AMD's Future Chips & SoC's: News, Info & Rumours.

[juanrga]

I gave my reasons for why I have trouble understanding the release another CPU before 7nm.
1. Lack much tangible information on a processor to be released before 7nm.
2. It goes against their efficiency model being that 8 core parts are used to make up Server parts, and HEDT parts, and defects fall into R5 and R3 lines.
3. Their road map says 7nm Epyc 2nd half 2018!
4. They changed the GPU roadmap from Vega 20 to 7nm Navi for 2018!

And the public and private roadmaps contradict what you say!

First Zen on 14nm on 2017. Then Zen on 14nm+ on 2018. Then Zen2 on 7nm on 2019.

Juanrga I know you like to use leaked roadmaps like the one you keep showing off, but let's just stick to the latest official releases from Analyst day! The dates on the roadmaps are not exact time tables for launches, which you have pointed out in the past. I don't give an exact time tables either. I give possible time tables not that I believe it's going to happen, but a possibility even if it is a slim one. I would assume as well that 14+ would be a filler if they couldn't get to 7nm, because it doesn't make sense with their efficiency model, which uses 8 core parts to make server CPUs. Also, TSMC could potentially be an options as well.

Zen there are no release dates on the roadmaps for 2018-2019, and for 2017 14nm and 14+.

The roadmap I have given is the roadmap for -OEMs/integrators, and so on. The one you give is a roadmap for investors. The roadmap for investors is spare in details, because AMD want to get their money. That is why the roadmap for investors doesn't give detailed product list neither dates.

Same happened with the investors roadmaps for Zen. AMD got investors and press believing that Zen would launch in 2016. I said that Zen was a 2017 launch. And during an entire year people insulted me and called me names because I didn't buy the hype. Finally Zen was launched in 2017. I was right.

I guess the same will happen with Zen2.

https://www.techpowerup.com/233389/amd-to-continue-working-with-tsmc-globalfoundries-on-7-nm-ryzen

"As it is, AMD has to pay GLOBALFOUNDRIES for its wafer orders that go to other silicon producers (in this case, TSMC), in a quarterly basis since the beginning of 2017, based on the volume of certain wafers purchased from another wafer foundry. In addition, AMD has annual wafer purchase targets from 2016 through the end of 2020, fixed wafer prices for 2016, and a framework for yearly wafer pricing in this amendment, so the company is still bleeding money to GLOBALFOUNDRIES. However, AMD is making the correct decision in this instance, I'd wager, considering GLOBALFOUNDRIES' known difficulties in delivering their process nodes absent of quirks."
https://www.techpowerup.com/225471/amd-announces-amendment-to-wafer-supply-agreement-with-globalfoundries

"In addition to modifying certain terms of the WSA applicable to AMD's microprocessor, graphics processor, and semi-custom products, the amendment:
Covers a 5-year period, spanning from calendar year 2016 through 2020;
Establishes a comprehensive framework for technology collaboration between AMD and GF for the 7nm technology node, building on the success of the 14nm node;
Provides AMD with the flexibility to manufacture certain products with another wafer foundry;
Sets annual wafer purchase targets from 2016 through the end of 2020, fixed wafer prices for 2016, and a framework for yearly wafer pricing.
In partial consideration for these rights, AMD will:
Make a $100 million cash payment to GF, paid in installments beginning in Q4 2016 through Q3 2017.
Make quarterly payments to GF beginning in 2017 based on the volume of certain wafers purchased from another wafer foundry.
Grant to West Coast Hitech L.P., a wholly-owned subsidiary of the Mubadala Development Company PJSC, a warrant to purchase 75 million shares of AMD common stock at a purchase price of $5.98 per share. The warrant may be exercised in whole or in part prior to February 29, 2020. The warrant is only exercisable to the extent that Mubadala or its subsidiaries do not beneficially own, either directly or indirectly, an aggregate of more than 19.99 percent of AMD's outstanding capital stock after the exercise."
https://www.techpowerup.com/225471/amd-announces-amendment-to-wafer-supply-agreement-with-globalfoundries

Don't get your point. First you tried to convince me that Glofo is different now and 7nm will be ready in 2018. But I expect 7nm in 2019. Now you change the argument by 180º and emphasize that AMD did pay GF for getting access to other foundries, because GF has a long record on underdelivering!

Unless GF cancel the 7nm node, AMD will not make orders in other foundries. It will be cheaper for AMD to delay products rather than pay twice: one time to GF for making orders in other foundries; other time to the other foundry.

