Discussion Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000)

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gdansk

Diamond Member
Feb 8, 2011
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The whole point of tiling is putting only the necessary bits onto the bleeding edge. Hope that helps!
And that's why AMD will never make a smartphone SoC. I don't know what your point is. Tiling won't make it cheaper than Qualcomm or MediaTek. Nor will it have better time to market. So they won't bother.

If there is an ARM AMD SoC it won't be on the leading process and it'll be for a semi-custom product that wants a phone-like SoC with good Linux drivers and the phone bits removed.
 

Joe NYC

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Jun 26, 2021
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They're using it for one small part without all the assorted IP a proper SoC would need. AFAIK there isn't even an entirely N3 SoC on the roadmap through 2025. Far behind MediaTek and Qualcomm.

There is also Strix Halo on N3e, and that is a more complete SoC than Turin Dense CCD.
 

gdansk

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Feb 8, 2011
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There is also Strix Halo on N3e, and that is a more complete SoC than Turin Dense CCD.
Shipping a year later? Plus still not a SoC despite the tile's name.

The AMD part closest to a phone SoC was made for Magic Leap then repurposed for Valve. And it fits the pattern I find believable: semi-custom, not leading edge, no phone bits and not used anywhere near a smartphone.
 

Josh128

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Oct 14, 2022
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They're using it for one small part without all the assorted IP a proper SoC would need. AFAIK there isn't even an entirely N3 SoC on the roadmap through 2025. Far behind MediaTek and Qualcomm.
They are using it for the biggest chiplet they will be producing for any CPU this generation, and for 16 core Zen 5C CCDs.
 

gdansk

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Feb 8, 2011
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They are using it for the biggest chiplet they will be producing for any CPU this generation, and for 16 core Zen 5C CCDs.
Neither of those are a highly integrated SoC like smartphones. It's all disaggregated, with different tape outs and timelines.
I understand some people feel the need to defend AMD. But they are laggard compared to the smartphones. Phone SoCs hit the same deadline with a half a dozen different IPs every year and are usually first on leading edge LP processes. AMD has absolutely no track record of doing that. They don't even have half the IP. Halo is their "closest" yet it has N4P CCDs and RDNA3.5 not 4 and it'll still be ~6 months after Granite Ridge and Strix Point.

Smartphones isn't a market for AMD.
 
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adroc_thurston

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Jul 2, 2023
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Neither of those are a highly integrated SoC like smartphones. It's all disaggregated, with different tape outs and timelines.
Yeah with more protracted and prolonged validation cycles since it actually has to work under duress.
They don't even have half the IP. Halo is their "closest" yet it has N4P CCDs and RDNA3.5 not 4 and it'll still be ~6 months after Granite Ridge and Strix Point.
?
What the hell is this schizophrenia? They don't touch N3e outside of Turin-D because it's hellishly expensive.
 
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Hans Gruber

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Dec 23, 2006
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Yeah with more protracted and prolonged validation cycles since it actually has to work under duress.

?
What the hell is this schizophrenia? They don't touch N3e outside of Turin-D because it's hellishly expensive.
It's either N3 or N3P moving forward. N3P is not yet released. It will show up at the end of 2024 or early 2025. The other option would be N3X but that's high end silicon as well. N3P is the best value. N3 according to Apple sucks other than power efficiency.
 

gdansk

Diamond Member
Feb 8, 2011
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They don't touch N3e outside of Turin-D because it's hellishly expensive
Only a problem for penny pinchers who don't want to actually sell anything at volume. Qualcomm, MediaTek, Apple and even Intel are all making N3 designs shipping in cheaper devices than Strix Point. M4 is 160mm2 of N3E and is shipping in far cheaper devices than HX370.

If N3E was too expensive for AMD you have to ask what's blowing out their transistor counts relative to the competition. And it isn't NPU alone - they all have NPUs.
 
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DavidC1

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Dec 29, 2023
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I can't even find the original source "smartphone magazine". The idea that AMD is moving into the smartphone market because Qualcomm stepped into the PC market is ridiculous. This looks like a baseless rumor.
I think the rumor is baseless, but you aren't searching deep enough. The WCCFTech article links to a Yahoo Finance article. And a simple search brings this:

Here's the relevant article: https://smartphonemagazine.nl/en/20...kyrockets-is-the-smartphone-industry-the-key/

One thing I agree is that it's nearly impossible to be in the smartphone market with x86. Intel had a decent one with Medfield, and it still lost, which was 13 years ago, because it still had to deal with differences in ISA. 13 years ago, Intel was at least 3 years late. In 2024? Might as well dream about it.

Even with ARM, AMD becomes another generic ARM vendor. I doubt they can be competitive with even top 5 vendors.
If such a plan exists it is focused where they have a chance. Smartphone is a lost battle with 3 companies who deliver at a pace AMD has never considered.
Absolutely. AMD and Intel only exists because of the artificially created x86 bubble. If the way they execute now were in the ARM space they would have got bankrupt in 5 years after iPhone came into the scene, so about 2014.
 
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gdansk

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Feb 8, 2011
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Absolutely. AMD and Intel only exists because of the artificially created x86 bubble. If the way they execute now were in the ARM space they would have got bankrupt in 5 years after iPhone came into the scene, so about 2014.
Only exists takes it too far. But it has become increasingly clear that x86 is a ghetto. It has only two slumlords; pick your favorite. Neither are willing (or are perhaps unable) to make the necessary investments.
 

gdansk

Diamond Member
Feb 8, 2011
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Oh look dumb boring people..... Sigh

Kinda funny how all the arm server designs look far more like x86 SOCs designs but way worse......

Yes those stupid x86 people would die, blah blah blah..... So boring and predictable....
AMD is doing well in one market - servers. Their cadence there is fine and they are occasionally even leading the pack in getting new nodes shipping (partially, in select SKUs). Granite Ridge isn't great, even the X3D part is a mere ~8% generational improvement for its target application. It only looks good due to Intel making its new parts worse.

But I'm coming from a discussion that asked if a "story" about AMD smartphone SoCs (using Zen LOL) was fake or real. And I can assure you they are not and will not be competitive in the smartphone space. AMD is barely competing in the laptop market where Intel is still mainly shipping duds like Raptor Lake H/P/U and Meteor Lake.
 
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