AMD CPU speculation... and expert conjecture

Page 336 - Seeking answers? Join the Tom's Hardware community: where nearly two million members share solutions and discuss the latest tech.
Status
Not open for further replies.

ya, because the word introduce actually means replace. If AMD migrates away from the only product line that is distinct, they will lose business. period.

ARM will gain market share, there is no way it can't since there aren't any ARM servers yet. from 0% to 1% is a gain in market share. Between the big (for the sake of arguing just say 5) ARM manufacturers, they will each get 0.2% of that 1% market share if they all split sales evenly. Now say samsung spends a small fraction of their company to advertise. now they double their sales while the others get a smaller chunk.

AMD can't out-advertise multi-billion dollar companies. Thats why they are currently in the position they are in with Intel. Instead of competing with 1 other company, it will be 5 or more. (5 others already hold arm a-57 lisences)

Because they count it as APU. CPU alone the improvement in efficiency is of only 10-15%, which is not enough to compete with Intel.

so now SR cores are only 10-15%? I thought a 4-core Kaveri would compete with the I5 on the cpu level and trash it on the APU side ... but a 16 core SR opteron can't compete with a xeon?

Logic fails this one again.

While (Juanrga = wrong) {printf("JUANRGA IS NEVER WRONG")};

I know the four explanations are plain wrong. Up to now my sources have shown that are very reliable and others (including friends working at) are not so.

imaginary_friend.jpg


this source?
 

Ah, but you forget, AMD is also competitive in dCPU gaming PCs when it comes to modern games. You also forget AMD has basically gotten every game developer who is making a multi-platform to optimize their games for an AMD architecture.

http://techreport.com/review/23750/amd-fx-8350-processor-reviewed/7

Look at a semi-modern engine like Frostbite 2. AMD FX 8350 offering best frametime experience (smoothest game experience) and some of the best frame rates.

This is why I am putting forth the idea that AMD is done with the server -> HEDT transition and instead might want to just flat out go straight dCPU for high end gaming platform with a high end Radeon card. We might from now on see AMD go APU/dCPU -> server.

Oh look, that's already happened with AMD turning their desktop APUs into server APUs.

AMD is working backwards now from how they have been. People are still anticipating SR Opteron to come first and it's not going to happen. It makes far more sense for AMD to go SR or EX gaming CPU first and then trickle over to server.

http://techreport.com/review/23750/amd-fx-8350-processor-reviewed/8

Now look at this. AMD APU in different performance class than AMD CPU. FX 8350 fitting in just fine with 2600k and IB CPUs.

Top end APU fitting in below Core i3.

Do you see the point I am trying to make?

Gaming is important to AMD. APU puts AMD's CPU offerings below Intel's Core i3 in most situations. FX 8350 is in Intel $300+ territory most of the time.

AMD going APU only is basically throwing that all away. They are not going to do that.
 

Agreed, perhaps they are just finding a mature process for SR FX\whatever it will be called (inb4AMDSpectre 😛), maybe they do not need Opteron to make FX profitable and are just waiting for Piledriver to give way, the 8320 is a superb value after all. I am going to assume it will launch in a Phenom II-style on AM3+ 990FX, followed by AM4 1090FX whenever it launches.
 
Problem is... Although there is a market for high performing desktops thanks to games and some open/free applications, the real money is made in the server space. Not just because of the CPUs you sell, but the whole computing platforms around them. It all adds. We could use some real numbers in this, but I suspect the brute numbers might be closer than many suspect. For each server (1U, for instance) there's like 2 or 3 high performing desktops out there.

That's why we actually see more performing CPUs year over year. Not because of the consumer space, but because of server space. Where mobile is the new land where the gold rush is in full force; maybe winding down now, but still big enough to sway Intel into it.

Cheers!
 
Is steamroller ever coming out ???

And who wants an APU ? they are just low performing CPUs combined with a low performing GPU.

I would rather just get a high performing CPU.
 

OEMs, their customers and of course, budget builders... The iGPU in Kaveri is quite good for the price, 7750 levels and pretty good per-core performance...
 


And MANTLE could mean HD 7870 Performance 😀
 




Unfortunately i can't even get my friend to say much about it and he works at Amd so i have to say i'm quite puzzled if it will come out
 


Well i think its a well known fact that my friend at Amd can beat up Noobs friend anyday and it probably happens on the job all the time hell i even think they have his friend working on the arm project just to get rid of him
 


The only problem with this is what does AMD expect people to buy for R290x CF or TF? They still should have a HEDT class CPU.
 



The people I were talking to were long time x86 designers. When some executive comes in and says "hey, stop working on those American designed x86 cores, and go slap a few of these British ARM cores together". They're not exactly happy about it. Executives/management comes and goes but some of the old x86 designers are still around from the glory days.

What's the easiest way of satisfying investors who have been reading ARM hype for years? Offer ARM servers.
 
Do amd really need to upgrade fx right now? I remember years ago how they moaned software didnt use the full power of their processors vs intel and I think they've played a blinder this year getting 8 core cpus into consoles. There was 75million (google) ps3s sold for example so now lets say a year from now how many 8 core cpus will there be in homes over the world? I think the fx 8***s will shine and maybe alot of fx 9***s will be used because of price drops and shine also in the 'hardware review world' in upcoming games. This should drive sales a bit and take the bad light off them allowing amd to be in a better position to call a new chip an 'fx'.

I have a few questions, does there even exist a game coded in a way that is uses 100% or near of every core on an 8 core chip? If there was such a game would that mean it would perform much better than an intel 4c/4t chip?
 