 

[goldstone77]

Spoiler

I gave my reasons for why I have trouble understanding the release another CPU before 7nm.
1. Lack much tangible information on a processor to be released before 7nm.
2. It goes against their efficiency model being that 8 core parts are used to make up Server parts, and HEDT parts, and defects fall into R5 and R3 lines.
3. Their road map says 7nm Epyc 2nd half 2018!
4. They changed the GPU roadmap from Vega 20 to 7nm Navi for 2018!

And the public and private roadmaps contradict what you say!

First Zen on 14nm on 2017. Then Zen on 14nm+ on 2018. Then Zen2 on 7nm on 2019.

Juanrga I know you like to use leaked roadmaps like the one you keep showing off, but let's just stick to the latest official releases from Analyst day! The dates on the roadmaps are not exact time tables for launches, which you have pointed out in the past. I don't give an exact time tables either. I give possible time tables not that I believe it's going to happen, but a possibility even if it is a slim one. I would assume as well that 14+ would be a filler if they couldn't get to 7nm, because it doesn't make sense with their efficiency model, which uses 8 core parts to make server CPUs. Also, TSMC could potentially be an options as well.

Zen there are no release dates on the roadmaps for 2018-2019, and for 2017 14nm and 14+.

The roadmap I have given is the roadmap for -OEMs/integrators, and so on. The one you give is a roadmap for investors. The roadmap for investors is spare in details, because AMD want to get their money. That is why the roadmap for investors doesn't give detailed product list neither dates.

Same happened with the investors roadmaps for Zen. AMD got investors and press believing that Zen would launch in 2016. I said that Zen was a 2017 launch. And during an entire year people insulted me and called me names because I didn't buy the hype. Finally Zen was launched in 2017. I was right.

I guess the same will happen with Zen2.

https://www.techpowerup.com/233389/amd-to-continue-working-with-tsmc-globalfoundries-on-7-nm-ryzen

"As it is, AMD has to pay GLOBALFOUNDRIES for its wafer orders that go to other silicon producers (in this case, TSMC), in a quarterly basis since the beginning of 2017, based on the volume of certain wafers purchased from another wafer foundry. In addition, AMD has annual wafer purchase targets from 2016 through the end of 2020, fixed wafer prices for 2016, and a framework for yearly wafer pricing in this amendment, so the company is still bleeding money to GLOBALFOUNDRIES. However, AMD is making the correct decision in this instance, I'd wager, considering GLOBALFOUNDRIES' known difficulties in delivering their process nodes absent of quirks."
https://www.techpowerup.com/225471/amd-announces-amendment-to-wafer-supply-agreement-with-globalfoundries

"In addition to modifying certain terms of the WSA applicable to AMD's microprocessor, graphics processor, and semi-custom products, the amendment:
Covers a 5-year period, spanning from calendar year 2016 through 2020;
Establishes a comprehensive framework for technology collaboration between AMD and GF for the 7nm technology node, building on the success of the 14nm node;
Provides AMD with the flexibility to manufacture certain products with another wafer foundry;
Sets annual wafer purchase targets from 2016 through the end of 2020, fixed wafer prices for 2016, and a framework for yearly wafer pricing.
In partial consideration for these rights, AMD will:
Make a $100 million cash payment to GF, paid in installments beginning in Q4 2016 through Q3 2017.
Make quarterly payments to GF beginning in 2017 based on the volume of certain wafers purchased from another wafer foundry.
Grant to West Coast Hitech L.P., a wholly-owned subsidiary of the Mubadala Development Company PJSC, a warrant to purchase 75 million shares of AMD common stock at a purchase price of $5.98 per share. The warrant may be exercised in whole or in part prior to February 29, 2020. The warrant is only exercisable to the extent that Mubadala or its subsidiaries do not beneficially own, either directly or indirectly, an aggregate of more than 19.99 percent of AMD's outstanding capital stock after the exercise."
https://www.techpowerup.com/225471/amd-announces-amendment-to-wafer-supply-agreement-with-globalfoundries

Don't get your point. First you tried to convince me that Glofo is different now and 7nm will be ready in 2018. But I expect 7nm in 2019. Now you change the argument by 180º and emphasize that AMD did pay GF for getting access to other foundries, because GF has a long record on underdelivering!

Unless GF cancel the 7nm node, AMD will not make orders in other foundries. It will be cheaper for AMD to delay products rather than pay twice: one time to GF for making orders in other foundries; other time to the other foundry.

