Subject: Editorial | July 25, 2017 - 10:48 PM | Josh Walrath
Tagged: Vega, Threadripper, ryzen, RX, Results, quarterly earnings, Q2 2017, EPYC, amd
The big question that has been going through the minds of many is how much marketshare did AMD take back and how would that affect the bottom line? We know the second half of that question, but it is still up in the air how much AMD has taken from Intel. We know that they have, primarily due to the amount of money that AMD has made. Now we just need to find out how much.
Q2 revenue surpassed the expectations of both the Street and what AMD had predicted. It was not a mind-blowing quarter, but it was a solid one for what has been a slowly sinking AMD. The Q2 quarter is of course very important for AMD as it is the first full quarter of revenue from Ryzen parts as well as the introduction of the refreshed RX 500 series of GPUs.
The Ryzen R7 and R5 parts have been well received by press and consumers alike. While it is not a completely overwhelming product in every aspect as compared to Intel’s product stack, it does introduce an incredibly strong dollar/thread value proposition. Consumers can purchase an 8 core/16 thread part with competitive clock speeds and performance for around $300 US. That same price point from Intel will give a user better single threaded and gaming performance, but comes short at 4 cores/8 threads.
The latest RX series of GPUs are slightly faster refreshes of the previous RX 400 series of cards and exist in the same price range of those previous cards. These have been popular with AMD enthusiasts as they deliver solid performance for the price. They are also quite popular with the coin miners due to the outstanding hash rate that they offer at their respective price points as compared to NVIDIA GPUs.
AMD ended up reporting GAAP revenue of $1.22B with a net income of -$16M. Non-GAAP net income came in at a positive $19M. This is a significant boost from Q1 figures which included a revenue of $984M and a net income of -$73M. The tail end of Q1 did include some Ryzen sales, but not nearly enough to offset the losses that they accumulated. These beat out the Street numbers by quite a bit, hence the uptick in AMD’s share price after hours.
The server/semi-custom group did well, but is still down some 5% as compared to last year. This is primarily due to seasonal weaknesses with the consoles. Microsoft will be ramping up production of their Xbox One X and AMD will start to receive royalties from that production later this year. AMD has seen its marketshare in the data and server market tumble from years past to where it is at 1% and below. AMD expects to change this trend with EPYC and has recorded the initial revenue from EPYC datacenter processor shipments.
We cannot emphasize enough how much the CPU/GPU group has grown over the past year. Revenue from that group has increased by 51% since last year. We do need to temper that with the reality that at that time AMD had not released the new RX series of GPUs nor did they have Ryzen. Instead, it was all R5/R7 3x0 and Fury products as well as the FX CPUs based on Piledriver and Excavator cores. It would honestly be hard for things to get worse than that point of time Still, a 51% improvement with Ryzen and the RX 5x0 series of chips is greater than anyone really expected. We must also consider that Q2 is still one of the slowest quarters in a year.
AMD expects next quarter to grow well beyond expectations. The company is estimating that revenue will grow by 23%, plus or minus 3%. If this holds true, AMD will be looking at a $1.5B quarter. Something that has not been seen for some time (especially post foundry split). The product stack that they will continue to introduce is quite impressive. AMD will continue with the Ryzen R7 and R5 parts, but will also introduce the first R3 parts for the budget market. RX Vega will be introduced next week at Siggraph. Threadripper will be released to the wild as well as the x399 chipset. EPYC is already shipping and they expect that product to grow steadily. Ryzen Pro and then the mobile APUs will follow up later in the 2nd half of the year. Semi-custom will get a boost when Microsoft starts shipping Xbox One X consoles.
What a change a year makes. Lisa Su and the gang have seemingly turned the boat around with a lot of smart moves, a lot of smart people, and a lot of effort. They are not exactly at Easy Street yet, but they are moving in the right direction. Ryzen has been a success with press and consumers and sets them on a level plane with Intel in overall performance and power. The RX series continues to be popular and selling well (especially with miners). AMD still has not caught up with demand for those parts, but I get the impression that they are being fairly conservative there by not flooding the market with RX chips in case coin mining bottoms out again. The demand there is at least making miners and retailers happy, though could be causing some hard feelings among AMD enthusiasts who just want a gaming card at a reasonable price.
