Tukwila Update - article online

Article: Tukwila Update
By: Phil (phil.delete@this.phil.com), February 6, 2009 6:47 am
Room: Moderated Discussions
someone (someone@somewhere.com) on 2/6/09 wrote:
>Phil (phdny@mac.com) on 2/6/09 wrote:
>>David Kanter (dkanter@realworldtech.com) on 2/5/09 wrote:
>>>Paul (no@thanks.com) on 2/5/09 wrote:
>>>>Temp (not@this.time) on 2/5/09 wrote:
>>>>>"Itanium sales are roughly comparable to Xeon MP volumes." could mean so many things.
>>>>>One could be comparing CPU unit sales, CPU dollars sales (before or after rebates),
>>>>>or even server sales based on those CPU product lines. Roughly comparable could
>>>>>means anything from being equal, to being on the same order of magnitude - not
>>>differing more than by a factor of 10.
>>>>>David could surely comment and clarify.
>>>>Or it could mean that the volumes are the same, Xeon MP is much lower volume than
>>>>DP (or whatever they call dual socket capable Xeons these >days).
>>>I was being purposefully vague with that statement, but I really meant CPU shipments.
>>>My sense is that IPF and Xeon MP shipments are within a factor of 2-3.
>>>I believe that Xeon MP is around 2M/year, IPF is probably close to 1M.
>>David-Get an account with IDC because you need to check your facts. Based on IDC's
>>latest server tracker data, for Q1-Q3 2008, 40,366 Itanium servers shipped (166,623
>>Itanium CPUs). Clearly a bit off from 1M unless you are accounting for unsold chips
>>and systems. 153,542 4-socket Xeon/EM64T servers (611,469 Xeon/EM64T Chips) shipped
>during same period. Thats 15x delta!
>I say you are flat out wrong about processor count.
>See slide 12 here:
>IDC says the average Itanium system sold for HPC in 2007
>had 7 processors and was priced at $8966 per processor.
>That means 150,000 processors shipped just for HPC and
>HPC was less than a third of IPF sales in 2007. IPF sales
>in each of Q1, Q2, and Q3 2008 were higher YoY according
>to public IDC and HP statements and I doubt system price
>per processor went up *at all* in 2008 let alone by a big
>Your implied claim of an average of 4.1 processors per
>Itanium system can't pass a basic sniff test.
>See slide 9 here:
>The trend over three years is clearly to higher processor
>count in Itanium systems sold. In Q4 2006 the portion of
>revenue represented by 2s and 4s systems had fallen
>below 30% of Itanium sales two years ago.
>Also see slide 17 here:
>IDC says HP shipped about 1200 Superdomes per quarter
>for Unix in 2007. Some of those were PA-RISC - about as
>many as IPF Superdomes shipped with Windows or Linux
>and not counted in those 1200. IDC and HP numbers for
>Q1-Q3 2008 all show higher Itanium sales each quarter
>YoY. It isn't unreasonable that HP sold >4000 Itanium
>Superdomes in Q1-Q3 2008:
>"December 2008: IDC released a quarterly update to their Worldwide Quarterly Server
>Tracker, citing market share figures for the 3rd calendar quarter of 2008 (3Q08).
>Consider these telling facts:
>Fact 8: HP is the leader in the high-end UNIX market, with a 41.1% revenue share, and a 42.9% units share.
>HP was the only major UNIX vendor to grow high-end UNIX revenue and gained 4.6 points revenue share year over year."
>Your claimed processor numbers are totally incompatible
>with these four linked presentations with IDC numbers
>and public IDC press releases to date.
>Feel free to either post a link defending your claim or
>retract it.

I'll need to figure out how to do this but I used the data directly from IDC's latest Quarterly Server Tracker data which is the December 2, 2008 release as listed here:

For all "EPIC" servers shipped in 2008 this is what IDC shows:
Sum of Units 40,366
Sum of Factory Revenue (USM$) $3,616
Sum of Customer Revenue (USM$) $3,802
Sum of Core Count Shipped 292,161
Sum of Die Count Shipped 166,623

Maybe Die count does not equal CPUs sold??

Also, spreadsheet shows HP shipped 942 x Itanium based SUPERDOMES from Q1-Q3 2008.

