According to DIGITIMES, sources in the notebook industry say that cloud service providers will reduce their dependence on processor suppliers because most of them want to develop their own arm based processors. The source said that if this trend continues, the new generation of server processors of AMD and Intel will be inconsistent with the server update speed of cloud service providers.
It is reported that suppliers including AWS, Google, Alibaba, Baidu and Tencent are actively developing internal chips. Alibaba cloud has even begun to accept customer requests to verify the elastic computing service (ECS) instance type named G8M. This instance type is supported by its customized Yitian 710 SOC.
The source said that Microsoft is another supplier seeking to independently develop server processors. It is reported that Microsoft has changed from Apple The company has hired famous chip architects to strengthen its chip R & D work.
The source said that as more and more cloud service manufacturers want to develop their own processors, server ODM manufacturers will have to meet various requirements with stronger manufacturing capacity and flexibility in resource management. In the past, these ODM companies only dealt with designs based on Intel processor platforms.
The source said that the batch shipment of Intel Eagle stream processors may be postponed to the fourth quarter of 2022 or the first quarter of 2023.
In this regard, Yingyeda commented that a new wave of alternative demand is unlikely to occur before 2023. ODM said that the new generation server processors of AMD and Intel may not be put into commercial production until the end of this year or January 2023.
Wiwynn believes that the key to stimulating the growth of the entire server market is the demand of the terminal market, not the availability of new processors.
According to insiders, server ODM manufacturers are generally optimistic about the shipment volume in the second half of 2022. (checked by / indrich)