Subject: Processors | August 13, 2018 - 02:18 PM | Jeremy Hellstrom
Tagged: Zen+, Threadripper, second generation threadripper, ryzen, Intel, Core i9, 7980xe, 7960x, 7900x, 2990wx, 2950x
The 2950X and 2990WX are both ThreadRipper 2 chips but are very different beasts under the hood. The 2950X has two active die similar to the original chips while the 2990WX has four active die, two of which utilize an Infinity Fabric link to the other two to communicate to the memory subsystem. The W in the naming convention indicates the 2990WX is designed for workstation tasks and benchmarks support that designation. You will have seen our results here, but there are many other sources to read through. [H]ard|OCP offers up a different set of benchmarks in their review, with a similar result; with ThreadRipper AMD has a winner. The 2990WX is especially important as it opens up the lucrative lower cost workstations market for AMD.
"AMD teased us a bit last week by showing off its new 2nd Generation Threadripper 2990WX and 2950X packaging and specifications. This week AMD lets us share all our Threadripper data we have been collecting. The 2990WX is likely a lot different part than many people were expecting, and it turns out that it might usher AMD into a newly created market."
Here are some more Processor articles from around the web:
- AMD's Ryzen Threadripper 2990WX @ The Tech Report
- AMD Ryzen Threadripper 2950X and 2990WX @ Guru of 3D
- AMD Ryzen Threadripper 2990WX & 2950X @ TechSpot
- AMD Ryzen Threadripper 2950X @ TechPowerUp
- AMD Threadripper 2950X Offers Great Linux Performance At $900 USD @ Phoronix
- AMD Threadripper 2990WX Linux Benchmarks: The 32-Core / 64-Thread Beast @ Phoronix
- AMD Threadripper 2990WX Cooling Performance - Testing Five Heatsinks & Two Water Coolers @ Phoronix
Widening the Offerings
Today, we are talking about something that would have seen impossible just a few shorts years ago— a 32-core processor for consumers. While I realize that talking about the history of computer hardware can be considered superfluous in a processor review, I think it's important to understand the context here of why this is just a momentous shift for the industry.
May 2016 marked the launch of what was then the highest core count consumer processor ever seen, the Intel Core i7-6950X. At 10 cores and 20 threads, the 6950X was easily the highest performing consumer CPU in multi-threaded tasks but came at a staggering $1700 price tag. In what we will likely be able to look back on as the peak of Intel's sole dominance of the x86 CPU space, it was an impossible product to recommend to almost any consumer.
Just over a year later saw the launch of Skylake-X with the Intel Core i9-7900X. Retaining the same core count as the 6950X, the 7900X would have been relatively unremarkable on its own. However, a $700 price drop and the future of upcoming 12, 14, 16, and 18-core processors on this new X299 platform showed an aggressive new course for Intel's high-end desktop (HEDT) platform.
This aggressiveness was brought on by the success of AMD's Ryzen platform, and the then upcoming Threadripper platform. Promising up to 16 cores/32 threads, and 64 lanes of PCI Express connectivity, it was clear that Intel would for the first time have a competitor on their hands in the HEDT space that they created back with the Core i7-920.
Fast forward another year, and we have the release of the 2nd Generation Threadripper. Promising to bring the same advancements we saw with the Ryzen 7 2700X, AMD is pushing Threadripper to even more competitive states with higher performance and lower cost.
Will Threadripper finally topple Intel from their high-end desktop throne?
Subject: Processors | August 6, 2018 - 09:00 AM | Ken Addison
Tagged: Zen+, XFR 2.0, Threadripper, StoreMI, ryzen, r7 2700x, Pinnacle Ridge, Intel, Core i9-780xe, amd, 2nd generation threadripper, 12nm
First teased at Computex earlier this summer, AMD has now released details and availability information for their 2nd Generation Threadripper CPUs.
Based upon the same 12nm Zen+ architecture we saw with the Pinnacle Ridge CPUs like the R7 2700X, Threadripper will now be split into two product families, the X, and the WX series.
The X-series is mostly a refresh of the Threaripper SKUs that we saw last year, with 12 and 16-core variants. The Threadripper 2920X and 2950X will retain the same two die, 4 CCX arrangement that we saw with the previous generation, with the ability to run in either unified or non-unified memory modes.
