AMD Q415 results

Page 3 - Seeking answers? Join the AnandTech community: where nearly half-a-million members share solutions and discuss the latest tech.

AMDisTheBEST

Senior member
Dec 17, 2015
682
90
61
Take in care something: AMD dies, nVIDIA leaves the x86 market soon after since Intel would start to find a way to lock nVILINK and nerf PCI-e and since they are with the US government, they won't be sued at least initially. Also nVIDIA knows that the dGPU market is slowly dying and without competition, they won't continue the situation like that. They are moving too. They are going Post PC too. They won't waste time on a market who is about to die and without competition, they know that they won't last long enough.

Also it means the death of GloFo (yeah, AMD dies, they do too) and a MASSIVE defeat of Samsung, Khronos (Vulkan) , Nintendo, Sony and Microsoft since the first will lose a key client, the 2nd will lose a BIG supporter, the 3er will lose their only CHEAP way to enter to the current graphics market (they won't move to Intel or nVIDIA, so they will be Power PC all over again and you know how they looks on that), Sony will lose a lot of boost and since they won't move to Intel... maybe they go ARM...

And Microsoft simply leave for real the Console World since Intel is about to enter to that world too and they have other priorities. Even more, since XBox One didn't sold well and is still NOT selling in most countries, seems that this is the last generation from MS on the console world, also they started to focus on PC world again.

Even more, that will mark a defeat of VIA since they need a mid tier competitor to stay alive, without them, Intel will likely to revoke their x86 licence.

when has nvidia ever entered the x86 market in the first place? I have heard of Taiwanese VIA but Nvidia???? Didnt intel bribe them to not enter the x86?
 
Mar 10, 2006
11,715
2,012
126
If AMD does go under, i will weep in sorrow :'(
But... that will also mean we will see the US antitrust division splitting both Intel and Nvdia apart. Oh boy, won't that be fun to watch

Wouldn't happen, sorry to burst your bubble. Intel is not even close to dominant in the worldwide market for computer processors these days as the ARMy is so keen to point out.

Same w/ NV -- they are waaaayyy below others as far as GPU shipments go.
 

AMDisTheBEST

Senior member
Dec 17, 2015
682
90
61
Wouldn't happen, sorry to burst your bubble. Intel is not even close to dominant in the worldwide market for computer processors these days as the ARMy is so keen to point out.

Same w/ NV -- they are waaaayyy below others as far as GPU shipments go.

This makes as much sense as saying coca cola will compete with McDonald in the fast food industry lol. Who's there to compete against intel in the x86 market? Until we see ARM servers and PCs, it is unlikely.
 
Mar 10, 2006
11,715
2,012
126
This makes as much sense as saying coca cola will compete with McDonald in the fast food industry lol. Who's there to compete against intel in the x86 market? Until we see ARM servers and PCs, it is unlikely.

BS. The "x86 market" is a mere subset of the worldwide market for computer processors.
 

deasd

Senior member
Dec 31, 2013
553
867
136
I suggest Admin to establish a Finance category to manage topic like this thread, because finance and CPU-tech topic is not even closed to each other.
 

Abwx

Lifer
Apr 2, 2011
11,166
3,862
136


So it seems that the announced 40% IPC improvement was a very conservative estimation, by now they have real silicon and certainly also real numbers..
 
Mar 10, 2006
11,715
2,012
126


So it seems that the announced 40% IPC improvement was a very conservative estimation, by now they have real silicon and certainly also real numbers..

They don't have real silicon. They don't even have samples yet. Listen to the call.
 

Abwx

Lifer
Apr 2, 2011
11,166
3,862
136
They don't have real silicon. They don't even have samples yet. Listen to the call.

They forcibly have some since november, Polaris was silicon taped out earlier, otherwise it couldnt had been demoed recently, two months wouldnt had been enough to debug the chip and etch a single revision at GF.

At the end your statements are completely out of tune in respect of industry delays and sound more like exorcism of a fear than as a logical reflexion..
 