Yes, they are migrating because customers will be migrating (see quote below). That is the reason why Warsaw uses a PD refresh: there is no enough demand/market for AMD releasing a 8/12/16 core SR CPU for servers.

Warsaw provides an easy/cheap upgrade to customers of previous Opteron products. Warsaw is not aimed to take market share from Intel, because it is not competitive enough.

The head of the server division of AMD has already said that ARM will win. I already reproduced this slide before

arm_fullwidth.jpg


Also when asked explicitly about Warsaw Feldman says:

He also told us that “Warsaw”, AMD’s follow up in the 2P/4P server market, will cater for a declining but still large market with institutional customers that will take longer to migrate to an ARM ecosystem.

Yes he says "migrate". Note he also says "declining". Of course this massive migration from x86 to ARM will not happen tomorrow neither next month. It will take years, but it will happen. It is not only AMD who is starting the migration to x86, HP, Dell and lots of other server makers are already preparing ARM servers.



Please, read the whole paragraph; it is all about servers. No competitive x86 CPU for servers. That is why are replacing Opteron CPUs by Berlin APUs in servers. That is why AMD quotes the performance and efficiency of the whole APU = CPU+GPU in their presentation of server strategy/products. The efficiency and performance of the CPU alone are not enough for competing with Intel in servers.
 


Thank by the laugh. First, introducing a product in the market doesn't guarantee that market share increases. If the product is bad then the share goes from 0% to... 0%, because nobody buys it.

Second, that predicted 20% market share gain means that Intel will lose market share by a similar amount. There is no possibility that AMD can use x86 products to take server market share from Intel. That is why AMD is migrating to ARM to recover market share in servers:

http://www.slashgear.com/amd-seattle-chips-ditch-x86-for-arm-to-undermine-intels-server-market-18286798/

http://www.zdnet.com/amd-bets-arm-server-chip-experience-means-market-gains-7000016857/

http://www.pcworld.idg.com.au/article/465171/amd_reboots_server_strategy_first_arm_chips/

some relevant quotes:

The company said its first ARM server processors - which will be released in the second half of next year - will be faster and more powerful than its existing low-power x86 server processors.

aka why jaguar-based Opteron-X servers are being replaced by ARM-based Seattle servers. ARM is a superior product.

AMD will sell its first ARM processors alongside x86 server processors, which were also updated with new high-end Opteron chips due next year. But AMD expects ARM processors to outrun x86 chips in the long term.

aka Warsaw is only for legacy customers.

Observers have said the ARM-based chips could give AMD an edge over Intel, and the move could be as significant as its introduction of 64-bit server chips in 2003, and dual-core chips in 2004. Both moves gave AMD a competitive advantage over Intel, but server chip delays and the failure of chips based on the Bulldozer core ultimately cost AMD market share.

aka migrating to ARM is AMD only possibility to come back to servers. This explain why there is no 8/12/16-core SR Opterons.

By 2016 or 2017, ARM CPUs will have 20 percent of the server market, Feldman said. Right now the server market is dominated by Intel's x86 chips, but Feldman said large data centers will start porting software from x86 to ARM in 2015.

Aka even large customers will migrate to ARM fast.

ARM CPUs, which are cheaper and ship in higher volumes compared to the more expensive x86 chips, will prevail in the end, Feldman said.

I know that ARM will win in servers. I also know that ARM will win in supercomputers and that one day all desktop computers will be ARM-based.



Thanks by another laugh.

Efficiency != performance

20--30% performance and 10-15% efficiency, but please continue misunderstanding everything as you always do.
 


I am not forgetting that. If you read my previous posts I already shared my expectation to see AMD releasing a high-end 8-core ~200W APU in future. I also said that 8-core APU could be complemented with a dGPU.

That 8-core high-performance APU could be Berlin replacement in servers and would compete against future Intel Socketed Xeon Phi and Nvidia ARM-CUDA SoCs in the HPC market.

What can be doing AMD today? I see two strategies:

1) Drops FX-4000 series and continue selling FX-6000/8000/9000 series for gaming PCs. Power consumption is not a concern on HEDT, and those chips get a performance upgrade with new software: consoles ports + MANTLE.

2) Drops FX-4000 series and upgrade FX-6000/8000/9000 series for gaming PCs. Those upgrades would be based in PD refresh. The new Warsaw comes only as 12/16 core (there is no 8-core Warsaw), which means that uses only 3M/4M PD. AMD could use those new dies for refreshing the six-core FX and octo-core FX series. They can even change the name. The same that "Opteron" has changed to "Warsaw". FX can be changed to a new brand.

But both strategies are for the short run. I expect AMD to migrate to a full APU strategy: APUs for laptops, desktops, servers, supercomputers...

This is my opinion.
 

The 4000 series is just failed Vishera(s), you trash em or you sell them..
 


What have I ever predicted and failed? I have made no predictions...
 


Let me clue you in here, AMD's market share will fall faster than a lead brick dropped out of an airplane if they abandon the Gaming PC market. In terms of desktops...that's their largest % market share. They're waiting for steamroller FX or successor to PD FX.

They are not abandoning HEDT. It is not happening, and there will be no HEDT ARM or HE Server ARM.

Opteron-X is not a high end part, if they equate ARM to that product, we're discussing micro servers running on ULP low end laptop grade parts (i.e. kabini grade solutions). That doesn't run a massive bank of servers at a financial institution or a super computer.

Your delusions are ever so grandiose on this one...
 


LOL!!!

But you find PPC in servers and cars all over the world!!! Surely it will overtake x86 sometime soon!! /sarcasm.
 
Status
Not open for further replies.