[Digitimes] AMD updates product roadmap for 2014 and 2015

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Phynaz

Lifer
Mar 13, 2006
10,140
819
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We are talking about DESKTOP market share, not total market share.
~2Mil AM3+ CPUs per quarter is not a small number.

You're right, it's not a small number, it's an absolutely puny insignificant number.
 

Homeles

Platinum Member
Dec 9, 2011
2,580
0
0
You are sooo predictable
And you aren't?
You're right, it's not a small number, it's an absolutely puny insignificant number.
Doubly so when taking margins into account. There simply isn't financial incentive for it right now. AMD's eying the mobile market while abandoning the high end market -- not the other way around. The issue for them is that they don't even have competitive products for tablets.

AMD's survival largely hinges on the success of Kaveri, IMO. Kabini is a painful disappointment -- AMD simply doesn't have the manufacturing process to provide a competitive product.
 
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Abwx

Lifer
Apr 2, 2011
11,996
4,954
136
Toyota has far, far higher margins than AMD.

Let's see: 5% and 95%; which is closer to 0?

And who are you to say that there's a demand for consumer-grade processors with more than 8 cores and garbage IPC? AMD doesn't even think so.

Typicaly eluding the issue with non sense and imaginary
comparisons of random numbers.

Do you think intel s 2011 socket reach 5% of the market.?..

And how much for the i7/i5 line.

Actualy the only garbage i see here are your estimations
whose only goal , as usual , is to trash AMD.

The FX line makes about 380millions$ per quarter,
only one totaly cluless would deem it as insignificant
for AMD.
 

Phynaz

Lifer
Mar 13, 2006
10,140
819
126
You are sooo predictable

I know you don't like seeing the truth stated.

Using your numbers, AMD's entire quarterly FX production is equal to two days of Intel production. That makes it insignificant.

Again, using your own numbers.
 

SiliconWars

Platinum Member
Dec 29, 2012
2,346
0
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And you aren't?

Doubly so when taking margins into account. There simply isn't financial incentive for it right now. AMD's eying the mobile market while abandoning the high end market -- not the other way around. The issue for them is that they don't even have competitive products for tablets.

Is this the tablet market that is currently costing Intel ~$600m a quarter?

AMD's survival largely hinges on the success of Kaveri, IMO. Kabini is a painful disappointment
Kabini is such a disapointment that it single-handedly led to over 2% gain in market share over Intel last quarter, while at the same time ramping in both consoles that are seeing the highest demand ever.

-- AMD simply doesn't have the manufacturing process to provide a competitive product.
That'll be the same process used by Qualcomm who is eating Intel's lunch.

Try harder homeles, you got everything wrong in this post. Some might believe it was on purpose.
 

SiliconWars

Platinum Member
Dec 29, 2012
2,346
0
0
I know you don't like seeing the truth stated.

Using your numbers, AMD's entire quarterly FX production is equal to two days of Intel production. That makes it insignificant.

Again, using your own numbers.

Can we have adjectives for

1) Intels tablet market share

and

2) Intels phone market share

please. Thanks.
 
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Phynaz

Lifer
Mar 13, 2006
10,140
819
126
Can we have adjectives for

1) Intels tablet market share

and

2) Intels phone market share

please. Thanks.

Which has what all to do with the thread topic?
[[Digitimes] AMD updates product roadmap for 2014 and 2015]
 

AtenRa

Lifer
Feb 2, 2009
14,003
3,362
136
And you aren't?

Lets see about yourself first,

There simply isn't financial incentive for it right now.

2mil high margin CPUs (FX ) per quarter is more than enought for them to continue producing them

AMD's eying the mobile market while abandoning the high end market -- not the other way around.

AMD doesnt abandoning the high-end market. 30% of its Desktop CPUs are high-end SKUs.

The issue for them is that they don't even have competitive products for tablets.

As of now, they(AMD) have the fastest x86 SoC (both CPU and iGPU), Intel havent even released BayTrail yet, and from the info we have, Baytrail iGPU will be pathetic, worst even than HD2000.

Kabini is a painful disappointment

Best IC & Components Award Computex 2013
,
Fastest x86 SoC

What looking to be a disappointment is BayTrail, with a manufacturing advantage and all the money of the world behind it Intel will have an inferior SoC once again. The only benchmark it will win is in Browsing with a single core. :whiste:

-- AMD simply doesn't have the manufacturing process to provide a competitive product.

Yeap, if they have the best x86 SoC with inferior Fab process, just imagine if they had Intels fab process what they would produce.

Only you and a one more or two(the usual suspects) consider the Kabini a disappointment. :rolleyes:
 

AtenRa

Lifer
Feb 2, 2009
14,003
3,362
136
I know you don't like seeing the truth stated.

Using your numbers, AMD's entire quarterly FX production is equal to two days of Intel production. That makes it insignificant.

