The launch of Zen architecture in 2017 allowed AMD to go back through the front door to the market for high-performance general-purpose CPUs, and opened the doors to other key sectors, such as laptop processors, and also to the professional sector. Ryzen and Threadripper marked a turning point in the industry that, as we know, has been consummated with Zen 2, an architecture that brings Ryzen 3000 processors, Ryzen 4000 APUs, and EPYC Rome and Threadripper 3000 processors to life.
When AMD found itself on the brink of bankruptcy, many experts and analysts took it for granted that their only option was to “sell” to a tech giant. Samsung was one of the most popular names, but in the end the Sunnyvale company has managed to recover, and in what way. Its actions today are more valuable than Intel’s, its market capitalization is close to $ 100 billionAnd, according to analysts, it has everything to keep taking away market share from Intel.
With the launch of Zen 3, scheduled for later this year, AMD could be placed in a position of total leadership in terms of performance, efficiency and price, and the most incredible thing is that this would apply at all levels, thanks to the versatility offered by the Zen 3 architecture, an MCM (multi-chip module) design that allows the creation of general consumption processors of high performance for any sector (professional, general consumption and portable), with minimal impact at the wafer level and a very low cost.
AMD to take over 50% of global CPU market by 2021
This is how clear analyst Mark Lipacis has been, who has been convinced that the company led by Lisa Su you will have no problem holding 50% of the x86 CPU industry market share during the second quarter of 2021. That is a very positive estimate for AMD, but does it make sense? Let’s see it.
If we take a look at the position that AMD has right now we find a clear combination of light and shadow. It offers processors with very strong value, and yes, its sales and market share have improved, but it still has an important pending account with the OEM sector, a market where Intel continues to lead clearly.
There is no doubt that with the launch of Zen 3 the Sunnyvale company will strengthen its position in the sector, and that Intel will not be able to keep up with it in the short and medium term due to the problems it has had with the 10 nm and 7 processes. nm, but to achieve that goal of achieving 50% market share in the x86 CPU sector AMD cannot just launch good products, it has to fine-tune agreements with OEMs and strengthen their advertising investments and marketing to make the less knowledgeable user see why they should choose their processors.