Shulou(Shulou.com)11/24 Report--

CTOnews.com, November 1, according to the latest research by TrendForce Jibang Consulting, due to the poor process yield of Intel7 (10nm), the mass production schedule of the fourth generation Xigeng scalable processor Sapphire Rapids has been delayed. It is estimated that the current Sapphire Rapids production yield is only 50% 60%, the impact of the main product Sapphire Rapids MCC, mass production plan has been postponed from the fourth quarter of this year to the first half of 2023.

TrendForce said that the delay in mass production not only affects the preparation cycle of ODM, but also significantly reduces the proportion of OEM and CSP introducing Sapphire Rapids this year. As a result, AMD will become the biggest beneficiary. It is estimated that the market share of AMD x86 server CPU shipments in 2022 is about 15% and is expected to exceed 22% in 2023.

AMD has greatly increased the capacity of ABF board since the second half of 2021. At the same time, more and more end customers have higher requirements for reducing energy consumption. Considering the server cost (TCO), they tend to use single-socket servers. TrendForce Jibang Consulting believes that the change in customer demand will enable AMD to get rid of the dilemma that is difficult to break through under the 2-socket framework, and will also be more conducive to AMD sprint shipments. TrendForce Jibang Consulting believes that AMD will usher in indicator growth in 2023, and it is estimated that the market share of AMD x86 server CPU shipments will reach 25% in the fourth quarter of next year, an increase of 7% over the same period last year.

CTOnews.com learned that the fourth generation of Intel   Sapphire   Rapids can be extended to Qiang, which was originally planned to be released in 2021, but has repeatedly skipped tickets and has shipped only a small number of evaluation samples to customers, and sources say it will not be officially released until the second quarter of next year. One of the most powerful features of Sapphire   Rapids is the integration of a variety of dedicated accelerator modules, including dynamic load balancer (DLB), data flow accelerator (DSA), in-memory analysis accelerator (IAA), and fast helper technology (QAT), which can accelerate specific loads and reduce the burden on CPU.

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