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[crossmap] AMD Zen APU Release Date and Specs: Set to be Released by Q1 of 2017? Will be Called AMD Zen FX? - Page 14

post #131 of 150
Quote:
Originally Posted by AmericanLoco View Post

Server stuff comes late Q4 to certain customers. This has been the plan for a while.

The wccf article mentioned limited desktop FX enthusiast chips in Q4 2016 with full availibility in 2017 along with the server stuff
post #132 of 150
Quote:
Originally Posted by Nickyvida View Post

The wccf article mentioned limited desktop FX enthusiast chips in Q4 2016 with full availibility in 2017 along with the server stuff

wccftech...
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post #133 of 150
Quote:
Originally Posted by SpeedyVT View Post

wccftech...

Well Lisa said it at Computex earlier this year. WCCF and other tech sites were just quoting it.
post #134 of 150
Quote:
Originally Posted by SpeedyVT View Post

wccftech...

Its true. Straight from Q2 Earnings call transcript.
Quote:
Matt Ramsay - Canaccord Genuity - Analyst
Thank you for the color and it's good to hear. I guess another question on Zen more in the PC market -- because I think your prepared remarks
focused a bit more on server -- but maybe you could give us a little bit of an update in the timing of desktop and notebook potential launches.
It just seems to me going into the holiday season that it's still a little unclear as to where Zen is going to land relative to holiday ramps in the Western
market and to Chinese New Year. So any color around that would be really helpful. Thank you.


Lisa Su - Advanced Micro Devices, Inc. - President and CEO
Yes. No, that's a fair question, Matt. So we have been very focused on the server launch for first half of 2017. Desktop should launch before that. In
terms of true volume availability, I believe it will be in the first quarter of 2017. We may ship some limited volume towards the end of the fourth
quarter, based on how bring-up goes and the customer readiness.

But again, if I look overall at what we are trying to do, I think the desktop product is very well-positioned for that high-end desktop segment, that
enthusiast segment, in both channel and OEM, which is very much a segment that AMD knows well. And so that's where we would focus -- on
desktop
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post #135 of 150
Quote:
Originally Posted by Kpjoslee View Post

Its true. Straight from Q2 Earnings call transcript.

Quote:
Lisa Su - Advanced Micro Devices, Inc. - President and CEO
Yes. No, that's a fair question, Matt. So we have been very focused on the server launch for first half of 2017. Desktop should launch before that. In terms of true volume availability, I believe it will be in the first quarter of 2017. We may ship some limited volume towards the end of the fourth quarter, based on how bring-up goes and the customer readiness.

The problem with this I feel is that we don't specifically know what she was referring to in the bold highlight. To me it sounds like she's referring to the server chips, not the desktop.
Edited by Robenger - 8/7/16 at 7:55pm
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post #136 of 150

Agreed. The first sentence seems to be expressing her intended subject, with the second more of an aside or incidental. The third brings the subject back on topic, which I think is indicated by the term "customer readiness" as in the purely retail market the customer is always 'ready'. 

     
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post #137 of 150
Quote:
Originally Posted by Robenger View Post


The problem with this I feel is that we don't specifically know what she was referring to in the bold highlight. To me it sounds like she's referring to the server chips, not the desktop.

Seems to me shes saying limited desktop with full true availability in 2017, which would check out with the slides.

The man was asking about desktop launch as well
post #138 of 150
Quote:
Originally Posted by Nickyvida View Post

Seems to me shes saying limited desktop with full true availability in 2017, which would check out with the slides.

The man was asking about desktop launch as well

Right, she says it should be available before the server segment, then I feel like she goes back to talking about the server chips after she mentions that desktop chips will be available. I base this off of what she said at Computex as well.
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post #139 of 150
Quote:
Originally Posted by Robenger View Post

Right, she says it should be available before the server segment, then I feel like she goes back to talking about the server chips after she mentions that desktop chips will be available. I base this off of what she said at Computex as well.

I think you might be overanalyzing a bit on her comments. I am sure she is talking about desktop part after Server part.

She already said server launch is going to happen in "first half", why narrow down the launch window by mentioning Q1 volume availability right after saying first half launch?
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post #140 of 150
Quote:
Originally Posted by SuperZan View Post

Agreed. The first sentence seems to be expressing her intended subject, with the second more of an aside or incidental. The third brings the subject back on topic, which I think is indicated by the term "customer readiness" as in the purely retail market the customer is always 'ready'. 

Use the question for context...

Here is the relevant transcript:
Quote:
Lisa Su - Advanced Micro Devices, Inc. - President and CEO


Our next generation Zen processor products passed several key milestones in the quarter as well. I'm excited to report that, in addition to conducting
the first public demonstration of our next generation Zen-based processor at Computex in June, priority server customer sampling began in the
quarter, and dual socket server platforms are now running at both our labs and our customers' labs.

We are pleased with the performance we are seeing with Zen hardware, which is helping to expand our customer engagements and accelerating
design win momentum across multiple OEMs and ODMs. We remain on track for volume shipments of our Zen server CPU in the first half of 2017.


Matt Ramsay - Canaccord Genuity - Analyst


Thanks for taking my questions. Lisa, I have a couple of questions on Zen. You gave some color in your prepared remarks about server opportunities
for Zen starting in the first half of next year. Maybe you could give us a little color on potentially what markets you are going after there, where you
see the opportunities?

It seems to me that a lot of different moving parts in the cloud market with open power and ARM, and then custom CPUs from Intel, but a pretty
big enterprise space that's x86 captive for you guys to go after. So I would just be interested to see what the strategy is going forward there and
where the design wins might come from?


Lisa Su - Advanced Micro Devices, Inc. - President and CEO


Sure, Matt. So, yes, let me give you a little bit of color how we see it. First of all, look, Zen is a brand-new CPU design and we had very ambitious
goals for it. And given where we are today, it's actually coming up very well.

We've demoed both desktop systems, and now we have server systems working in both our labs and our customers' labs. I would say as the progress
of Zen is -- goes along in terms of validation, the customer interest has increased. And so, while we did close a number of design wins in the second
quarter and we have a number more in the pipeline, as we go into the third quarter and more widespread availability.

Our view is, Zen is a general-purpose server architecture that can play in many different places. So you mentioned the cloud. I think that's certainly
one target market given the growth there. We also see there are workloads that would be particularly -- fit well for sort of the performance areas
that we're targeting. I think enterprise is also again very much a target area for Zen.

What we are looking for again is ensuring that we have a very high quality launch, and so we're working very closely with customers to make sure
that we run their workloads and demonstrate the performance improvement that we expect. But as I said overall, it's going well, and we continue
to work with customers to ensure that they see the benefits of Zen and working with AMD.


Matt Ramsay - Canaccord Genuity - Analyst


Thank you for the color and it's good to hear. I guess another question on Zen more in the PC market -- because I think your prepared remarks
focused a bit more on server -- but maybe you could give us a little bit of an update in the timing of desktop and notebook potential launches.

It just seems to me going into the holiday season that it's still a little unclear as to where Zen is going to land relative to holiday ramps in the Western
market and to Chinese New Year. So any color around that would be really helpful. Thank you.


Lisa Su - Advanced Micro Devices, Inc. - President and CEO


Yes. No, that's a fair question, Matt. So we have been very focused on the server launch for first half of 2017. Desktop should launch before that. In
terms of true volume availability, I believe it will be in the first quarter of 2017. We may ship some limited volume towards the end of the fourth
quarter, based on how bring-up goes and the customer readiness.

But again, if I look overall at what we are trying to do, I think the desktop product is very well-positioned for that high-end desktop segment, that
enthusiast segment, in both channel and OEM, which is very much a segment that AMD knows well. And so that's where we would focus -- on
desktop.

You should expect a notebook version of Zen with integrated graphics in 2017, and that development is going on as well. And so I think it's just a
time of a lot of activity around the Zen and the different Zen product families.
Quote:
Originally Posted by Robenger View Post


The problem with this I feel is that we don't specifically know what she was referring to in the bold highlight. To me it sounds like she's referring to the server chips, not the desktop.

Its been over 2 weeks and you still can't grasp what was said?
Quote:
Originally Posted by Slomo4shO View Post

Here is the recording of the conference call:

http://edge.media-server.com/m/p/6mr7pafn/lan/en

Question regarding desktop zen launch is at 23:40

Edited by Slomo4shO - 8/7/16 at 10:01pm
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