Again, using your own numbers.

Do you know the market share of Intels High-End 2011 platform ?

1%

:whiste:

We are not comparing Intel vs AMD, we are compering 30% of AMDs Desktop market share.

But once again, very typical of you ;)
 

SiliconWars

Platinum Member
Dec 29, 2012
2,346
0
0
Argue against a strawman? Nope, not going to do it.

How is it a strawman? Your entire argument was that AMD desktop market share was "absolutely puny insignificant", I'm simply asking you to give adjectives for Intels tablet and phone shares.
 

Homeles

Platinum Member
Dec 9, 2011
2,580
0
0
Lets see about yourself first,
Uh, no. You're were the first person to make accusations of bias -- your own standing gets examined first. Something about being without sin and casting the first stone -- you absolutely do not have a leg to stand on here.

As far as I go, I'd be more than happy to dig up dozens of posts I've made in defense of AMD, which is something that I imagine you couldn't do the other way. But that's neither here, nor there.
2mil high margin CPUs (FX ) per quarter is more than enought for them to continue producing them
High margin? Compared to the rest of their products that are barely treading margin, sure. But it's a relative term, and their margins on their FX parts are quite low compared to the rest of the industry, especially when taking volume into account.
AMD doesnt abandoning the high-end market. 30% of its Desktop CPUs are high-end SKUs.
It's been well-known since AMD's CEO change years ago that they are abandoning the high end market. Their recent roadmaps and virtually all of their product announcements support this as well. For you to say the contrary shows a rather exemplary misunderstanding of way of things.
As of now, they(AMD) have the fastest x86 SoC (both CPU and iGPU), Intel havent even released BayTrail yet, and from the info we have, Baytrail iGPU will be pathetic, worst even than HD2000.
Because IGPs matter? And you're acting as if it's difficult to beat a 5 year old architecture with one that came out this year, and also one that targets a totally different power range. If you want to make a more even comparison, we can take a 15W Haswell and stack it up against a 15W Kabini.

I've got news for you: Z3770, with a TDP of ~4-5W, will be within 15% of AMD's 15W A4-5200.
Gee, SoCs with high power draw outperform SoCs with low power draw. Go figure. Meanwhile Intel will be laughing all the way to the bank. Awards are completely meaningless -- the only relevant measure of success is how the market reacts.
What looking to be a disappointment is BayTrail, with a manufacturing advantage and all the money of the world behind it Intel will have an inferior SoC once again. The only benchmark it will win is in Browsing with a single core. :whiste:
Only if you have the narrow minded view that performance is everything, and you throw out every single other important metric, such as cost or performance per watt.

Yeap, if they have the best x86 SoC with inferior Fab process, just imagine if they had Intels fab process what they would produce.

Only you and a one more or two(the usual suspects) consider the Kabini a disappointment. :rolleyes:
I sincerely apologize for being able to view things objectively.

Yeah, Kabini would look pretty awesome on Intel's 22nm. But they don't have Intel's 22nm. They never will, and it will be their doom; so we can all keep dreaming, now can't we?
 
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Ajay

Lifer
Jan 8, 2001
16,094
8,115
136
How is it a strawman? Your entire argument was that AMD desktop market share was "absolutely puny insignificant", I'm simply asking you to give adjectives for Intels tablet and phone shares.

No offense, but that's pretty much the definition of a strawman argument.

--------------------------------------------------------------------------------

Why does every thread on AMD devolve into food fight?
 

krumme

Diamond Member
Oct 9, 2009
5,956
1,596
136
The fact that Ruiz had them so easily and fully duped into thinking they were in a bidding war with some anonymous 3rd party says a lot of Mubadala's business prowess and savvy IMO.

That they continue to bring that business savvy into the decision making process post-acquisition is of no surprise, but does go some distance to explaining the realities of GF's 28nm timeline and customer situation.

Agree. It seems they dont look at the long term consequenses. When you continue to tune 32nm you will eg. have to use some of the most skilled competences here from time to time. Taking them away from future development. Theese cost are easily overlooked when doing the assessment if you dont know your business to the all important details.

Investing in such competence heavy business is in some ways far more complex than other investments. It demands a certain investor profile. The fit here looks very bad.
 

Abwx

Lifer
Apr 2, 2011
11,996
4,954
136
I've got news for you: Z3770, with a TDP of ~4-5W, will be within 15% of AMD's 15W A4-5200.

Yet another hint that you re just blowing hot air all the way.

The bench you re making reference, kraken , show the A4 5200 at
1.5ghz having 20% better perf than a 3770 at about 2.3ghz,
wich point to 82% better perf on 4 threads both being at base
frequency , 1.5 for the A4 and 1.46 for the 3770.

Increasing base frequency to 2.3 for all cores would
result in TDP being increased by at least a 2.3 factor ,
that is , if it s 5W it would climb to 11.5W , exactly
what the A4 consume when Cinebenched....