Notably, the 8-core variant found in the original Threadripper lineup seems to be absent in the 2nd generation.
This new generation of Threadripper comes in less expensive than the last, with a $50 price drop on the 12-core CPU, and a $100 price drop on the 16-core variant.
The newest aspect of the 2nd Generation Threadripper Lineup is the addition of the "WX" series processors. These higher core count processors are being marketed by AMD more towards "Creators and Innovators" rather than gamers.
Available in both 24 and 32-core variants, the Threadripper WX series represents the highest core count consumer CPUs ever launched. Since we know that Zen+ dies contain a maximum of 8 cores, we can assume that these processors are using a 4 die configuration, similar to the EPYC server parts, but likely with the same 64 lanes of PCIe and 4 channel memory controllers
This pricing is extremely aggressive compared to the highest core count competitor from Intel, the $2000 18-core i9-7980XE.
All 2nd Generation Threadripper CPUs will include the 2nd Generation Zen features that we saw in the R7 2600 and 2700 series, including XFR 2.0, StoreMI, and improved memory support and latency.
Additionally, these new Threadripper CPUs will use the existing X399 chipset, with UEFI updates being made available for existing X399 boards, as well as some new variants such as the MSI MEG X399 Creation launching alongside the new CPUs.
Availability of these processors is staggered, with the 32-core WX CPU shipping first on August 13th (and available now for preorder on Newegg and Amazon), followed shortly by the 16-core 2950X. However, we won't see the 12 and 24 variants until October.
Stay tuned for our review of these parts as they reach retail availability!
Subject: Graphics Cards, Processors | August 3, 2018 - 04:41 PM | Ryan Shrout
Tagged: Zen, Vega, SoC, ryzen, China, APU, amd
Continuing down the path with its semi-custom design division, AMD today announced a partnership with Chinese company Zhongshan Subor to design and build a new chip to be utilized for both a Chinese gaming PC and Chinese gaming console.
The chip itself will include a quad-core integration of the Zen processor supporting 8 threads at a clock speed of 3.0 GHz, no Turbo or XFR is included. The graphics portion is built around a Vega GPU with 24 Compute Units running at 1.3 GHz. Each CU has 64 stream processors giving the “Fenghuang” chip a total of 1536 SPs. That is the same size GPU used in the Kaby Lake-G Vega M GH part, but with a higher clock speed.
The memory system is also interesting as Zhongshan Subor has integrated 8GB of GDDR5 on a single package. (Update: AMD has clarified that this is a GDDR5 memory controller on package, and the memory itself is on the mainboard. Much more sensible.) This is different than how Intel integrated basically the same product from AMD as it utilized HBM2 memory. As far as I can see, this is the first time that an AMD-built SoC has utilized GDDR memory for both the GPU and CPU outside of the designs used for Microsoft and Sony.
This custom built product will still support AMD and Radeon-specific features like FreeSync, the Radeon Software suite, and next-gen architecture features like Rapid Packed Math. It is being built at GlobalFoundries.
Though there are differences in the apparent specs from the leaks that showed up online earlier in the year, they are pretty close. This story thought the custom SoC would include a 28 CU GPU and HBM2. Perhaps there is another chip design for a different customer pending or more likely there were competing integrations and the announced version won out due to cost efficiency.
Zhongshan Subor is a Chinese holding company that owns everything from retail stores to an education technology business. You might have heard its name in association with a gluttony of Super Famicom clones years back. I don’t expect this new console to have near the reach of an Xbox or PlayStation but with the size of the Chinese market, anything is possible if the content portfolio is there.
It is interesting that despite the aggressiveness of both Microsoft and Sony in the console space in regards to hardware upgrades this generation, this Chinese design will be the first to ship with a Zen-based APU, though it will lag behind the graphics performance of the Xbox One X (and probably PS4 Pro). Don’t be surprised if both major console players integrate a similar style of APU design with their next-generation products, pairing Zen with Vega.
Revenue for AMD from this arrangement is hard to predict but it does get an upfront fee from any semi-custom chip customer for the design and validation of the product. There is no commitment for a minimum chip purchase so AMD will see extended income only if the console and PC built around the APU succeeds.