AMD continues to move forward and has recorded an impressive quarter. Next quarter, if it falls in line with expectations, should help return AMD to profitability with some real momentum moving forward in selling product to multiple markets where it has not been a power for quite some time. The company has been able to tread water for the past few years, but has planned far enough ahead to actually release competitive products at good prices to regain marketshare and achieve profitability again. 2017 has been a good year for AMD, and it looks to continue to Q3 and Q4.
Subject: General Tech | July 24, 2017 - 12:49 PM | Jeremy Hellstrom
Tagged: amd, 7nm
Over at The Inquirer you can read a condensed version of AMD's Mark Papermaster discussion about the challenges of moving to a 7nm process node. The size of AMD's design team have prompted them to take a modular approach to design so that circuits can be reused across CPU, GPU and semi-custom designs. That allows the the same teams to work on multiple projects and for design successes to improve products across multiple lines, a must for a small team with such diverse products.
He also talks about "2.5-D chip stacks", using silicon interposers to connect processors and memory stacks side-by-side as a way to work on reducing to the 7nm node while waiting for foundries like GLOFO to retool to EUV lithography. He ends with a familiar request; that developers switch their focus to taking advantage of high core counts and parallel threads and away from single cores running at high frequencies.
"Speaking to the EE Times, Papermaster said that, while AMD planned to run its second and third generation Zen architecture x86 microprocessors on 7nm, it would likely be a 'long node', like the 28nm process, "and when you have a long node it lets the design team focus on micro-architecture and systems solutions", rather than simply redesigning standard ‘blocks'."
Here is some more Tech News from around the web:
- Windows Paint is now officially not getting updated any more @ Ars Technica
- Bluetooth makes a mesh of itself with new spec @ The Register
- Microsoft's Zo pulls the legs off insects and prefers Windows 8 @ The Inquirer
- Microsoft finally allows hosted desktops on multi-tenant hardware @ The Register
- The Most Awkward Moments in Tech @ Techspot
- Predatory Journals Hit By "Star Wars" Sting @ Slashdot
Subject: Processors | July 24, 2017 - 12:19 PM | Ryan Shrout
Tagged: amd, ryzen, Threadripper, lisa su
The AMD social teams have been had at work this morning, teasing out images of the packaging for its upcoming Ryzen Threadripper retail processor.
The first image shows a window into the packaging with the Threadripper processor clearly visible behind it. The Ryzen logo dominates the plastic cover though there is a scene of "space" or maybe the Eye of Sauron in the background. The black construction looks to be foam that opens by splitting in half, across the Ryzen logo.
The second image shows the relative size of it all, with AMD CEO Lisa Su for scale. It looks kind of like an old-time portable TV and the depth of the packaging is definitely more substantial from the first image.
We are getting closer and closer to the official unveiling of this product family and AMD is doing a fantastic job of pulling the community along for the ride.
Subject: General Tech | July 20, 2017 - 11:53 AM | Alex Lustenberg
Tagged: zenbook, z270, wireless charging, water cooling, VR, video, Vega, TSMC, thermaltake, SILVIA, podcast, Pacific, Oculus, Kabby Lake-R, corsair, Contac, asus, amd
PC Perspective Podcast #459 - 07/20/17
Join us for Threadripper Pricing, Liquid Cooled VEGA, Intel Rumors, and more!
The URL for the podcast is: http://pcper.com/podcast - Share with your friends!
