I still maintain that AMD should aim for a dual product launch, with Zen3D/Vermeer-X supporting those still on AM4 and Zen4/Raphael supporting those looking for a new platform with (overall) cutting-edge performance. There may be some odd instances where Zen3D will outperform Zen4, but not very many.
I would consider a Zen 3D new build depending on benchmarks though. The massive caches will perform exceptionally well for some applications. They should do really well for code compile machines. I suspect the we are going to need a bigger benchmark for Milan-x. The Linux kernel compile was already down to 20 seconds or so for some high end Epyc systems.
Socket AM5 will have a long lifespan potential, but will be a while before it comes out, and there may still be DDR5 premium even a year from now...
I don't think this is true. AMD never had an overall performance lead over Intel until Zen 3 and they sold fine even when they were further behind.
If Zen3D didn't happen at all I don't think AMD would be any worse off if they had nothing new until Zen 4.
AMD with Zen3 vs. Golden Cove is in a much better shape than in any other previous period:They could not charge a premium however.
The same can be said for every 1 out of 2 Intel generations. As long as the feature set of late AM4 boards is solid enough, users looking for flagship performance or users upgrading from older systems won't care that much.Are people really going to make a new build with Zen 3D on a platform that's got to future beyond that as opposed to going with Intel when you can get in at the start of one? AMD fans would hold out for Zen 4 anyways especially with the GPU market still being the way it is.
The storage I/O bottleneck can be removed by using a ramdrive. Then it's just the CPU/memory subsystem being stressed.Aren't there a lot of other bottlenecks that way?
DIY market is not big enough for something like that.
That AMD is doing Zen 3D shows that Raphael is a long ways off. Might take AMD months to fill the Genoa Cloud orders.
Not really, at least not the way you appear to suggest there. The lead times are significant, and we complained about lack of supply before which AMD couldn't resolve for a long time due to the lead times required for any course changes. And the pandemic likely exacerbated the need to plan significantly ahead to ensure a steady stream of supply.AMD can always reduce volume.
Not really, at least not the way you appear to suggest there.
AMD can always reduce volume. We don't know how many of the Genoa CCDs will test well enough to go in actual Genoa products. Early Raphael can come from those CCDs. Plus, unlike Vermeer-X/Zen3D, Raphael need not be DiY-only.
That's a possibility, and I admit that I am also very pessimistic about AMD prioritizing consumer Zen4 products, but at the same time . . . not all of those CCDs can go in Genoa. The more Genoa they try to produce, the more leftovers they get that have too-high leakage for server duty.
But wasn't one of the main reasons for the lack of support a too small ROM chip, that couldn't hold the data needed for all the different generations of CPUs? And the later generation of motherboards had doubled the capacity of the ROM.Indeed. But we might see the same segmentation as on AM4 in that early boards may not be able to run the later generation APU/CPUs. So it might be better to skip the first generation boards, kind of how the B450 ended up as the most compatible AM4 chipset. It can take everything from BR to Vermeer on most boards.
You can't use dice as is, they still need to be assembled, packaged and shipped. So you not only have the lead time at foundries but also for everything that follows until the resulting products are actually sold and delivered to some customers.How so? They can sit on dice, or just reduce DiY volume by pushing Raphael into OEM channels. There's also Raphael-H which may (or may not) use some of the same core components as desktop Raphael. There should be plenty of room for N7, N6, and N5 products to coexist in AMD's lineup. We already know that AMD will continue selling Vermeer as B2-stepping 5-series chips well into 2022, overlapping at least with Zen3d. I suspect Raphael volumes will be low-to-non-existent for several months post-launch anyway. The only way that doesn't happen is if they stockpile dice well in advance of a delayed launch.
AMD learned some hard lessons with AM4. We think of Retail purchases as a large source of income. But realistically OEM sales drives sales and profitability. AM4 was a compromised socket driven completely by OEM demands. They wanted a single platform for APU's and Desktop chips, they wanted Bulldozer support while they waited for Raven Ridge launch, and they didn't want it to be LGA. That had its own downsides on its own. But also they ran into the issue with the retail board companies cutting corners. Their goals in letting the platform having legs that last was more on the manufacturers. They wouldn't have to start over with a new board for every gen. Intel would probably change platforms every generation if it wasn't for them agreeing to a 2 year cycle with the OEM's. AMD wanted to promise them longer.But wasn't one of the main reasons for the lack of support a too small ROM chip, that couldn't hold the data needed for all the different generations of CPUs? And the later generation of motherboards had doubled the capacity of the ROM.
Yeah I think the big issue is we don't fully understand the process. How the wafer orders are made, how they get split up at the lab, how they are getting packaged onto the substrate. It could be difficult as they ask for X wafers for Genoa production, all working chips get installed on Genoa substrates. Or it could be a bin of dies and they say ooh this one is good for Genoa and ship it off for installation. Or its something in between. I doubt its as easy as calling up one dept or company and going hey we need you to shift X more dies to Y product line.You can't use dice as is, they still need to be assembled, packaged and shipped. So you not only have the lead time at foundries but also for everything that follows until the resulting products are actually sold and delivered to some customers.