Enthusiasts and PC builders have already started questioning whether this is the type of product that might make its way to the consumer. The truth is that the market for a high-performance, fully-integrated SoC like this is quite small, with DIY and SI (system integrator) markets preferring discrete components most of the time. If we remove the GDDR5 integration, which is one of the key specs that makes the “Fenghuang” chip so interesting and expensive, I’d bet the 24 CU GPU would be choked by standard DDR4/5 DRAM. For now, don’t hold out hope that AMD takes the engineering work of this Chinese gaming product and applies it to the general consumer market.
Subject: Chipsets | July 31, 2018 - 11:50 PM | Josh Walrath
Tagged: amd, ryzen, b450, x470, x370, b350, a320, Intel, motherboards
Today AMD is launching their latest chipset product supporting Ryzen CPUs and APUs. When Ryzen was launched we had a pretty robust selection of boards based on the A320, B350, and X370 chipsets. These products brought AMD to the present in terms of capabilities and modern features across the board. AMD no longer bifurcated their sockets and chipsets in regards to AM3+ and FM2+, but instead focused all products on the new AM4 socket. AMD plans to support this socket til at least 2020, and most AM4 boards should be able to handle upcoming CPUs with a BIOS update.
The release of the new Ryzen 2000 parts brought in the new X470 chipset which provided some extra features as compared to the X370. Most of the I/O was the same but it brought in support for Precision Boost 2 as well as the free StoreMI storage functionality. For the enthusiast looking on the AMD side, the X470 is the no-brainer especially if they want to run multiple graphics cards. This is not the best overall option if the enthusiast is looking for single GPU usage as well as a much lower price.
AMD is presenting the new B450 chipset that looks to fill the gap that the new X470 leaves. It is a partial redesign of the B350 and it provides a couple of extra features. Most interesting is that the chip actually runs about 2 watts lower in power than the B350 did at idle. The B450 joins the X470/370 in having StoreMI support as well, which the B350 does not offer. Unlike the X470, the B450 parts do not allow the bifurcation of the CPU’s PCI-Ex16. Without utilizing the 6 PCI-E lanes off the southbridge the B450 will not support multi-GPU off of the CPU PCI-E controller. Motherboard manufacturers may in fact use a x4 electrical connection in a x16 slot to utilize CrossFire, but AMD did not necessarily intend that to be a standard feature.
One area that AMD does focus on is giving users the ability to overclock any CPU they have. While AMD has the “x” designation after certain SKUs, they are not the only ones that can be overclocked (unlike Intel and their non-K variants). Even though AMD may specify that a CPU can only go up to a max of 2933 speeds, it is easy to get those memory targets well above that. 3200 is very common for these parts and should almost be the specification for the Ryzen 2000 series.
The aforementioned StoreMI gets included with the B450 support, as compared to it not supported on the previous B350. I doubt there is anything hardware related not allowing StoreMI to run on the older SB350, but AMD is working on the whole product segmentation thing. Throwing in some free software now and then can be seen as a solid value added feature. StoreMI has significant performance benefits for users who rely on smaller SSDs for the OS. Applications are intelligently managed so that they act like they are installed on the SSD only.
Most of the boards will be under $120 with a sweet spot around $70. Features of course will vary from board to board and that will affect the price. The overall functionality of the boards should be about the same though. Plenty of SATA ports, one NVME, USB 3.0/3.1/Gen1/Gen2, and the six PCI-E lanes which can have multiple uses. At launch there are around 25 boards already available from the major manufacturers.
The B450 is aimed to be a cost effective, yet feature rich motherboard that further accentuates the price advantage that AMD holds over Intel in terms of performance and core counts. When combined with lower priced yet comparable boards from Intel, AMD feels their value proposition is further accentuated. This product helps flesh out the chipset and motherboard offerings for the AM4 ecosystem. AMD continues to be aggressive in grabbing more marketshare and selling competitive products across the board.
Subject: Motherboards | July 31, 2018 - 02:52 PM | Jeremy Hellstrom
Tagged: ryzen, gigabyte, b450, aorus, amd
Aorus have listed their new B450 motherboards which include three ATX boards, two mATX and a single mini-ITX to chose from.
Aorus have added new audio in the form of the ALC1220 SNR HD Audio with Smart
Headphone Amp which will detect the impedance on your headphones and adjust the power automatically. Smart Fan 5 with FAN STOP along with the M.2 thermal guards should keep your temperatures under control as well as the sound levels. As you would expect there are an impressive array of coloured LEDs as well as software to control them.
