salgado18
Distinguished
cdrkf :
In the consumer space I agree- but for large OEMs? Even if they have a stellar part, a large OEM is going to expect a discount compared to Intel imo as AMD have less brand recognition ('Intel Inside' sells product, an 'AMD' sticker on the other hand has a negative effect more often than not, even when they were ahead).
I personally could see Apple going with AMD for a lot of their mainstream systems, but AMD will probably get pressured on price. The thing is though, if Apple can start shifting a lot of inventory and get a bit of a positive brand recognition for AMD in the process, it'd probably be worth them taking a bit of a hit on the margin.
I mean, performance aside for a minute, the *main* factor that really matters here is the amount of money AMD can get per wafer they have to buy. Zen by all accounts is a fairly conservative core, so a 4 core (8 thread) zen cpu might not actually have to be that expensive. A larger 8 core / 16 thread die obviously will be. I mean looking at Fury, it's *actually bloody cheap* for the amount of silicone involved. They are offering a gpu that is slightly bigger than GM200, + an interposer + brand new HBM memory for the same price. Frankly from a manufacturing cost perspective it should cost more than the GTX 980ti, AMD were evidently forced to keep it price competitive. This is also the down side of their approach of using last gen larger die gpu's vs nvidias smaller Maxwell parts- AMD are giving away high end, expensive to manufacture large dies at the same cost as a comparatively minuscule part from nVidia. You can bet which company is making more money.
Exactly, and I hope AMD prices Zen well enough to turn a nice profit and get high sales volumes. Fury is a mixed bag compared to the 980ti, but in the end it's a great product in itself, with an adequate price, and seems to be selling well. If they manage to repeat it with Zen, then that's all good.
Now, about lowering the price to Apple, yes it's going to be a huge brand boost for them, even if profits are very low, or even negative, depending on the negotiations (and Intel pressure). But can they afford it? I mean, if they get the contract for a too-low profit margin, then the boat is going to keep floating, they can't guarantee they will be around suplying chips for a long time, and they may even not close the contract based on this forecast.
From what I see, they may not get contracts with Apple now; as juanrga said, they didn't get design wins; but if Zen proves to be good enough, all that may change from Zen+ forward. Zen is a last hope atempt right now, and the market is watching if they will deliver. Once they prove they can, then more doors will open.