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

[jaymc]

FIRST AMD RYZEN 8 CORES GAMING LAPTOP | ASUS ROG STRIX GL702ZC,
AMD RYZEN 7 1700 8 CORES PROCESSOR, AMD RADEON RX580, WITH 4GB, VRAMUP TO 32 GB RAM, 120 HZ FHD LCD:

Notbookcheck has already said “This is the best result of a notebook we have seen so far”. Asus is makin one of the strogest gaming laptops for gaming ever.

https://www.ultragamerz.com/first-amd-ryzen-8-cores-gaming-laptop-asus-rog-strix-gl702zc/

 

[jdwii]

x-series is overpriced (my opinion based on data)
price/performance graphs easily show this.

but sales is sales. value adding marketing can convince people regardless. and who am i to determine intel's pricing structure? no-one.
intel is a juggernaut, market leaders, but this is a trite comment. both AMD and Intel have influenced each other through the years.

Not to mention he left Newegg out which probably sells more CPU's then amazon anyways and guess what Ryzen is in 7 of the top 10 CPU's being sold on newegg one even being a threadripper part.

As of 11/5/2017

https://postimg.org/image/18bxu7qy2j/

Plus not sure where juan got his info from i could be wrong but amazon shows 4 ryzen parts in their best selling CPU's.

https://postimg.org/image/4egylhpdgb/

 

[adamsleath]

does the best selling list factor in total sales over a a specific period? or just total sales over the entire life cycle of the product???

 

[adamsleath]

x-series is overpriced (my opinion based on data)
price/performance graphs easily show this.

but sales is sales. value adding marketing can convince people regardless. and who am i to determine intel's pricing structure? no-one.
intel is a juggernaut, market leaders, but this is a trite comment. both AMD and Intel have influenced each other through the years.

Not to mention he left Newegg out which probably sells more CPU's then amazon anyways and guess what Ryzen is in 7 of the top 10 CPU's being sold on newegg one even being a threadripper part.

As of 11/5/2017

https://postimg.org/image/18bxu7qy2j/

Plus not sure where juan got his info from i could be wrong but amazon shows 4 ryzen parts in their best selling CPU's.

https://postimg.org/image/4egylhpdgb/

please see my question above.

 

[jdwii]

x-series is overpriced (my opinion based on data)
price/performance graphs easily show this.

but sales is sales. value adding marketing can convince people regardless. and who am i to determine intel's pricing structure? no-one.
intel is a juggernaut, market leaders, but this is a trite comment. both AMD and Intel have influenced each other through the years.

Not to mention he left Newegg out which probably sells more CPU's then amazon anyways and guess what Ryzen is in 7 of the top 10 CPU's being sold on newegg one even being a threadripper part.

As of 11/5/2017

https://postimg.org/image/18bxu7qy2j/

Plus not sure where juan got his info from i could be wrong but amazon shows 4 ryzen parts in their best selling CPU's.

https://postimg.org/image/4egylhpdgb/

please see my question above.

Hey i have no idea haha all i did was click on "best selling" and that is what i got.

 

[gamerk316]

But again: If we're just talking AMD users replacing AMD CPUs, then AMD isn't really growing its market. And you can't tell that from sales data alone.

 

[-Fran-]

Considering the price point in where Ryzen launched, I am willing to say AMD might have been taking a bit of the Intel crowd away.

They need a lower price point though to fully sway people away. I think Intel still has a very good upper hand in the ~50 bucks landscape with the Pentiums. They are very strong for that price bracket and solutions from OEMs in that territory are on-par with AMD's.

That being said, I think AMD will have a very good change at taking Intel customers with the APUs. Ironically enough, for the low end, not having an iGPU is a weakness.

Cheers!

 

[goldstone77]

Rivals Intel and AMD Team Up on PC Chips to Battle Nvidia
New laptop-computer chip will combine an Intel processor and an AMD graphics unit
By Ted Greenwald
Nov. 6, 2017 6:01 a.m. ET

 

[goldstone77]

Looks like the rumors months ago were true. How about that!

 

[TMTOWTSAC]

If so, poor Kyle. He took a beating on that one.

 

[aldaia]

Not to mention he left Newegg out which probably sells more CPU's then amazon anyways and guess what Ryzen is in 7 of the top 10 CPU's being sold on newegg one even being a threadripper part.