I'll need to see where this latest data is located on net.
< Previous Post in ThreadNext Post in Thread >
TopicPosted ByDate
Tukwila Update - article onlineDavid Kanter2009/02/04 11:03 PM
  Tukwila Update - article onlineDan2009/02/05 02:17 AM
    Tukwila Update - article onlineJoe Chang2009/02/05 08:16 AM
    Tukwila Update - article onlineTemp2009/02/05 08:25 AM
      Tukwila Update - article onlinePaul2009/02/05 11:29 AM
        Tukwila Update - article onlineDavid Kanter2009/02/05 05:32 PM
          Tukwila Update - article onlinePhil2009/02/06 12:24 AM
            Great. Finally hard numbersMichael S2009/02/06 03:46 AM
            Tukwila Update - article onlinelubemark2009/02/06 04:54 AM
              Tukwila Update - article onlinePhil2009/02/06 06:29 AM
                Tukwila Update - article onlineRagingDragon2009/02/07 02:39 PM
                  Tukwila Update - article onlineMichael S2009/02/07 03:09 PM
            Tukwila Update - article onlinesavantu2009/02/06 05:23 AM
              Tukwila Update - article onlineMichael S2009/02/06 06:13 AM
            Tukwila Update - article onlinesomeone2009/02/06 06:18 AM
              Tukwila Update - article onlinePhil2009/02/06 06:47 AM
                Tukwila Update - article onlinesomeone2009/02/06 07:17 AM
                Tukwila Update - article onlineRagingDragon2009/02/07 02:51 PM
              Tukwila Update - article onlineLinus Torvalds2009/02/06 07:37 AM
                Tukwila Update - article onlinesomeone2009/02/06 08:19 AM
                Tukwila Update - article onlinesavantu2009/02/06 09:19 AM
                  Tukwila Update - article onlineLinus Torvalds2009/02/06 09:40 AM
                    Tukwila Update - article onlinesavantu2009/02/06 10:00 AM
              Tukwila Update - article onlinePhil2009/02/09 03:54 AM
                Tukwila Update - article onlineDoug Siebert2009/02/09 09:40 PM
                  Tukwila Update - article onlineJouni Osmala2009/02/10 12:03 AM
                  Tukwila Update - article onlinesomeone2009/02/10 05:15 AM
                Tukwila Update - article onlineslacker2009/02/10 05:22 PM
    Tukwila Update - article onlineMichael S2009/02/05 02:56 PM
    Tukwila Update - article onlineDavid Kanter2009/02/05 03:55 PM
    Tukwila Update - article onlinesomeone2009/02/05 04:47 PM
      Tukwila Update - article onlineanon2009/02/05 09:16 PM
        Tukwila Update - article onlineRagingDragon2009/02/05 09:27 PM
        Tukwila Update - article onlinesomeone2009/02/06 06:32 AM
          Tukwila Update - article onlineanon2009/02/06 08:25 AM
            Tukwila Update - article onlinesomeone2009/02/06 08:40 AM
  POWER6 memory bandwidthMichael S2009/02/05 02:30 AM
    POWER6 memory bandwidthsomeone2009/02/05 06:00 AM
      POWER6 memory bandwidthMichael S2009/02/05 06:36 AM
      POWER6 interconnectconfused2009/02/05 09:50 AM
        POWER6 interconnectfoobar2009/02/05 01:12 PM
    POWER6 memory bandwidthWes Felter2009/02/05 11:57 AM
    POWER6 memory bandwidthJesper Frimann2009/02/09 10:54 PM
      POWER6 memory bandwidthMichael S2009/02/10 06:21 AM
  Why the platform focus?Linus Torvalds2009/02/05 07:40 AM
    Why the platform focus?savantu2009/02/05 07:50 AM
      Why the platform focus?Vincent Diepeveen2009/02/05 08:29 AM
        Why the platform focus?savantu2009/02/05 09:34 PM
          Why the platform focus?Vincent Diepeveen2009/02/05 10:09 PM
          Why the platform focus?Phil2009/02/06 12:10 AM
            Why the platform focus?savantu2009/02/06 12:50 AM
              Why the platform focus?Phil2009/02/06 06:09 AM
                Why the platform focus?savantu2009/02/06 09:08 AM
                Why the platform focus?someone2009/02/06 09:21 AM
                  Why the platform focus?mpx2009/02/06 01:04 PM
                    Why the platform focus?someone2009/02/06 01:16 PM
                Why the platform focus?RagingDragon2009/02/07 03:16 PM
                Why the platform focus?mas2009/02/25 07:28 AM
              itanium bigger than entire car industryVincent Diepeveen2009/02/06 06:12 AM
