Server manufacturers to change survival chip manufacturers competition white-hot

"Tenkine Server Channel review" IDC reports that Q3 server http://www.aliyun.com/zixun/aggregation/32062.html "> Market sales increased by 3.7% over the same period last year, This is mainly due to the large Internet to provide such as Google, such as the construction of data centers, design and ODM-oriented way to drive the growth of the server market. But the traditional server vendors such as HP, IBM, Dell and so on did not get any benefit, because Internet providers like Google began to design their own servers, directly from Intel to buy chips, and then manufacturing in Asia.

In order to reduce the cost of server procurement, large Internet providers have adopted their own design servers. It is notable for Facebook's OCP plan and the Scorpio plan proposed by China's local internet giant. Internet providers provide server design standards, and then make friends on behalf of the factory direct manufacturing, rather than from the brand server manufacturers direct procurement.

Four years ago, Intel had 75% of its server chip revenues from Dell, HP and IBM, while the same 75% revenue was split by 8 companies today, including Google. Intel's x86 server sales are growing in the third quarter, with Internet companies building data centers around the Intel x86 chip. However, ARM, a low-cost low-power chip, is challenging Intel, so Intel is also starting to develop lower-cost, lower-power server processor chips to expand its market share.

In a recent 2013 Intel Data Center Enterprise Applications Forum, Patrick Buddenbaum, director of enterprise applications at Intel Data Center Division, said x86 's application deployment rate in data centers was very high. And compared to the ARM processor, the Intel processor's compatibility and performance advantages are self-evident.

The current server chip market is similar to the PC market many years ago, that is, there is always such a company in the drive of another enterprise change. As AMD drives Intel's transformation, ARM is now playing a similar role. Traditional server manufacturers face the embarrassing situation of brand PC manufacturers, how to break through the need for manufacturers to change to survive. The server chip manufacturers in the cloud computing model driven, still have a strong growth potential.

Whether it is a server manufacturer or a chip manufacturer, it is important to recognize the current market situation and the driving force of market change. Only by recognizing the situation can adapt to the situation to change, innovation is the server ecosystem of the upstream and downstream enterprises to survive.