Even on amazon.com, when I checked, 1950X was in bestsellers position 33. Not very high I admit, but significantly higher than best placed i9, the 7900x, in position 50

 

[jdwii]

Rivals Intel and AMD Team Up on PC Chips to Battle Nvidia
New laptop-computer chip will combine an Intel processor and an AMD graphics unit
By Ted Greenwald
Nov. 6, 2017 6:01 a.m. ET

Guessing that is the main reason why Intel didn't improve their IGPU this gen. What will be the point of Amd's APU if this comes out?

I mean its not like the APU really gave Amd the wins they wanted but still a good question.

 

[goldstone77]

This is what I said about it in another thread.

Is Nvidia a threat to Intel. INTC stock $46.52 vs. NVDA stock $209.53 2:02 p.m. EST. The future of the world is A.I., and I've kind of been hitting this hard in my commentary over the last year with the projection of strong growth in AR/VR over the next 5 years. Over the next 5 years we will see an integration of AR/VR into the commercial sector. This will increase the demand for video cards, which Nvidia controls the market. I personally believe that within the next 10 years we should see a push from conventional cell phones into AR glasses. Cell phones will reach a point at which they won't offer anything really new, and people will upgrade less often. We seen this trend with desktop computing. IMO AR glasses will be the new thing. Intel can deflate Nvidia to a certain degree by using AMD instead of Nvidia for graphics. The problem is that I feel the shift is too late. Intel has already helped create the monster, and I think it's spread into sectors beyond Intel's control. Intel is playing catch up at this point.

http://www.tomshardware.com/forum/id-3301238/amd-vega-megathread-faq-resources/page-15.html#20349278

Edit: The enemy of my enemy is my friend.

 

[jaymc]

If so, poor Kyle. He took a beating on that one.

Well looks like he gets to say I told ya so after all..

As far as I recall Dr Lisa Su even came out an publicly denied it saying "why would we share our technology with our rival" or something along those lines.

It's a shocker alright.. I feel sorry for him I'd say he got battered over it an now turns out he was right after all.

 

[jaymc]

Rivals Intel and AMD Team Up on PC Chips to Battle Nvidia
New laptop-computer chip will combine an Intel processor and an AMD graphics unit
By Ted Greenwald
Nov. 6, 2017 6:01 a.m. ET

Guessing that is the main reason why Intel didn't improve their IGPU this gen. What will be the point of Amd's APU if this comes out?

I mean its not like the APU really gave Amd the wins they wanted but still a good question.

I think I read it's the Rx480 their licensing out..
I was kinda thinking that maybe they were giving intel a weaker GPU to offset the threat. An keep the big guns for themselves.

Edit:

"According to the Wall Street Journal and confirmed by AMD management, Intel and AMD are teaming up to create a new computer chip. The chip will combine an Intel processor with an AMD graphics unit and cater towards gamers and content-creators. It is also important to note that the chip won’t compete with AMD’s Ryzen Mobile chips."

https://investorplace.com/2017/11/bounce-advanced-micro-devices-inc-amd-stock-chasing/#.WgDOoWi0OUk

 

[-Fran-]

I recall saying they could be using the platform as a demo for their EMIB. Guess what they'll be using to glue those pieces... No, really, please tell me; I have no idea XD

Cheers!

 

[8350rocks]

I recall saying they could be using the platform as a demo for their EMIB. Guess what they'll be using to glue those pieces... No, really, please tell me; I have no idea XD

Cheers!

It is Kaby-G. Mobile only, completely unique socket, oh, and you thought Intel Iris parts were expensive? LOL!

 

[goldstone77]

[video="https://www.youtube.com/watch?v=gaHs_guCp2o&feature=youtu.be"][/video]
New Intel Core Processor Combines High-Performance CPU with Discrete Graphics
Intel Newsroom
Published on Nov 6, 2017
Get to know how Intel is combining performance CPU, discrete graphics and HBM2 to enable thin, light and smaller form factors. (Credit: Intel Corporation)

 

[goldstone77]

In this case the custom Radeon mobile graphics processor.

Click here for quote

 

[juanrga]

I recall saying they could be using the platform as a demo for their EMIB. Guess what they'll be using to glue those pieces... No, really, please tell me; I have no idea XD

Cheers!

