攻守易勢(shì):AMD銳龍芯片能否干翻英特爾?
在美國(guó)硅谷,針?shù)h相對(duì)地競(jìng)爭(zhēng)的科技公司有不少對(duì),而戰(zhàn)爭(zhēng)打得最持久的,當(dāng)屬兩大芯片制造商英特爾和AMD。在5月下旬的臺(tái)北電腦展上,兩家公司的攻守之勢(shì)卻陡然生變。
之前幾十年,英特爾始終是臺(tái)式機(jī)處理器市場(chǎng)的龍頭老大,AMD只能扮演萬(wàn)年老二的角色。這兩家公司都成立于20世紀(jì)60年代末,而且他們的創(chuàng)始人都來(lái)自于硅谷半導(dǎo)體行業(yè)的先驅(qū)企業(yè)——仙童半導(dǎo)體。半個(gè)世紀(jì)以來(lái),兩家公司經(jīng)常在法庭打官司打得難解難分,在快速發(fā)展的電腦處理器市場(chǎng)上更是惡斗不休。
5月26日,AMD公司的CEO蘇姿豐在臺(tái)北電腦展上發(fā)布了該公司的第三代銳龍微處理器,該產(chǎn)品是AMD從五年前開(kāi)始研發(fā)的。蘇姿豐表示,第三代銳龍芯片基于A(yíng)MD的“禪”架構(gòu)開(kāi)發(fā),在公司的內(nèi)測(cè)中,它的性能比英特爾的同等處理器高出16%以上。新一代銳龍芯片將于今年7月上市,售價(jià)500美元,只有英特爾的競(jìng)爭(zhēng)產(chǎn)品的一半左右。
在2019年臺(tái)北電腦展上獨(dú)家發(fā)布銳龍家族的最新成員——12核/24線(xiàn)程的第三代AMD“禪”銳龍9 3900X處理器。https://t.co/OgLHoqWv9T pic.twitter.com/75FzfpdiKx
——AMD銳龍(@AMDRyzen) May 27, 2019
這幾年AMD的創(chuàng)新程度已經(jīng)超過(guò)了英特爾。5月26日的發(fā)布會(huì)也讓一些華爾街分析師認(rèn)為,AMD將有機(jī)會(huì)在PC處理器市場(chǎng)上搶到更大的份額。
由于銳龍芯片的市場(chǎng)反應(yīng)喜人,到上個(gè)季度,AMD在CPU市場(chǎng)上的份額已經(jīng)從去年的12%躍升至17%——這一定程度上也是因?yàn)橛⑻貭柕腃PU處理器缺貨導(dǎo)致的。當(dāng)然,市場(chǎng)的其余份額還是被英特爾所壟斷。不過(guò)如果新一代銳龍?zhí)幚砥鞯男阅芎蛢r(jià)格果然如蘇姿豐所說(shuō),那么AMD必然會(huì)進(jìn)一步搶占英特爾的市場(chǎng)份額。
Stifel Financial公司的分析師凱文·卡西迪于上周一在一份研究報(bào)告中表示:“這次發(fā)布會(huì),表明AMD的CPU線(xiàn)程處理技術(shù)和性能在50年來(lái)首次超越了英特爾。我們認(rèn)為,憑借高性能、低能耗、低成本和升級(jí)方便等優(yōu)勢(shì),AMD的市場(chǎng)份額增長(zhǎng)將進(jìn)一步加速?!?/p>
富國(guó)銀行的分析師亞倫·拉克斯也表示,蘇姿豐的發(fā)布會(huì)“強(qiáng)化了我們的積極觀(guān)點(diǎn)”,即AMD的銳龍芯片將在2019年下半年繼續(xù)擴(kuò)大市場(chǎng)份額。
上周二市場(chǎng)開(kāi)盤(pán)后,AMD的股價(jià)出現(xiàn)飆升,收盤(pán)上漲10%至每股29.03美元。與此同時(shí),英特爾的股價(jià)下跌了2.2%,跌至每股43.57美元。AMD的股價(jià)繼續(xù)延續(xù)了去年的漲勢(shì)。去年一年,AMD的股票上漲了117%,而英特爾的股票則下跌了21%。(財(cái)富中文網(wǎng)) 譯者:樸成奎 |
Of all the bitter rivalries that have stoked competition in Silicon Valley, the longest-running battle belongs to chipmakers Intel and Advanced Micro Devices. At a computer conference in Taiwan at the end of May, the tech tug-of-war between the two companies underwent an intriguing twist.
For decades, Intel has typically dominated in the market for the processors that power desktop PCs, with AMD often forced to content itself with second place. The two companies were founded in the late 1960s by former engineers at Fairchild Semiconductor, an early Silicon Valley pioneer. Over the decades, they have clashed in courtrooms as well as the burgeoning market for desktop processors.
On May 26, AMD CEO Lisa Su took the stage at the Computex computer expo in Taipei to unveil the third generation of the company’s Ryzen microprocessor, which it began developing more than five years ago. Su said the new chips, based on AMD’s Zen architecture, outperformed a comparable processor from Intel by more than 16% in its internal tests. Come July, the new Ryzen chips will sell for $500, half the price of Intel’s competing offerings.
Here's an exclusive #COMPUTEX2019 look at the newest edition to the Ryzen family, the 12 core/24 thread 3rd Gen AMD Ryzen 9 3900X processor. https://t.co/OgLHoqWv9T pic.twitter.com/75FzfpdiKx
— AMD Ryzen (@AMDRyzen) May 27, 2019
AMD’s innovations have leapfrogged those at Intel in the past, but announcement on May 26 has some Wall Street analysts anticipating an opportunity for AMD to steal an even bigger share of the market for PC processors.
Ryzen chips have already helped AMD’s CPU market share to jump to 17% last quarter, up from 12% a year earlier (with Intel holding the remaining share), thanks in part to a shortage of CPU processors at Intel. If Ryzen delivers on price and performance as Su promised, it can eat further into Intel’s dominant share.
“This announcement represents the first time AMD has taken the desktop CPU lead process technology and performance lead from Intel in its 50-year history,” Stifel Financial analyst Kevin Cassidy said in a research note last Monday. “We expect AMD to accelerate its PC market share gains due to higher performance, lower power usage, lower cost and ease of upgrade.”
Another analyst, Aaron Rakers at Wells Fargo, said Su’s “presentation reinforced our positive thesis” that the Ryzen chips could sustain AMD’s market-share gains through the rest of 2019.
Once markets opened on last Tuesday, AMD’s stock surged, closing up 10% at $29.03 a share. Intel, meanwhile, saw its stock fall 2.2% to $43.57 a share. That extends AMD’s outperformance over the past year, during which AMD has risen 117% while Intel has fallen 21%. |