Mar 10, 2006
11,715
2,012
126
They forcibly have some since november, Polaris was silicon taped out earlier, otherwise it couldnt had been demoed recently, two months wouldnt had been enough to debug the chip and etch a single revision at GF.

At the end your statements are completely out of tune in respect of industry delays and sound more like exorcism of a fear than as a logical reflexion..

Yeah, OK. AMD's CFO said in December that Zen hadn't taped out and told investors to listen for this key milestone. Given the piss-poor financial results AMD just announced and guided to and the beating that the stock is about to take, don't you think they would have reassured investors that they had working chips and that the performance is super duper?

The fact that they didn't say that is very likely indication that it's not true.

Also, sneaky, sneaky AMD...they put the Zen CPU IPC uplift in the DATA CENTER column, not the client PC column, and are now claiming >40% IPC uplift. Last CPU AMD had in the DATA CENTER was Piledriver based.
 

Phynaz

Lifer
Mar 13, 2006
10,140
819
126
I suggest Admin to establish a Finance category to manage topic like this thread, because finance and CPU-tech topic is not even closed to each other.

Or you could, you know, just ignore them.
 

Phynaz

Lifer
Mar 13, 2006
10,140
819
126
Also, sneaky, sneaky AMD...they put the Zen CPU IPC uplift in the DATA CENTER column, not the client PC column, and are now claiming >40% IPC uplift. Last CPU AMD had in the DATA CENTER was Piledriver based.

Nice catch. Starting to look like they are getting caught with their pants down again.
 
Mar 10, 2006
11,715
2,012
126
Never short of words when it comes to bash AMD, hey..?..

I am an equal opportunity "basher." I bash mediocrity, poor execution, management attempting to pump their stock price with grandiose claims of the future, and unsubstantiated claims from people whose agendas seem to be to show that "AMD IS THE BEST" while "INTEL SUX0RZ" when reality does not bear out those claims at all (i.e. your GloFo 14nm is better than Intel 14nm in perf/watt claim).

If AMD executes and starts delivering where it counts, I will be positive on them and even buy some of their products for my use. I think right now the glimmer of hope for them is Polaris which actually looks good, but of course we need to see what NV has up its sleeve before getting too excited.

Does change nothing, it s more than competive, you can look at the competition, all their highest scores are achieved with high TDPs, to the point that NBC discard Prime 95 for some Intel based laptops.

Haha, ok.
 
Last edited:

Abwx

Lifer
Apr 2, 2011
11,166
3,862
136
Yeah, OK. AMD's CFO said in December that Zen hadn't taped out and told investors to listen for this key milestone. Given the piss-poor financial results AMD just announced and guided to and the beating that the stock is about to take, don't you think they would have reassured investors that they had working chips and that
the performance is super duper?

It s not in a CFO s role to give infos about products release dates...

Now we know that Polaris will be released in summer 2016, Zen being released a few months later mandate having silicon currently as it s a product that is vastly different from previous CPUs contrary to the new GPUs.

The fact that they didn't say that is very likely indication that it's not true.

Lol, this is typicaly a perception of yours, i think that you would say otherwise with the same words coming from another certain firm...

Also, sneaky, sneaky AMD...they put the Zen CPU IPC uplift in the DATA CENTER column, not the client PC column, and are now claiming >40% IPC uplift. Last CPU AMD had in the DATA CENTER was Piledriver based.

That s very good because servers applications are mainly Integer based apps, so the IPC uplift will be huge as Integer code ILP is much more difficult to improve than FP code ILP.
 
Mar 10, 2006
11,715
2,012
126
It s not in a CFO s role to give infos about products release dates...

CFO better know all about tape outs given that there is a pretty significant operating expense increase associated with taping out a major CPU design.

Now we know that Polaris will be released in summer 2016

Yep, looking like good execution from RTG so far.

Zen being released a few months later mandate having silicon currently as it s a product that is vastly different from previous CPUs contrary to the new GPUs.

Zen isn't a "few months later." They are saying SAMPLES for Zen-based server CPUs in 2016 with production volumes in 2017. For Summit Ridge they're claiming late 2016, which probably means Q4 and I'd bet the tail end of it at this point.


