Wow! After that IPC rumour, and perhaps after my passionate plea for setting some sound expectations for AMD, the poll has changed remarkably — now the results show the same 42% for and against the proposition, while 16% are undecided.
Thanks for all the feedback. It is interesting to read and get a feel for the reasons behind the scepticism. However, I would like more of you to address my point about AMD's planning, and provide some reasoning why so many expect AMD to fail to execute to those plans.
To reiterate — AMD's plans would have to be ambitious to make any sense. In particular, it is obvious that Zen 2 would have to target 10nm Ice lake performance. Otherwise, they would have had a very hard time getting any traction in the server space (which is glacially slow, even with a good product, such as Zen-based EPYC). Years back when decisions about business strategy and the roadmap were made, AMD could not foresee that Intel would stumble at 10nm. The Intel 10nm process was projected to have substantial performance, power and density advantages.
For Zen, as a first step, AMD targeted Haswell performance and as such set a 40% target for IPC uplift. They overshot that by 30%, reaching 52% and surpassing Broadwell performance. For Zen 2, they had bigger ambitions, aiming to compete in a bigger part of the server market, and targeted 10nm Ice Lake performance. To make that happen they went "all in" on 7nm to enable the performance and efficiency they needed (lookup AMD CTO Mark Papermaster's insightful comments on this).
Their big bet on 7nm included renegotiating the wafer-supply agreement with GlobalFoundries and working closely with both GF and TSMC on the needs and requirements they had for the process. In the end, TSMC won the contract, and GF threw the towel into the ring. So it makes no sense to assume that TSMC's 7nm HPC process should be the inferior of the two. As a reminder, GF targeted "5 GHz operation" as per CTO Gary Patton's statements. As for TSMC's 7nm HPC process and their entry into the server space, AMD will be their biggest and most important customer, as far as I understand. AMD is as such a key partner. Expect that they have been instrumental in formulating the process to suit their needs.
So — back to the thread topic — the low expectations for Zen 2 are surprising.
Also, note that i9-9900K only has to lose in a few key titles for its superior status as gaming champion to be called into question. If Zen 2 really gets a 13% IPC increase in scientific workloads, where Zen already does well, it may translate to bigger wins in gaming, in which Zen has had comparatively mediocre results. Ryzen 3000 may end up winning in more recent titles based on modern game engines, while i9-9900K wins in titles using legacy engines.
So, at best, I expect i9-9900K to be demoted to "disputed champion" when Ryzen 3000 arrives. At worst, which is more likely, provided AMD executes to plans, it will only win the extreme outliers, such as CS:GO.
If Ryzen 3000 underperforms my expectations, I will consider that a failure of execution on AMD's part and a sign that they fell well short of target. It may not matter much, now that Intel has stumbled so badly with 10nm and their roadmap — but had they not, AMD would be toast with a Zen 2 core failing to match Skylake performance levels.
Lisa Su's career won't depend on beating the i9-9900k in gaming benchmarks. […] AMD doesn't need to smash Intel into the dust, they need to offer a compelling product and so far they've done that.
If Intel had been on 10nm Ice Lake performance levels by now, AMD would need a Zen 2 core that could compete with that. Otherwise, AMD would have been in great peril, and Lisa Su would have been shown the door.
Will Zen2 really hit 5ghz though? That's really Intel's big advantage right now. I see a bunch of people in this thread claiming it's a foregone conclusion but is there data to support that conclusion?
We have statements from GF that they targeted 5 GHz operation. TSMC won the AMD contract, likely mostly to schedule. But I think it is unlikely that AMD chose to go all in with TSMC if they had to take a 10% hit on their performance targets.
Your calculations are seriously flawed because gaming performance isn't a linear extrapolation of clockspeed * IPC.
Ok. Educate me. Show me Zen vs Skylake/CFL IPC deficit at the moment in scientific workloads and how that translates to current IPC deficit in games. If you have links, I'd be grateful.
Anyway, since this is a prediction thread, I'll throw mine out there - unless Zen 2 can clock at 5GHz+ like a 9900K, I don't think it will match it, let alone beat it, in gaming.
As I pointed out above, Ryzen 3000 doesn't have to beat in every title for i9-9900K to lose its status as champion. It may not even have to beat the PT study average. Independent tests may set a lower bar. And there may be clear discrepancies between modern titles and legacy titles.
My opinion as to why Zen 2 won't hit 5GHz [is that TSMC will have teething issues and problems reaching 5 GHz].
It is a good point. Process technology progress is hard. They may stumble. But do not expect it. And be sure that TSMC is well aware of AMD's needs for their roadmap. And AMD has made their big bet on them delivering.
I agree, that extrapolating 13% IPC increase as a similar increase in gaming per-clock is absurdly optimistic.
It is not. In fact, as Abwx points out, games saw the bigger increase from Zen to Zen+. As I pointed out above, game code, and in particular legacy game code, has run uncharacteristically poorly on Zen compared to general workloads. Any improvement in the architecture that alleviates this issue (such as improving memory and inter-CCX latency, as you point out) may show disproportional gains in game code.
With GF's 7nm HP process, it might have been possible [to take the gaming crown]. On TSMC's 7nm, I expect 4.5-4.6 GHz.
Don't dismiss TSMC as a low-performance device manufacturer. They are aiming for leadership in HPC and to compete squarely with Intel. AMD chose them ahead of GF.
I'm just going to throw this out there that AMD is already winning, but not for the reasons in the poll. [Due to their SoC methodology and chiplet strategy,] AMD can make chips that are 90% of Intel perf and offer them from launch at 25-40% cheaper than Intel can and STILL make money hand over fist because their yields are so good. That's game.
It is true that performance is not the only factor. However, without Zen 2 performance competitive with Ice Lake (which would have been here by now, if Intel didn't stumble), AMD could just go home in the high-end x86 fight. Server customers wouldn't bat an eyelid, and AMD would be better off continuing working on their low-end Jaguar core, K12 and spearheading a niche in low-cost ARM servers.