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Hosts: Ryan Shrout, Jeremy Hellstrom, Josh Walrath, Allyn Malventano
Peanut Gallery: Ken Addison, Alex Lustenberg, Jim Tanous
Subject: Motherboards | July 19, 2017 - 04:23 PM | Jeremy Hellstrom
Tagged: x370, ryzen, Racing X370GT7, biostar, amd, AM4
BioStar have greeted the release of AMD's Ryzen with enthusiasm, releasing numerous AM4 boards, some of which are garnering better reviews than the main brands. [H]ard|OCP tested out their Racing X370GT7, an ATX model with a ~$160 price tag. The silkscreen on the board is rather unique and the layout is extremely clean. You get a lot of nice high end features such as a heatsink for the M.2 slot located just below the CPU socket, Realtec ALC1220 8 channel audio and even an LN2 switch for extreme overclockers. As with many other X370 boards there were some quirks with memory compatibility as well as some questionable UEFI choices specific to this board. It will offer a solid base for someone building a Ryzen platform and it will likely improve as the AMD Generic Encapsulated Software Architecture for AM4's matures.
"BIOSTAR isn’t exactly a juggernaut of a manufacturer here in the U.S. Despite stiff competition, the big boys are blowing it bad enough at the X370 Ryzen motherboard game that BIOSTAR’s X370GT7 just might be one of the best AM4 motherboard options around. While we think it might actually be good, it still doesn’t make for a smooth ride."
Here are some more Motherboard articles from around the web:
- MSI X370 XPower Gaming Titanium Review @ OCC
- ASRock Fatal1ty X370 Gaming K4 @ Hardware Secrets
- MSI X370 Krait Gaming @ Modders-Inc
- Gigabyte AB350N-Gaming WIFI @ Modders-Inc
- Gigabyte AORUS Gaming 3 X299 @ eTeknix
Specifications and Design
Just a couple of short weeks ago we looked at the Radeon Vega Frontier Edition 16GB graphics card in its air-cooled variety. The results were interesting – gaming performance proved to fall somewhere between the GTX 1070 and the GTX 1080 from NVIDIA’s current generation of GeForce products. That is under many of the estimates from players in the market, including media, fans, and enthusiasts. But before we get to the RX Vega product family that is targeted at gamers, AMD has another data point for us to look at with a water-cooled version of Vega Frontier Edition. At a $1500 MSRP, which we shelled out ourselves, we are very interested to see how it changes the face of performance for the Vega GPU and architecture.
Let’s start with a look at the specifications of this version of the Vega Frontier Edition, which will be…familiar.
|Vega Frontier Edition (Liquid)||Vega Frontier Edition||Titan Xp||GTX 1080 Ti||Titan X (Pascal)||GTX 1080||TITAN X||GTX 980||R9 Fury X|
|Base Clock||1382 MHz||1382 MHz||1480 MHz||1480 MHz||1417 MHz||1607 MHz||1000 MHz||1126 MHz||1050 MHz|
|Boost Clock||1600 MHz||1600 MHz||1582 MHz||1582 MHz||1480 MHz||1733 MHz||1089 MHz||1216 MHz||-|
|Memory Clock||1890 MHz||1890 MHz||11400 MHz||11000 MHz||10000 MHz||10000 MHz||7000 MHz||7000 MHz||1000 MHz|
|Memory Interface||2048-bit HBM2||2048-bit HBM2||384-bit G5X||352-bit||384-bit G5X||256-bit G5X||384-bit||256-bit||4096-bit (HBM)|
|Memory Bandwidth||483 GB/s||483 GB/s||547.7 GB/s||484 GB/s||480 GB/s||320 GB/s||336 GB/s||224 GB/s||512 GB/s|
|300 watts||250 watts||250 watts||250 watts||180 watts||250 watts||165 watts||275 watts|
|Peak Compute||13.1 TFLOPS||13.1 TFLOPS||12.0 TFLOPS||10.6 TFLOPS||10.1 TFLOPS||8.2 TFLOPS||6.14 TFLOPS||4.61 TFLOPS||8.60 TFLOPS|
The base specs remain unchanged and AMD lists the same memory frequency and even GPU clock rates across both models. In practice though, the liquid cooled version runs at higher sustained clocks and can overclock a bit easier as well (more details later). What does change with the liquid cooled version is a usable BIOS switch on top of the card that allows you to move between two distinct power draw states: 300 watts and 350 watts.
