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Intel's $19.1 billion business is facing threats, AMD teamed up with domestic X86 grab share

via:Expreview超能网     time:2018/7/16 11:33:14     readed:565

DhyanaprocessorOriginated from the cooperation agreement between AMD and China Haiguang Group in 2016, AMD licenses the high-performance X86 architecture to Chinese companies with a license fee of US$293 million. The Dhyana processor is a product of cooperation between the two parties.serverThe market can be said to be a modified version of the AMD EPYC processor in China.

In order to avoid possible legal troubles, AMD and China Haiguang Group have a complicated mechanism. AMD and THATIC Haiguang have established two joint ventures - Chengdu Haiguang Microelectronics Co., Ltd. (CHMT), AMD holds 51%, and the other is Chengdu Haiguang Integrated Circuit Design Co., Ltd. (CHICD), AMD's 30% share, can be seen that the company is dominated by China.

CHMT will be responsible for the customization of the Zen processor, while the Chinese-controlled CHICD company will customize the other parts of the SoC and marketing work according to customer needs.

This kind of arrangement can both please China and the United States, on the one hand to ensure that Chinese companies can obtain high-performance server processors, and on the other hand, the United States does not have to worry about technology outflows.

Then the cooperation between the two parties will be the largest supplier to AMD and the server market.IntelWhat impact does it have? Motley FoolwebsiteRecently, an article was published to discuss this issue in detail. They believe that AMD will earn less revenue from direct sales processors in this way, but they can use it to gain a foothold in the huge Chinese market. More importantly, this may cause Intel to be hurt.

For Intel, AMD's EPYC processor has been in trouble for a year. In some high-performance computing and big data applications that require a CPU core in benchmarking, AMD EPYC may outperform similar Intel processors.

includeMicrosoftMany big companies, including Baidu, have begun to adopt cheaper AMD EPYC processors in their data centers. In June, Intel’s former CEO Ke Zaiqi admitted to AMD’s progress when he met with analysts at Nomura Securities, but Intel Try not to get AMD to get more than 15-20% of the server processor share.

Ke Zaiqi’s statement shocked the industry because Intel’s server processor market accounted for 99% of the market. Last year, the company’s data center business unit revenue grew 11% to $19.1 billion, accounting for 30% of total revenue.

The EPYC processor has become a thorn in Intel. The cloned version of AMD's cooperation with China may stifle Intel's share in China. Last year, China's market revenue accounted for 24% of total revenue. In 2017, Intel was in the region. The growth rate is only 6%, and the growth rate in 2016 is still 20%.

For AMD, the licensing of X86 processors to Chinese companies may be playing with fire, because Chinese companies were forced to share intellectual property rights with US joint ventures, but the Sino-US trade war is escalating today, which may allow AMD to market in China. Benefit from.

AMD's computing and graphics division's revenue soared 54% last year, accounting for 57% of the company's revenue, and the demand for Ryzen processors has been strong, and this growth trend continues into Q1 2018. Last year, revenue from the Chinese market increased by 58%, accounting for one-third of AMD's.

According to reports, AMD's Ryzen processor is already inDesktopThe machine has a place, but the notebook field is still struggling, and many OEM/ODM vendors are more willing to cooperate with Intel, so supporting the Chinese company's cloned army may eventually weaken Intel's most powerful market.

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