Discussing GPU difference is useless , of course.
 

AtenRa

Lifer
Feb 2, 2009
14,003
3,362
136
High margin? Compared to the rest of their products that are barely treading margin, sure. But it's a relative term, and their margins on their FX parts are quite low compared to the rest of the industry, especially when taking volume into account.

The FX series has the higher margins of its Desktop market, ~2mil CPUs per quarter is enought to continue producing them. Compering them to other markets/products is irrelevant



It's been well-known since AMD's CEO change years ago that they are abandoning the high end market. Their recent roadmaps and virtually all of their product announcements support this as well. For you to say the contrary shows a rather exemplary misunderstanding of way of things.

It is another thing they will not directly compete against Intel and another thing they abandoning the Hig-End market. AMD never said they will abandoning the Hig-End. Their focus on PC gaming is a statement of that.



Because IGPs matter? And you're acting as if it's difficult to beat a 5 year old architecture with one that came out this year, and also one that targets a totally different power range. If you want to make a more even comparison, we can take a 15W Haswell and stack it up against a 15W Kabini.

If iGPU doesnt matter, then why Intel keeps pushing new iGPU gens every year ?? iGPU does matter now and will only matter more in the near future. More and more devices need more GPU performance than CPU. Both AMD and Intel and every other SoC designer/manufacturer knows that, it is why everyone (Qualcomm, NVIDIA etc) making faster and faster iGPUs.

Jaquar SoCs spanning from 4.5W all the way up to 25W TDP. We can compare similarly TDPs but again BayTrail iGPU will be worst.

You can compare 15W TDP Haswell but the price and segment of each CPU is different.

I've got news for you: Z3770, with a TDP of ~4-5W, will be within 15% of AMD's 15W A4-5200.

If you have data to share we are all waiting for you to post them


Only if you have the narrow minded view that performance is everything, and you throw out every single other important metric, such as cost or performance per watt.

Do you have any data about prices and power usage to share?? we are only talking about performance now because we have some data on it. Nobody said that performance alone it the only thing that matters, we just dont have any other data at this point only estimates.


I sincerely apologize for being able to view things objectively.

Yeah, Kabini would look pretty awesome on Intel's 22nm. But they don't have Intel's 22nm. They never will, and it will be their doom; so we can all keep dreaming, now can't we?

By your logic everyone except Intel is Doomed, you will allow me to disagree with that.
 

Homeles

Platinum Member
Dec 9, 2011
2,580
0
0
The FX series has the higher margins of its Desktop market, ~2mil CPUs per quarter is enought to continue producing them. Compering them to other markets/products is irrelevant
Whatever you say. Meanwhile in the rest of the world, $200 for 315mm² of silicon is not a very high margin, especially when you consider the delays upon delays it took for the FX series to launch in the first place.
It is another thing they will not directly compete against Intel and another thing they abandoning the Hig-End market. AMD never said they will abandoning the Hig-End. Their focus on PC gaming is a statement of that.
Meanwhile in the real world, development the FX line has either decelerated or has flat-out ceased.
If iGPU doesnt matter, then why Intel keeps pushing new iGPU gens every year ?? iGPU does matter now and will only matter more in the near future. More and more devices need more GPU performance than CPU. Both AMD and Intel and every other SoC designer/manufacturer knows that, it is why everyone (Qualcomm, NVIDIA etc) making faster and faster iGPUs.
It's pretty unfortunate that you weren't able to pick up on what I was referring to.
Jaquar SoCs spanning from 4.5W all the way up to 25W TDP. We can compare similarly TDPs but again BayTrail iGPU will be worst.
Gee, you don't say?
You can compare 15W TDP Haswell but the price and segment of each CPU is different.
However you'd like to dodge the fact that Intel's processors are massively superior to AMD's.
If you have data to share we are all waiting for you to post them
Sorry, I'm a bit of a tease. You'll have to wait until the world starts crumbling around you with the launch of Silvermont this year.
Do you have any data about prices and power usage to share?? we are only talking about performance now because we have some data on it. Nobody said that performance alone it the only thing that matters, we just dont have any other data at this point only estimates.
No, but I do know how to extrapolate. Do you?
By your logic everyone except Intel is Doomed
In the long run, that's pretty much the case.
 

Abwx

Lifer
Apr 2, 2011
11,996
4,954
136
Whatever you say. Meanwhile in the rest of the world, $200 for 315mm² of silicon is not a very high margin, especially when you consider the delays upon delays it took for the FX series to launch in the first place.

They pay 40$ per die....
Even the harvested FX4 are quite marginable...


Sorry, I'm a bit of a tease. You'll have to wait until the world starts crumbling

As i pointed above , kraken or not , hot air if not trolling
since you have not datas and just get proping up useless
posts in respect of the topic.