First, it’s worth noting this is a change from the “375 watt” TDP that this card was listed at during the launch and announcement. AMD was touting a 300-watt and 375-watt version of Frontier Edition, but it appears the company backed off a bit on that, erring on the side of caution to avoid breaking any of the specifcations of PCI Express (board slot or auxiliary connectors). Even more concerning is that AMD chose to have the default state of the switch on the Vega FE Liquid card at 300 watts rather than the more aggressive 350 watts. AMD claims this to avoid any problems with lower quality power supplies that may struggle to hit slightly over 150 watts of power draw (and resulting current) from the 8-pin power connections. I would argue that any system that is going to install a $1500 graphics card can and should be prepared to provide the necessary power, but for the professional market, AMD leans towards caution. (It’s worth pointing out the RX 480 power issues that may have prompted this internal decision making were more problematic because they impacted the power delivery through the motherboard, while the 6- and 8-pin connectors are generally much safer to exceed the ratings.)
Even without clock speed changes, the move to water cooling should result in better and more consistent performance by removing the overheating concerns that surrounded our first Radeon Vega Frontier Edition review. But let’s dive into the card itself and see how the design process created a unique liquid cooled solution.
Subject: Cases and Cooling | July 14, 2017 - 03:15 PM | Jeremy Hellstrom
Tagged: thermaltake, Contac Silent 12, ryzen, AM4, amd, heatsink, air cooler
Thermaltake has a new cooler for those planning a Ryzen build on a budget, or for quiet system builds. The Contac Silent 12 is a mere 153x12x100.3mm in size, with the fan attached, and weighs a paltry 700g however it is capable of almost matching the performance of AMD's Wraith cooler while operating at a noticeably quieter level. In addition to the heatsink you will find a 'low-noise cable' which changes the fans RPM span from 500-1500 RPM to 400-1100 RPM however in their tests The Tech Report found it had little effect on the noise produced by a system under load. See the full results here.
"Thermaltake's Contac Silent 12 relies on an established design and a simple mounting system to get AMD Socket AM4 builders up and running as quickly as possible. We tested this cooler at stock and overclocked speeds to see how it stacks up for just $25."
Here are some more Cases & Cooling reviews from around the web:
- Aqua Computer cuplex kryos NEXT CPU Water Block @ techPowerUp
- In Win 301 Mini Tower @ Benchmark Reviews
- Aerocool P7-C0 @ Kitguru
- VIVO CASE-V08 Review @ OCC
Just a little taste
In a surprise move with no real indication as to why, AMD has decided to reveal some of the most exciting and interesting information surrounding Threadripper and Ryzen 3, both due out in just a few short weeks. AMD CEO Lisa Su and CVP of Marketing John Taylor (along with guest star Robert Hallock) appear in a video being launched on the AMD YouTube website today to divulge the naming, clock speeds and pricing for the new flagship HEDT product line under the Ryzen brand.
We already know a lot of about Threadripper, AMD’s answer to the X299/X99 high-end desktop platforms from Intel, including that they would be coming this summer, have up to 16-cores and 32-threads of compute, and that they would all include 64 lanes of PCI Express 3.0 for a massive amount of connectivity for the prosumer.