GoFlo has brought on new talent, and I'm optimistic about their ability to perform, because it's not just the same people. It's IBM people running the show, which I think will help. AMD and IBM are both depending on GoFlo for products, which I think helps up the ante to perform. GoFlo needs to show a turn around in it's ability to deliver for it's own sake as well! AMD does have options if the deal with GoFlo doesn't go well. I think that is an important point to make considering TSMC is a viable alternative with a competitive node.

 

[juanrga]

Spoiler

I gave my reasons for why I have trouble understanding the release another CPU before 7nm.
1. Lack much tangible information on a processor to be released before 7nm.
2. It goes against their efficiency model being that 8 core parts are used to make up Server parts, and HEDT parts, and defects fall into R5 and R3 lines.
3. Their road map says 7nm Epyc 2nd half 2018!
4. They changed the GPU roadmap from Vega 20 to 7nm Navi for 2018!

And the public and private roadmaps contradict what you say!

First Zen on 14nm on 2017. Then Zen on 14nm+ on 2018. Then Zen2 on 7nm on 2019.

Juanrga I know you like to use leaked roadmaps like the one you keep showing off, but let's just stick to the latest official releases from Analyst day! The dates on the roadmaps are not exact time tables for launches, which you have pointed out in the past. I don't give an exact time tables either. I give possible time tables not that I believe it's going to happen, but a possibility even if it is a slim one. I would assume as well that 14+ would be a filler if they couldn't get to 7nm, because it doesn't make sense with their efficiency model, which uses 8 core parts to make server CPUs. Also, TSMC could potentially be an options as well.

Zen there are no release dates on the roadmaps for 2018-2019, and for 2017 14nm and 14+.

The roadmap I have given is the roadmap for -OEMs/integrators, and so on. The one you give is a roadmap for investors. The roadmap for investors is spare in details, because AMD want to get their money. That is why the roadmap for investors doesn't give detailed product list neither dates.

Same happened with the investors roadmaps for Zen. AMD got investors and press believing that Zen would launch in 2016. I said that Zen was a 2017 launch. And during an entire year people insulted me and called me names because I didn't buy the hype. Finally Zen was launched in 2017. I was right.

I guess the same will happen with Zen2.

https://www.techpowerup.com/233389/amd-to-continue-working-with-tsmc-globalfoundries-on-7-nm-ryzen

"As it is, AMD has to pay GLOBALFOUNDRIES for its wafer orders that go to other silicon producers (in this case, TSMC), in a quarterly basis since the beginning of 2017, based on the volume of certain wafers purchased from another wafer foundry. In addition, AMD has annual wafer purchase targets from 2016 through the end of 2020, fixed wafer prices for 2016, and a framework for yearly wafer pricing in this amendment, so the company is still bleeding money to GLOBALFOUNDRIES. However, AMD is making the correct decision in this instance, I'd wager, considering GLOBALFOUNDRIES' known difficulties in delivering their process nodes absent of quirks."
https://www.techpowerup.com/225471/amd-announces-amendment-to-wafer-supply-agreement-with-globalfoundries

"In addition to modifying certain terms of the WSA applicable to AMD's microprocessor, graphics processor, and semi-custom products, the amendment:
Covers a 5-year period, spanning from calendar year 2016 through 2020;
Establishes a comprehensive framework for technology collaboration between AMD and GF for the 7nm technology node, building on the success of the 14nm node;
Provides AMD with the flexibility to manufacture certain products with another wafer foundry;
Sets annual wafer purchase targets from 2016 through the end of 2020, fixed wafer prices for 2016, and a framework for yearly wafer pricing.
In partial consideration for these rights, AMD will:
Make a $100 million cash payment to GF, paid in installments beginning in Q4 2016 through Q3 2017.
Make quarterly payments to GF beginning in 2017 based on the volume of certain wafers purchased from another wafer foundry.
Grant to West Coast Hitech L.P., a wholly-owned subsidiary of the Mubadala Development Company PJSC, a warrant to purchase 75 million shares of AMD common stock at a purchase price of $5.98 per share. The warrant may be exercised in whole or in part prior to February 29, 2020. The warrant is only exercisable to the extent that Mubadala or its subsidiaries do not beneficially own, either directly or indirectly, an aggregate of more than 19.99 percent of AMD's outstanding capital stock after the exercise."
https://www.techpowerup.com/225471/amd-announces-amendment-to-wafer-supply-agreement-with-globalfoundries

Don't get your point. First you tried to convince me that Glofo is different now and 7nm will be ready in 2018. But I expect 7nm in 2019. Now you change the argument by 180º and emphasize that AMD did pay GF for getting access to other foundries, because GF has a long record on underdelivering!

