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wow that is a big leap for amd they must be over the moon
back in the game in a big way and now have this statistic to show off, bravo !
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AMD Zen 3 (5000 Series), rumored 17% IPC gain.
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back in the game in a big way and now have this statistic to show off, bravo !
Im sure they are happy but did you read past the headline? That is not a measurement they can use or anyone should refer to. It’s like coming top in the steam hardware survey for CPUs, it’s an indication of the way things are going but it’s totally unrepresentative of the actual market.
It also shows that AMD still have work to do, according to that (flawed) measure they actually lost ground to Intel overall. It also doesn’t account for the fact Intel just lost a load of business to arm at the same time (Apple). The ground may be moving their way in the relatively small desktop space but Intel is still way ahead in the order of magnitude larger laptop space and the much more lucrative server space.
It’s good that there is competition and despite all of the negative Intel press, AMD are still tiny compared to chipzilla. Due to price hikes intel actually offers better value at the low-mid end at the moment. Also Intel and AMD are not the only players in town, ARM is a bigger strategic threat to both of their market positions, far bigger than they are to each other.
I say this as a 5900X owner but that headline is at best misleading and at worse fake news.
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i admit i did not read past the headline ha ha
Right, Both this and Steam are random people submitting results which includes people with 3 year old systems.
There is a difference between market share and shipments, Market share includes people who already have systems, no matter how old, this is what a lot of people like to quote and its less than 20% AMD with more than 80% Intel, yes of course it is.... its going to take AMD a lot more than 3 years of Zen CPU's to replace existing Intel systems that exist in the wild.
Shipments of X86 CPU's up to Q3 2020, This is all X86 CPU's sold. in Q3 2020 that was 38% AMD to 62% Intel, so a near 6:4 Ratio, and its still growing, which is not bad at all considering Intel is 10X the size of AMD and its probably better than people think it is. And if you was add consoles to this now i think it would be much closer to a 1:1 ratio.
Thing is as well, it does actually look very similar to the X86 share slide from Passmark. So maybe it is a good indicator.
https://www.techspot.com/news/87436-amd-chipping-away-intel-cpu-market-share.html
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Right, Both this and Steam are random people submitting results which includes people with 3 year old systems.
There is a difference between market share and shipments, Market share includes people who already have systems, no matter how old, this is what a lot of people like to quote and its less than 20% AMD with more than 80% Intel, yes of course it is.... its going to take AMD a lot more than 3 years of Zen CPU's to replace existing Intel systems that exist in the wild.
Shipments of X86 CPU's up to Q3 2020, This is all X86 CPU's sold. in Q3 2020 that was 38% AMD to 62% Intel, so a near 6:4 Ratio, and its still growing, which is not bad at all considering Intel is 10X the size of AMD and its probably better than people think it is. And is you was add consoles to this now i think it would be much closer to a 1:1 ratio.
Thing is as well, it does actually look very similar to the X86 share slide from Passmark. So maybe it is a good indicator.
https://www.techspot.com/news/87436-amd-chipping-away-intel-cpu-market-share.html
Market share = shipments and doesn’t count any previously sold PCs, that would be the ‘install base’.
The other issue with market share which I didn’t say before is that it doesn’t account for the size of the market. The growing market goes some way to mitigate the impact this will be having on intel, intel also sell more than just CPUs just like AMD sells more than just chips for PCs as you point out.
The second article is a much better representation of what is actually going on in the market, in theory there should shorty be a 3rd line with ARM on it. Either way Intel and AMD shouldn’t add up to 100% going forward.
I also don’t know why this is all doom and gloom for intel, their market share wasn’t historically dominant and was much closer to AMDs in a much smaller marketplace. That trend has only really been the last decade.
I think we can all agree that what Intel / AMD sell quarter to quarter is what actually matters, yes? That's the first slide, tho it does not include consoles.
Agreed but intel doesn’t just sell CPUs for PCs either...
Their last qtr was 18b vs AMDs 2.8b. That obviously doesn’t include the latest releases.
Yes, Intel have 10X the staff to pay, who knows what their overheads are
Why are Intel borrowing so much money?
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People still getting market share wrong. 
Since when does having staff to pay determine how much revenue you generate? The point I was making this that Intel is far more than just it’s CPU division. It’s a massive company with a huge number of revenue streams as others were making with the whole AMD and console point.
Also debt is not always a bad thing, particularly as debt is cheap at the moment. It’s also far cheaper than other forms of capital. Borrowing money to invest and generate a return is a perfectly reasonable way of operating your business. It obviously just depends on what you are doing with that debt and makes all the difference.
$370 Million long term debt for a $112 Billion company is credit rating servicing, in much the same way you would keep and use your credit card to maintain your credit rating.
$36 Billion for a $207 Billion company is rather more than that, they borrowed $7 Billion in 2019 alone while AMD paid half a Billion $ off their long term debt in the same year, you don't borrow that kind on money when your long term debt already stands at 35% of your annual revenue, not for credit servicing, you would only do that if you're short on cash-flow.
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With Intel, Nvidia, AMD and ARM these day's in fierce competition with eachother Intel are the only ones not growing.
ARM are growing against X86 and yet AMD are growing in the X86 Space, there are only two operating in the X86 space so one of them is going to lose out.
Nvidia are utterly dominant in AI + other GPU related stuff and yes Intel like AMD are also looking for a slice of that pie but Nvidia are a far more difficult opponent than AMD and AMD are better positioned than Intel in this space. I'm not convinced Intel can make a GPU that's even as good as AMD can let alone Nvidia.
ARM are growing against X86 and yet AMD are growing in the X86 Space, there are only two operating in the X86 space so one of them is going to lose out.
Nvidia are utterly dominant in AI + other GPU related stuff and yes Intel like AMD are also looking for a slice of that pie but Nvidia are a far more difficult opponent than AMD and AMD are better positioned than Intel in this space. I'm not convinced Intel can make a GPU that's even as good as AMD can let alone Nvidia.
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They can emulate it through software, tho both Intel and AMD might have something to say about that as most software needs the _64 component of X86_64 which is AMD IP, if i remember rightly Intel have already voiced discomfort of ARM emulation X86, AMD have not said anything, yet.
That rings a bell now you’ve mentioned it.
So it doesn’t look like the PCMR are all going to switch to ARM in the next couple of years then.
I say that with a 5950X build already specced up but not ordered yet...
You don’t even need to emulate it in the traditional way. Have a look at what Apple is doing with the M1 and their emulation layer Rosetta 2.
It’s a combination of hardware acceleration and software to run x86 on ARM (including 64bit apps) and it works extremely well.
Apple have also if anything demonstrates that creating a universal ARM and x86 app in one package that runs natively on both sets of hardware is both possible and not that difficult to do.
While ARM isn’t going to take over the PCMR any time soon, I can see it making huge inroads with business and ‘normal’ consumers very quickly due to things like battery life of laptops. Performance is also on par or better than most thin and light laptops on the market.
It’s no surprise that the windows on ARM decision has suddenly woken back up after having what feels like a very long snooze.
Ok thanks for that, i have no idea about how this works.
How does this relate To Intel / AMD and X86_64 licensing legality?
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