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Thread: Mercury Research sees resurgent Intel CPU market share

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    Mercury Research sees resurgent Intel CPU market share

    Most recent quarter marks Intel's first gains in three years in the client CPU markets.
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    Re: Mercury Research sees resurgent Intel CPU market share

    To be expected really. AMD did well - Intel is much larger and benefited from this
    Old puter - still good enuff till I save some pennies!

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    Re: Mercury Research sees resurgent Intel CPU market share

    Intel has probably got market share back because you can actually buy their stuff..
    NVidia and AMD are lagging on this, even Sony is apparently blaming AMD for PS5 shortages...

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    Re: Mercury Research sees resurgent Intel CPU market share

    Quote Originally Posted by [GSV]Trig View Post
    Intel has probably got market share back because you can actually buy their stuff..
    NVidia and AMD are lagging on this, even Sony is apparently blaming AMD for PS5 shortages...
    So unlike Sony to blame somebody else even when they were shamed into not having enough sensors earlier on in this pandemic for webcam, drones, cameras etc. etc.
    Old puter - still good enuff till I save some pennies!

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    Re: Mercury Research sees resurgent Intel CPU market share

    considering amd has cpu's only for highest end of market thats not unpexpected

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    Re: Mercury Research sees resurgent Intel CPU market share

    Intel much more likely to be in a COTS PC than AMD so as people rush to buy of the shelf PCs to work at home etc they were going to get more share. The fact it's only 0.8 on desktops and 1.2 on lappys is actually really poor performance for them, they should've increased more.
    I'd say arguably this shows AMD even stronger.

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    Re: Mercury Research sees resurgent Intel CPU market share

    Quote Originally Posted by [GSV]Trig View Post
    Intel has probably got market share back because you can actually buy their stuff..
    NVidia and AMD are lagging on this, even Sony is apparently blaming AMD for PS5 shortages...
    Well, consumers can rightly blame Sony and Microsoft for the AMD CPU shortages.
    4.5 million PS5 is a lot of wafers as I posted in the Zen chitchat thread.
    I actually worked that yield calculation spreadsheet a bit more:

    It's possible that the 7nm defect rates are closer to 0.08 or even lower at this stage. But on the other hand, I suspect the PS5 yields are worse than that as Sony pushed for higher clocks at the last minute which could lower the useable dies quite a bit.
    Binning for consoles can't really do anything when parts don't hit the speed they want.
    And the blame for that rests with: Sony of course. Should have budgeted for a large silicon in the first place rather than panicking once they realised Microsoft's was 20% larger. Instead in their panic they decided to raise clocks, ergo using up more limited supply TSMC wafers.
    Wonder what the actual cost of a TSMC 7nm wafer is? I've assumed $10,000 which makes Navi 21 the equivalent of ten Zen 3 CCDs.
    Nothing new but with a 5800X @ $450 vs even a 6900XT (full die vs full die) there's no doubt which is far more profitable. GPU vs CPU wafer allocation is AMD's business, but the consoles? That's nearly 50 million Zen3 CCDs!

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    Re: Mercury Research sees resurgent Intel CPU market share

    nice joke.

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    Re: Mercury Research sees resurgent Intel CPU market share

    Quote Originally Posted by kompukare View Post
    yields
    It's interesting speculation. Pity there's so much we don't know about the details that would affect the numbers. Does 'defect' mean fully nonfunctional or low quality? How resilient to defects are the designs? What % of each undefective chip hits the target power/performance numbers? How much does it cost to laser down a partially defective chip into a usable lower spec?

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    Re: Mercury Research sees resurgent Intel CPU market share

    @kompukare - Don't forget the consoles use Zen 2 CCDs

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    Re: Mercury Research sees resurgent Intel CPU market share

    Quote Originally Posted by edmundhonda View Post
    It's interesting speculation. Pity there's so much we don't know about the details that would affect the numbers. Does 'defect' mean fully nonfunctional or low quality? How resilient to defects are the designs? What % of each undefective chip hits the target power/performance numbers? How much does it cost to laser down a partially defective chip into a usable lower spec?
    For consoles, I don't think they can salvage too much but they might have 1 or 2 spare CUs on the GPU side, plus some redundancy in cache etc.

    For CPUs, and normal GPUs there will be a quite a bit of salvaging going on. Certainly Zen3 CCDs could be sold as 8C/16T full cores, 6C/12T cores, and (eventually) 4C/8T, 8C/8T, 6C/6T so that should cut down on wastage quite a bit. Plus binning for speed. GPUs are similar so while Navi21 currently only has 3 designs but could have more. Nvidia for one seems to tons more binning than AMD but then they do have more quantity.

    Quote Originally Posted by Zhaoman View Post
    @kompukare - Don't forget the consoles use Zen 2 CCDs
    Well, internally the SOC uses Zen2 and like with Renoir they are arranged into CCDs but it is all one monolithic chip so the advantages of chiplets is lost.

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    Re: Mercury Research sees resurgent Intel CPU market share

    The problem is AMD also had shortages of its 12NM/14NM CPUs and GPUs too. You can barely find any of the Zen+ parts or their APU equivalents anywhere. That tells me that its more an inventory problem or hold up elsewhere in their supply chains. Lisa Su alluded to around $1.4 billion of inventory being unsold and apparently packaging is a limiting factor:
    https://www.notebookcheck.net/AMD-fe....517280.0.html

    AMD managed to set new records in Q4 2020 despite challenges posed by the pandemic and the US-China trade war. However, the ongoing lean period of availability of CPUs and GPUs (and inflated pricing as a consequence) may continue until the end of 1H 2021.

    Responding to an investor query, AMD CEO Dr. Lisa Su said, "overall demand exceeded planning" and CPU/GPU shortages will primarily impact gaming hardware and the low-end of the PC market. Gaming products impacted include both consoles and gaming CPUs and GPUs. This will continue until production resumes at full capacity, which may take up to 2H 2021. Dr. Su felt that the higher-margin products are likely to be more readily available at retail.

    As per information gained by Tom's Hardware, AMD's inventory has increased to US$1.4 billion in unsold goods. This inventory not only includes fully ready chips but also those in various stages of production and packaging. So, while AMD's increased wafer capacity at TSMC results in more chips, packaging shortages apparently still seem to affect the supply chain.

    Ultimately, consoles such as the Sony PlayStation 5 and Microsoft Xbox Series X and Series S are likely to be the most affected of all until 2H 2021. Whatever little stocks are being made available right now tend to be quickly lapped-up by scalpers, who sell them for a high mark-up on sites like eBay.

    The situation does not currently look good for gaming CPUs and GPUs such as the new Ryzen 5000 processors, Radeon RX 6000 series, or NVIDIA's Ampere RTX 30 series either. Adding to the supply woes is the fact that global GDDR6 shortage is expected to continue well into February and may be even beyond thus affecting all NVIDIA and AMD GPUs that use this memory standard.
    It appears Intel,OTH,does not have such problems with selling their CPUs in comparison. Also to a lesser degree,Nvidia too WRT to their GPUs.


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    Re: Mercury Research sees resurgent Intel CPU market share

    Quote Originally Posted by [GSV
    Trig;304]Intel has probably got market share back because you can actually buy their stuff..
    NVidia and AMD are lagging on this, even Sony is apparently blaming AMD for PS5 shortages...
    Exactly, I had been planning a AMD build for ages but when it came to buy, it was all over priced or out of stock so i went with intel. It was in stock, much cheaper and looking at the completed builds list on PC part picker for the last few months i'd say i wasn't the only one doing this.

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