Unless GF cancel the 7nm node, AMD will not make orders in other foundries. It will be cheaper for AMD to delay products rather than pay twice: one time to GF for making orders in other foundries; other time to the other foundry.

GoFlo has brought on new talent, and I'm optimistic about their ability to perform, because it's not just the same people. It's IBM people running the show, which I think will help. AMD and IBM are both depending on GoFlo for products, which I think helps up the ante to perform. GoFlo needs to show a turn around in it's ability to deliver for it's own sake as well! AMD does have options if the deal with GoFlo doesn't go well. I think that is an important point to make considering TSMC is a viable alternative with a competitive node.

The same "IBM people" that run the IBM foundry to a total economic failure, until IBM had to give it, because couldn't support it more?

I have heard similar promises and optimistic viewpoints in the past. I do remember when Glofo, Samsung and IBM foundry founded the "Common Platform Alliance" and gave us unending tons of press releases and marketing promises

https://semiaccurate.com/2010/10/14/common-platform-alliance-key-foundry-success/

It was all hype.

 

[jaymc]

And the public and private roadmaps contradict what you say!

First Zen on 14nm on 2017. Then Zen on 14nm+ on 2018. Then Zen2 on 7nm on 2019.

Come on, Juan. You know AMD changes its mind from one day to the other with product releases. The change from "Zen+" to "Zen2" should make you doubt those roadmaps as things "set on stone"; do I need to remind you all of the times AMD has changed its mind on other things? Plus, in the very little tiny chance that GF is not BS'ing everyone and they do get their stuff out the factory on time, the times would align to H2 2018 full fledged release. Fat chance given track record, yes, but still a possibility.

Plus, we all win if they can get stuff sooner. Intel really needs the competition. Any "on schedule" and "expected" words are things to celebrate when it comes from AMD/GF, lol.

https://www.globalfoundries.com/news-events/press-releases/globalfoundries-track-deliver-leading-performance-7nm-finfet-technology

first customer products based on 7LP are expected to launch in the first half of 2018, with volume production ramping in the second half of 2018

I actually think if Amd can get it together and start samples in 2018 1H they could get Ryzen 2 out the door in the 4th quarter of 2018.

The thing is man sorry after all these years i just don't trust global foundries to do it without a delay so making Ryzen+ or whatever they call it on in improved 14nm+ and releasing the CPU in 1H 2018 seems like a more reliable safe option for Amd. Plus having reviews and tech tubers review Amd products keeps them relevant.

Another thing to consider is just about all the reviews of ryzen are old. Most running on unstable memory old AGESA's, running HEDT on instead of off which was in issue, software patches on several games happen and made a big differences even if Ryzen was reviewed again today it would look better think about future games using more cores for example PUBG had an update to run on 6+ cores.

Ryzen+ or zen on 14nm+ will look better plus lets not forget its pretty typical of Amd to do much better the second round then the first.

Also come on Amd get a marketing name out for zen on 14nm+ intel has them for 5+ future products ever think this is why you do poorly in the stock market get a more detailed timeline so people know the progress that should be expected.

I'm not trusting GF neither, but if they have officially said they taped out the 7nm stuff, that means they need to tweak now and prepare for ramp up. ES'es for Zen2 should be hitting people around Q1 2018 then? If we see leaks around that time, then H2 2018 is absolutely feasible. If we don't see *anything*, then we can assume there's going to be a delay. This would be a "no news is bad news" scenario, I guess... Or "no leaks is bad news", haha.

Cheers!

I would love to see it myself... Same as that it's just from past experience I'm afraid to get my hope's up. Although I will admit the feeling I have deep in my waters is that they are on schedule, especially with their new contract no point in poking the bear as it were... still anything can happen between now an then... Still afraid something will get in the way, hell I'm almost afraid to want it too much for fear of being let down...

But all said an done Zen+ or Zen on 14nm+ or whatever we choose to call it seem's like a clever hedge from AMD's perspective, if your a betting man it would seem like the safest bet.

I just love the way Lisa Su renegotiated the contract with GF recently giving them the ability to go elsewhere.. this was a threat in itself... GF can't simply get away with it anymore an it looks like AMD is not putting up with it anymore either (too much riding on it I guess).. so maybe GF know's this as well an they have pulled up their pants. But no matter which way you look at it it's good news.
An if they do let them down they can, an probly will go elsewhere to similar node no choice I guess.

