some days agoIntelIn the financial report released, although the total revenue andPCBusiness revenue increased, but data center business declined9%, Where the processorASPAverage price dropped7%, That is, getting cheaper and cheaper, and the price war has begun.
BeforeIntel CEOKissinger thinks on the serverCPUIn the market, the use of competitive pricing is also appropriate. Although it will affect the company’s performance, it can maintain or even increase market share.
consideringIntelof14nmThe process is mature enough, recent10nmProcess cost is greatly reduced45%,IntelThere is still confidence in adopting a price war strategy, after allAMDof7nmThe process is still costly so far, and the foundry price of TSMC is not cheap.7nmThe chip foundry quoted tens of thousands of dollars,5nmEven more up to1.7Ten thousand dollars, the price may increase this year.
Regarding the practice of friend companies cutting prices and starting price wars,AMD CEOSu Zifeng also made a statement on the conference call a few days ago,She said that in the data center processor market, performance and total cost of ownership are the most important, and the price factor is secondary.
fromAMDFrom their standpoint, their current advantage is mainly super multi-core, single socket64nuclear128Thread,5nm Zen4It is expected to be further improved to96nuclear192Thread, the unit cost is lower in calculation.
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