服務器微處理器市場-增長、趨勢、COVID-19 影響和預測 (2023-2028)

服務器微處理器市場規模到 2020 年將達到 151.9 億美元，到 2026 年將達到 178.9 億美元，2021-2026 年預測期內的複合年增長率預計為 2%。

不斷增長的數據中心佔地面積和來自雲服務提供商的需求正在推動服務器微處理器市場的增長。 服務器微處理器市場正在進行產品創新，該市場由英特爾和AMD兩大壟斷企業主導。 企業正在認識到數據分析、機器學習和人工智能等現代工作負載的性能需求，並相應地改進他們的設計。

主要亮點

• 移動寬帶的擴展、大數據分析和雲計算的增長正在推動對新數據中心基礎設施的需求。 據CNNIC統計，截至2017年，美國擁有全球約45%的雲和互聯網數據中心。 截至 2017 年，僅北美（美國和加拿大）就有大約 2,854 個數據中心，使其成為服務器微處理器的領先市場。
• 隨著全球雲變得越來越普遍，Google 等雲服務提供商正在擴大其在每個地區的數據中心位置，以滿足對高性能計算的需求。 這些趨勢正在推動服務器微處理器的發展。

服務器微處理器的市場趨勢

開放指令集架構 (ISA) 因中美貿易戰而蔓延

• 中美之間的貿易戰將對市場產生一定的影響，因為美國公司（英特爾）和 ARM 已宣布他們將阻止獲得華為的 SoC 和 CPU 等關鍵半導體組件。有可能. 這可能會引發對 MIPS 和 RISC-V 等開源指令集架構 (ISA) 的更大依賴。 例如，2019 年 7 月，阿裡巴巴集團發布了首款自主設計的微處理器，這是中國推動芯片自給自足的重要一步。 該公告促使中國科技巨頭努力解決與美國的貿易衝突（關於技術獲取）。 阿裡巴巴的芯片（不是內部製造，而是由中芯國際等中國代工廠製造）為智能揚聲器、自動駕駛汽車和其他需要高性能計算的聯網小工具等消費設備提供動力。專為
• 華為也在為其處理器謀求美國獨立。 該公司已宣布，如果 ARMv8 架構獲得許可且美國政府法規繼續實施，它將在未來考慮使用 RISC-V。
• 與此同時，ARM 和 Marvell 等公司正在擴大技術合作夥伴關係，為 x86 計算市場帶來替代方案。

歐洲成微處理器主戰場

• 隨著計算密集型應用程序和雲計算在歐洲的普及，預計配備微處理器的服務器具有巨大的潛力。 雲計算是歐盟為提高企業生產力和服務而推廣的戰略數字技術之一。 這些努力為該地區的數據中心創造了巨大的需求，推動了市場的發展。
• 北美已成為服務器微處理器的主要來源，但歐洲處理器倡議 (EPI) 等區域性舉措可能會對市場產生影響。
• 2018 年 12 月，歐盟委員會宣布選擇聯盟“EPI（歐洲處理器倡議）”。 該倡議旨在“開發、共同設計低功耗微處理器並將其推向歐洲市場”，以便歐洲可以保留大部分技術。
• EPI 聯盟提議通過為以下市場提供處理器系列來構建長期經濟模型： 高性能計算、數據中心和服務器以及自動駕駛汽車。

服務器微處理器市場的競爭對手分析

過去幾年，服務器微處理器市場一直由 Intel 主導，與 AMD 競爭，IBM 和 Oracle 等小批量廠商進入。 這個市場需要對研發和技術合作夥伴關係進行大量投資，以滿足服務器和數據中心的需求。 由於新產品的推出和有競爭力的價格，預計 AMD 將在服務器微處理器市場略微超過英特爾。 市場供應商正在努力為下一代數據中心推出新的微處理器。 以下是最近的市場趨勢。

• 2018 年 5 月 - Cavium 宣布 ThunderX2 全面上市，這是第二代 Armv8-A SoC 處理器，適用於下一代數據中心、雲和高性能計算應用。 最近被 Maxwell 收購，該公司已與超過 60 家不同的合作夥伴（包括 OEM、ODM、獨立軟件和硬件供應商）合作，以實現基於 ThunderX2 的平台的部署，最終達到商業化階段。
• 2019 年 6 月 - Marvell（Cavium 的母公司）宣布與 Arm 建立更廣泛的戰略合作夥伴關係，以加速其下一代 Marvell ThunderX 服務器處理器技術的設計和開發。 通過這項新協議，Arm 將至少再支持 Marvell 在服務器處理器技術方面的研發三年（至 2022 年）。 通過此次合作，Marvell 旨在擴展其基於 Arm 的服務器路線圖，以支持下一代雲和數據中心基礎設施。

其他好處

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第一章介紹

• 調查結果
• 調查假設
• 本次調查的範圍

第二章研究方法論

第 3 章執行摘要

第四章市場動態

• 市場概覽
• 市場驅動因素和限制因素簡介
• 市場驅動力
• 市場製約因素
• 產業吸引力 - 波特五力分析
  • 新進入者的威脅
  • 買方/消費者議價能力
  • 供應商的議價能力
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場細分

• 按架構
  • x86
  • 手臂
  • 其他（SPARC、MIPS、POWER）
• 按地區
  • 北美
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東

第六章競爭格局

• 供應商市場份額（單一服務器微處理器供應商）
• 公司簡介
  • Advanced Micro Devices, Inc.
  • Intel Corporation
  • Marvell Technology Group（Cavium, Inc.）
  • IBM Corporation
  • Oracle Corporation
  • M/A-COM Technologies Solutions Holdings, Inc

第7章 投資分析

第8章 市場機會未來動向

The server microprocessor market was valued at USD 15.19 billion in 2020 and is expected to reach USD 17.89 billion by 2026, at a CAGR of 2% over the forecast period 2021 - 2026. Increasing data center footprint and demand from cloud service providers prompts the growth of the server microprocessor market. Dominated by the duopoly of Intel and AMD, the market for server microprocessors is undergoing product innovations. Companies are realizing the performance needs for modern workloads such as data analytics, Machine Learning, Artificial Intelligence and are improving their designs accordingly.

