According to the latest sources, the penetration rate of Intel’s 3rd Generation Xeon Scalable ‘Ice Lake-SP’ processor will be surpassing up to 30% by the end of the year. This transition rate is typical for server CPUs, and x86 processors will not have many worries from Arm servers until 2023.
Intel’s most servers which were shipped this year and which the company plans to release by the year-end will all be based on Intel’s 2nd Generation Xeon Scalable ‘Cascade Lake’ processors. On the other hand, intel’s rival, Advanced Micro Devices is on track to grab a 15% global server market share in 2022.
many companies are competing for a piece of share in the server market, we have big names like Amazon, Ampere, and Marvell, however, the Arm-based system-on-chips (SoCs) for servers will remain niche products with a 3% market share due to its relatively small scale of client demand.
Analyst and TrendForce claim that Arm-based servers will not be competitive with x86 machines until at least 2023. So, till then, both AMD and Intel will enjoy their domination on the lucrative market for years to come. As for what will happen after 2023, remains to be seen.
Coming to Intel’s server market, the company started its gain by limited shipments of its Xeon Scalable ‘Ice Lake-SP’ processors in Q4 2020, and the company then ramped up its production in Q1 2021 by officially launching the chips in high volumes in the second quarter. However, during the same time, AMD launched its EPYC Milan processors disrupting Intel’s market.
TrendForce claims that it was in the third quarter of 2021 when server makers truly began to adopt both Intel’s Ice Lake-SP and AMD’s Milan processors. Another report suggests that by looking at the latest pace of penetration for Intel’s latest server platform codenamed Whitley, we can expect team blue to take control over 30% of the market and since AMD is progressing rapidly, team red will get to 15% of market sometime in 2022. but the growth of AMD will come with Intel losing some of its markets.
Intel’s server market is certainly progressing however, reports indicate that AMD plans on releasing its next-generation EPYC ‘Genoa’ platform that will feature the company’s all-new Zen 4 microarchitecture and will bring in support for DDR5 memory, in the Q2 of 2021. The processors are made using TSMC’s N5 fabrication technologies and they will be using a brand-new socket and a platform. This is going to create the problem of EPYC proportions for Intel’s server market.
