Another Boring Presentation...?
In my old age I am turning into a bit of a skeptic. It is hard to really blame a guy; we are surrounded by marketing and hype, both from inside companies and from their fans. When I first started to listen in on AMD’s Core Innovation Update presentation, I was not expecting much. I figured it would be a rehash of the past year, more talk about Mullins/Beema, and some nice words about some of the upcoming Kaveri mobile products.
I was wrong.
AMD decided to give us a pretty interesting look at what they are hoping to accomplish in the next three years. It was not all that long ago that AMD was essentially considered road kill, and there was a lot of pessimism that Rory Read and Co. could turn AMD around. Now after a couple solid years of growth, a laser-like focus on product development based on the IP strengths of the company, and a pretty significant cut of the workforce, we are seeing an AMD that is vastly different from the one that Dirk Meyers was in charge of (or Hector Ruiz for that matter). Their view for the future takes a pretty significant turn from where AMD was even 8 years ago. x86 certainly has a future for AMD, but the full-scale adoption of the ARM architecture looks to be what finally differentiates this company from Intel.
Look, I’m Amphibious!
AMD is not amphibious. They are working on being ambidextrous. Their goal is not only to develop and sell x86 based processors, but also be a prime moving force in the ARM market. AMD has survived against a very large, well funded, and aggressive organization for the past 35 years. They believe their experience here can help them break into, and thrive within, the ARM marketplace. Their goals are not necessarily to be in every smartphone out there, but they are leveraging the ARM architecture to address high growth markets that have a lot of potential.
There are really two dominant architectures in the world with ARM and x86. They power the vast majority of computing devices around the world. Sure, we still have some Power and MIPS implementations, but they are dwarfed by the combined presence of x86 and ARM in modern devices. The flexibility of x86 allows it to scale from the extreme mobile up to the highest performing clusters. ARM also has the ability to scale in performance from handhelds up to the server world, but so far their introduction into servers and HPC solutions has been minimal to non-existent. This is an area that AMD hopes to change, but it will not happen overnight. A lot of infrastructure is needed to get ARM into that particular area. Ask Intel how long it took for x86 to gain a handhold in the lucrative server and workstation markets.
Retiring the Workhorses
There is an inevitable shift coming. Honestly, this has been quite obvious for some time, but it has just taken AMD a bit longer to get here than many have expected. Some years back we saw AMD release their new motto, “The Future is Fusion”. While many thought it somewhat interesting and trite, it actually foreshadowed the massive shift from monolithic CPU cores to their APUs. Right now AMD’s APUs are doing “ok” in desktops and are gaining traction in mobile applications. What most people do not realize is that AMD will be going all APU all the time in the very near future.
We can look over the past few years and see that AMD has been headed in this direction for some time, but they simply have not had all the materials in place to make this dramatic shift. To get a better understanding of where AMD is heading, how they plan to address multiple markets, and what kind of pressures they are under, we have to look at the two major non-APU markets that AMD is currently hanging onto by a thread. In some ways, timing has been against AMD, not to mention available process technologies.
Subject: General Tech | August 27, 2013 - 12:30 PM | Jeremy Hellstrom
Tagged: amd, roadmap, 2014, Kaveri, Kabini, carrizo, beema, Excavator, Nolan, 2015, socket sf1b
As is usually the case, AMD will not comment on the accuracy of DigiTimes information but as we have seen in the past their roadmaps have been spot on. Over the next 8 months or so will see the arrival of the Hawaii GPU family and the entrance of Kaveri and Kabini chips, nothing new there but good to have independent confirmation. In the latter part of 2014 and 2015 things are a little more interesting as Beema will replace Kabini with an HSA compliant architecture and use a new socket called FS1B. In 2015 Beema will be replaced by a chip called Nolan and we will finally see the Excavator based Carrizo which are slated to have 45W and 65W versions.
You can expect to see FM1 and AM3 phased out of active production by the end of 2013, with AM3+ and FM2 being the two active sockets until FS1B arrives.
"AMD has recently updated its product roadmap and is set to release its Hawaii-based GPUs at the end of September, Kaveri-based APUs for the high-end segment and Kabini-based APUs for the entry-level segment in the first quarter of 2014, according to sources from the upstream supply chain."
Here is some more Tech News from around the web:
- What Surface RT flop? Nokia said to be readying WinRT slab for September @ The Register
- Java 6 exploit found in the wild @ The Inquirer
- Chlorine has got graphene covered @ Nanotechweb
- Samsung will launch a 55in curved OLED 3D TV in the UK on 5 September @ The Inquirer
- The 20 most bizarre and innovative motherboards: 1999 - 2010 @ Hardware.Info
- NAND flash vendors gearing up for 3D chips @ DigiTimes
- Epic Games’ Tim Sweeney and AMD don’t see eye-to-eye on hUMA @ VR-Zone
- Linksys Smart Wi-Fi Router EA6500 @ Kitguru
- TP-Link TL-PA551KIT AV550+ Gigabit Powerline Kit With AC Passthrough @ eTeknix
- Making S’mores with 50,000 Volts @ Hack a Day
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