Lol, this is typicaly a perception of yours, i think that you would say otherwise with the same words coming from another certain firm...

I rip on Intel quite often on these very forums. Just bring up "Intel mobile" or "Intel Atom" and I'd be happy to show you just how harsh on the company I can be

That said, you WON'T see me ripping on their desktop/server CPUs because guess what? They're best in class, excellent performance and power and only a select few people routinely try to spread FUD about how Intel chips are actually terrible but that the whole world is being hoodwinked by "amazing marketing."
 
Last edited:

DrMrLordX

Lifer
Apr 27, 2000
21,797
11,143
136
Nope, they tested both single and dual-channel. And the 10 x 9 result is with dual-channel.

Considering how gimped most Carrizo machines are, that's quite impressive, especially when you compare it to how well mobile Kaveri did in the same space.

Haterade :sneaky:

You win a cookie! Er, well you would if I had one.

kr4d l33+ d00d

Isn't Bristol Ridge limited to relatively slow DDR4 though? 2400?

Yes, which is quite disappointing.

When was the last time AMD legitimately challenged AMD with competition?

Whoa.
 
Last edited:

Abwx

Lifer
Apr 2, 2011
11,166
3,862
136
CFO better know all about tape outs given that there is a pretty significant operating expense increase associated with taping out a major CPU design.

At this point he still is on the dark as it s not an information he need to manage AMD s current finances, only the CEO and technical staff are on the know of what is after all a strategic info.

Yep, looking like good execution from RTG so far.

Process is the same so CPU dpt should be on the same level.


Zen isn't a "few months later." They are saying SAMPLES for Zen-based server CPUs in 2016 with production volumes in 2017. For Summit Ridge they're claiming late 2016, which probably means Q4 and I'd bet the tail end of it at this point.

Thing is that OEMs must be sampled CPUs quite earlier than GPUs, if as announced they are on schedule for a 2016 release then ESs must be delivered no later than in a few months, wich point to revisions being already in the work, that s surely what Kumar was talking about, that is, that the definitive revision is still not taped out.

I rip on Intel quite often on these very forums. Just bring up "Intel mobile" or "Intel Atom" and I'd be happy to show you just how harsh on the company I can be

That said, you WON'T see me ripping on their desktop/server CPUs because guess what? They're best in class, excellent performance and power and only a select few people routinely try to spread FUD about how Intel chips are actually terrible but that the whole world is being hoodwinked by "amazing marketing."

I would say that 15% better perf/watt for 14nm and mainstream CPUs is not a catastrophic number since their 22nm was of quite good quality and considering density improvements, but for a low power chip like Atom it cant compensate for a design lacking some ambitions from the start...

To get back on topic GF s 14nm will allow them some design freedom because of the much improved perf/watt, Polaris already give some hints as it s apparently more than 2X more efficient process wise than 28nm, that said TSMC vanilla 28nm is not a good comparison, moreover for the one used to fab AMD s GPU and wich is of very bad quality in AMD s own words..
 

AtenRa

Lifer
Feb 2, 2009
14,003
3,361
136
Joke's on you, dude:

The humiliation is that Carrizo is a 28nm planar product and its competitive at low power environments of 15W TDP against Intels 14nm FinFet products.

If you take off the AMD and Intel words in the sentence, you would truly marvel the engineering work and technology involved to achieve such a thing.
 
Mar 10, 2006
11,715
2,012
126
The humiliation is that Carrizo is a 28nm planar product and its competitive at low power environments of 15W TDP against Intels 14nm FinFet products.

If you take off the AMD and Intel words in the sentence, you would truly marvel the engineering work and technology involved to achieve such a thing.

Spin it like a DJ, AtenRa
 

AtenRa

Lifer
Feb 2, 2009
14,003
3,361
136
Spin it like a DJ, AtenRa

Yea im good at telling things exactly the way they are. You know very well that if Carrizo was an Intel product it would sell like a champ and you would cheerleader at how amazing technology Intel has to design and produce such a chip at 28nm planar process when others need two FinFet process advantages to compete.
 