Bucking the trend lately to make determining what a product is by reading the name, Aorus included this slide in their deck to help you translate the various models quickly. As the B450 series is intended to be a less expensive choice, prices matter and as you can see below, just before the PR, they are quite attractive.
GIGABYTE TECHNOLOGY Co. Ltd, a leading manufacturer of motherboards and graphics cards, today announced the release of the new B450 AORUS Motherboard series. These new models support the full spectrum of AMD Ryzen processors and boast innovative technologies, including AMD StoreMI as a way to accelerate traditional HDDs to speed levels only found in SSDs. Premium details such as the integrated I/O shield, next-gen Wi-Fi and USB Type-C connectivity enhance the user experience. A new armor design highlights the contours of the AORUS falcon while providing an advanced cooling solution for one of the most critical areas of the motherboard.
With this launch, GIGABYTE is also introducing a new naming scheme for the AORUS models. It better represents model hierarchy using terminology more familiar to gamers with B450 AORUS PRO and B450 AORUS ELITE as the top options based on the B450 chipset from AMD.
With dual M.2 design and two M.2 thermal guards, the arsenal of connectivity options extends to the realm of what is typically reserved for high-end enthusiast platforms. This feature is quintessential for reaching and maintaining the highest storage performance possible without worrying about thermal throttling.
B450 AORUS PRO WIFI and B450 I AORUS PRO WIFI feature blazing fast Intel Dual Band 802.11ac Wi-Fi. Despite its compact form factor, the Mini-ITX model steps it up even further with the added benefits of Intel Dual Band 802.11ac Wave 2 technology.
The updated ALC1220-VB audio codec paired with WIMA and Chemicon audio capacitors guarantee a superb onboard audio experience able to provide a whole new universe of immersion while playing games, watching movies or enjoying music. The clarity of voice communication is has also been upgraded, particularly when using the front microphone jack where the SNR is now improved to 110dB(A).
The feature-rich back panel of B450 AORUS motherboards offers all the latest connectivity options, including USB 3.1 Gen2 with both Type-C and Type-A connectors. The I/O shield is now integrated on the motherboard to preserve the premium AORUS look at all times and taking users' convenience in consideration.
Smart Fan 5 with Fan Stop is the highly acclaimed cooling technology found on these motherboards and, it plays a crucial role in cooling the motherboard along with all other components during intensive loading scenarios. Multiple hybrid fan headers and temperature sensors placed along the motherboard are the core of this technology and work in tandem with a powerful software suite to give users full control over their thermal solutions.
B450 AORUS Motherboards offer an unbelievable level of customization. Powered by the advanced RGB Fusion lighting system which offers multiple programmable LED illuminated zones, stunning effects, and 16.8 million colors. Added support for 12V and 5V digital LED strips via 4-pin headers provide endless possiblities to make each computer look unique.
Signature GIGABYTE Ultra Durable components such as PCIe armor, where proprietary metal shielding enhances the strength of the slots to support heavy graphics cards and DualBIOS, the leading protection against common BIOS failures, reinforces the ability of these motherboards to withstand the test of time.
The initial lineup of B450 AORUS Motherboards consists of the B450 AORUS PRO WIFI, the B450 AORUS PRO and the B450 AORUS ELITE using the ATX form factor, B450 AORUS M as the mATX solution, and B450 I AORUS PRO WIFI for Mini-ITX.
Subject: Editorial | July 29, 2018 - 07:49 PM | Josh Walrath
Tagged: TSMC, Skylake, ryzen, Results, Q2, Intel, amd, 7nm, 2018, 10nm
The day after AMD announced their quarterly results, Intel followed up with a very impressive quarter of their own. Intel has reported another record quarter with $17B in revenue and $5B net. The business is extremely healthy and they continue to provide a lot of value and returns to shareholders. Typically Q2 is the second slowest quarter of the year, but Intel was able to improve their revenues by $900M over Q1. In certain quarters a 5% increase may not be all that large, but it is a significant jump from Q1 to Q2.
Intel reported that nearly all areas of the company have grown. Client Computing Group showed a 6% increase year over year, which is good news for the industry in general as many have (often) predicted that the PC market is in decline. This is also in the face of renewed competition from AMD and their Zen architecture based products. AMD also has grown steadily over the past year in terms of shipping products, so that further reinforces the impression that the PC market continues to grow steadily.
