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Thread: Intel Itanium outsells AMD Opteron

  1. #26
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    $5bn is all AMD Opterons sold since 2003? Hardly. Also hardly for Itanium.
    Would be nice if we had some market share, market movement and such figures instead.
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    I don't know why people are comparing Opteron and Itanium. They're totally different markets. Someone looking to buy an Opteron isn't going to consider Itanium and vice versa.

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    Wow, I want a $4k+ 1.7ghz cpu for my desktop. I would rather build 2 servers with amd opterons and if the first goes down, I just flip the power switch on the second and go about my day.
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    Quote Originally Posted by therightway View Post
    I don't know why people are comparing Opteron and Itanium. They're totally different markets. Someone looking to buy an Opteron isn't going to consider Itanium and vice versa.
    so you are saying amd has no enterprise offering?
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    I think his main point is that Itanium doesn't even execute the same code. There aren't a whole lot of times that you're going to build a server and ponder what instruction set is right for you. You'll know if you want an IA64 product or x86 product.
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    Quote Originally Posted by Wiggy McShades View Post
    so you are saying amd has no enterprise offering?
    No, he's saying they won't even run the same software. It's not like when we're picking parts for our rigs, when you pick Itanium it's because Itanium isn't x86 (and avoids all the problems x86 has), it's built like a tank, and does the job you need it for well.

    Like comparing Sparc and PowerPC to x86 you can get raw performance numbers but that isn't the big picture. All three platforms sell because they offer something else, and while Opteron offers a different flavour than the Xeons it's still x86.

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    Quote Originally Posted by Iconyu View Post
    No, he's saying they won't even run the same software. It's not like when we're picking parts for our rigs, when you pick Itanium it's because Itanium isn't x86 (and avoids all the problems x86 has), it's built like a tank, and does the job you need it for well.

    Like comparing Sparc and PowerPC to x86 you can get raw performance numbers but that isn't the big picture. All three platforms sell because they offer something else, and while Opteron offers a different flavour than the Xeons it's still x86.

    Well this is an enterprise solution, so what does amd have for the enterprise market? The Opteron and I would say that is competing.
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    Quote Originally Posted by Wiggy McShades View Post
    Well this is an enterprise solution, so what does amd have for the enterprise market? The Opteron and I would say that is competing.
    That's like saying 3/4" tubing is in competition with 1/2" tubing.

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    Quote Originally Posted by Power5 View Post
    Wow, I want a $4k+ 1.7ghz cpu for my desktop. I would rather build 2 servers with amd opterons and if the first goes down, I just flip the power switch on the second and go about my day.
    You totally missed the point of Itanium offerings (or didn't read the thread to see you're repeating the already said )
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    wikipedia
    HP, the only one of the industry's top four server manufacturers to offer Itanium-based systems today, manufactures at least 80% of all Itanium systems. HP sold 7200 systems in the first quarter of 2006. The bulk of systems sold are enterprise servers and machines for large-scale technical computing, with an average selling price per system in excess of US$200,000. A typical system uses eight or more Itanium processors.
    hah

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    Quote Originally Posted by Power5 View Post
    Wow, I want a $4k+ 1.7ghz cpu for my desktop. I would rather build 2 servers with amd opterons and if the first goes down, I just flip the power switch on the second and go about my day.
    If you have enough engineers, you could probably design a software solution for hardware redundancy but that requires a lot of man power and a lot of complexity. Not to mention a lot of maintenance. A team of good engineers will cost you a lot more than a few processors. Plus, there's no guarantee that it's going to be any better than what you currently got in place.

  12. #37
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    So they finally sold two in a year huh?
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    Quote Originally Posted by alfaunits View Post
    $5bn is all AMD Opterons sold since 2003? Hardly. Also hardly for Itanium.
    Would be nice if we had some market share, market movement and such figures instead.
    The only graph dating back about 10 years that I could find with a minimal search shows both AMD and Intel's overall market share. Not server CPU specific.


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    Quote Originally Posted by Andrew LB View Post
    The only graph dating back about 10 years that I could find with a minimal search shows both AMD and Intel's overall market share. Not server CPU specific.

    that perfectly demonstrates how close AMD's market share was to Intel's right before the release of Intel's C2D on July 27, 2006
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    Quote Originally Posted by hollo View Post
    wikipediahah
    So like 1.440.000.000$ just for that quarter

    The market share picture is not the server market share:
    http://www.xbitlabs.com/news/cpu/dis...Shipments.html
    Currently, Intel has 89% of server market share. I didn't know Intel had such a large server share, it's not hard to have the same revenue with Itanium as with Opterons.
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  16. #41
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    Itanium will of course make much more profit per unit compared to AMDs.