                itanium bigger than entire car industryDevon Welles2009/02/06 06:51 AM
                  itanium bigger than entire car industryVincent Diepeveen2009/02/06 09:41 AM
                  itanium bigger than entire car industryDean Kent2009/02/06 06:56 PM
                    Unit sales is meaningless when ASP grows fastersomeone2009/02/07 08:38 AM
                      Unit sales is meaningless when ASP grows fasterDean Kent2009/02/07 02:10 PM
                        Unit sales is meaningless when ASP grows fasterRagingDragon2009/02/07 03:34 PM
                    itanium bigger than entire car industryVincent Diepeveen2009/02/08 04:35 AM
                itanium bigger than entire car industryRagingDragon2009/02/07 03:40 PM
            Why the platform focus?Vincent Diepeveen2009/02/06 06:47 AM
      Yes it doesm performance mattersbob2009/02/05 09:51 AM
        Yes it doesm performance mattersVenki2009/02/05 10:06 AM
      Why the platform focus?Doug Siebert2009/02/06 12:07 AM
        Why the platform focus?savantu2009/02/06 01:00 AM
    Why the platform focus?someone2009/02/05 09:49 AM
      Why the platform focus?Linus Torvalds2009/02/05 11:03 AM
        Why the platform focus?Default2009/02/05 12:29 PM
          Why the platform focus?anon2009/02/05 01:08 PM
        Why the platform focus?someone2009/02/05 01:24 PM
          Why the platform focus?Linus Torvalds2009/02/05 02:30 PM
    Why the platform focus?Paradox2009/02/05 10:22 AM
    Why the platform focus?slacker2009/02/05 12:41 PM
      Why the platform focus?RagingDragon2009/02/05 09:57 PM
      Why the platform focus?Michael S2009/02/06 05:11 AM
        Why the platform focus?slacker2009/02/06 12:58 PM
          Why the platform focus?Michael S2009/02/08 01:24 AM
            Why the platform focus?someone2009/02/08 08:38 AM
              Why the platform focus?David Kanter2009/02/08 03:27 PM
                Why the platform focus?someone2009/02/08 06:26 PM
                  Why the platform focus?savantu2009/02/08 11:35 PM
          Why the platform focus?someone2009/02/08 08:53 AM
    All x86 SpecInt scores are useless due to autopar (NT)Michael S2009/02/05 02:15 PM
      Auto parallelizationDavid Kanter2009/02/05 05:17 PM
      All x86 SpecInt scores are useless due to autopar (NT)Paradox2009/02/06 07:47 AM
    Why the platform focus?David Kanter2009/02/05 03:49 PM
    Why the platform focus?David Kanter2009/02/06 12:09 AM
      Why the platform focus?Linus Torvalds2009/02/06 07:14 AM
        Why the platform focus?savantu2009/02/06 09:37 AM
          Why the platform focus?Linus Torvalds2009/02/06 11:49 AM
            Why the platform focus?Linus Torvalds2009/02/06 12:09 PM
            Intel puts its money where its mouth issomeone2009/02/06 01:08 PM
              Intel puts its money where its mouth isRagingDragon2009/02/07 05:01 PM
                Intel puts its money where its mouth issomeone2009/02/08 01:24 PM
                  mission-criticalMichael S2009/02/08 04:06 PM
                    mission-criticalmpx2009/02/09 01:30 AM
                      mission-criticalrwessel2009/02/09 02:23 PM
                    mission-criticalanon2009/02/09 02:55 AM
                    mission-criticalEduardoS2009/02/09 04:17 PM
                      mission-criticalDean Kent2009/02/09 07:11 PM
                        mission-criticalMichael S2009/02/10 04:20 AM
                          mission-criticalDean Kent2009/02/10 06:26 AM
                            mission-criticalMichael S2009/02/10 07:01 AM
                              mission-criticalDean Kent2009/02/10 12:36 PM
                            mission-criticalsomeone2009/02/10 08:05 AM
                              mission-criticalDean Kent2009/02/10 12:22 PM
                                mission-criticalZt2009/02/22 03:54 PM
                          mission-criticalanon2009/02/10 09:41 PM
                        mission-criticalEduardoS2009/02/10 12:46 PM
                          mission-criticalDean Kent2009/02/10 01:31 PM
                        mission-criticalslacker2009/02/10 06:30 PM
