Discussion Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000)

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LightningZ71

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Mar 10, 2017
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For this application, the meeting plates could be precision cut in a sawtooth ridge pattern on a slide frame with pressure latches. The sawtooth ridge interface can more than double contact surface area and the pressure latches can make sure contact is as evenly spread as possible. I see problems with drops and corrosion, but it's an idea.
 

Thibsie

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Apr 25, 2017
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We know Strix Halo can do 12W just fine. Medusa Halo should be able to do the same.




eGPU docks and midrange GPUs are so expensive nowadays that this $1400 version actually offers better value than say a Xbox ROG Ally X ($1000) + a USB4 eGPU dock ($300) + a midrange dGPU ($250-350).

With the advantage that the 48GB version is never going to run out of VRAM and it's much more portable than the handheld + eGPU set.
And if you want to drive 4K displays, all you need is a USB-C dock with HDMI 2.1 output that costs $60.
The eGPU Dock and the GPU can be sold/upgraded. That's of way more value IMO.

Change laptop, keep the dock and the GPU or upgrade only the GPU. Seems.a.lote.more flexible than this absurd (but corner case) mobile Idontknowexactlywhatthehellitis.
 
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Vikv1918

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Mar 12, 2025
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What's the die size of Krackan Point? I can't find this anywhere, and no one has done a die shot or analysis as well it seems. Just curious to see how well it stacks against the similar 8 core Phoenix/Hawk Point/Ryzen 200 series APU which are all the same 178mm2 die.
 

Joe NYC

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Jun 26, 2021
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What's the die size of Krackan Point? I can't find this anywhere, and no one has done a die shot or analysis as well it seems. Just curious to see how well it stacks against the similar 8 core Phoenix/Hawk Point/Ryzen 200 series APU which are all the same 178mm2 die.

There is no official number. The estimate is ~190mm2
 
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ToTTenTranz

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Feb 4, 2021
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AMD launches the Ryzen AI MAX+ 388
- Single 8 core CCD
- Full 40CU GPU
- 256bit LPDDR5X 8000



Single CCD for lower cost and lower power consumption than the 390/395 while keeping the full GPU.
This is Strix Halo - Gaming Handheld Edition. Let's just hope Lenovo, Asus or MSI pick these for a premium handheld.



1762342241282.png


Apparently there's also a 392 with 12 cores but also keeping the full GPU.


The eGPU Dock and the GPU can be sold/upgraded. That's of way more value IMO.

Change laptop, keep the dock and the GPU or upgrade only the GPU.
If you're trying to overlap the audience for a gaming handheld with the audience for a gaming laptop, you've already lost the plot.
 

Joe NYC

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Jun 26, 2021
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AMD launches the Ryzen AI MAX+ 388
- Single 8 core CCD
- Full 40CU GPU
- 256bit LPDDR5X 8000



Single CCD for lower cost and lower power consumption than the 390/395 while keeping the full GPU.
This is Strix Halo - Gaming Handheld Edition. Let's just hope Lenovo, Asus or MSI pick these for a premium handheld.



View attachment 133206


Apparently there's also a 392 with 12 cores but also keeping the full GPU.



If you're trying to overlap the audience for a gaming handheld with the audience for a gaming laptop, you've already lost the plot.

It took AMD nearly a year to come up with the most logical SKU, which will probably turn out to be the most popular.
 

LightningZ71

Platinum Member
Mar 10, 2017
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AMD launches the Ryzen AI MAX+ 388
- Single 8 core CCD
- Full 40CU GPU
- 256bit LPDDR5X 8000



Single CCD for lower cost and lower power consumption than the 390/395 while keeping the full GPU.
This is Strix Halo - Gaming Handheld Edition. Let's just hope Lenovo, Asus or MSI pick these for a premium handheld.



View attachment 133206


Apparently there's also a 392 with 12 cores but also keeping the full GPU.



If you're trying to overlap the audience for a gaming handheld with the audience for a gaming laptop, you've already lost the plot.
How many times have I suggested this configuration over the past half year? Especially for gaming oriented applications? How many times were we told we were crazy for this?

My read is that OEMs asked for this and yields on the IOD are high enough to make this financially attractive now.
 

gdansk

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Feb 8, 2011
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My read is that OEMs asked for this and yields on the IOD are high enough to make this financially attractive now.
Strix Halo is one of the lowest priority 5/4nm part AMD makes. Now that even Radeon is available for MSRP suddenly/finally they offer some new Strix Halo SKUs.
 
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LightningZ71

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Mar 10, 2017
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I'm specifically referring to OEMs that are making gaming handhelds. It may be low priority compared to their AI efforts, but, it still has demand. The 8 core part is where the sweet spot is. If they can keep the price reasonable, this will make some bonkers handhelds.
 
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LightningZ71

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Retail is going to have to be $899 or less for a 32GB unit. I don't think that price point will give very high volume, but it will sell enough to justify it's production. Any more and it's just not premium enough. Too much less and I don't think they adequately cover COGS.
 

ToTTenTranz

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Feb 4, 2021
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Pricing for the OneXPlayer Fly:



1762416628826.jpeg


Retail is going to have to be $899 or less for a 32GB unit. I don't think that price point will give very high volume, but it will sell enough to justify it's production. Any more and it's just not premium enough. Too much less and I don't think they adequately cover COGS.

$900 is less than the Z2E Strix Point models that are being sold right now. I don't think that price will be possible for Strix Halo devices anytime soon, if ever.