Mar 10, 2006
11,715
2,012
126
Yea im good at telling things exactly the way they are. You know very well that if Carrizo was an Intel product it would sell like a champ and you would cheerleader at how amazing technology Intel has to design and produce such a chip at 28nm planar process when others need two FinFet process advantages to compete.

Nope, if AMD were fielding SKL and Intel were fielding Carrizo, it would be an absolute disaster for Intel. Interestingly, this is exactly the situation that Intel faces in the mobility market. Intel has a worse overall architecture and is behind in process (22nm in phones v.s. 14nm from competitors).
 

AtenRa

Lifer
Feb 2, 2009
14,003
3,361
136
Nope, if AMD were fielding SKL and Intel were fielding Carrizo, it would be an absolute disaster for Intel. Interestingly, this is exactly the situation that Intel faces in the mobility market. Intel has a worse overall architecture and is behind in process (22nm in phones v.s. 14nm from competitors).

Phone/Tablet market is different than x86 Laptop/Desktop. In Phone/Tablet market Intel were competing on a razor thin margin battle when performance was not the dominant metric but low prices. Hence they immediately got an impressive market share within a year when they where more price competitive with the contra revenue trick. Performance was never a problem in Phone/Tablet market for BayTrail.
 

Gikaseixas

Platinum Member
Jul 1, 2004
2,836
218
106
The humiliation is that Carrizo is a 28nm planar product and its competitive at low power environments of 15W TDP against Intels 14nm FinFet products

That's why i admire the little guy, they just won't go away, even with a miniscule R&D, lack of revenue, etc.

I just hope they have enough to properly execute Zen.
 
sale-70-410-exam    | Exam-200-125-pdf    | we-sale-70-410-exam    | hot-sale-70-410-exam    | Latest-exam-700-603-Dumps    | Dumps-98-363-exams-date    | Certs-200-125-date    | Dumps-300-075-exams-date    | hot-sale-book-C8010-726-book    | Hot-Sale-200-310-Exam    | Exam-Description-200-310-dumps?    | hot-sale-book-200-125-book    | Latest-Updated-300-209-Exam    | Dumps-210-260-exams-date    | Download-200-125-Exam-PDF    | Exam-Description-300-101-dumps    | Certs-300-101-date    | Hot-Sale-300-075-Exam    | Latest-exam-200-125-Dumps    | Exam-Description-200-125-dumps    | Latest-Updated-300-075-Exam    | hot-sale-book-210-260-book    | Dumps-200-901-exams-date    | Certs-200-901-date    | Latest-exam-1Z0-062-Dumps    | Hot-Sale-1Z0-062-Exam    | Certs-CSSLP-date    | 100%-Pass-70-383-Exams    | Latest-JN0-360-real-exam-questions    | 100%-Pass-4A0-100-Real-Exam-Questions    | Dumps-300-135-exams-date    | Passed-200-105-Tech-Exams    | Latest-Updated-200-310-Exam    | Download-300-070-Exam-PDF    | Hot-Sale-JN0-360-Exam    | 100%-Pass-JN0-360-Exams    | 100%-Pass-JN0-360-Real-Exam-Questions    | Dumps-JN0-360-exams-date    | Exam-Description-1Z0-876-dumps    | Latest-exam-1Z0-876-Dumps    | Dumps-HPE0-Y53-exams-date    | 2017-Latest-HPE0-Y53-Exam    | 100%-Pass-HPE0-Y53-Real-Exam-Questions    | Pass-4A0-100-Exam    | Latest-4A0-100-Questions    | Dumps-98-365-exams-date    | 2017-Latest-98-365-Exam    | 100%-Pass-VCS-254-Exams    | 2017-Latest-VCS-273-Exam    | Dumps-200-355-exams-date    | 2017-Latest-300-320-Exam    | Pass-300-101-Exam    | 100%-Pass-300-115-Exams    |
http://www.portvapes.co.uk/    | http://www.portvapes.co.uk/    |