Puget Systems reports that its AMD platform-based products account for 60% of sales
Puget Systems is based in the Seattle suburb of Auburn, WA, and specializes in high-performance custom-built computers for games, content creation, design, engineering, and scientific computing. It is one of the mature participants in this market. Recently, Puget Systems revealed that most of the systems they currently ship are based on AMD platforms, including Ryzen series and Ryzen Threadripper series processors. At the same time, more than 50% of its recommended systems are powered by AMD Ryzen or Threadripper CPUs.
The latest report just released by Puget Systems shows that products based on AMD platforms account for 60% of sales, and the number of recommended configurations is 32 more than 22 on Intel platforms. About two years ago, products based on the AMD platform accounted for less than 5% of sales. Puget Systems said that AMD’s Ryzen Threadripper series of processor-built platforms dominate the HEDT and workstation fields because all models support ECC memory and the number of cores is up to 64.
Although in the past period of time, insufficient production capacity has affected the supply of CPUs and GPUs, the large-scale spread of the coronavirus epidemic has made the situation more serious, and the semiconductor supply chain has even reached a critical point facing disruption. At present, AMD’s main product lines are generally manufactured using TSMC’s 7nm process, which means that AMD provides services to the entire market at a single process node and needs to share production capacity with other TSMC customers.
How to allocate limited production capacity is also a problem worth considering for AMD. Obviously, AMD puts the custom SoC and high-end CPU of game consoles in the first place. Intel has basically not encountered too bad supply chain problems this year, and the 14nm process used in many products has been very mature. Once AMD has a vacancy in the supply of processors, driven by huge market demand, part of the highly profitable processor market will be seized by Intel. In fact, AMD did not give Intel too many opportunities in this regard.