The cheapest Strix Halo handheld around is the OneXFly Apex that goes for $1400 with the lower cost 385 (single CCD, 32CU GPU) with 32GB LPDDR5X. The 395 model with 48GB costs $1600. I'm guessing the 395 probably costs ~$150 more than the 385, so the 388 should be something like $100 cheaper than the 395.
 

LightningZ71

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People here must make a lot more money than the average 18-35 year old if they are calling $899 "cheap."

I'm not saying that I expect to get Strix Halo for cheap. I'm saying that if they want any sort of useful volume, $899 is the area where they need to be. If they venture above that, they're into cheap gaming laptop land, and you can already get competent gaming laptops in that area. While I know that there's not a whole lot of overlap in the two markets, there is SOME, and enough to tank volume. Also, when people start considering paying north of $1000 for a handheld gaming device, which this is first and foremost, they typically have lower price sensitivity overall and will be seeking more premium devices for their money.

I realize that Strix Halo isn't inexpensive, but it has to be priced for where it is in the market with respect to performance and utility for purpose. If it isn't, it's just going to be a market failure.
 

ToTTenTranz

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Feb 4, 2021
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One more handheld with Strix Halo announced: AYANEO Next II




1762526107071.png






Looking at its proportions, this seems to be a tad larger than the AYANEO KUN that has a 8.4" screen and a TDP up to 54W.



I realize that Strix Halo isn't inexpensive, but it has to be priced for where it is in the market with respect to performance and utility for purpose. If it isn't, it's just going to be a market failure.

I think there are plenty of options for a wider market that aren't as expensive to make as Strix Halo.
I do think AMD decided to price Strix Point to the moon which is part of the reason why market penetration on that chip isn't great, but that chip is much better suited for the sub-$1000 market, and so is Lunar Lake.

And within a couple of months we should also be getting Panther Lake which should also be a good candidate for that price point.

STX Halo is much faster than all of the above if the TDP is set at 30W or higher. It becomes faster than a PS5 if you give it 50W or more.
 

RnR_au

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Jun 6, 2021
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More like only if AMD wants to start actually selling the damn thing. STX Halo has been a market disaster so far, with only one laptop design win.
But its not like its only laptops the part is meant for. There are at least 3 handhelds and countless sff boxens.
 
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DrMrLordX

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But its not like its only laptops the part is meant for. There are at least 3 handhelds and countless sff boxens.
Exactly! Not sure why some people have problems figuring that out . . . now it is interesting that they've decided to release some handheld-oriented SKUs (notably the 388), but you just know they're gonna use those SKUs as an opportunity to improve margins since all they're doing is deleting one CCD (in the case of the 388).
 

Jan Olšan

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Jan 12, 2017
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No, laptops are absolutely a market Strix Halo should be in. It may be on the laptop makers. You know how they are with preferring AMD alternatives whatever it takes. And they went way out of their way to boycott mobile Radeon dGPUs.

It's only the biggest chip vendor today and of all time that could potentially be strong-arming them behind the doors to not use competing chips, you know. If Nvidia has been issuing "offers that can not be declined" against using Radeon dGPUs, they would absolutely do the same about Halo APUs.
 
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ToTTenTranz

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Feb 4, 2021
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But its not like its only laptops the part is meant for.

Here's the link for the Strix Halo parts on AMD's website:
https://www.amd.com/en/products/processors/laptop/ryzen/ai-300-series/amd-ryzen-ai-max-plus-395.html

And here's what it says when you open that page:

1762609805030.png



So yes, it's marketed as a laptop part, designed to be a laptop part for premium laptops as a competitor to Apple's Macbook Pros with M3/M4 Pro and Max, which are laptops. When they presented the chip, they never said anything about mini-PCs because those don't move any meaningful volumes.


And then AMD failed miserably at getting laptop design wins for Strix Halo. Which is why it started appearing mostly on miniPCs "for AI" as AMD couldn't sell it to high-margin laptops.
 

LightningZ71

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Look under the hood for Strix Halo. Pretty much every microSFF PC that uses it is based around one platform board (maybe finally a second one). There are, in total, maybe less than or equal to 5 actual halo boards in any sort of volume production, and that includes the ASUS tablet, the uSFF product, a pair of handheld targeted boards used in a handful of products announced, and possibly one more. AMD chose not to partner with any big laptop OEM to assist with developing a laptop main board to base a family of laptop design on, unlike Intel has forever, and not in the way NVidia supports integration of their mobile graphics products.

AMD needs to learn that this isn't Field Of Dreams, if you just build it (the processor), and then do nothing else, they just won't come.
 

ToTTenTranz

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Feb 4, 2021
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AMD needs to learn that this isn't Field Of Dreams, if you just build it (the processor), and then do nothing else, they just won't come.

More like - If you price your new and still market-untested product to the moon based mostly on the GPU performance from the brand that has ~10% of GPU marketshare among pros and gamers, no OEM is going to take the bait.


No OEM in their right mind was going to pay more for a STX Halo than they are paying for an Intel latest-gen ULP + a Geforce 5070 Laptop.
 

gdansk

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Feb 8, 2011
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I'm confident AMD is less surprised that a 440mm² laptop chip without DLSS/CUDA is niche part than the people here.

Halo is fungible which limits the margin destruction gamers demand. Will it ever make sense to have a Halo firesale? Move more Points instead. Even if it's less total profit in theory it doesn't need any new designs to move more units and could help repair OEM relationships with stable supply.

Overall Halo is not fixable by price. There is no incentive for OEMs to make laptops for this part when they could just use Nvidia instead. And without laptop designs there remains no incentive for AMD to actually produce it in volume.
 
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