There's big changes going on in the industry no doubt about that. We all want the same thing.
I think the market is gonna speak out an say no more.
This is why I think Epyc may do lot better than expected.

Edit: My hopes are up now damn it !! they better not be late with that shrink...

 

[jaymc]

@goldstone

"Epyc roadmap shows the next processor is 7nm not 14+."

Thats would make sense if 14nm+ has a higher power draw. No good for Epyc.

 

[juanrga]

@goldstone

"Epyc roadmap shows the next processor is 7nm not 14+."

Thats would make sense if 14nm+ has a higher power draw. No good for Epyc.

Exactly. 14nm+ is just the same 14LPP node but optimized for higher clocks. This optimization comes at the expense of reducing efficiency at lower clocks where EPYC operates.

AMD didn't chose 14LPP because it is the best choice for gamers. AMD did because the node was optimized for clocks around the 2.5GHz, and favored EPYC servers efficiency.

 

[jaymc]

For once were in total agreement mate !! lol..

It may require some separate binning but I think it could be the approach alright.

Edit: It may actually require a separate line altogether. But quite possible none the less.

 

[jdwii]

@goldstone

"Epyc roadmap shows the next processor is 7nm not 14+."

Thats would make sense if 14nm+ has a higher power draw. No good for Epyc.

Exactly. 14nm+ is just the same 14LPP node but optimized for higher clocks. This optimization comes at the expense of reducing efficiency at lower clocks where EPYC operates.

AMD didn't chose 14LPP because it is the best choice for gamers. AMD did because the node was optimized for clocks around the 2.5GHz, and favored EPYC servers efficiency.

Have to be able to do both however and Intel proves that it is possible. Global foundries needs to step it up.

 

[8350rocks]

The only change was that "Zen+" was renamed to "Zen2". The rest is unchanged.

Yes, AMD has a long history of changing roadmaps, but in the "worse" sense, such as canceling products or delaying launches. There is absolutely no indication either direct or indirect that Zen2 comes next year. Customers would benefit if 7nm Zen2 was launched tomorrow, but don't confound reality with personal wishes.

Since when "feasibility" is "wishing"?

Juan, you're pulling straws, stop it.

Cheers!

I reiterate, 7nm chips tape out this year.

It seems there may be enough straws on the floor to build a scarecrow soon.

 

[goldstone77]

Semiconductors Are Leading To Another Tectonic Shift In Computing: Which Players Will Be Beneficiaries?
Merrick Weingarten , Benzinga Staff Writer FOLLOW
July 10, 2017 11:05am
"The world is about to see the fourth tectonic shift in technology, and Jefferies analyst Mark Lipacis sees several companies being able to capitalize off of it.

“Every 15 years the computing industry experiences a tectonic shift, which dramatically changes the computing model and competitive landscape. We believe we are at the start of a tectonic shift now, driven by low memory prices, improved parallel processors/software, and improved AI technologies like Neural Networks,” Lipacis said."
"Intel Could Get Hit Hard

Since Intel has a huge amount of market share in the datacenter, “Intel has the most to lose as the industry shifts to a parallel processing/IoT model,” Lipacis said. This led him to lower his rating on Intel to Underperform."
https://www.benzinga.com/analyst-ratings/analyst-color/17/07/9757335/semiconductors-are-leading-to-another-tectonic-shift-in-
Yesterday Mark Lipacis puts up a sell rating based on checks of market addo
https://www.tipranks.com/analysts/mark-lipacis

Here are 4 top semiconductor stock ideas for the next year: Jefferies
Tae Kim | @firstadopter
Published 1:42 PM ET Thu, 31 Aug 2017 | Updated 20 Hours Ago
"We hosted about 35 semi/semi-cap management teams at our annual Chicago Investor Summit this week. The tone from management teams around business trends was largely positive, in contrast to investor base that has concerns around inventories and the cycle, which makes us think that semis have an upward bias," Jefferies analyst Mark Lipacis wrote in a note to clients Thursday.

"We found the AMD and NVDA discussions among the most positive."

Here are four buy-rated chip stocks recommended by Lipacis, along with his current price targets.

1) Advanced Micro Devices (AMD)

Lipacis has a $19 price target on Advanced Micro Devices shares, which is 50 percent higher than Wednesday's closing price.