It is Kaby-G. Mobile only, completely unique socket, oh, and you thought Intel Iris parts were expensive? LOL!

Iris Pro used an expensive memory solution to provide bandwidth to the iGPU. This new chip uses a cheaper HBM2 solution to feed the GPU.

Moreover, one cannot discuss pricing without discussing performance

3.5x faster graphics than the fastest Raven ridge APU is not going to come for free. It is obvious.

 

[juanrga]

x-series is overpriced (my opinion based on data)
price/performance graphs easily show this.

but sales is sales. value adding marketing can convince people regardless. and who am i to determine intel's pricing structure? no-one.
intel is a juggernaut, market leaders, but this is a trite comment. both AMD and Intel have influenced each other through the years.

Performance isn't a linear function of price. So trivial price/performance graphs cannot be used to say what is overpriced and what isn't. Moreover, even if we ignore the tech behind, in last instance users are who decide what is overpriced and what isn't. It is AMD which is reducing prices.

Not to mention he left Newegg out which probably sells more CPU's then amazon anyways and guess what Ryzen is in 7 of the top 10 CPU's being sold on newegg one even being a threadripper part.

As of 11/5/2017

https://postimg.org/image/18bxu7qy2j/

Plus not sure where juan got his info from i could be wrong but amazon shows 4 ryzen parts in their best selling CPU's.

https://postimg.org/image/4egylhpdgb/

Two reason to leave Newegg outside this: First, they only sell in a part of the world; Amazon is worldwide. Second, Newegg is overpricing Intel products. What Newegg is doing with CoffeLake is terrible. Chips are overpriced up to the moon and they are selling the stock in small samples each day to keep prices high. This evidently affects the volume sales. But as mentioned above Newegg isn't the world.

As one can check in the top-left part of your image, Amazon updates the list hourly. When I mentioned the list the day 4 of November it was:

I just checked Amazon data. Among the top ten best-selling CPUs only two are RyZen models. R5 1600 in #3 and R7 1700 in #8. And despite supply problems CoffeLake i7/i5 are already in positions #2 and #4 of the list. The #1 in top sales continues being the old Kabylake 7700k.

When you took the above image the next day, CoffeLake i7 wasn't in the list probably due to supply problems, and then more RyZen models did enter in the top ten to fill the holes. This is snapshot that I took after yours.

The i7 CFL appears again in the list. One of the RyZen models goes outside the top ten, leaving the only three RyZen models. And the top RyZen model is now in #4. It was on #3 when you took the screenshot.

So sales fluctuate. But it is evident that RyZen lost its momentum. The popularity was much higher at launch. This is no longer true.

In fact even if we take your screenshot, which is a favorable instant for AMD, there are only four RyZen models among the top ten.

 

[-Fran-]

I recall saying they could be using the platform as a demo for their EMIB. Guess what they'll be using to glue those pieces... No, really, please tell me; I have no idea XD

Cheers!

It is Kaby-G. Mobile only, completely unique socket, oh, and you thought Intel Iris parts were expensive? LOL!

Iris Pro used an expensive memory solution to provide bandwidth to the iGPU. This new chip uses a cheaper HBM2 solution to feed the GPU.

Moreover, one cannot discuss pricing without discussing performance

3.5x faster graphics than the fastest Raven ridge APU is not going to come for free. It is obvious.

What Intel is doing, is what EVERYONE has been asking AMD to do ever since they announced HBM. And I am not making a hyperbole here. We have all wanted AMD to put HBM in a consumer APU to see exactly what you put in that leaked graph.

It is, on one end, ironic to see Intel doing it instead of AMD, but on the other hand it's a "FINALLY" type of thing (for me at least).

I'm sure AMD can improve on that if they actually put HBM into the APU itself, someway, somehow. Like you say, the performance will come at a price, but it seems stupid AMD let Intel do it before when they've had it for years now.

Cheers!

 

[gamerk316]

I recall saying they could be using the platform as a demo for their EMIB. Guess what they'll be using to glue those pieces... No, really, please tell me; I have no idea XD

Cheers!

It is Kaby-G. Mobile only, completely unique socket, oh, and you thought Intel Iris parts were expensive? LOL!

Iris Pro used an expensive memory solution to provide bandwidth to the iGPU. This new chip uses a cheaper HBM2 solution to feed the GPU.

