AMD与IntelThe company has been fighting in the CPU market for nearly 40 years. Generally speaking, the main selling point of AMD's CPU processor is its high performance-to-price ratio and price advantage, while Intel has better performance and higher price for many years.
The situation in recent years is different. AMD has advantages in performance and craftsmanship after the Ruilong processor, especially in the EPYC server product line, 7nm Zen2 has achieved 64 cores and 128 threads from the beginning, while competitors Intel has had 28 cores and 56 threads for many years.
But Intel is also growing fast. A new member of the third-generation Xeon extensible family, codenamed Ice Lake-SP, introduced 10nm technology for the first time in April, with up to 40 cores and through a single chip.
Then there is the fourth generation of 10nm SF process, code name Sapphire Rapids, has a new 10nm process, CPU architecture, DDR5/PCIe 5.0 native support, etc., can achieve 60 cores.
Will the return of the King of Intel put more pressure on AMD? Participate in the event a few days ago.Bank of AmericaAt the technical meeting, Dan McNamara, senior vice president of AMD and head of server business, answered analysts' questions.He said customers chose AMD because AMD processors provide higher performance and cost performance.
Dan McNamara saidAMD will take price into account when negotiating with customers, but this will not be the first issue.
Judging from the statements of AMD executives, AMD is confident about its processors, especially in terms of performance and performance-to-price ratio, and is not worried about competitors' price war.
But AMD should also be careful. I'm afraid the price war can't avoid, Intel CEO Kissinger hinting in an interview not long ago.In the server CPU market, competitive pricing is also appropriate, although it will affect the company's performance, but can maintain or even increase market share.
At present, neither side has admitted to fighting a price war, but from the news of the industry, both companies will give a certain discount at the time of actual purchase, which depends on the requirements of different customers and the quantity of orders.