Now we know that there will be two models launching and available in early August: the Ryzen Threadripper 1920X and the Ryzen Threadripper 1950X.
|Core i9-7980XE||Core i9-7960X||Core i9-7940X||Core i9-7920X||Core i9-7900X||Core i7-7820X||Core i7-7800X||Threadripper 1950X||Threadripper 1920X|
|Base Clock||?||?||?||?||3.3 GHz||3.6 GHz||3.5 GHz||3.4 GHz||3.5 GHz|
|Turbo Boost 2.0||?||?||?||?||4.3 GHz||4.3 GHz||4.0 GHz||4.0 GHz||4.0 GHz|
|Turbo Boost Max 3.0||?||?||?||?||4.5 GHz||4.5 GHz||N/A||N/A||N/A|
|Cache||16.5MB (?)||16.5MB (?)||16.5MB (?)||16.5MB (?)||13.75MB||11MB||8.25MB||40MB||?|
|DDR4-2666 Quad Channel|
|TDP||165 watts (?)||165 watts (?)||165 watts (?)||165 watts (?)||140 watts||140 watts||140 watts||180 watts||180 watts|
|Threadripper 1950X||Threadripper 1920X||Ryzen 7 1800X||Ryzen 7 1700X||Ryzen 7 1700||Ryzen 5 1600X||Ryzen 5 1600||Ryzen 5 1500X||Ryzen 5 1400|
|Base Clock||3.4 GHz||3.5 GHz||3.6 GHz||3.4 GHz||3.0 GHz||3.6 GHz||3.2 GHz||3.5 GHz||3.2 GHz|
|Turbo/Boost Clock||4.0 GHz||4.0 GHz||4.0 GHz||3.8 GHz||3.7 GHz||4.0 GHz||3.6 GHz||3.7 GHz||3.4 GHz|
|DDR4-2666 Quad Channel||DDR4-2400
|TDP||180 watts||180 watts||95 watts||95 watts||65 watts||95 watts||65 watts||65 watts||65 watts|
Subject: Motherboards | July 10, 2017 - 03:38 PM | Jeremy Hellstrom
Tagged: amd, b350, B350 Mortar, msi, AM4, mATX
MSI's B350 Mortar comes in the model you see below as well as an Arctic version if you prefer a different colour scheme. AMD's B350 chipset carries a lower cost than the X370 series but retains most of the features enthusiasts delight in, such as M.2, support for DDR4-3200MHz, a USB 3.1 Gen1 Type-C plug and a Realtek ALC892 HD audio codec for audio. Indeed about the only thing you lose is the ability to run multiple GPUs, which is not exactly a common need on an mATX build. Modders-Inc were taken with this low cost motherboard, especially the amount of customization available in the UEFI to adjust your fan speeds ... and yes it has your RGBs.
"AMD's B350 chipset is challenging Intel's market dominance in a different subset that the chip giant did not expect: affordability. If AMD's Ryzen product releases sound too familiar with that of Intel's line, that is because it is deliberate. It is basically an aggressive move by AMD, challenging Intel directly that they can take over the naming scheme and do …"
Here are some more Motherboard articles from around the web:
- MSI Z270 GAMING M7 @ techPowerUp
- ECS Z270-Lightsaber Review @ Neoseeker
- ASRock X299 Taichi @ techPowerUp
There has been a lot of news lately about the release of Cryptocurrency-specific graphics cards from both NVIDIA and AMD add-in board partners. While we covered the currently cryptomining phenomenon in an earlier article, today we are taking a look at one of these cards geared towards miners.
It's worth noting that I purchased this card myself from Newegg, and neither AMD or Sapphire are involved in this article. I saw this card pop up on Newegg a few days ago, and my curiosity got the best of me.
There has been a lot of speculation, and little official information from vendors about what these mining cards will actually entail.
From the outward appearance, it is virtually impossible to distinguish this "new" RX 470 from the previous Sapphire Nitro+ RX 470, besides the lack of additional display outputs beyond the DVI connection. Even the branding and labels on the card identify it as a Nitro+ RX 470.
In order to test the hashing rates of this GPU, we are using Claymore's Dual Miner Version 9.6 (mining Ethereum only) against a reference design RX 470, also from Sapphire.
On the reference RX 470 out of the box, we hit rates of about 21.8 MH/s while mining Ethereum.
Once we moved to the Sapphire mining card, we move up to at least 24 MH/s from the start.