"AMD discussed positive market reaction to its server MPU [micro processing unit], EPYC, which follows the successful launch of its high end desktop MPU, Ryzen. Our own checks indicate interest in EPYC from five separate hyperscale [data center] players, and a tightness in supply of EPYC MPUs. Management also expressed confidence in its ability to achieve its target gross margin bogey of 40-44%."
https://www.cnbc.com/2017/08/31/here-are-4-top-semiconductor-stock-ideas-for-the-next-year-jefferies.html

 

[goldstone77]

AMD CPU Sales Overtake Intel For The First Time In Over A Decade At Germany’s Largest E-Tailer
By Khalid Moammer
7 hours ago

AMD has reached its biggest marketshare milestone in over a decade, overtaking Intel in both units sold and revenue at Germany’s largest online retailer. The data pulled from the “Newegg” of Germany, Mindfactory.de, shows AMD’s Ryzen and Threadripper CPU sales growing over several months to finally overtaking Intel in August.

AMD’s Threadripper CPUs in particular have done exceptionally well, generating a significant amount of revenue for the Sunnyvale California based chipmaker. The Ryzen Threadripper family was introduced just a month ago to great critical acclaim. The Ryzen Threadripper 1950X was AMD’s first processor in over fifteen years to be crowned the world’s fastest, outpacing Intel’s best by over 45%.

A Historic Milestone For The Perennial Underdog
The sales data, which Mindfactory.de makes public, has been collected and regularly cataloged by a redditor.
The data shows AMD with just 27.6% of CPU unit share in March when Ryzen first came out. A figure that grew every month to reach nearly 49% in July, and finally overtaking Intel with over 56% of the unit share in August. AMD’s explosive share growth at the e-tailer amounts to a doubling of units sold in just six months.

AMD’s best seller appears to to be the Ryzen 5 1600, which should be of little surprise considering the incredible value this six core processor delivers at just $220. In close second, third and fourth are AMD’s Ryzen 7 1700, Ryzen 5 1600X and Ryzen 7 1700X.

In sharp contrast to AMD’s diverse lineup of highly popular chips, only a single SKU accounts for nearly half of all of Intel’s desktop unit sales and that’s the i7 7700K. This explains why the 7700K continues to maintain somewhat of a grip on Amazon’s #1 best seller spot, whilst AMD’s Ryzen chips often occupy the majority of the top 5.

Breaking things up by revenue is more revealing. Unlike the AMD of old, the data clearly demonstrates that this explosive share growth hasn’t come at the cost of sacrificing profitability. As the company still manages to command the lion’s share of the revenue and not just the volume of units shifted.

The revenue data also reveals that whilst Threadripper accounts for only a tiny percentage of unit share, it actually represents a healthy portion of AMD’s revenue share. In the blue corner once again we see a single SKU, the i7 7700K accounting for the majority of the company’s desktop sales revenue.

The CPU War Is Heating Up And AMD Is Coming Out On Top
It goes without saying that different markets around the globe will react differently to the same product. And whilst this Mindfactory.de data represents a snapshot of sentiment in Germany, Europe’s biggest PC hardware market, it’s also a reflection of a wider reaction that we’ve seen take place all over the globe by consumers to a genuinely competitive product in an area of the PC market that lacked competition for many years.

Ryzen has certainly taken the world by storm, but Intel is not sitting idly by. Unlike Skylake-X, which has been seen as an underwhelming response to AMD’s Threadripper at best, Coffee Lake, which is only a month away, is shaping up to be a more formidable challenger. Whether AMD can maintain its explosive growth in the desktop channel market will rely largely on how consumers react to Coffee Lake. When all is said and done, one must appreciate the fact that for the first time in a very long time fierce competition is back in the CPU market, and if this sales data is anything to go by, hardware enthusiasts are loving every minute of it.

 

[juanrga]

AMD CPU Sales Overtake Intel For The First Time In Over A Decade At Germany’s Largest E-Tailer
By Khalid Moammer
7 hours ago

AMD has reached its biggest marketshare milestone in over a decade, overtaking Intel in both units sold and revenue at Germany’s largest online retailer. The data pulled from the “Newegg” of Germany, Mindfactory.de, shows AMD’s Ryzen and Threadripper CPU sales growing over several months to finally overtaking Intel in August.

AMD’s Threadripper CPUs in particular have done exceptionally well, generating a significant amount of revenue for the Sunnyvale California based chipmaker. The Ryzen Threadripper family was introduced just a month ago to great critical acclaim. The Ryzen Threadripper 1950X was AMD’s first processor in over fifteen years to be crowned the world’s fastest, outpacing Intel’s best by over 45%.

