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[Planet3DNow] Displacement of the bulldozer, according to AMD is a strategic decision - Page 7

post #61 of 96
This actually seems very plausible considering us enthusiasts are like what? 5 percent of the market?
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post #62 of 96
I don't see how you guys cannot understand the article...

The move is to CRUSH Intel...

Push APUs and capitalize in the Mobile Market! After seeing what Zacate could do, whoosh, I cannot wait to see Llano!

Nevertheless, I'll just have to be a patient man, cause I'm not much into the mobile platform..
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post #63 of 96
There's nothing plausible about it at all. Its obvious spin from a PR guy. AMD can't admit that the architecture is underperforming, that would be suicide. There is no logical reason to delay BD just to focus on Llano. Llano has nothing to do with BD and was going to launch as planned regardless of when BD launches. Furthermore, the delay of BD almost completely seals the fate of AMD's premium processors. The new release will put BD very close to the launch of SB-E and then IB. If AMD's strategy is to totally cede the upper end of the market to Intel and focus on selling processors for grandma to look up cookie recipes then that's a sad outcome for all of us....
post #64 of 96
Quote:
Originally Posted by Majin SSJ Eric View Post
There's nothing plausible about it at all. Its obvious spin from a PR guy. AMD can't admit that the architecture is underperforming, that would be suicide. There is no logical reason to delay BD just to focus on Llano. Llano has nothing to do with BD and was going to launch as planned regardless of when BD launches. Furthermore, the delay of BD almost completely seals the fate of AMD's premium processors. The new release will put BD very close to the launch of SB-E and then IB. If AMD's strategy is to totally cede the upper end of the market to Intel and focus on selling processors for grandma to look up cookie recipes then that's a sad outcome for all of us....
Not if I get some awesome cookies after its all said and done... All joking aside, very good/informative post.
post #65 of 96
Quote:
Originally Posted by Majin SSJ Eric View Post
There's nothing plausible about it at all. Its obvious spin from a PR guy. AMD can't admit that the architecture is underperforming, that would be suicide. There is no logical reason to delay BD just to focus on Llano. Llano has nothing to do with BD and was going to launch as planned regardless of when BD launches. Furthermore, the delay of BD almost completely seals the fate of AMD's premium processors. The new release will put BD very close to the launch of SB-E and then IB. If AMD's strategy is to totally cede the upper end of the market to Intel and focus on selling processors for grandma to look up cookie recipes then that's a sad outcome for all of us....
Oh yeah because AMD pushing Llano first,which will cover most of the market,then roll out Bulldozer for the enthusiasts afterwards,is such PR spin.
You still don't get it? It would just be plain stupid to release Bulldozer before Llano. You won't see any of the OEM's such as Dell,HP,Toshiba,or Acer using Bulldozer. AMD most likely produced more Llano APU's,now they need time to manufacture enough Bulldozer cores.
Nope,Bulldozer just sucks it's all BS and lies.
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post #66 of 96
its very plausible they pushed the launch for strategic reasons, they already sold out of apus, production of bulldozer has probably been pushed back as a result.

They would have known this was happening months ago when the apu orders were coming. Given this is more profitbable and a bigger market, it makes complete sense to delay, if there are production constraints.

Also you never launch two products at the same time, the marketing department cant handle the load and its confusing for consumers as you are trying to sell them two products. It is like fighting a war on two fronts, you just dont do it.
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post #67 of 96
Quote:
Originally Posted by MrLinky View Post
So... AMD is supposedly holding Bulldozer back so the Llano APUs can have the spotlight for awhile?
I agree, if this stunt was true then it would have only 2 reasons:
  1. To put the limited number of Bulldozer CPUs in servers. 8 cores @2.5GHz & 3.5GHz Turbo is good enough for servers, not good enough for desktop performance crown.
  2. They can rely on Llano on desktop to create enough buzz and design wins until the B2 Bulldozer revision and real volumes start shipping. If Bulldozer 8 cores will sell for 200$ and Llano Quads for 100$ then Llano may be more profitable.
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post #68 of 96
Quote:
Originally Posted by Heavy MG View Post
Oh yeah because AMD pushing Llano first,which will cover most of the market,then roll out Bulldozer for the enthusiasts afterwards,is such PR spin.
You still don't get it? It would just be plain stupid to release Bulldozer before Llano. You won't see any of the OEM's such as Dell,HP,Toshiba,or Acer using Bulldozer. AMD most likely produced more Llano APU's,now they need time to manufacture enough Bulldozer cores.
Nope,Bulldozer just sucks it's all BS and lies.
Not to get in the way of flames or anything, but why wouldn't Dell or HP use bulldozer CPU's in their desktops? AFAIK, the Llano chips are for mobile computing - BD for desktop applications. (Let's not forget that the high-end chips still have a home for alienware users, which Dell owns.)

I personally don't care what the reason for the push back is, I buy what performs the best within a time-frame, not by the brand. Hopefully bulldozer rocks our socks, but if it doesn't, I can see the SB-E pulling in many enthusiasts.
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post #69 of 96
AMD needs to have a bigger OEM marketshare. When people buy laptops, they buy HP and Dell not AMD. AMD probably has a better chance of competing in the mobile/laptop market compared to the high end enthusiast desktop CPU market.
post #70 of 96
Assuming SB-E is like the previous "Extreme" chips, I'd be surprised if AMD ever expected to release a "competing" part. For Intel it requires a whole different socket (LGA2011 iirc?) and is a ridiculously priced part that is really more about marketing than any reasonable sales. By the time IB comes out, the first revisions of Bulldozer should be coming down the line and I'm sure they hope the to will scale similarly.

There is ALWAYS something newer/better/faster coming around the corner. The goal has to be to compete in relative terms at the most valuable price points. Right now, they can deliver an uppercut with Fusion (Zacate and Llano) that could really help the overall bottom line more than Bulldozer will. If demand really is that high, then it might just be an issue of production. It's not like all their resources are aimed at one project. In addition to Zacate, Llano, and Bulldozer, there is the current Radeon 6k series that is doing well in it's market and presumably a 7k series moving down the pipeline. The market segment anxious for Bulldozer is small compared to the potential market segments for the various Fusion chips and their discreet graphics cards.

It's sounding like a minor delay anyway. If there was a major problem with the chip, it wouldn't be a short delay like it seems to be suggested (From what I can tell it looks like maybe a month). It sounds like a priority shift in focus to the segments that have the biggest impact on the financial bottom line. Unfortunately, that isn't us.
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