AMD isn’t a new member of the CPU production industry and the American-based company got lucky last year with its Ryzen, EPYC, and Threadripper production escalating up. However, we didn’t see mainstream OEMs building complete PCs based on Ryzen.
Ryzen being the flagship processor had to be the key factor in making AMD the fisrst choice of an average user but that didn’t actually happen. Dell EMC’s CTO, John Roese isn’t much optimistic about AMD yet!
Intel is the big player, AMD is the second player. There’s enough diversity between them that there are use cases to have them both in our portfolio, but just the sheer breadth of the Intel processor portfolio is massive compared to even the accelerated AMD world.
AMD is doing some interesting things, and by adding them to the portfolio we pick up a few extra areas, but let’s be very clear: there is a huge, dominant player in compute semiconductors, and then there is a challenger which is doing some very good innovative work called AMD, but the gap between them is quite large in terms of market share and use-cases. So our portfolio is not going to change in any meaningful way.
It isn’t like you can rule out the name of AMD while speaking of the quality processors and that too in such reasonable price, but AMD would need some more time to build up to the level of confronting with Intel!