The data-centric business is steadily closing the gap between it and the PC centric group. CCG posted $8.7B in revenues while the data groups combined came in at around $8.1B. The Data Center Group was $5.5B of that result. It is up a very impressive 27% yoy. Intel has what seems to be a juggernaut in the data center with their Xeon products, and that growth is quite likely to continue growing as the need for data processing in our information rich world seemingly knows no bounds.
Intel raised their outlook for the year by nearly $2B to an impressive $69B in revenues. This is easily 10x that of their primary competitor. 2018 has certainly been a very profitable year for Intel and it looks to continue that trend throughout the last two quarters. Intel continues to improve upon their 14nm processes and it has allowed them to achieve a 61.4% margin. Compare this to AMD’s 37% margin and we can understand why 2018 is looking so good. Intel has lost a little bit on margin as compared to last year, but the amount of products being shipped is simply stunning as compared to its rival.
There were some expecting AMD to be taking up more of Intel’s marketshare, but that has not been the case. If anything, while AMD’s bottom line has improved, Intel appears to have actually taken more share in an expanding market. Unlike 2003 when AMD had the superior product with the Athlon 64 over Intel’s Pentium 4, the current Ryzen CPUs are “merely” competitive. While the performance and efficiency jump for AMD’s architecture is impressive considering the previous “Bulldozer” based generation, they now offer comparable performance with a price/core count advantage over Intel. This has not been enough to convince people and organizations to change en masse to AMD’s offerings. In 2003 a 2 GHz Athlon 64 was outperforming a 3.2 GHz Pentium 4. AMD was able to continue outperforming Intel even though they were at a serious process disadvantage.
While Q3 and Q4 look to continue Intel’s string of record quarters, things do not look as rosy when we get into 2019. Intel has had an endless stream of problems getting their advanced 10nm process up and running. It was originally expected to replace Intel’s 14nm process around two years after that particular process had been introduced. Then it turned into three years. Now we are five years into Intel using a 14nm variant for their latest generation of products. Intel used to have a 18 to 24 month lead over the competition when it comes to process technology, but now that advantage has all but evaporated. In theory Intel’s 10nm process is superior to what TSMC is offering with its 7nm in terms of die size, power, and transistor performance. However, those advantages do not amount to anything if it is unworkable. Intel has been very tight lipped with analysts and shareholders about the exact issues it is facing with the direction they set on with 10nm. It seems the combination of materials, tolerances, and self-aligned quad patterning is problematic enough that Intel cannot get consistent results with yields and bins.
In the conference call Intel said that 10nm parts will be available on shelves by the holiday season of 2019. This means that Intel expects to hit high volume manufacturing near the end of 1H 2019. Intel further stated that data center parts will be shipping shortly after desktop and mobile, so most expect the first products to hit in Q1 2020. The problem that Intel will is that TSMC will be starting volume manufacturing of their 7nm parts shortly, if not already. AMD has 7nm EPYC sampling to partners and has spoken of a 1H introduction of those parts in volume. AMD will be introducing the Zen 2 architecture in that time on both server and desktop, and they are hinting at a significant IPC uplift with these parts.
If Intel is able to hit its 10nm goal in late 2019, AMD will have around a nine month window where they theoretically could have a superior product than Intel. AMD will surely come ahead from a density standpoint. If we combine this with the potential IPC improvement and a small uplift in transistor performance, then Zen 2 products should be able to outclass anything Intel comes out with. If AMD is really on the ball, then their EPYC processors could have a year to themselves without a comparable product from Intel.
This type of competition does not mean that Intel will simply shrivel up and die, but it is causing investors to rethink holding onto the stock after the pretty impressive run up over the past several years. Intel still has more fab space available to it than AMD could dream of at this point. There will be a lot of competition for 7nm wafer starts that will be shared by AMD, NVIDIA, Qualcomm, and Apple (not to mention dozens of other fab-less semi firms). AMD could very well sell as many chips as it can make, but it simply cannot address the needs of all of the markets that it is competing in. If GLOBALFOUNDRIES 7nm process is similar to TSMC’s, then we will see AMD be able to supply far greater amounts of product to the market, but GF is at least six months behind TSMC when it comes to ramping up their next generation process line. I would not expect GF based CPUs to hit anytime before Q2 2019, if not towards the end of that quarter.