A Historic Milestone For The Perennial Underdog
The sales data, which Mindfactory.de makes public, has been collected and regularly cataloged by a redditor.
The data shows AMD with just 27.6% of CPU unit share in March when Ryzen first came out. A figure that grew every month to reach nearly 49% in July, and finally overtaking Intel with over 56% of the unit share in August. AMD’s explosive share growth at the e-tailer amounts to a doubling of units sold in just six months.

AMD’s best seller appears to to be the Ryzen 5 1600, which should be of little surprise considering the incredible value this six core processor delivers at just $220. In close second, third and fourth are AMD’s Ryzen 7 1700, Ryzen 5 1600X and Ryzen 7 1700X.

In sharp contrast to AMD’s diverse lineup of highly popular chips, only a single SKU accounts for nearly half of all of Intel’s desktop unit sales and that’s the i7 7700K. This explains why the 7700K continues to maintain somewhat of a grip on Amazon’s #1 best seller spot, whilst AMD’s Ryzen chips often occupy the majority of the top 5.

Breaking things up by revenue is more revealing. Unlike the AMD of old, the data clearly demonstrates that this explosive share growth hasn’t come at the cost of sacrificing profitability. As the company still manages to command the lion’s share of the revenue and not just the volume of units shifted.

The revenue data also reveals that whilst Threadripper accounts for only a tiny percentage of unit share, it actually represents a healthy portion of AMD’s revenue share. In the blue corner once again we see a single SKU, the i7 7700K accounting for the majority of the company’s desktop sales revenue.

The CPU War Is Heating Up And AMD Is Coming Out On Top
It goes without saying that different markets around the globe will react differently to the same product. And whilst this Mindfactory.de data represents a snapshot of sentiment in Germany, Europe’s biggest PC hardware market, it’s also a reflection of a wider reaction that we’ve seen take place all over the globe by consumers to a genuinely competitive product in an area of the PC market that lacked competition for many years.

Ryzen has certainly taken the world by storm, but Intel is not sitting idly by. Unlike Skylake-X, which has been seen as an underwhelming response to AMD’s Threadripper at best, Coffee Lake, which is only a month away, is shaping up to be a more formidable challenger. Whether AMD can maintain its explosive growth in the desktop channel market will rely largely on how consumers react to Coffee Lake. When all is said and done, one must appreciate the fact that for the first time in a very long time fierce competition is back in the CPU market, and if this sales data is anything to go by, hardware enthusiasts are loving every minute of it.

Germany, a traditional pro-AMD place. I will leave you to guess why they are pro-AMD in that country.

Hint:

Spoiler

 

[aldaia]

Germany, a traditional pro-AMD place. I will leave you to guess why they are pro-AMD in that country.

Hint:

Spoiler

Ryzen is not produced in GloFo Fab 1 in Dresden, Germany. Fab 1 is capable of manufacturing wafers at 40nm, 28 nm BULK and 22 nm FDSOI. AMD (through glofo) production in Germany is past history, soon no AMD product will be produced there.

Ryzen is produced in Fab 8, Luther Forest Technology Campus, Saratoga County, New York, United States

AMD market share in March was only 27% and climbed to 56% in just 5 months, there is much more going on than just "traditionally pro-AMD"

 

[juanrga]

Germany, a traditional pro-AMD place. I will leave you to guess why they are pro-AMD in that country.

Hint:

Spoiler

Ryzen is not produced in GloFo Fab 1 in Dresden, Germany. Fab 1 is capable of manufacturing wafers at 40nm, 28 nm BULK and 22 nm FDSOI. AMD (through glofo) production in Germany is past history, soon no AMD product will be produced there.

Ryzen is produced in Fab 8, Luther Forest Technology Campus, Saratoga County, New York, United States

AMD market share in March was only 27% and climbed to 56% in just 5 months, there is much more going on than just "traditionally pro-AMD"

http://www.tomshardware.co.uk/forum/id-3491295/amd-ryzen-threadripper-x399-megathread-faq-resources/page-3.html#20132683

 

[jdwii]

I don't think no one is denying that ryzen drove sales i mean come on Amd fans haven't had a CPU worth buying in the past 7 years until now. We now have a 1000$ Amd processor that quite frankly offers quite a lot for the price even compared to the 7900x.

We even have old time overclocking guys returning again like CHEW from overclocker who basically left once bulldozer came out.

My main worry really will be coffee lake i feel once that launches in our market most will simply ignore Ryzen except the die hard fans and people who are just sick of Intel's pricing for the past 6 years.

