伺服器微處理器 - 全球市場的預測:2020-2024年

IDC的運算半導體調查副總裁Shane Rau指出，「網際網路資料的氾濫，意味伺服器級的微處理器不久將來有足夠的計算能力。可是，2020年，COVID-19將使得整體需求與處理器的供給一部分獲益。此外，至少在未來五年內，伺服器處理器將面臨如何將其產品定位於伺服器級的問題。GPU，FPGA，及AI ASIC和ASSP，在這些計算週期中競爭。」

本報告提供全球伺服器微處理器市場相關分析，市場基本結構和背景情況，主要的推動及阻礙市場要素，市場規模的趨勢預測調查。

IDC的市場預測圖

摘要整理

對技術供應商的建議

市場預測

• 整體
  • 2020年的展望
  • 2021-2024年
• 架構
• 對客戶的流通管道
• 插槽設計功能
• 未來的系統類別

市場背景

• 成長要素及阻礙因素
  • 促進因素
    • 雲端服務供應商
    • 通訊服務供應商
    • AI的加速
  • 阻礙因素
    • COVID-19
    • 加速器
    • 與美國中國的貿易糾紛
• 主要市場開發趨勢
  • COVID-19
  • Intel和AMD的不同策略
• 上次預測後的變更點

市場定義

調查手法

相關調查

This IDC study presents a five-year forecast for the worldwide server microprocessor market for the 2021-2026 period."The deluge of data across the internet means that server-class microprocessors will have plenty of computing to do for the foreseeable future," said Shane Rau, research vice president, Computing Semiconductors at IDC. "However, server processors continue to face the question of how to position their products against server-class GPUs, FPGAs, and AI ASICs and ASSPs that are competing for those computing cycles and where to position their products, such as in the core datacenter and in the edge infrastructure."

IDC Market Forecast Figure

Executive Summary

Advice for Technology Suppliers

Market Forecast

• Architecture
• Channel to Customer
• Socket Design Capability
• Prospective System Category

Market Context

• Drivers and Inhibitors
  • Drivers
    • Cloud Service Providers and Hyperscalers
    • Communications Service Providers
    • Artificial Intelligence
  • Inhibitors
    • Accelerators
    • COVID-19
• Significant Market Developments
  • Intel Sapphire Rapids and AMD Genoa, DDR5 Inhibits Adoption
  • ARM Adoption in Datacenter/Cloud/HPC
• Changes from Prior Forecast

Market Definition

Methodology

• Historical Market Values and Exchange Rates

Related Research