ARM Servers: Throwing Down The 25 Percent Share Gauntlet

[Admin]

"“There are a lot of seed units and there is a lot of testing, but I would not say that anyone has done anything at any kind of scale,” says Eastwood, referring to the ARM server shipments thus far. “So this 25 percent share in only five years’ time by ARM is a pretty bold statement. People wanted to paint ARM into the microserver corner, but microservers never really took off and the fact that there are 64-bit chips now changes the equation a bit. If you add up hyperscale, HPC, and China, that is probably more than half of the unit volumes in the server market – China is the second biggest market and maybe not quite 20 percent of shipments, hyperscalers are about 30 percent, and HPC is 15 percent to 20 percent. If you eliminate the overlap, you get pretty close to 50 percent of total worldwide shipments in these three areas.”

So now all that the ARM collective has to do is get half of those three slices mentioned above and it can hit its 25 percent share target."

www.nextplatform.com/2016/01/06/arm-servers-throwing-down-the-25-percent-share-gauntlet/

If Amcc does only so-so, given their current valuation, their share price would still take-off.