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Needless to say. According to IDC data, according to the type statistics, Intel's mobile PC processor share in the fourth quarter of 2011 was, AMD; Intel PC Server Workstation share is, AMD is; Intel desktop share is, AMD is. Specific to the full year, Intel's mobile PC processor share is, AMD, VIA; Intel PC Server Workstation share is, AMD is; Intel desktop share is, AMD is, VIA is.
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CPU is the first processor of the computer, the relationship between the processor and the performance of the CPU of the whole computer, the better the processor, the faster the processing speed, that is to say, the quality of a computer is basically determined by the performance of the CPU, and the design and production process of the CPU is very difficult, that is, only a factory can design and manufacture the CPU.
The CPU needs to be turned into a finished product through a simple sand breakdown, and then through silicon ingots, wafers, lithography, etching, ion implantation, metal deposition, metal layers, wafer testing, dicing, assembly, final testing, and refining the product packaging series process to achieve a real finished product, which is rarely manufactured around the world. At present, the real design and production capacity is only Intel and AMD, and it is basically impossible for other manufacturers to break through in recent years, in other words, this is quite the exclusive spoon of AMD and Intel, and others can't be separated if they want to, and the natural market can only see Intel and AMD.
For the graphics card, he was not a fully processed semi-finished product at that time, it could not be used directly for users, and it also needed card manufacturers for final assembly and optimization, different card manufacturers, their designs are different, the power is different, and the materials are different, so the same GPU chip, their performance will also have a gap, and the same above ** will also be very different, so this is why there are many and only two CPU manufacturers on the market, CPU is an independent product He can sell directly to consumers, It only needs to be matched with the corresponding motherboard pins to play its role, and the graphics are not directly to the consumer, it also needs to be designed, produced, packaged and marketed for the secondary board. This part requires the final manufacturer to complete the process. Complete the process, then whose brand this is.
At present, both CPU and GPU are high-end technology in the hands of the United States, and our own independent research and development is basically a blind spot, only a few manufacturers can master this technology, even so, there is still a big gap, and we may have a breakthrough in design, but it is really a big gap in production, if the lithography technology breaks through the computer CPU or mobile phone, we can only watch another CPU make money and there is no other way, Now I only hope that the leader of domestic technology will move your more valuable brain to improve the status quo, and in the next ten years in the market for 20 half a year, computer CPUs will be dominated by AMD and Intel.
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This is because Intel and AMD have dominated the entire CPU environment, and they have mastered such technology, such technology, and have not been disseminated by others, so they will achieve domination.
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Because these two manufacturers have strong technology, covering almost all CPU brands on the market, and they are constantly producing new products, they will be trusted by partners.
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There are only three graphics card manufacturers.
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On July 29, 2022, Intel's market value was surpassed by AMD, an event that many netizens couldn't believe, and it can also reflect that this is a landmark event. In fact, Intel and AMD are the two largest companies in the processor industry, and they have been competing for more than 20 years, and AMD has always been in a state of being pressed. But in 2022, the Jedi turned over, and this phenomenon cannot be imagined by everyone.
You must know that no matter what the field, there can only be one leader, and these two companies have been competing for the leading position, whether it is chip research and development, or competition in other aspects, it is very fierce. Take the process as an example, Intel's process node has a difficult birth, resulting in the processor is not so advanced. On the contrary, AMD has developed a new process under years of suppression, so it has taken advantage of the east wind of Taiwan's electromechanical process, and it has turned the tables against the wind.
Moreover, Intel's market value has declined, in addition to the problems in the chip process, another aspect is that it has not found a new growth point, so it has missed the market. Intel has also been frequently acquiring other companies, so after there are more companies, it is also very troublesome to manage, and if you want to make a more powerful chip, you need to combine multiple aspects and departments to be able to develop successfully. The incident of being overtaken by AMD did have an impact on Intel, and it is believed that AMD will also take advantage of this period to develop its own business, so that the value of the city will remain in a relatively stable position.
After all, for these chip leaders, there is no way to be recognized by everyone if they can't develop chips, but Intel has a problem, and if you want to continue to shine in this field, you still need to make continuous efforts. And no company will be suppressed by another company for a lifetime, so Intel's traditional core market technology advantage no longer exists, and AMD is very focused, and will not acquire companies as frequently as Intel, but focus all its energy on technology research and development, so it is normal to be successful.
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Externally, the products provided by major chip manufacturers such as Qualcomm, AMD and Intel are becoming more and more difficult to meet the realistic needs of Internet technology manufacturers. The monopoly of chips by AMD, Intel, Qualcomm and other chip factories has directly led to the rising cost of chips purchased by many technology companies (such as continuous price increases). But now, with the release of self-developed chips, it also has some confidence in the "arrogance" of large manufacturers; In addition, the ecosystem built by the cloud services of various large manufacturers is not exactly the same, and their demand for server chips will naturally be different, but general-purpose chips are not enough to meet this demand.
With many technology application scenarios, strong cloud infrastructure and a wide user base, the scale of its super-large volume is enough to help it dilute the huge chip R&D cost and greatly reduce the risk of its advancement. For an industry that focuses on R&D and heavy investment such as "core making", in addition to having money, there must also be quantity, and even having "quantity" is a more important thing than having money. The importance of chips to the giants' strategy determines that large manufacturers will never give up easily in this field, which means that the giants' future investment in the chip field will be long-term.
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In fact, the reason why they have been able to seize this leading position in the chip industry is not only because of their continuous innovation, but also because of their reform in all aspects of products.
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They are dedicated to product development. Products are the cornerstone of any market, and they understand this and want to get the best out of their products.
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They are two of the largest companies in the processor industry, and they are fiercely competitive. After this ****, Intel's stock market value is actually lower than AMD's, which can be said to be a situation that has never occurred in more than 20 years of competition. In the past, AMD's market value was obviously inferior to Intel, and it has always been at a disadvantage, and there are even many experts in Fancong who have been ridiculing Intel for making AMD the second in the processor industry.
Intel's market share in the processor industry has always been extremely high, although AMD is also continuing to make efforts, but its competitiveness has always been as good as Intel. After all, most of the computers we use now use chips made by Intel, and many consumers must have never heard of the name of AMD. But I didn't expect that after the release of the second quarter earnings report, Intel's market value actually decreased, and AMD also surpassed Intel in one fell swoop and became the industry leader.
Seeing the soaring market value of AMD's lunqing, experts in the semiconductor industry were shocked. As the leader of the processor industry, Intel has been expanding its own development field in recent years, and its investment in artificial intelligence is increasing. However, judging from the second quarter financial report released this time, Intel's artificial intelligence earnings have declined.
Due to the competitive pressure in this area, Intel's return on investment in this area is not very obvious. <>
In addition, Intel has not been able to continue to innovate in its traditional PC field and maintain its traditional advantages, so AMD can have the opportunity to overtake this time. The original Intel due to its high level of manufacturing technology, so the processor process has been good, but in recent years, the process level has not been improved significantly, so the gap between the processor produced by it and the processor produced by AMD is also constantly decreasing, so this situation will occur.
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There is a certain competitive relationship between these two brands, but they can still be interdependent in the process of competition, and they can also promote each other.
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They are quite competitive in the processor area. Intel and AMD have been competing for the processor market for so many years, and both are relatively strong.
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The technicians rely on each other and compete with each other and occupy a dominant position in the industry.
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