Moreover, one cannot discuss pricing without discussing performance

3.5x faster graphics than the fastest Raven ridge APU is not going to come for free. It is obvious.

What Intel is doing, is what EVERYONE has been asking AMD to do ever since they announced HBM. And I am not making a hyperbole here. We have all wanted AMD to put HBM in a consumer APU to see exactly what you put in that leaked graph.

It is, on one end, ironic to see Intel doing it instead of AMD, but on the other hand it's a "FINALLY" type of thing (for me at least).

I'm sure AMD can improve on that if they actually put HBM into the APU itself, someway, somehow. Like you say, the performance will come at a price, but it seems stupid AMD let Intel do it before when they've had it for years now.

Cheers!

The reason AMD couldn't just slap HBM in an APU is due to cost/power concerns. Intel can get away with it since their prior implementation also had cost/power concerns (Intel actually comes out ahead now).

So sales fluctuate. But it is evident that RyZen lost its momentum. The popularity was much higher at launch. This is no longer true.

Obvious statement is obvious?

Seriously though, I suspect a lot of the initial sales were BD/PD users upgrading to the new platform. We're now seeing the first indications of long-term platform demand, and from what I'm seeing? AMD really isn't putting that much of a dent in Intels overall market share.

 

[YoAndy]

Spoiler

amd cpu's still outselling intel cpus at mind factory for the month of September.

As mentioned before, Mindfactory.de is AMD channel. So AMD fans purchasing AMD chips. Nothing to see here.

We already have Q3 results for both companies. Numbers show that Zen has virtually zero impact on Intel sales. Only a minority of people has purchased AMD chips instead Intel chips. Most sales for AMD come from people that only purchase AMD. And those worldwide sales happened when AMD had a core-count advantage: 8-core Zen vs 4-core Kabylake; 16-core Zen vs 10-core Skylake.

AMD marketshare starts to reduce again now the new CoffeLake and Skylake-X models have eliminated the small advantage that Zen had in multithread performance.

https://www.cpubenchmark.net/market_share.html

The more important question: How many people are going from Intel to AMD? That's the new sales AMD needs to grow and turn a profit. Their current user base alone isn't enough for them to turn a long-term profit.

In short: Let's see how the trend holds over the next few months.

Numbers show that a minority of people are moving from Intel to AMD. Most sales for AMD products are coming from AMD people upgrading their old Phenom II and Bulldozer/Piledriver.

For next months, AMD predicts a double-digit reduction in sales/revenue for Q4.

This is contrary to everything I am seeing in the market. Lots of Sandy Bridge users are going to Ryzen at this point, as are lots of the i3 crowd.

amd cpu's still outselling intel cpus at mind factory for the month of September.

As mentioned before, Mindfactory.de is AMD channel. So AMD fans purchasing AMD chips. Nothing to see here.

We already have Q3 results for both companies. Numbers show that Zen has virtually zero impact on Intel sales. Only a minority of people has purchased AMD chips instead Intel chips. Most sales for AMD come from people that only purchase AMD. And those worldwide sales happened when AMD had a core-count advantage: 8-core Zen vs 4-core Kabylake; 16-core Zen vs 10-core Skylake.

AMD marketshare starts to reduce again now the new CoffeLake and Skylake-X models have eliminated the small advantage that Zen had in multithread performance.

https://www.cpubenchmark.net/market_share.html

The more important question: How many people are going from Intel to AMD? That's the new sales AMD needs to grow and turn a profit. Their current user base alone isn't enough for them to turn a long-term profit.

In short: Let's see how the trend holds over the next few months.

Numbers show that a minority of people are moving from Intel to AMD. Most sales for AMD products are coming from AMD people upgrading their old Phenom II and Bulldozer/Piledriver.

For next months, AMD predicts a double-digit reduction in sales/revenue for Q4.

intel fanboi much????

intel's X series is seriously overpriced, and the small sales reflect this.

"AMD people"

ill throw in a "nothing to see here" because someone else posted it.

the same goes for ''Threadripper is seriously overpriced''. Intel's new 6 core CPU's are actually doing better than ryzen in a lot of benchmarks.

 

[Gon Freecss]

Iris Pro used an expensive memory solution to provide bandwidth to the iGPU. This new chip uses a cheaper HBM2 solution to feed the GPU.

What expensive memory solution?