Intensive Research​

NSF Category 1 system (grant OAC-1928147) that entered its production phase earlier this year, Bridges-2 is meant to leverage Big Data. It is a heterogeneous system with a rapid interconnect and optimization for artificial intelligence to automate and innovate in computational experimentation.

Bridges-2 combines some disparate elements to allow portions of jobs to move among computing environments that best suit them and make the overall environment easy for users without prior HPC experience to enter:

• 488 “regular memory” nodes each with two AMD Epyc “Rome” CPUs and 256 GB RAM
• 16 “large memory” nodes with 512 GB RAM
• Four “extreme memory” nodes each with 4 TB of shared memory
• 24 GPU nodes with eight Nvidia Tesla V100 GPUs, two Xeon Gold CPUs and 512 GB RAM

Neocortex, Unlocking Interactive AI Development for Rapidly Evolving Research

NSF Category 2 system at PSC is Neocortex (grant OAC-2005597), a specialized system leveraging Cerebras’ wafer-scale engine (WSE) technology to speed machine-learning training.

Neocortex’s architecture is designed to accelerate training, the most time-consuming part of machine learning:

• A primary compute system consisting of two Cerebras CS-1 WSE servers, connected to an HPE Superdome Flex server each via 12 100Gb/s ethernet links
• Federation with the Bridges-2 platform and its 15 PB Lustre filesystem via 16 EDR-100 links
• 205 TB of NVMe SSD storage
• 24 TB RAM

Exploring a Diverse Cyberinfrastructure with Ookami

Another NSF Category 2 testbed system, Ookami (grant OAC 1942140), is leveraging an architectural innovation pioneered by the fastest-in-world Fugaku system at RIKEN, said PI Robert Harrison, director of the Institute for Advanced Computational Science at Stony Brook University. The first deployment of the Fujitsu A64FX Post-K processor outside Japan, Ookami is exploring the use of Arm processors that promise “the performance of GPUs with the programmability of CPUs.”

Ookami’s Arm-based processors offer “a different path to computing at the leadership scale,” Harrison said, offering advantages in speed of memory, easily accessed performance and a fundamentally different path to exascale. Ookami features:

• 176 nodes, each with an A64FX processor and 32 GB (HBM) RAM
• A system total of 5.6 TB RAM

Anvil

X. Carol Song, PI of the Category 1 Anvil system (OAC 2005632) and leader of the Scientific Solutions Group at Purdue University, introduced the upcoming system and its role in the XSEDE-allocated ecosystem.

“As people know, XSEDE … resources are always over-requested,” she said. With the evolving application domains and newer computational paradigms, she added, it will be challenging “to have enough resources to support those applications. And supremely important is the training of the next generation of researchers and workforce … Our answer is Anvil.”

Anvil is designed to address these issues with:

• High performance, from 1,000 compute nodes with AMD third-generation Epyc processors, with a peak performance of 5.3 PF, and 1 billion CPU core hours to XSEDE each year
• GPU/large-memory capabilities, with 16 GPU nodes, each with four Nvidia A100 GPUs, and 32 nodes of 1 TB memory each

Jetstream2 as Part of the NSF Ecosystem

The upcoming, Category 1 Jetstream2 system (OAC 2005506) will build on experience with the current Jetstream, said PI David Hancock, director for Advanced Cyberinfrastructure at Indiana University.

Jetstream2 capabilities will include:

• An enhanced IaaS model with improved orchestration support, elastic virtual clusters, federated JupyterHubs, and improved storage sharing
• A commitment to >99 percent uptime to better support science gateways and hybrid-cloud computation
• A revamped user interface with unified instance management and multi-instance launch
• More than 57,000 next-gen AMD EPYC processor cores
• Over 360 Nvidia A100 GPUs

Delta

The National Center for Supercomputing Applications team chose the name “Delta” to signify the important changes they see in the advanced research computing field, said the upcoming Category 1 system’s (OAC 2005572) PI, Bill Gropp, director of NCSA.

The largest GPU resource in the NSF ecosystem when it launches, Delta will contain:

• 124 CPU compute nodes and 8 utility nodes featuring AMD Epyc 7763 64-core Milan processors
• 100 each of 64- and 32-bit quad-GPU nodes with Nvidia A100 and A40 GPUs, respectively
• Five 8-way Nvidia A100 GPU nodes and one 8-way AMD MI100 GPU node,

Voyager: Exploring AI Processors in Science and Engineering

Amit Majumdar, PI of the Category 2 Voyager system (OAC 2005369) and director, Data Enabled Scientific Computing at the San Diego Supercomputer Center, introduced the upcoming platform’s use of a unique computing resource: Habana Labs’ AI training and inference accelerators. Combined with Intel’s Xeon Scalable CPUs in Supermicro servers, the system will explore high-performance, high-efficiency AI-focused research in many domains.

• 42 training nodes, each with eight Habana Gaudi processors, Ice Lake host CPUs and 6 TB of node-local storage
• Two inference nodes with eight Habana Goya processors and 3 TB of local storage
• 36 Intel x86 CPU compute nodes
• An on-chip, 400-GbE Arista Gaudi network

Expanse: Computing without Boundaries

The Category 1 Expanse project (OAC 1928224),

Expanse features:

• An HPC resource
  • 13 non-blocking scalable compute units
  • 728 CPU nodes with AMD Epyc Rome cores
  • 93,184 cores in the full system, with 7,168 core in an HDR-100 non-blocking fabric
  • 52 GPU nodes with 208 Nvidia V100 GPUs
  • Four large-memory nodes

https://www.hpcwire.com/2021/07/23/pearc21-panel-reviews-eight-new-nsf-funded-hpc-systems-2021/

em resumo dos 3 sistemas Category 2, ou seja experimentais:

- Neocortex da Cerebras com a WSE-1
- Ookami da Fujitsu A64FX (ARM)
- Voyager - Intel Ice Lake + Gaudi AI (da Habana Labs adquirida entretanto pela Intel)

dos 5 sistemas categoria 1:
- Bridges-2 - Epyc Rome + módulo com Xeon + Nvidia A100
- Anvil - Epyc Milan + Nvidia A100
- Jetstream2 - Epyc Milan (Trento?) + Nvidia A100
- Delta - Epyc Milan + Nvidia A100 + A40 + AMD MI100
- Expanse - Epyc Rome + Nvidia A100

 

[Nemesis11]

Breaking down AMD’s results by segment, we start with Computing and Graphics, which encompasses their desktop and notebook CPU sales, as well as their GPU sales. That division booked $2.25B in revenue for the quarter, $883M (65%) more than Q2 2020. Accordingly, the segment’s operating income is (once more) up significantly as well, going from $200M a year ago to $526M this year.

Moving on, AMD’s Enterprise, Embedded, and Semi-Custom segment has once again experienced a quarter of rapid growth, thanks to the success of AMD’s EPYC processors and demand for the 9th generation consoles. This segment of the company booked $1.6B in revenue, $1035M (183%) more than what they pulled in for Q2’20, and 19% ahead of an already impressive Q1’21.

https://www.anandtech.com/show/1684...ngs-companywide-growth-drives-doubled-revenue

Toda a gente quer Epycs. Apesar daquele grupo incluir produtos muito diferentes, é naquele mercado dos Epycs onde a AMD deve estar a crescer mais rapidamente a nível de revenue.