For most of the past 25 years, the PC CPU market has been dominated by the x86 architecture. Although many architectures competed with Intel in the early 1990s, by the end of this century, only amd was left to compete with Intel alone. Since then, IBM has invested in the development of MAC G5 processor based on Power Architecture in the early 2000s, and it seems that Intel has won. The passage of time has reshaped our view of an era in an interesting way. By the mid-2000s, Intel’s near complete victory now looks like a temporary, rather than permanent, victory. Moreover, the competition in the CPU market is heating up in a way not seen in decades. < / P > < p > anyone can give impressive processor performance parameters, but performance is not the only one. AMD’s Zen, Zen + and Zen 2 architectures have broken through repeatedly, and Intel’s detour on 10nm also makes it more vulnerable to challenges than before. < / P > < p > Intel’s tiger lake is an impressive CPU, enough to regain its leading position in the mobile CPU market. The next question is how long it will take for it to regain its dominant position at 7Nm nodes. Intel now claims it will be competitive at 7Nm and regain leadership at 5nm. < p > < p > according to the data updated last week by passmark, AMD’s share of the desktop market reached 48%. In addition, passmark’s CPU statistics are based on the year of purchase, not the year of CPU usage. This statistic not only represents the sales of new CPUs, but also reflects the installed quantity of X86 CPUs in the past 5-10 years. < / P > < p > we can see that with the help of 7Nm zen2, AMD’s market share in the desktop processor market has also increased, from 40% before to 48%. In the notebook market, AMD’s competitiveness in light and thin books and game books is also changing. However, in the server CPU market, amd has not been able to replicate the momentum in the desktop and notebook CPU market, and Intel still dominates this market. However, Intel is not short of challengers in this market. Arm released the neoverse series of processors two years ago, which are oriented to the edge and cloud. Arm hopes to win the market share through the continuous improvement of the performance of the neoverse processor and its customization ability. < / P > < p > arm’s latest release of the performance focused neoverse V1 processor improves the single thread performance by up to 50% compared with the previous generation of neoverse N1, and the neoverse N2, which takes into account both performance and efficiency, also improves 40% compared with the N1 single core. < / P > < p > in the latest TOP500 supercomputing list, the number one supercomputing is also based on ARM processors. More likely to cause Intel’s concern, NVIDIA announced that it would buy arm for $40 billion, which is enough to attract the attention of Intel and AMD. < / P > < p > at the same time, the industry’s concerns about NVIDIA’s acquisition of arm also triggered interest in risc-v. Sifive claims that it can build desktop CPUs based on risc-v instruction set in the future. Risc-v may also enter the field of high performance computing in the future. < / P > < p > now, the competition between x86 and arm should be paid more attention to. Seven or eight years ago, we expected arm and x86 to face a fierce competition in the tablet and smartphone market. But in the end, there are only some conflicts in the middle end market, and the advantages of architecture are hardly reflected. < / P > < p > more interestingly, Intel won’t be the only one defending x86. Over the past few decades, Intel has tried to “wipe out” its competitors by almost every means necessary. Now, Intel finds itself in a strange situation, and needs AMD to make an effective offensive while maintaining its position. < p > < p > Intel plans to increase the 10nm process to 7Nm, but new nodes will not be available until the end of 2021 or early 2022. At that time, Apple will use its second or third-generation self-developed desktop CPU. It’s not that Intel will not be able to match or exceed the performance of these challengers, but it may be difficult to do so in the short term. < / P > < p > if Intel continues to struggle at 7Nm, or if non x86 rivals prove to have more powerful designs than expected, AMD will be the first to compete with other architectures. Amd once beat Intel and took the lead in the x86 market, but it has never been a major defender of the market against competitors’ architectures, mainly because x86 has not had any strong competitor architecture for many years. < / P > < p > amd also needs Intel. If Intel immediately stops selling CPU, TSMC will also lack the corresponding manufacturing capacity. Every x86 server Intel sells represents AMD’s share of the market, and this is a barrier for arm to enter the server market. Every server with Intel logo is a server where amd CPUs can still work. Once customers start using arm, it may be more difficult to persuade them to use x86 again. < / P > < p > simply put, if Intel continues to struggle with 7Nm, it will need amd products to prove the competitiveness of the x86 architecture. If amd fails to deliver products, then with new chips and arm, risc-v architecture becoming the focus, two x86 manufacturers may no longer dominate. Amd may be the current star in the PC market, but it needs Intel’s shipments to position its CPU as a truly attractive alternative to arm CPUs. < / P > < p > the most interesting competition in CPU market in recent 30 years. Intel and AMD of X86 camp are facing the competition of arm and risc-v. Intel, the leader of x86 architecture market, needs to cooperate with AMD and maintain its market position. In addition, Intel’s failure in advanced manufacturing process makes amd may have to bear the heavy responsibility of competing with other architectures for x86, but the shipment volume of AMD is still a little difficult. < p > < p > this year, Apple announced that it will replace Intel CPU with arm architecture CPU. NVIDIA also announced that it would acquire arm. What’s the end result? No one knows, but we should be ready for the most competitive CPU market in nearly 30 years. Apple extends AppleCare + purchase period: users can decide within 60 days