Global expertise analyst, Canalys, has leaked what are supposedly inside coaching paperwork on-line. The PowerPoint doc is aimed on the firm’s companions and means that the channel ought to “anticipate the possibility of AMD surpassing Intel on CPU performance in 2019.”
That’s a considerably daring prediction, and means that anybody recommending buying selections to their prospects ought to noticeably take into account AMD as a real various to Intel in each the skilled and client house. The leaked doc has seemingly been taken down, however some slides from the presentation have been saved on-line.
It’s not clear from the slides which of Intel’s chips it’s speaking about when it references a efficiency lead subsequent yr, however it may be assumed Canalys is speaking in regards to the 7nm AMD Zen 2 processors that are set to launch sooner or later in 2019. AMD’s high-end, server-grade 7nm Zen 2 Epyc chips ought to already be sampling, as introduced earlier this yr, and are set for launch within the first half of 2019, so it’s wager that’s the place the Canalys prediction is aimed.
Canalys has fairly a listing of influential shoppers, together with Amazon, Acer, Apple, Samsung, Lenovo, and HP. And its suggestions to these prospects may maintain some sway.
Pages from the leaked doc could be seen on Expreview and it comprises some attention-grabbing suggestions exterior of the server atmosphere too. While it says that AMD is a critical contender within the business house, it additionally recommends channel companions push AMD CPUs for plenty of totally different folks, together with “progressive companies with young workers (who may appreciate the ability to do gaming on the side).”
Basically Canalys is recommending AMD chips are match for startups stuffed with players desirous to play Fortnite, PUBG, or SCUM at lunchtime. Honestly, in the event that they’re recommending corporations begin shopping for workplace machines with AMD Ryzen 5 2400G chips inside them, that’s some evaluation I can get behind.
These try occasions for Intel, with the corporate reportedly having to outsource 14nm chip production to rival fab, TSMC, as a result of it may’t manufacture sufficient CPUs itself. That and a few Intel companions, corresponding to Hewlett Packard, are recommending its prospects switch from Xeon to Epyc due to these 14nm provide constraints.
Coupled with the actual fact Intel will solely be switching to 10nm silicon (if it sticks to its already closely delayed timeline) within the second half of subsequent yr – presumably effectively after AMD has already stuffed our desktops and the cloud’s servers with 7nm Zen 2 processors – it’s not wanting too fairly.
It will need to have one thing up its sleeve, nonetheless, as Intel has a behavior of coming again up off the canvas with stellar product. And with business darling, Jim Keller, doubtlessly trying to reinvigorate Intel’s processor lineup there’s no level writing off the $60bn chip maker simply but…
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