Does this mean that Intel expects nothing except doom and gloom throughout 2019 and possibly into 2020? I do not think so. Intel will retain its market dominance, but it looks to be experiencing a situation that is a combination of a competitor hitting its stride as well as some bad luck/poor planning with manufacturing. This should open the door for AMD to make significant advances in marketshare and allow the company to make some serious money by improving their ASPs as well as shipping more parts.
2018 will undoubtedly be a record year for Intel. It is 2019 that is giving pause to investors and shareholders. If Intel can clean up its 10nm process in a timely manner they will close the door on any advances from AMD. If the company continues to experience issues with 10nm and never in fact gets it out the door, then it will be a long couple of years til Intel gets out their 7nm process. The rumor is that engineers have been pulled off of 7nm to fix 10nm. If this is the case, then I hesitate to even think when we will be seeing that upcoming node coming to fruition.
Subject: Editorial | July 25, 2018 - 09:47 PM | Josh Walrath
Tagged: Vega, ryzen, Q2 2018, Polaris, Intel, EPYC, amd, 7nm, 12nm
Today AMD has released their Q2 results for 2018 and they have fallen in line with previous estimates. The company reported revenue of $1.76B, up $110M from last quarter’s $1.65B. Their net income is $116M which is again up significantly from last quarter’s $81M. These results dwarf Q2 2017’s $1.15B in revenue and a loss of $42M. AMD has shown steady and solid growth since the release of the Ryzen processors and their continuing evolution of the RX series of graphics cards.
The computing group which includes CPUs and GPUs showed a small drop in revenue due to multiple factors. CPU ASPs are steadily dropping for AMD since the original introduction of the Ryzen processors. The top end R7 1800X was introduced at $499 and has slowly dropped in price as the year wore on. This year AMD released the successor to the 1800X in the R7 2700X, but it was released at a $329 price point. We can see that the pricing mix of these CPUs is not as rich as they were on Ryzen’s initial release. The play here seems to be AMD improving efficiency of production as well as a willingness to sacrifice ASPs to gain any kind of marketshare.
GPUs have suffered as well due to the drop off in mining based purchases due to cryptocurrency dropping in value as well as the continued introduction of specialized ASICs performing better in those particular workloads. AMD claims a fairly palatable drop of only around 4% in sales due to the decrease in mining demand. It is likely that partners are feeling more of a pinch in this instance as the selling prices of these cards are finally reaching introductory MSRP levels as well as seeing reasonable availability. We do not know the specifics of AMD’s GPU sales to partners, but it seems like that price has been stable since introduction with the partners and resellers profiting to a greater degree than AMD.
The bright spot for this quarter was that of Enterprise and Semi-Custom. AMD switched around accounting on how it handles Semi-Custom so that accounted for some of the positive gains this quarter saw. AMD also started its collaboration with the Chinese for their own version of a Zen CPU. AMD continues to provide console makers with SoCs in two of the three major product lines out there. AMD is also likely currently contracted by both Sony and Microsoft for the next generation of consoles which will be released in the next two years, though none of the parties involved in such speculation has verified that information. I have a hard time considering that both Sony and Microsoft would abandon what has been a very beneficial partnership to create cutting edge products for their marketplace.
The Enterprise group has also seen sales increase on the EPYC processors. EPYC was released last year, but it was not until this year that actual sales occured. While AMD did not provide specific numbers or guidance here, reading between the lines it looks as if EPYC is starting to gain traction and is shipping in more significant numbers. AMD was very careful in talking about this, as EPYC still has a long ways to go before it can claim to have gained significant marketshare. Lisa Su mentioned earlier that the real ramp for EPYC should occur in 2H 2018. This makes quite a bit of sense as the hardware and software environment for enterprise level products is tremendously different from when AMD was last competitive there. Validation of parts and platforms takes more time, and there are more complex software components involved that have to be updated to work effectively and efficiently on the new Zen architecture and EPYC chips. In the year since EPYC was launched a lot of work has been going on in the background by AMD, their hardware partners, and the software vendors to make sure that when EPYC hits volume production that most of the kinks will be worked out and it is truly enterprise production ready. This isn’t wishful thinking or excuse making. This is simply how a modern enterprise platform evolves and why product cycles are elongated as compared to what we see on the desktop and mobile spaces.