But wasn't one of the main reasons for the lack of support a too small ROM chip, that couldn't hold the data needed for all the different generations of CPUs? And the later generation of motherboards had doubled the capacity of the ROM.
It goes beyond not having enough memory on the BIOS.
Pretty much. AMD released a new platform with new functions and performance envelopes, like all companies AMD wants to make sure their products are used in their performative setting and without surprises that even if not their fault they don't have their rep tarnished by another party (whether they are a partner or not). Heck just in terms what Intel can get away with giving them the ammo for a lopsided slide can be bad enough.The entire ROM size thing was proven to be pretty much a lame, bogus technical reason to justify not supporting newer Processors. It was never a real problem to begin with, just an excuse.
But wasn't one of the main reasons for the lack of support a too small ROM chip, that couldn't hold the data needed for all the different generations of CPUs? And the later generation of motherboards had doubled the capacity of the ROM.
But wasn't one of the main reasons for the lack of support a too small ROM chip, that couldn't hold the data needed for all the different generations of CPUs? And the later generation of motherboards had doubled the capacity of the ROM.
AMD learned some hard lessons with AM4. We think of Retail purchases as a large source of income. But realistically OEM sales drives sales and profitability. AM4 was a compromised socket driven completely by OEM demands. They wanted a single platform for APU's and Desktop chips, they wanted Bulldozer support while they waited for Raven Ridge launch, and they didn't want it to be LGA. That had its own downsides on its own. But also they ran into the issue with the retail board companies cutting corners. Their goals in letting the platform having legs that last was more on the manufacturers. They wouldn't have to start over with a new board for every gen. Intel would probably change platforms every generation if it wasn't for them agreeing to a 2 year cycle with the OEM's. AMD wanted to promise them longer.
That was a lie to sell new motherboards. Plain and simple.
A B450M-DS3H with a 16MB ROM can support everything from the Ryzen 1000 to the 5950X, incluiding all Athlons and APUs minus BR. On A320 is now the same as well with the difference that the Agesa is blocking Cezanne from booting up, but the microcode is in there.
Rom size was never a problem.
That is exactly the point at some points they would need to change the platform. The move to DDR4. Almost everything else was not driven by CPU features and could probably could have used the same socket completely (with them claiming power requirements for the post Kaby-lake changes). They could do that. They may do that now. But they were trying to give their OEM's solutions that would allow them use their board designs for several generations. They were trying to through every bonus they could their way because they new they needed their support to survive. You only need to look at their board partners response when Zeppelin launched to see how their partners were treating them. I think one blamed AMD for their problems because they brought forward the release a couple of weeks because 1. It was around the Chinese New Year(legit) and 2. They had just spent all their effort launching I believe the 200 series Intel boards.But if you think about it, Intel didn't really change the physical socket much for awhile. Intel went from 1156 to 1155 to 1150 to 1151 pins. AMD could have done the same thing with AM4, change a pin or two and call it a new socket.
No really, b350 AND x370 boards arent getting a bios update to support veermer because they are EOL.So based on this, then there shouldn't be a problem getting first generation AM5 boards.
Only if you assume that this past reason is the only reason AMD would have either a software or hardware compatibility with a board. I wouldn't assume its the case.So based on this, then there shouldn't be a problem getting first generation AM5 boards.
AMD just needs to make a top quality reference board. They can charge a premium for it so OEMs don’t get offended, however, they need to raise the bar on quality. No more of this day 1 broken bios stuff.AMD learned some hard lessons with AM4. We think of Retail purchases as a large source of income. But realistically OEM sales drives sales and profitability. AM4 was a compromised socket driven completely by OEM demands. They wanted a single platform for APU's and Desktop chips, they wanted Bulldozer support while they waited for Raven Ridge launch, and they didn't want it to be LGA. That had its own downsides on its own. But also they ran into the issue with the retail board companies cutting corners. Their goals in letting the platform having legs that last was more on the manufacturers. They wouldn't have to start over with a new board for every gen. Intel would probably change platforms every generation if it wasn't for them agreeing to a 2 year cycle with the OEM's. AMD wanted to promise them longer.
So the question going forward is will AMD let themselves get in that trap again. It could go either way. They could have tighter controls over the implementation on retail boards or they could decide its easier to follow Intel's process and not get pushed into a corner where retail partners are making decisions that impact their image. The move to PCIe 4 also is another point. PCIe 5, DDR5, and USB/TB4 should have long legs, but do they want to get pushed into another scenario where they might have to move slowly because they don't want to change the platform. AMD was trying to hit a middle ground between the needless amount of platform changes Intel made and not having any technology changes for years because of the requests of the retail market. It goes beyond not having enough memory on the BIOS. In the end I doubt they model their behavior off of what they did with AM4.
No really, b350 AND x370 boards arent getting a bios update to support veermer because they are EOL.
A320 boards do get It only because they arent EOL AND there Is some unknown hidden reason for It.
The same can be said for every 1 out of 2 Intel generations. As long as the feature set of late AM4 boards is solid enough, users looking for flagship performance or users upgrading from older systems won't care that much.