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[Planet3DNow] Displacement of the bulldozer, according to AMD is a strategic decision - Page 9

post #81 of 96
Quote:
Originally Posted by JCPUser View Post
Not saying I believe the press, however Global Foundries has a fixed capacity. IF AMD decided that they would be better off (i.e. will make more money) by dedicating nearly 100% of capacity to Llano then bulldozer production would be delayed.

It is plausible.
I'm still not buying into the fact that it somehow doesn't have enough manpower to release both, considering it's the one of the world's largest manufacturers.
    
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post #82 of 96
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Originally Posted by awdrifter View Post
Llano is not really competitive against SB performance wise, it's just more power eifficient, which doesn't matter too much on a desktop.
I disagree, it matters alot. If you been a victim of intel onboard graphics you would understand, CPU wise a Llano is fast enough for an normal person. It's not all about the raw cpu power when people who buy these things are watching movies, browsing the net, or even may want to play an older game.
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post #83 of 96
Quote:
Originally Posted by JCPUser View Post
Not saying I believe the press, however Global Foundries has a fixed capacity. IF AMD decided that they would be better off (i.e. will make more money) by dedicating nearly 100% of capacity to Llano then bulldozer production would be delayed.

It is plausible.
i'm sorry, but I see it as a pure AMD Spin, not selling on all market segments will cause them to lost more market share, if they had a successful product on their hands they would've produce both, and worrying about coping with the demand later.

just take a look at the smartphone business, Apple & Samsung having real trouble keeping orders filled, but that doesn't stop them from releasing new products, nor does it cause the consumer to choose a different phone.
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post #84 of 96
Thread Starter 
Quote:
Originally Posted by awdrifter View Post
They might as well wait for 32nm before launching this. Seeing that the Phenom didn't do so well until the die shrink.
BD/Llano are both 32nm.
post #85 of 96
Quote:
Originally Posted by NirXY View Post
i'm sorry, but I see it as a pure AMD Spin, not selling on all market segments will cause them to lost more market share, if they had a successful product on their hands they would've produce both, and worrying about coping with the demand later.

just take a look at the smartphone business, Apple & Samsung having real trouble keeping orders filled, but that doesn't stop them from releasing new products, nor does it cause the consumer to choose a different phone.
If they can take the laptop and mainstream desktop end with Llano that's much more market share than bulldozer would of produced. Plus AMD is not apple or samsung, they dont have to make the same choices. It could be a spin, but I like to give things the benefit of a doubt until there proof is there.
Edited by blaze200 - 6/3/11 at 3:46am
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post #86 of 96
Well regardless of the reasons behind the delay the fact is that they are losing potential customers, one of those being myself since I just couldnt hold out any longer and ordered an i2500k when the news of the delay hit.

I doubt any company's strategy would knowing cost sales and I am pretty confident they realise that this delay is costing them sales.
post #87 of 96
Quote:
Originally Posted by NirXY View Post
i'm sorry, but I see it as a pure AMD Spin, not selling on all market segments will cause them to lost more market share, if they had a successful product on their hands they would've produce both, and worrying about coping with the demand later.

just take a look at the smartphone business, Apple & Samsung having real trouble keeping orders filled, but that doesn't stop them from releasing new products, nor does it cause the consumer to choose a different phone.
Again, all I said was it is plausible. Furthermore, Glo-Fo manufactures more than just AMD products.

But, when push comes to shove I don't believe AMD either. I think there is some issue that is correctable with another spin. If bulldozer itself (as in the design) was just slow and full of fail... then why would they be releasing the server chips on time to battle with the future Sandy Bridge based Xeons. There was some manufacturing issue that will be fixed.


EDIT:
Quote:
Originally Posted by geovas77 View Post
I doubt any company's strategy would knowing cost sales and I am pretty confident they realise that this delay is costing them sales.
Obviously, they would only do this IF they determined that sacrificing 'dozer production would net them MORE money due to more llanos being manufactured and thus available to sell. Who knows... maybe OEMs are "breaking down the door" trying to get their hands on llano.
Edited by JCPUser - 6/3/11 at 3:50am
post #88 of 96
The big money maker is both bulldozer and llanos; however, bulldozer sales will be almost entirely to servers. If AMD sold out of Zacate and thought they might do the same with Llanos they may have changed fab schedules (reallocating bulldozer fab capacity to Llanos) to keep from running out of chips again. Also to consider is the fiscal year. Launching the primarily server chip when all the tech departments have just gotten their budgets for the year and are looking to upgrade/expand could be advantageous. Further, if both of these hold true AND it gives time for a newer/better revision, it is the best possible move.
post #89 of 96
I think far too many people are underestimating BD....

8 Cores has GOT to beat SB or AMD should just fold up shop....

Why would AMD continue knowing they would fail with BD if it wasn't up to par or beating the i7?

Common sense dictates that, to be competitive, you must be actually competitive..

Quote:
Originally Posted by hajile View Post
The big money maker is both bulldozer and llanos; however, bulldozer sales will be almost entirely to servers. If AMD sold out of Zacate and thought they might do the same with Llanos they may have changed fab schedules (reallocating bulldozer fab capacity to Llanos) to keep from running out of chips again. Also to consider is the fiscal year. Launching the primarily server chip when all the tech departments have just gotten their budgets for the year and are looking to upgrade/expand could be advantageous. Further, if both of these hold true AND it gives time for a newer/better revision, it is the best possible move.
That's actually very sensible reckoning there...

Llano is what AMD will most likely achieve new heights with, imho...

I see BD as a Server Chip more than a Desktop/Client Chip...

Though if the 4 core version is all that & a bag of chips, hey, awesome! (But it better be very price competitive!)
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post #90 of 96
Quote:
Originally Posted by _GTech View Post
8 Cores has GOT to beat SB or AMD should just fold up shop....
Why does it HAVE to beat SB?

It's 4 modules that have 2 "cores" each but share other parts of the chip design. Essentially it's the reverse of Hyper Threading. Both the 8 core SB chips and the i7 2600 have 8 threads for heavily multi-threaded apps. The hope is that on less threaded tasks these cores can pair up and help each other out. I really don't think expecting it to slam dunk SB is a fair expectation. Hopefully it will compete at the various price points vs Intel's offering, causing both companies to price more aggressively within the tiers bringing overall prices of both down for consumers. Hopefully in some tasks it will be faster, but in others, expect Intel to keep the lead.
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