| The server and workstation markets that have so recently been impacted by the failure of the dot-com business are ready to proceed to recovery. The dot-com explosion of system purchases is being replaced by renewals of corporate inventory short-term, and further on, by increasing needs of cellular and wireless data communications and by processing, storage and delivery of multimedia.
Until Itanium 2 became available Intel could not access the revenue-rich high-end server market serviced by microprocessors from Sun, IBM, and HP. Itanium 2 and the high performance Xeon MP are now poised to bring to Intel the opportunity to penetrate the workstation and server market and reach for a wider slice of its total revenue.
The roadmap for the next five years also looks good, because with increases in frequencies and transistor numbers, additional server components such as codecs, cryptography engines, and communication interfaces will migrate on-chip and obtain for semiconductor vendors a larger percentage of server revenues. Intel's workstations and servers 5-year processor revenues referenced to 2001 are expected to reach a CAGR of 24.8% as its unit shipments show a CAGR of 12.9%.
In-Stat/MDR's "Demand for Intel Server and Workstation Processors 2001-2006" report, part of the "Intel Microprocessors" Service, presents the status and five-year forecast of worldwide demand for Intel's workstation and server processors by server categories.
|
0 items
