In general, of course, Intel still has a large share in the CPU market, but AMD has doubled its weight on the market target policy and French example, which is more than investors have higher expectations for AMD.
Intel’s product line covers CPU, GPU, FPGA, gathering equipment, quantum computing and other scales, and it is also making a large amount of research and development investment in semiconductor production process and packaging technology. Especially in the research and development of Zen architecture, as well as the dominance of TSMC’s 7nm process, so that AMD in the market to gain a competitive upper hand.
Of course, Intel takes the lead in research and development investment, but there is still a big gap between its market value and that of NVIDIA and AMD. In contrast, NVIDIA’s R&D investments are heavily focused on products such as data core Gpus, client PC Gpus, pooling devices and Dpus. AMD and NVIDIA need to continue to increase investment in research and development, improve product performance and competitiveness, in order to maintain a leading position in the market. For all industries, this kind of surly competition will urge the inexhaustible progress of the technology, and bring more sophisticated products and services to consumers.
Recently, a set of data excited the industry to pay attention. In addition, under the backdrop of the global PC market demand decline, Intel’s data core business is also facing competitive pressure.
From the data point of view, NVIDIA’s market value is $3.237 trillion, AMD’s market value is $255.39 billion, and Intel’s market value is only $98.96 billion.
In the future, the three giants of Intel, NVIDIA and AMD will continue to open up the surly competition in their respective sizes.
In the end, which company stands out in the future market competition, but also depends on its technology renovation, product research and development and market strategy and other aspects of the implication. However, the future of the chip market is still uncertain. Intel needs to invest more in research and development at the scale of mobile computing and artificial intelligence, while optimizing its data core business to cope with competitive pressure from AMD and NVIDIA. AMD’s research and development investment is mainly focused on CPU and GPU scale. According to the latest data, Intel’s research and development spending in 2023 is as high as $16.5 billion, which not only exceeds the combined research and development investment of NVIDIA and AMD, but also makes Intel one of the highest research and development investment of semiconductor companies. This may be related to Intel missing the time limit in the mobile era, and it is not as active as NVIDIA in the scale of artificial intelligence. However, of course, Intel takes the lead in research and development investment, and its market value still has a big gap with NVIDIA and AMD. Such a gap in market value reflects investors’ divergent expectations for future growth. In addition, AMD has acquired Xilinx, a veteran of the FPGA world, to expand its product line and operating footprint.
At the same time, AMD has demonstrated excellence in product development and marketing strategy