                    mission-criticalVincent Diepeveen2009/02/18 06:20 AM
                  Mission criticalmpx2009/02/09 12:00 AM
            Why the platform focus?savantu2009/02/07 12:15 AM
              Sun and x86 server differentiationDavid Kanter2009/02/07 12:34 AM
                Sun and x86 server differentiationmax2009/02/07 02:30 AM
                Sun and x86 server differentiationsomeone2009/02/07 09:19 AM
                  Sun and x86 server differentiationLinus Torvalds2009/02/07 09:44 AM
                Sun and x86 server differentiationRagingDragon2009/02/07 05:09 PM
                  Sun and x86 server differentiationMichael S2009/02/08 04:05 AM
                    Sun and x86 server differentiationRagingDragon2009/02/09 11:03 PM
                    Sun and x86 server differentiationJesper Frimann2009/02/09 11:51 PM
                      Sun and x86 server differentiationAlex Jones2009/02/10 12:43 PM
            Why the platform focus?bob2009/02/08 03:51 AM
              Why the platform focus?someone2009/02/08 08:23 AM
          missing the big pictureAM2009/02/18 05:43 AM
            missing the big pictureMichael S2009/02/18 07:42 AM
              missing the big pictureAM2009/02/18 08:03 AM
        Why the platform focus?mpx2009/02/06 11:47 AM
          Itanium - slowest and most obsolete server CPU family in the world, NOW.mpx2009/02/06 03:48 PM
            Itanium - slowest and most obsolete server CPU family in the world, NOW.Paul2009/02/07 01:56 PM
              z series?Michael S2009/02/07 02:12 PM
              Itanium - slowest and most obsolete server CPU family in the world, NOW.someone else2009/02/24 03:37 AM
                Itanium - slowest and most obsolete server CPU family in the world, NOW.EduardoS2009/02/24 05:55 AM
                  Itanium - slowest and most obsolete server CPU family in the world, NOW.someone else2009/02/25 12:55 AM
                    Itanium - slowest and most obsolete server CPU family in the world, NOW.Michael S2009/02/25 01:27 AM
          Why the platform focus?RagingDragon2009/02/07 05:18 PM
            Why the platform focus?Paul2009/02/08 12:10 PM
              Why the platform focus?Jukka Larja2009/02/08 10:04 PM
        Why the platform focus?slacker2009/02/06 01:10 PM
          Why the platform focus?Linus Torvalds2009/02/06 01:40 PM
            Why the platform focus?savantu2009/02/06 01:51 PM
            Why the platform focus?someone2009/02/06 01:58 PM
              Why the platform focus?Linus Torvalds2009/02/07 08:26 AM
                Why the platform focus?someone2009/02/07 09:10 AM
                  Why the platform focus?Linus Torvalds2009/02/07 09:40 AM
                    Why the platform focus?someone2009/02/07 11:24 AM
                      Why the platform focus?Doug Siebert2009/02/07 11:32 PM
                        Why the platform focus?max2009/02/08 03:57 AM
                          Why the platform focus?Michael S2009/02/08 04:20 AM
                        Why the platform focus?someone2009/02/08 08:15 AM
                          Why the platform focus?Doug Siebert2009/02/08 10:36 PM
                      Why the platform focus?hobold2009/02/09 04:49 AM
                Why the platform focus?anon2009/02/24 12:57 AM
                  Why the platform focus?Linus Torvalds2009/02/24 08:45 AM
                    Why the platform focus?savantu2009/02/24 11:30 AM
                      Why the platform focus?slacker2009/02/24 12:51 PM
                        Why the platform focus?savantu2009/02/24 11:04 PM
                          Why the platform focus?Michael S2009/02/25 01:34 AM
                          Why the platform focus?anon2009/02/25 09:17 AM
                      Why the platform focus?max2009/02/25 10:15 AM
                    Why the platform focus?someone2009/02/24 04:43 PM
                      Why the platform focus?Doug Siebert2009/02/24 07:26 PM
                        Why the platform focus?Howard Chu2009/02/25 02:07 AM
                          Why the platform focus?someone2009/02/25 05:48 AM
