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2017/05/17
Intel continues to dominate the market for mainstream server processors during this year’s first half with its global market share currently at above 90%, reports DRAMeXchange, a division of TrendForce Though AMD and Qualcomm transitioned to the more cutting-edge manufacturing technologies such as the 14nm and the 10nm processes for their server solutions towards the end of last year, they will not be able to expand their market shares significantly in the short term Intel’s competitors are still behind in developing third-party hardware and software support
DRAMeXchange analyst Mark Liu pointed out that that enterprises still make up the largest application segment in the server market, representing around 60% of the total demand While data centers as an application currently has about 35% of the total server demand, their share will grow to surpass 50% by 2020
AMD’s Naples has a chance to break into the mid-range segment of the server processor market; Intel’s Purley targets high-performance computing
Looking at the offerings of server chip suppliers, Intel’s latest Purley platform are built on the 14nm process Purley’s Xeon E7 v5 series, which is designed for the high-performance servers, features solutions with 8 sockets, ISA and C602 chipsets that allow scalable buffer memory to further improve computing capability
AMD’s latest Naples processors are made on the 14nm process and represent a huge leap from the company’s earlier Opteron solutions that came from the 32nm and the 28nm processes Showing a large increase in computing power, the Naples platform will allow AMD to challenge Intel in the mid-range market by directly competing against that latter’s solutions such as Xeon E5 v4 2600 Nevertheless, AMD is at a disadvantage compared with Intel in the overall product development
Solutions based on the ARM architecture are still mainly used in low-power environments as ARMv8 server chips are generally weaker than their x86 counterparts in the performances of an individual processor core At the present, the latest ARM solutions are designed for storage and networking servers and are touted as being comparable to the Xeon E5 series Some of the ARMv8 solutions are Cavium’s ThunderX CP, AppliedMicro’s X-Gene 3 and Qualcomm’s Centriq 2400 The capabilities of these ARMv8 products, which are often customized on order, are expected to be much improved as they are manufactured on advanced processes in the 10~16nm range
Liu noted: “Intel’s x86 server solutions will continue to dominate the data center segment due to their market positioning AMD, which has a smaller share of the server processor market, is going to sell the Naples platform to specific client groups The competitive advantage of the Naples platform is noticeable in the mid-range market, especially in terms of having lower ASPs for its solutions As for suppliers of customized server chips based on the ARM architecture, they will be focusing on major providers of cloud storage and computing services including Google, Amazon and Microsoft
Global market research firm TrendForce will hold Compuforum 2017 on May 31 at Taipei International Convention Center (TICC) The theme of the seminar is “The Innovation of Cloud Computing and Storage Technology” For more information about the event, please visit:
http://seminartrendforcecom/Compuforum/2017/US/index/
2017/04/18
DRAMeXchange, a division of TrendForce, reports that demand continues to outpace supply in the server DRAM market In this first quarter, memory suppliers saw their shipment fulfillment rates dropped for different groups of clients The fulfillment rate for long-term agreement (LTA) orders was 80% on average, while fulfillment rates for orders from Chinese and Taiwanese ODMs fell to the 60% level Due to the persistent undersupply, DRAMeXchange further projects that the global average sales price (ASP) of server DRAM will increase by more than 10% between the first and second quarter
“The product mix changes made by suppliers in the second half of 2016 as the main factor behind the tightening of server DRAM supply,” said Mark Liu, DRAMeXchange analyst “At the same time, the demand from the downstream has taken off and surpassed DRAM suppliers’ expectations As server makers expand their purchasing of memory products, server DRAM prices will keep climbing”
Up to now, major DRAM suppliers have been adjusting the pace of their respective technology migrations as to align with the product lifecycles of their mainstream offerings for the server memory market Samsung and SK Hynix have not significantly shifted the production of their server DRAM chips onto the more advanced processes, which respectively are the 18nm and the 21nm Both Samsung and SK Hynix have also limited the shipment share of products from the advance process For this first quarter, just around 30% of Samsung’s server DRAM product shipments came from the 18nm process SK Hynix also had about the same shipment share for its 21nm server DRAM products
Looking ahead, the uncertainty of the supply-demand situation will further push up server DRAM prices in the third quarter
Domestic telecom industry and BAT will increase their take of China’s server shipments to 36% this year
The Internet’s traffic has grown exponentially in recent years as more services migrated to cloud computing and big data platforms, thus creating enormous challenges in data storage and processing Traditional data centers lack the equipment and technologies to handle the current density of information that is being transmitted In the case of China, the three native technology giants Baidu, Alibaba and Tencent – a group also known as “BAT” – have become actively involved in the development of the domestic data center market, including the design and manufacturing of network equipment and server systems They also work closely with local telecom companies in creating their enhanced and customized operational models for data centers
At the same time, data center-related services in China have matured Owing to policy support from the government, domestic providers of cloud computing, online storage, IoT services and other combined solutions have made much progress In the near future, various levels of Chinese government in accordance with the national economic strategy are expected to invest heavily in cloud-based technologies and related emerging industries Enterprise data centers are being built across the country, and many of these data center building projects contain lucrative bid opportunities from provincial governments On the whole, China’s data center market is now entering a high-growth period
Similarly, demand for server systems in China is expected to grow significantly in the near term DRAMeXchange estimates that the demand for server from domestic telecom companies (eg China Telecom, China Mobile and China Unicom) will increase by around 30% this year in unit volume compared with last year as they continue to work closely with server ODMs Domestic telecom companies are also projected to capture 5~8% of the total server shipments in the Chinese market during 2017
An even larger source of server demand in China comes from BAT Together, their server demand for 2017 is expected to grow by 20% in unit volume versus 2016 They also will take a huge chunk of the total server shipments in the Chinese market this year – around 30% according to DRAMeXchange’s latest estimate Going forward, demand momentum from China’s telecom industry and BAT will pick up further in the second half of 2017