Guidance for next quarter will be disappointing for some investors and readers. AMD claims it will be flat between Q2 and Q3. This is not entirely surprising. Gaining desktop CPU marketshare has not been a slam dunk for AMD with Ryzen. The product stack has made it competitive with Intel and its offerings, and has in fact provided excellent value in terms of IPC and core count. Ryzen is not an Athlon 64. Ryzen was merely competitive with what Intel currently offers as compared to Athlon 64, which was head and shoulders more advanced than what Intel offered at the time with the Pentium 4. AMD is finding advances in marketshare in both desktop and mobile to be slow, but steady. Each quarter since Ryzen was released and the mobile parts being introduced earlier this year, the results have been trending in a positive direction even though ASPs on desktop parts have dropped (though mobile ASPs have increased).
AMD obviously does not expect big gains this next quarter, and are in fact a little behind the ball when it comes to graphics. NVIDIA is poised to release a new generation of products within the next few months addressing the upper midrange and high end offerings that will erode AMD’s effectiveness with their Vega parts. So while EPYC products will increase in sales, AMD looks like it will be shipping fewer GPUs, at least in the high end. We probably will see Polaris based products have price drops applied to them to keep the meat of the market satisfied with AMD product, but do not expect next generation desktop graphics from AMD until 2019.
This was a productive and solid quarter for AMD. It is hard to argue against that. Their financial house is in far greater order and a solid revenue stream heading towards the company. They are keeping costs under control while aggressively pursuing the markets they have a strong history in. They have continued to leverage their IP with the Semi-Custom group and that provides a steady income from both historical partners and new ones. AMD is not seeing a breakaway quarter or year, but they are building a much more solid foundation and executing on their primary markets while competing effectively with Intel. This is certainly not 2003/2004, but it is a new chapter for AMD as they continue to provide new and interesting products to a market that continues to expand.
Subject: General Tech | July 12, 2018 - 03:53 PM | Alex Lustenberg
Tagged: podcast, vive pro, V1000, team group, Surface Go, sennheiser, seasonic, SD 7.0, sapphire, ryzen, rx vega, microsoft, m3b, hyperx, htc, gsp 600, flexispot, biostar, 5x5, video
PC Perspective Podcast #506 - 07/12/18
Join us this week for discussion on HTC VIVE Pro, Ryzen V1000, and more!
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Hosts: Ryan Shrout, Jeremy Hellstrom, Josh Walrath, Allyn Malventano
Peanut Gallery: Alex Lustenberg, Ken Addison
Program length: 1:17:23
Podcast topics of discussion:
Week in Review:
News items of interest:
0:21:00 Microsoft Surface Go (Verge)
Picks of the Week:
Subject: General Tech | July 9, 2018 - 01:34 PM | Jeremy Hellstrom
Tagged: ryzen, ryzen 5 2600E, ryzen 7 2700E
Two of AMD's lower power Ryzen models have appeared online, with specifications, a wee bit before expected. The 2600E and 2700E bear many of the same specifics as their higher powered brethren, with significantly reduced TDP of 45W which results in lower base frequencies. The Ryzen 5 2600E will still sport six cores and 12 threads but the base frequency is 0.5GHz lower than the 2600X at 3.1GHz while the Ryzen 7 2700E's eight cores and 16 threads drop 1.1GHz to a base 2.8GHz. Sadly the rumours did not reveal details about the boost clock, so for now that remains pure speculation.
"DETAILS OF AMD's incoming Ryzen 5 2600E and Ryzen 7 2700E CPUs have unsurprisingly surfaced online, confirming that the low-power chips will take on Intel's Core 'T' series of microprocessors."
Here is some more Tech News from around the web:
- This 3D Printed Syringe Static Mixer Does It All @ Hack a Day
- Snooping passwords from literally hot keys, China's AK-47 laser, malware, and more @ The Inquirer
- China Begins Production Of x86 Processors Based On AMD's IP @ Slashdot
- Science! Luminescent nanocrystals could lead to multi-PB optical discs @ The Register
- Hackaday Superconference: Tickets and Proposals
- TechSpot PC Buying Guide
- Xtorm Limitless 10.000mAh Waterproof Power Bank Review @ NikKTech