Neither of us know what HBM2 will cost a year from now.
It'd be a real stretch to think that the price would come down enough that quickly, especially given both AMD and nVidia are avoiding using HBM2 on the much more expensive dGPUs.
Neither of us know what HBM2 will cost a year from now.
The silicon that goes into those premium priced laptops isn't more expensive than a dGPU that could support the cost baggage that HBM2 brings.
I don't think people realize just how expensive this memory technology is to implement.
I dont believe ZEN Raven Ridge with a small die (less than 200mm2) and only with 2-4MB of HBM2 memory (+ Interposer) is more expensive than Polaris 10 232mm2 + PCB + 8GB of 8GBPS memory.
Not only that, but that Raven Ridge (HBM2) could be sold at higher price than Polaris 10 Custom cards ($299)
Next xbox apu?
If it just supports quad channel, then memory bandwidth shouldn't be to much of a problem. But I doubt that it will.
I doubt these APU will have the CPU performance to sell at that price.
Dual Core Intel Core i5 Iris Graphics 6th Gen Skylake (Core i5 6360U 15W TDP and Core i5 6267U 28W TDP) have a recommended price of $305
http://ark.intel.com/products/family/88393/6th-Generation-Intel-Core-i5-Processors#@Mobile
And you actually believe that a Quad Core + HT 8x Threads ZEN with Polaris 10 Graphics paired with 4GB of HBM2 memory will not be able to sell for the same price ???
If AMD create an APU like that it will make those Dual Core Intel CPUs obsolete or force Intel to lower their price bellow $200.
Well, you have power levels to consider, and the possible elimination of AMD's own low end dgpus.
How much power for a 4C/8T 4GB P10 APU?
Can you cool such a single package effectively in a laptop?
If we look at the RX480, and cut it's power in half, we'd still have 55W just for the graphics chip.
It also seems unlikely that HBM2 would be cheap enough any time soon to make such an APU affordable.
AMD has the potential, but will they be able to follow through?
RX 480 has 36 CUs, ZEN APUs is rumored to only have 11 CUs or roughly 1/3. This APU will also have less CUs than RX-460 (16 CUs) so low end dGPUs are fine.
Due to 14nm FF + ZEN mArchitecture and HBM2, this APU with just Quad Core + Polaris (11 CUs) will be more than fine for 15W to 45W TDP for Laptops. It will also command a premium price for the high-end 15W TDP Laptops.
The only problem is for AMD to find a buyer (Apple ???)
Your math doesn't add up. RX 480 is 150 watts. 1/3 of that is 50 watts *for the igpu alone*, not even counting the cpu. They would (theoretically, because I don't think AMD has officially announced HBM for any apus except that behemoth server thing that was mentioned) have to cut that down a lot more, or drastically lower clockspeeds to get close to 15 watts. Based on RX 480 perf/watt and clockspeeds, I don't think 14nm Finfet is the magic bullet that you seem to think it is, although of course it will be a great improvement.
RX 480 has 36 CUs, ZEN APUs is rumored to only have 11 CUs or roughly 1/3. This APU will also have less CUs than RX-460 (16 CUs) so low end dGPUs are fine.
Due to 14nm FF + ZEN mArchitecture and HBM2, this APU with just Quad Core + Polaris (11 CUs) will be more than fine for 15W to 45W TDP for Laptops. It will also command a premium price for the high-end 15W TDP Laptops.
The only problem is for AMD to find a buyer (Apple ???)
Your math doesn't add up. RX 480 is 150 watts. 1/3 of that is 50 watts *for the igpu alone*
Next xbox apu?
If it just supports quad channel, then memory bandwidth shouldn't be to much of a problem. But I doubt that it will.
The situation will improve, however the 2933 - 3200MHz DDR4 still doesn't provide anywhere near the bandwidth they need.
this APU will also run on DDR4 up to 3200 speed
Dual Core Intel Core i5 Iris Graphics 6th Gen Skylake (Core i5 6360U 15W TDP and Core i5 6267U 28W TDP) have a recommended price of $305
The amount of bandwidth you gain with ED ram vs really good DDR4 or gDDR5 is minimal. ED ram made sense a couple of years ago but now its use is becomming less and less.
Its clearly not meant to be mainstream, considering it goes into $1500+ devices.
Due to 14nm FF + ZEN mArchitecture and HBM2, this APU with just Quad Core + Polaris (11 CUs) will be more than fine for 15W to 45W TDP for Laptops. It will also command a premium price for the high-end 15W TDP Laptops.
Where does it imply it will run out of the box 3200? Maybe it means it can be overclocked up to DDR4-3200. Not to mention that DDR4-3200 (SO-DIMM) for mobile isn't feasible for OEMs because of availability and price.
I'm a bit surprised about the 704 SPs, I thought AMD goes higher than this for their 14nm next gen APU.
Very few notebook OEMs will use it, let alone in dual-channel.