    It's like comparing a Lamborghini to a Toyota. Lambo makes much more profit for every car that's sold.
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    I wonder how the stack up to the POWER series from IBM.
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  18. #43
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    Yeah, you got the point. The POWERPC processors should be the main competitiors for Itanium.
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  19. #44
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    POWER7 is very impressive. its 3-4 times faster than POWER6 and much faster than x86 chips. some details will be released tomorrow actually and it should compete very well.

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    It's not x times faster than x86 - it's a totally different architecture, it's faster in a specific scenario 3-4 times. It's the same as saying C2D is twice faster than P4 dual-cores.

    However this is quite a movement. I expected something like this in 2008 when the USD was very low (either lower price of Itaniums out of US, or more income at the same non-EUR currency level).
    Tukwilla wasn't even out for sale yet
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  21. #46
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    Quote Originally Posted by alfaunits View Post
    It's not x times faster than x86 - it's a totally different architecture, it's faster in a specific scenario 3-4 times. It's the same as saying C2D is twice faster than P4 dual-cores.

    However this is quite a movement. I expected something like this in 2008 when the USD was very low (either lower price of Itaniums out of US, or more income at the same non-EUR currency level).
    Tukwilla wasn't even out for sale yet
    No, actually its not saying a C2D is twice faster than P4 hyperthread.

    It is like saying a GTX-260 is much faster than a Nehalem, or whatever x86 chip.
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  22. #47
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    Quote Originally Posted by Andrew LB View Post
    The only graph dating back about 10 years that I could find with a minimal search shows both AMD and Intel's overall market share. Not server CPU specific.

    I'm sorry to say but that Market share graph is meaningless. Market Share of what? All processors, Desktop, mobile, Server, Bunny suit figurines?

    That graph is missing context. You can throw it out as see AMD almost matched Intel in Market Share of processor returns??

    From the IDC report Jan 26, 2010:

    http://www.infoworld.com/d/hardware/...l-idc-says-516


    Intel shipped 80.5 percent of PC microprocessors worldwide during the fourth quarter, a drop from an 81.9 percent share it held in the fourth quarter of 2008. AMD's market share was 19.4 percent during the fourth quarter, increasing from 17.7 percent the previous year.

    As you can see this data does not even match what is on the graph.
    Last edited by pausert20; 02-09-2010 at 09:47 PM. Reason: Added link to IDC Market Share data

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    Quote Originally Posted by lkiller123 View Post
    Itanium will of course make much more profit per unit compared to AMDs.

    It's like comparing a Lamborghini to a Toyota. Lambo makes much more profit for every car that's sold.
    Actually I disagree. They will make more "per unit" profit but less total profit.

    If you take all of the R&D and manufacturing costs into account, they may not have turned a profit yet. That is a very expensive to manufacture low volume part.
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    If you look at IDC (as of Q3 of last year), you will see the following in lifetime SERVER shipments:

    Itanium: 275,227
    Opteron: 4,101,514

    That basically says that for the life of both products, Opteron has outsold Itanium by almost 15:1 (and Itanium had a 2 year head start).

    I believe what that used might have been total system cost, which is a bit unfair. A $200K HP Superdome probably nets Intel ~$4-8K in silicon revenue (or, ~2-4% of that total system price). If the average 2P server is ~$3500-4000 and average 2P CPU is ~$300-400 in ASP then you have an interesting dilemma.

    Would you rather have 2% of the system price on a 275K market or ~10% of the system price on a 4.1M unit market?

    If you really want to look at revenue, let's compare silicon revenue on both products, not total server revenue becuase intel only takes home a very narrow sliver of the $5B they were talking about. I'd even bet that the total itanium silicon revenue number is probably lower than the total itanium R&D + manufacturing costs.
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  25. #50
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    Quote Originally Posted by JF-AMD View Post
    Actually I disagree. They will make more "per unit" profit but less total profit.

    If you take all of the R&D and manufacturing costs into account, they may not have turned a profit yet. That is a very expensive to manufacture low volume part.
    That's very true. I doubt that Itanium is unprofitable, though, the chip and the platform costs are insane.
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