Originally Posted by Buris
Here's how I see it, chiplets are going to be smaller, perhaps 20-30% smaller.
IPC is 8-10%, SC performance as a whole, up to 15% on Zen 3.
These much smaller chiplets? Three on an AM4 CPU, 999$+.
If I were AMD, I would re-launch some Zen 2 (7nm) products as low-end SKUs, not including the expected Zen 2 APUs. Especially as 7nm should be a bit more free from Apples massive orders. That's not what people like myself want to hear, but it makes sense from a financial perspective!
I think a thousand-dollar 24-Core Zen3 AM4 CPU is exactly what AMD might be planning, they need to show investors they can really capitalize on market dominance.
7nm+ won't deliver that much in terms of size reduction. It'll be "15% to 20% more density
IPC uplift, going by the latest rumour, will be 8% and max clocks 200 Mhz extra compared to Zen 2.
From what AMD has been doing in the CPU space since 2017, I'd say that they will focus on cementing their position. The size reduction isn't enough to put any extra chiplets on the CPU's PCB, nor would it make market sense. Also, 24 cores being fed with dual channel DDR4 isn't a good match. Zen 4 in 2021 will be paired with DDR5, it's then that we can start thinking about that. That'll be on 6nm too most probably, which will help in terms of die size.
What AMD needs for Zen 3 is a Zen+ type of release in terms of stability and polish, getting the AGESA right from the start and a PCIe 4.0 motherboard line-up with a Southbridge that is made on a smaller node that doesn't need active cooling, and at the same time proclaim that they are now the overall performance winners, no 8 core 9900K or 10 core 10900K will be able to touch a Zen 3 based 16 core 4950X.
In my opinion Zen 3 will be even more important than Zen 2, it will be a tipping point.