                        Why the platform focus?someone2009/02/25 05:41 AM
                          Why the platform focus?Linus Torvalds2009/02/25 08:17 AM
                            Why the platform focus?someone2009/02/25 08:55 AM
                              has anyone seen Tukwila silicon?anon2009/02/25 09:38 AM
                              Why the platform focus?Linus Torvalds2009/02/25 10:05 AM
                                Why the platform focus?slacker2009/02/25 12:11 PM
                                Why the platform focus?a reader2009/02/26 08:11 PM
                                  Why the platform focus?rcf2009/02/27 12:32 PM
                                    Why the platform focus?max2009/02/27 01:11 PM
                                      Why the platform focus?rcf2009/02/27 02:50 PM
                            Why the platform focus?Vincent Diepeveen2009/02/25 03:30 PM
                            $40M sale to $16M companybob2009/02/25 07:25 PM
                              $40M sale to $16M companyRichard Cownie2009/02/26 11:21 AM
                  Why the platform focus?anonymous2009/02/24 10:52 AM
                    Why the platform focus?savantu2009/02/24 11:20 AM
                      Why the platform focus?anonymous2009/02/24 02:31 PM
                        Why the platform focus?savantu2009/02/24 11:05 PM
                        Why the platform focus?someone else2009/02/25 12:04 AM
                          Why the platform focus?Michael S2009/02/25 12:42 AM
                            Put me down for $500 that Poulson doesn't arrive earlier than Q4/2011 (NT)slacker2009/02/25 11:39 AM
                        Why the platform focus?someone2009/02/25 05:54 AM
                          Why the platform focus?anonymous2009/02/25 08:46 AM
                            Why the platform focus?someone2009/02/25 09:22 AM
                            Why the platform focus?anon2009/02/25 10:01 AM
                              Why the platform focus?anonymous2009/02/25 10:54 AM
                  Why the platform focus?mpx2009/02/24 01:11 PM
                    Why the platform focus?anon2009/02/24 07:57 PM
                      Why the platform focus?Doug Siebert2009/02/24 09:04 PM
                        Why the platform focus?anon2009/02/24 09:46 PM
                          Why the platform focus?Doug Siebert2009/02/25 04:13 PM
                            Why the platform focus?anon2009/02/25 07:53 PM
                              Why the platform focus?bob2009/02/25 08:00 PM
                                Please try to keep up (NT)anon2009/02/25 08:49 PM
                              Why the platform focus?Doug Siebert2009/02/25 11:09 PM
                                Why the platform focus?anon2009/02/26 12:12 AM
                                Why the platform focus?Michael S2009/02/26 01:16 AM
                                  Why the platform focus?James2009/02/26 05:09 AM
                                    sufficiently intimate with the OSMichael S2009/02/26 05:29 AM
                                      sufficiently intimate with the OSanon2009/02/27 12:01 AM
                                      sufficiently intimate with the OSHoward Chu2009/02/27 12:37 AM
                      Why the platform focus?Michael S2009/02/25 01:02 AM
                        Why the platform focus?anon2009/02/25 02:07 AM
              Why the platform focus?anon2009/02/07 12:18 PM
                Why the platform focus?Vincent Diepeveen2009/02/08 09:16 AM
                Why the platform focus?anon2009/02/25 06:40 AM
                  Intels financial statusVincent Diepeveen2009/02/25 11:02 AM
                Why the platform focus?someone2009/02/25 06:54 AM
      Why the platform focus?Vincent Diepeveen2009/02/06 07:20 AM
        Why the platform focus?Default2009/02/06 08:57 AM
          Why the platform focus?Vincent Diepeveen2009/02/06 09:59 AM
          Why the platform focus?RagingDragon2009/02/07 05:43 PM
  Tukwila Update - article onlineVincent Diepeveen2009/02/05 08:11 AM
Reply to this Topic
Body: No Text
How do you spell tangerine? ūüćä