We can always ignore him.
Apple specifically moved M2 Pro onwards onto mainline x64 packages since volumes for x128 were beyond miserable.
We can always ignore him.It did not seem super credible, and he did not seem to confident. Just throwing it out there...
Apple specifically moved M2 Pro onwards onto mainline x64 packages since volumes for x128 were beyond miserable.We don't know what the volumes will be of the Halo parts. But Apple is doing it, and is going to continue to do it. Intel is doing it, to some extent, but doesn't want to continue to do it.
RDNA3 one obviously.Does anybody know what generation of MALL Strix Halo has?
I thought they might've been able to pinch some extra RDNA4 IP for memory efficiency.RDNA3 one obviously.
Microsoft wants to bring Xbox experience to Windows handhelds
Microsoft is combining ‘the best of Xbox and Windows together’ for handhelds
Microsoft’s VP of ‘Next Generation’ says changes are coming in 2025.
by Tom Warren and Sean Hollister
Microsoft has done compact modes for Xbox apps on Windows that are focused on improving the handheld experience, but it’s a lot like putting lipstick on a pig instead of addressing the core experience. “I think we’ll have a lot more to share later this year,” teases Ronald. “I think it’s going to be a journey and I think you’ll see a lot of investments over time that you’re starting to see already, but we’ll have a lot more to share later this year.”
“I think, at the end of the day, our goal is to make Windows great for gaming on any device,” says Ronald. “The reality is the Xbox operating system is built on top of Windows. So there’s a lot of infrastructure that we built in the console space that we can bring to the PC space and really deliver that premium gaming experience on any device.”
Specifically, Microsoft has to tackle a lot of the very basics of making Windows more friendly to controllers and getting that Xbox experience to really drive things instead of the taskbar, Start menu, and other elements. “There’s just certain things in Windows that were not designed for if you don’t have a keyboard and mouse, like thumbstick support or joypads and stuff like that,” Ronald admits.
“There’s fundamental interaction models that we’re working on to make sure that regardless of the operating system details it feels very natively like a gaming-centric device and a gaming-centric experience.”
Ronald says the goal is to put an Xbox experience at the center — “not the Windows desktop that you have today.”
https://www.theverge.com/2025/1/7/24338778/microsoft-xbox-handheld-pc-gaming
It's not, it's catastrophic. Way below company average.Why? If AMD can increase market share and overall profit by taking a lower margin on halo SKUs, that seems like a win. 40% margin on 5 million units sold is better than 60% margin on 2 million units sold.
Why do you say that? In my example, they would earn more profit with a lower margin.It's not, it's catastrophic. Way below company average.
I don't understand this at all, what are they thinking? Why would they gimp laptop chip like that in 2026? Especially if RDNA 4 really makes much better use of limited bandwidth.Yeah only Halo is getting the new shinies, Medusa Point might be more or less Strix with a new CPU bolted on.
Lame, but still a great CPU bump, shame about handhelds though if true.
2027, no? 2026 is just reheated STX.I don't understand this at all, what are they thinking? Why would they gimp laptop chip like that in 2026? Especially if RDNA 4 really makes much better use of limited bandwidth.
40% was when they were near bankruptcy. Way below current corporate average. This is a halo product, should get at least 50%.Why do you say that? In my example, they would earn more profit with a lower margin.
Do they not have laptop chips for next CES? If RDNA 4 CU is really so much bigger I would still rather have 12 of those than 16 RDNA 3.Z.2027, no? 2026 is just reheated STX.
Nope.Do they not have laptop chips for next CES
Taking the 40% margin option in my example would put them further from bankruptcy because it would improve their overall profit and operating margin.40% was when they were near bankruptcy. Way below current corporate average. This is a halo product, should get at least 50%.
Because it’s not worth it when those wafers can be used for more profitable products? Targeting the mainstream segment and reigning in R&D costs was the right choice. Once they grow marketshare enough it might make sense to do a halo part again.Taking the 40% margin option in my example would put them further from bankruptcy because it would improve their overall profit and operating margin.
They had a 23% overall gross margin in 2016. 40% in one product segment isn't going to bankrupt them.
That's assuming they're constrained by wafer supply.Because it’s not worth it when those wafers can be used for more profitable products? Targeting the mainstream segment and reigning in R&D costs was the right choice. Once they grow marketshare enough it might make sense to do a halo part again.
definitely no dGPUs.
Some people did some BOM analysis in the RDNA4 thread. Though it's probably 50 pages ago now. I don't remember exactly what was said.do we have any insight to profit margins per e.g. 9700XT?
With how fast AMD is gaining marketshare, they are wafer supply constrained in terms of short-term flexibility. Yes you can order more years in advance but if you wanna increase supply of one product quickly, you gotta take that capacity from somewhere else. Epyc and Instinct are likely benefitting from this. A single Navi 48 = Five Zen 5 CCDs. You think it makes sense for them build something even bigger when they have 10% marketshare? That maybe .1% of GPU customers will buy? There’s nowhere near enough volume to justify the cost.That's assuming they're constrained by wafer supply.
If AMD only sold products in their most profitable segments, they'd only sell Instinct AI accelerators, Epyc server CPUs, and maybe 3DV-cache CPUs. No consoles, no laptop CPUs, and definitely no dGPUs.
Every estimate I’ve seen shows them making at-least 50% margin on Navi 48. Probably a bit more thanks to the cheap VRAM.do we have any insight to profit margins per e.g. 9700XT?
Short answer, yes I do. A diverse product portfolio is important in case one segment collapses. As I said originally, this hypothetical super-halo product would be 2-4 years out, so current wafer constraints aren't particularly relevant. And I think it would take a more than 0.1% of the dGPU market (local AI alone would be more than that).With how fast AMD is gaining marketshare, they are wafer supply constrained in terms of short-term flexibility. Yes you can order more years in advance but if you wanna increase supply of one product quickly, you gotta take that capacity from somewhere else. Epyc and Instinct are likely benefitting from this. A single Navi 48 = Five Zen 5 CCDs. You think it makes sense for them build something even bigger when they have 10% marketshare? That maybe .1% of GPU customers will buy? There’s nowhere near enough volume to justify the cost.
Every estimate I’ve seen shows them making at-least 50% margin on Navi 48. Probably a bit more thanks to the cheap VRAM.
they have 10% marketshare?
Yeah that's how you win.You think it makes sense for them build something even bigger when they have 10% marketshare