服务器微处理器市场-增长、趋势、COVID-19 影响和预测 (2023-2028)

服务器微处理器市场规模到 2020 年将达到 151.9 亿美元，到 2026 年将达到 178.9 亿美元，2021-2026 年预测期内的复合年增长率预计为 2%。

不断增长的数据中心占地面积和来自云服务提供商的需求正在推动服务器微处理器市场的增长。 服务器微处理器市场正在进行产品创新，该市场由英特尔和AMD两大垄断企业主导。 企业正在认识到数据分析、机器学习和人工智能等现代工作负载的性能需求，并相应地改进他们的设计。

主要亮点

• 移动宽带的扩展、大数据分析和云计算的增长正在推动对新数据中心基础设施的需求。 据CNNIC统计，截至2017年，美国拥有全球约45%的云和互联网数据中心。 截至 2017 年，仅北美（美国和加拿大）就有大约 2,854 个数据中心，使其成为服务器微处理器的领先市场。
• 随着全球云变得越来越普遍，Google 等云服务提供商正在扩大其在每个地区的数据中心位置，以满足对高性能计算的需求。 这些趋势正在推动服务器微处理器的发展。

服务器微处理器的市场趋势

开放指令集架构 (ISA) 因中美贸易战而蔓延

• 中美之间的贸易战将对市场产生一定的影响，因为美国公司（英特尔）和 ARM 已宣布他们将阻止获得华为的 SoC 和 CPU 等关键半导体组件。有可能. 这可能会引发对 MIPS 和 RISC-V 等开源指令集架构 (ISA) 的更大依赖。 例如，2019 年 7 月，阿里巴巴集团发布了首款自主设计的微处理器，这是中国推动芯片自给自足的重要一步。 该公告促使中国科技巨头努力解决与美国的贸易衝突（关于技术获取）。 阿里巴巴的芯片（不是内部製造，而是由中芯国际等中国代工厂製造）为智能扬声器、自动驾驶汽车和其他需要高性能计算的联网小工具等消费设备提供动力。专为
• 华为也在为其处理器谋求美国独立。 该公司已宣布，如果 ARMv8 架构获得许可且美国政府法规继续实施，它将在未来考虑使用 RISC-V。
• 与此同时，ARM 和 Marvell 等公司正在扩大技术合作伙伴关係，为 x86 计算市场带来替代方案。

欧洲成微处理器主战场

• 随着计算密集型应用程序和云计算在欧洲的普及，预计配备微处理器的服务器具有巨大的潜力。 云计算是欧盟为提高企业生产力和服务而推广的战略数字技术之一。 这些努力为该地区的数据中心创造了巨大的需求，推动了市场的发展。
• 北美已成为服务器微处理器的主要来源，但欧洲处理器倡议 (EPI) 等区域性举措可能会对市场产生影响。
• 2018 年 12 月，欧盟委员会宣布选择联盟“EPI（欧洲处理器倡议）”。 该倡议旨在“开发、共同设计低功耗微处理器并将其推向欧洲市场”，以便欧洲可以保留大部分技术。
• EPI 联盟提议通过为以下市场提供处理器系列来构建长期经济模型： 高性能计算、数据中心和服务器以及自动驾驶汽车。

服务器微处理器市场的竞争对手分析

过去几年，服务器微处理器市场一直由 Intel 主导，与 AMD 竞争，IBM 和 Oracle 等小批量厂商进入。 这个市场需要对研发和技术合作伙伴关係进行大量投资，以满足服务器和数据中心的需求。 由于新产品的推出和有竞争力的价格，预计 AMD 将在服务器微处理器市场略微超过英特尔。 市场供应商正在努力为下一代数据中心推出新的微处理器。 以下是最近的市场趋势。

• 2018 年 5 月 - Cavium 宣布 ThunderX2 全面上市，这是第二代 Armv8-A SoC 处理器，适用于下一代数据中心、云和高性能计算应用。 最近被 Maxwell 收购，该公司已与超过 60 家不同的合作伙伴（包括 OEM、ODM、独立软件和硬件供应商）合作，以实现基于 ThunderX2 的平台的部署，最终达到商业化阶段。
• 2019 年 6 月 - Marvell（Cavium 的母公司）宣布与 Arm 建立更广泛的战略合作伙伴关係，以加速其下一代 Marvell ThunderX 服务器处理器技术的设计和开发。 通过这项新协议，Arm 将至少再支持 Marvell 在服务器处理器技术方面的研发三年（至 2022 年）。 通过此次合作，Marvell 旨在扩展其基于 Arm 的服务器路线图，以支持下一代云和数据中心基础设施。

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第一章介绍

• 调查结果
• 调查假设
• 本次调查的范围

第二章研究方法论

第 3 章执行摘要

第四章市场动态

• 市场概览
• 市场驱动因素和限制因素简介
• 市场驱动力
• 市场製约因素
• 产业吸引力 - 波特五力分析
  • 新进入者的威胁
  • 买方/消费者议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场细分

• 按架构
  • x86
  • 手臂
  • 其他（SPARC、MIPS、POWER）
• 按地区
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东

第六章竞争格局

• 供应商市场份额（单一服务器微处理器供应商）
• 公司简介
  • 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 投资分析

第8章 市场机会未来动向

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