Key Highlights

• The expansion of mobile broadband, growth in big data analytics and cloud computing are driving the demand for new data center infrastructures. As of 2017 US holds almost 45% of the global cloud and internet data centers according to CNNIC. North America alone( US and Canada) house around 2854 data centers as of 2017, making it a prominent market for the server microprocessors.
• In line with global cloud penetration, cloud service providers such as Google, are expanding their data center footprint across regions to keep up with the demand for high-performance computing. Such trends drive the server microprocessors.

Server Microprocessor Market Trends

Open Instruction Set Architecture(ISA) to Gain Traction Amid US-China Trade War

• The trade war between China and the United States may have certain impact on the market. this is considering US companies(Intel), as well as ARM, that have pledged to cut off Huawei's access to critical semiconductor components, such as SoCs and CPUs. This might trigger increased dependency on open-source Instruction Set Architecture(ISA) such as MIPS, RISC-V, etc. For instance, in July 2019, Alibaba Group unveiled its first self-designed microprocessor, which marks a key step in China's efforts to promote chip self-sufficiency. The launch prompts the efforts of the Chinese technology giants to address the trade clashes with the U.S. (over access to technology). Alibaba's (not produced by itself, but some other Chinese foundry such as Semiconductor Manufacturing International Corp.) has been designed to power consumer devices such as smart speakers, self-driving cars or other internet-connected equipment requiring high-performance computing.
• Huawei is also seeking US Independence for their processors. The company although obtained license for ARMv8 architecture, expressed that it would consider using RISC-V in the future if the US government restrictions persist.
• On the other hand, companies such as ARM, Marvell, among others, have been extending technology partnerships to launch an alternative to the x86 computing market.

Europe Making Efforts to Develop Key Competence in Microprocessors

• Europe is estimated to provide significant scope for servers powered by microprocessors as the compute-intensive applications and cloud adoption is increasing. Cloud computing is one of the strategic digital technologies that has been promoted by the European Union for enhancing productivity and better services by enterprises. These initiatives provide significant demand for data centers in the region, thus driving the market.
• Although North America has been a larger source for Server Microprocessors, regional initiatives such as the European Processor Initiative(EPI) is likely to have an impact on the market.
• The European Commission, in December 2018, declared the selection of the Consortium European Processor Initiative (EPI). The aim of the initiative is to "develop, co-design, and introduce a low-power microprocessor to the European market", thus being able to retain a significant part of that technology is Europe.
• The EPI consortium proposes to create a long-term economic model by delivering a family of processors for the following markets: High-Performance Computing, Data centres and servers, and Autonomous vehicles.

Server Microprocessor Market Competitor Analysis

Server Microprocessor Market has been dominated by Intel since the past few years, with AMD as the close competitor and other low-volume players like IBM, Oracle among others. The market demands strong investments in R&D and technology partnerships to address the needs of the servers and data centers. AMD is likely to cut through a slight share of Intel in the server microprocessor market, considering the new product rollouts and competitive pricing strategy. Vendors in the market have been involving in the launch of new microprocessors for next-generation data centers. Following are the recent developments in the market:

• May 2018 - Cavium announced the general availability of ThunderX2, their second generation of Armv8-A SoC processors for next-generation data center, cloud and high-performance compute applications. The company, recently acquired by Maxwell, worked with over 60 different partners (including OEMs, ODMs, and independent software and hardware vendors) to enable the deployment of ThunderX2 based platforms and finally reached the commercialization phase.
• June 2019 - Marvell (parent company of Cavium) announced a broader strategic partnership with Arm, to accelerate the design and development of next-generation Marvell ThunderX server processor technology. With this new agreement Arm will support Marvell's R&D in the server processor technology area for at least three more years(until 2022). With this partnership, Marvell aims to expand its Arm-based server roadmap to enable the next generation of cloud and data center infrastructure.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Deliverables
• 1.2 Study Assumptions
• 1.3 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Overview
• 4.2 Introduction to Market Drivers and Restraints
• 4.3 Market Drivers
• 4.4 Market Restraints
• 4.5 Industry Attractiveness - Porter's Five Force Analysis
  • 4.5.1 Threat of New Entrants
  • 4.5.2 Bargaining Power of Buyers/Consumers
  • 4.5.3 Bargaining Power of Suppliers
  • 4.5.4 Threat of Substitute Products
  • 4.5.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 By Architecture
  • 5.1.1 x86
  • 5.1.2 ARM
  • 5.1.3 Others(SPARC, MIPS, POWER)
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia-Pacific
  • 5.2.4 Latin America
  • 5.2.5 Middle East

6 COMPETITIVE LANDSCAPE

• 6.1 Vendor Market Share(for standalone server microprocessor vendors)
• 6.2 Company Profiles
  • 6.2.1 Advanced Micro Devices, Inc.
  • 6.2.2 Intel Corporation
  • 6.2.3 Marvell Technology Group(Cavium, Inc.)
  • 6.2.4 IBM Corporation
  • 6.2.5 Oracle Corporation
  • 6.2.6 M/A-COM Technologies Solutions Holdings, Inc

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS