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[AMD] AMD Financial Analyst Day 2015

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post #51 of 283 (permalink) Old 05-06-2015, 11:16 AM
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Originally Posted by PostalTwinkie View Post

These events are strictly for the purpose of blowing smoke up the ass' of the shareholders.


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post #52 of 283 (permalink) Old 05-06-2015, 11:16 AM - Thread Starter
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Originally Posted by Ganf View Post

Yeah but that really just puts it in the same region as intel's 6-8 core offerings for clock speed. Though it would be nice to see AMD ahead in that particular category, it's the one edge that they've kept fairly well.
Maybe if they pull a Moar cores server chip with better than Intel efficiency it will work out very well. A lot of waiting for now I'm glad with info on Carrizo it may be what Core M didn't deliver for me so depending on review I might buy one. (new stickers bitc... Maartens love stickers)
Originally Posted by kpzero View Post

Not seeing K12 until 2017 is somewhat annoying. No android tablets any time soon.
High end tablets always come late. And with AMD not focusing on tablets themselves chances are somewhat small to see it early on.
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post #53 of 283 (permalink) Old 05-06-2015, 11:16 AM
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AMD has released a bunch of slides in regards to their GPUs and their APUs:


First and foremost, 2016 will be the year of FinFET across AMD, both for the CPU and GPU. Just like Zen, AMD will have GPUs on an unnamed FinFET process in 2016. AMD isn’t saying much else about 2016 at this point in terms of chips or architecture, but they are saying that the combination of the 2016 architecture and the use of FinFET will result in a 2x improvement in energy efficiency over what AMD is calling their “previous generation GPU” (though it’s not clear if it’s relative to an existing GPU or something else due in 2015). Based on AMD’s comments, it sounds like the majority of these gains will come from the use of the newer manufacturing process, as opposed to architectural efficiency gains. AMD is also mum on which fab will be building this GPU, however the timeframe is such that it lines up with TSMC’s 16nm FinFET plans, with TSMC being AMD’s traditional fab of choice for GPUs.

If it is true that they are going with TSMC, then we may not see a Global Foundries GPU after all?

The other question - a double improvement in energy efficiency? I suppose it's possible (Nvidia made a jump from the 580 to the 680 that was very impressive Fermi to Kepler saw huge jumps and if there is a FinFET process, they will have the benefit of a die shrink too).



In terms of features, AMD once again confirmed that they’re aiming for significantly higher performance, on the order of a 40% increase in Instruction Per Clock (IPC) throughput. In a significant shift in threading for AMD’s x86 CPUs, Zen will also shift from Bulldozer’s Clustered Multithreading (CMT) to Simultanious Multithreading (SMT, aka Intel’s Hyperthreading). CMT is the basis for Bulldozer’s unusual combination of multiple integer cores sharing a single FPU within a module, so the move to SMT is a more “traditional” design for improving resource usage, and it means Zen will similarly have a more traditional resource layout. AMD is also labeling Zen’s cache as a “high-bandwidth, low latency cache system,” though at this time they aren’t quantifying just how that differs from the Dozer family’s cache.

Meanwhile AMD has confirmed that Zen will be shipping in 2016, and that it will be produced on a yet-to-be-named FinFET process. Our bet would be that AMD continues to use traditional partner (and spin-off fab) GlobalFoundries, who will be ramping up their 14nm equipment for next year as part of their licensing/partnership with Samsung to implement Samsung’s 14nm FinFET process. Zen at this time is AMD’s priority, to the point where the company is willing to push back the ARM K12 in order to get Zen out the door.

If they actually pull off a 40% IPC improvement, that would be huge.

Edit: Should this be merged with the AMD Financial Analyst thread or is Anandtech's analysis worthy of it's own thread?
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post #54 of 283 (permalink) Old 05-06-2015, 11:17 AM
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The 300 series exists after all! ...maybe.
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post #55 of 283 (permalink) Old 05-06-2015, 11:19 AM - Thread Starter
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post #56 of 283 (permalink) Old 05-06-2015, 11:20 AM
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With just 40% increase in IPC (or roughly 50% over Piledriver)...

The design must reach at least 4.5GHz on the process available during the release and it must have at least 8 SMT cores (w/ 16 threads).

Given that AMD has no previous experience on the new manufacturing process and the available process variants will be targeted to LP (low power) I´d say the up to 4.5GHz is pretty damn tall order if not impossible. I would expect more like 3GHz stock and around 3.5GHz maximum frequency scaling when overclocked.

Unless these parts are able to clock similar way as Piledriver for example the 40% increase in IPC is not nearly enough.
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post #57 of 283 (permalink) Old 05-06-2015, 11:20 AM
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Originally Posted by Gorea View Post

The 300 series exists after all! ...maybe.

What they haven't said is, They are pulling an Nvidia and going straight to R400 rather than R300 wink.gif

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post #58 of 283 (permalink) Old 05-06-2015, 11:22 AM
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post #59 of 283 (permalink) Old 05-06-2015, 11:22 AM
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Based on the one computing/graphics slide, the Zen FX will probably have a small gpu (I am guessing maybe 128 or 256) likely for compute.

Originally Posted by Ganf go_quote.gif

Microsoft is making money. They can wander around lost all they want as long as they keep tripping over gold nuggets. AMD is just alone in the woods getting mugged and sodomized at every turn.
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post #60 of 283 (permalink) Old 05-06-2015, 11:23 AM
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Originally Posted by Alatar View Post

The GPU part definitely did sound like Lisa specifically said that HBM is happening specifically on the high end desktop side.

And seems like the leaked zen slides were at least in part bogus. No FM1 socket, AM4 is the thing that's coming.

Also more slides:


Great info! Thanks!

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