juanrga :
The future for AMD (also for Nvidia, Intel...) is APU/SoC, low freq. designs, and heterogeneity, from phones to supercomputers: phones, tablets, laptopts, consoles, desktops, servers, supercomputers.
Not only CPUs will be abandoned, but APU + dGPU is only a transient configuration. In the long run dGPU will be exhibited in museums.
Nvidia, with a 80% of the HPC market thanks to high-end dGPUs like the K20x is developing a new design that doesn't use any dGPU. Therefore if dGPUs are no more needed for $100 million supercomputers, who in the hell still believes that cheap desktop dGPU (a GTX-780 is cheap compared to a $8000 K20X) will be a requirement for future desktop gaming?
Of course this is not something happening tomorrow, neither next year.
Valve, EA, MS, etc won't let dGPU die. We still aren't even remotely close to having the sort of power in a rig to do real time raytracing in games. You might be thinking dGPU power has reached a dead end and cards are too strong for most games but that's not the case.
PC gaming is a huge market and it's still growing.
And lets not forget about HSA. A GPU of Kaveri's caliber is only good enough to come close to a higher end traditional CPU.
The best example of HSA being APU only in the future being absolutely idiotic is an example from AMD itself. Remember APU13 when we saw the JPEG decoding benchmark and it was twice as fast with HSA?
Guess what else would have been twice as fast as a 2m/4c APU and it wouldn't have required HSA? A 4m/8c SR dCPU....
And guess what, that little AMD APU with a special performance case AMD felt like they had to show it off still isn't going to be competitive with a dCPU. Heck, it might not even be overly competitive with an FX 8350. Certainly not an OCed one. And that's one specific task where software was tailored to the hardware.
And you're not even taking into account that Intel is planning on giving their entire line-up a core count bump in a year or two.
If AMD goes APU HSA only, it's not going to look attractive at all compared to 6 core Intel at $300.
And as I mentioned earlier, the problem of HSA only being used to catch up to Intel and dCPU instead of blowing it out of the water means that HSA is DOA in the professional market. Meaning that if you want to make software for an HSA system you're going to only be able to target low end and mobile devices. That's not what software developers who want to solve problems like rendering, compiling, transcoding, and heavy calculations in HPC want.
What you are suggesting is basically if Nvidia stopped high end Quadro and Tesla sales, converted them to ARM APUs, and then went "hey look this APU is close to how a full size Quadro or Tesla would run if you give it specialized software! But you can forget all your existing CUDA software and all the programs you used to run! They'll be a lot slower now!"
It just flat out doesn't make a whole lot of sense to me at all.
I still am leaning towards a lack of SOI personally.
http://www.advancedsubstratenews.com/2013/07/globalfoundries-on-cost-vs-performance-for-fd-soi-bulk-and-finfet/
Take a look, 28nm SOI was a dud that didn't do anything and 20nm FD-SOI is going to offer 25% better performance. However notice how FD-SOI is going to end up cheaper than bulk.
And dont' forget, there's rumors swirling that Intel is going to switch to SOI because bulk doesn't work too well below 14nm. I would find it kind of strange for GloFo to go Bulk only.