【Market Commentary】Given the product diversification and new solution such as embedded HBM CPU, TrendForce observes the mass production of Intel's new generation, Eagle Stream, will start in 2Q22, which is later than market expectation of 4Q21.
However, according to our ODM survey, we observe that there're a few QS in 4Q21, followed by few shipments to specific customers in 1Q22. In other words, the shipment pattern is similar to Whitley, and we don't view it as a serious delay. Besides, due to its negligible orders at 5nm technology node, we expect AMD Genoa to enter into mass production in 2Q22, similar to Intel's Eagle Stream.
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【Market Commentary】Intel’s latest Ice Lake CPU has already entered mass production and seen customer adoption, with major spec upgrades over the previous gen, such as increased memory channels and faster lanes, while the upgrade from AMD’s Rome CPU to Milan CPU is not as significant.
Therefore, despite AMD’s rising market share by way of pricing advantages, TrendForce believes Intel still leads in the server segment via its product diversification and comprehensive ecosystem.
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product diversification 在 Product Diversification: Definition, Stages, Benefits and ... 的相關結果
When companies identify the opportunity to shift their product lines for increased marketability, they often commit to a process called product ... ... <看更多>
product diversification 在 Product Diversification - Meaning, Strategy, Example 的相關結果
Product diversification is a business strategy that involves producing and selling a new line of products or product division, service or service division ... ... <看更多>
product diversification 在 Product Diversification - Learn About the Strategies of ... 的相關結果
Product diversification is a strategy employed by a company to increase profitability and achieve higher sales volume from new products. Diversification. ... <看更多>