I can say after using Ryzen for now 5 months its pretty neat and i'll stick with Amd as long as they keep improving IPC a decent amount with Zen 2 and Zen 3 if i see moar cores and that's basically it i'll jump back to Intel and i'm sure most will too.

 

[goldstone77]

AM4 socket (if motherboard vendor updates bios) will be easy to upgrade by just popping in a CPU all the way to Zen 3.

 

[juanrga]

AM4 socket (if motherboard vendor updates bios) will be easy to upgrade by just popping in a CPU all the way to Zen 3.

This is not confirmed. The only confirmed AM4 compatible chip is Pinnacle Ridge. Rest is doubtful. And even if it is finally confirmed that AM4 will last that long. Current users will miss advances such as DDR5 and PCIe4.

 

[jdwii]

YES

http://wccftech.com/amd-talks-ryzen-zen-2-ipc-clock-speed/

Ryzen 2 news guys! They say higher IPC+clock speed not just shoving in more cores.

Yes i know joker is a joke but he was with someone from Amd so its worth watching guys
https://www.youtube.com/watch?v=Qp01gqbUCQQ


"I can’t talk to specifics on IPC but that’s an area of focus. " i could cry of happiness

 

[-Fran-]

YES

http://wccftech.com/amd-talks-ryzen-zen-2-ipc-clock-speed/

Ryzen 2 news guys! They say higher IPC+clock speed not just shoving in more cores.

Yes i know joker is a joke but he was with someone from Amd so its worth watching guys
https://www.youtube.com/watch?v=Qp01gqbUCQQ


"I can’t talk to specifics on IPC but that’s an area of focus. " i could cry of happiness

I'm crying of laughter reading the comments section, TBH.

What a disgraced hell hole, my gosh, hahaha.

Cheers!

 

[jdwii]

YES

http://wccftech.com/amd-talks-ryzen-zen-2-ipc-clock-speed/

Ryzen 2 news guys! They say higher IPC+clock speed not just shoving in more cores.

Yes i know joker is a joke but he was with someone from Amd so its worth watching guys
https://www.youtube.com/watch?v=Qp01gqbUCQQ


"I can’t talk to specifics on IPC but that’s an area of focus. " i could cry of happiness

I'm crying of laughter reading the comments section, TBH.

What a disgraced hell hole, my gosh, hahaha.

Cheers!

First thing I do on that site is read quotes and ignore the author and all comments. I will say the site is good at finding info it's not always wrong

 

[juanrga]

YES

http://wccftech.com/amd-talks-ryzen-zen-2-ipc-clock-speed/

Ryzen 2 news guys! They say higher IPC+clock speed not just shoving in more cores.

Zen2 is what was formerly named Zen+. The increase in IPC over Zen was expected since 2016

 

[goldstone77]

YES

http://wccftech.com/amd-talks-ryzen-zen-2-ipc-clock-speed/

Ryzen 2 news guys! They say higher IPC+clock speed not just shoving in more cores.

Zen2 is what was formerly named Zen+. The increase in IPC over Zen was expected since 2016

Holy CRAP 40%.... I will believe it when I see the benchmarks!

 

[jdwii]

Actually so i just now watched that video i told you guys you need to take a look at.

He goes on to say 1080P AAA games playable on raven ridge APU's? That's a pretty big statement actually. Can't wait for reviews on the next gen APU's to see what we can get.

 

[goldstone77]

Actually so i just now watched that video i told you guys you need to take a look at.

He goes on to say 1080P AAA games playable on raven ridge APU's? That's a pretty big statement actually. Can't wait for reviews on the next gen APU's to see what we can get.

I could see that on low-medium settings with ~700 stream processors.

 

[-Fran-]

YES

http://wccftech.com/amd-talks-ryzen-zen-2-ipc-clock-speed/

Ryzen 2 news guys! They say higher IPC+clock speed not just shoving in more cores.

Zen2 is what was formerly named Zen+. The increase in IPC over Zen was expected since 2016

Holy CRAP 40%.... I will believe it when I see the benchmarks!

Sorry, I have to correct you there. The graph clearly states in Marketing lingo: " > 0 increase" with that well placed arrow pointing up.

If analyze that arrow angle, what the Marketing people also wanted to say is the jump will be noticeable, potentially 20%!

But at the end of the day, we know marketing slides are just that: pretty pictures for fanbois to rage over it's meaningless interpretations. So, don't pay any attention to it since it's kind of obvious the performance would go up from Zen v1 to Zen v2.

Cheers!