You seem to think that as soon as a superior product hits the market it will automatically dislodge the competition. That isn't how things work at all. Zen 1 was a good product and rewrote a lot of how CPUs are now marketed. It also got the entire market away from 4c/8t on the high end for a standard desktop to that being the low end. For AMD Zen 1, much like 1st Gen Epyc, was a way to once again show the market that they can execute and provide a competitive product. 3.5 years later we are at Zen 2, soonish Zen 3, and AMD has been able to execute their roadmap very well. This has caused the enthusiast market to make AMD have 6 of 10 top selling CPUs on Amazon with 1-5 all being AMD. Getting this mindshare of the enthusiast market will pay dividends in the OEM market as well. This happens because General User asks his/her enthusiast friend to either build or recommend a computer and that person will recommend the AMD system. If some of these enthusiasts are also the decision makers for enterprise they could shift their company away from Xeon to Epyc. I am the decision maker on what to buy for servers, desktops, & laptops where I work and I have moved us away from Intel over the last 3 years. With the most current upgrade we are doing we will finally retire the last of our Intel VMware hosts and be 100% AMD in our data center. We will have 2x Gen 1 Epyc and 8x Gen 2 Epyc hosts at our primary data center and 3x Gen 2 Epyc at our DR site. For a small company the cost/benefit ratio for the density provided is nothing that Intel can come close to getting. On top of that the performance of the Gen 2 Epyc is better than Gen 2 Xeon Scalable. Overall it is decisions like this that will continue the increase of market share over the next years.
"That isn't how things work at all. Zen 1 was a good product and rewrote a lot of how CPUs are now marketed." Really? so were sold only at car washes and bars before Zen 1? I agree, out of the AMD lineup Zen 1 was quite impressive
" It also got the entire market away from 4c/8t on the high end for a standard desktop to that being the low end" Debatable - how many programs, other then benchmarks, make use of much more than 4/8 cores? To say that Intel would have never gotten to 8 cores is ridiculous.
"Getting this mindshare of the enthusiast market will pay dividends in the OEM market as well " Cool buzzword - but will have little to zero impact on the OEM market - fact is no one is clamoring for AMD desktops in the enterprise or smaller companies. OEMs will make and sell whatever their customers want - and OEMs like Dell and HPE aren't seeing a big demand for AMD. IF tomorrow ARM became the new hot and there was serious demand, OEMs would have multiple models out within a quarter.
"For AMD Zen 1, much like 1st Gen Epyc, was a way to once again show the market that they can execute and provide a competitive product. 3.5 years later we are at Zen 2, soonish Zen 3, and AMD has been able to execute their roadmap very well" Whole Opteron fiasco and then being virtually absent from the Server and desktop markets are what people remember - and quite a few of them are now making decisions as to what goes into the data center.
"I am the decision maker on what to buy for servers, desktops, & laptops where I work and I have moved us away from Intel over the last 3 years" Good for you.
"decisions like this that will continue the increase of market share over the next years" and even if the increase their market share 10x - they will still be in single digits. How many machines are we talking about you replacing/recommending? Hundreds? Thousands?
With Epyc being limited to 2 sockets - and Ice Lake SP being shipped to OEMs, and at 2 CPUs - both have 128 PCie4 lanes and 8ch DDR4 ECC - and the core advantage really isn't much of an advantage. Ice Lake SP will be a extremely high volume part - and MOST operators will replace their Intel servers with Intel servers - Intel is a known and reliable supplier - and does not have any gaps where they disappeared for close to a decade.
Cool story, thanks for sharing.