Amd's semi custom apu speculation thread

[monstercameron]

Let's keep speculation in here so as not to pollute other threads!

 

[positivedoppler]

My guess is both devices are hand held since Lisa was quoted as saying both devices will start generating revenue in 2016. My interpretation is it will be on 14nm the same year AMD transitions to 14-16nm. A good reason to wait until 14 nm would be that both device has to be low power and therefore mobile. Beyond gaming might mean one of them is a phone/game hybrid?

$1 billion over three years or 333 million/year which equates to each of the design pulling in 167 million per year initially. If margins are close to the consoles of about $100 that means both devices will move about 1.5 million/ year.

It will be a small market so I think that narrows it down to portable gaming with perhaps tablet or cellular capability. I think that would be either Microsoft or Sony.

I doubt this will be a Nintendo console refresh as the volume is too low. Lisa did say that what she likes about the two wins is that they're stickies so the duration will be far longer than 2 years. So I'm leaning towards the x86 being a Sony or Microsoft portable gaming device with tablet or cellular capability. The x86 would be for compatibility with their existing console.

As for the ARM one, I'm guessing VR headset.

 

[ZYFER]

Well, we do know that AMD has already entered the x86 Android tablet platform. So it isn't out of the realm of it for them to seek further ground in the Android Tablet and/or cellphone market with a better spec processor.

It might make having a cheap yet powerful cellphone more reasonable. Intel has hardly even tried really. AMD has the benefit of their GPU architecture now too, which could prove a nice benefit for portable graphics.

 

[monstercameron]

Interesting thoughts guys, I'm a hold out for a new Nintendo system. Wii u bombed too hard and Nintendo -I assume- would try to prevent another GameCube.

A crazy thought would be virtual boy 2.0 with oculus.

 

[TheELF]

Well, we do know that AMD has already entered the x86 Android tablet platform. So it isn't out of the realm of it for them to seek further ground in the Android Tablet and/or cellphone market with a better spec processor.

It might make having a cheap yet powerful cellphone more reasonable. Intel has hardly even tried really. AMD has the benefit of their GPU architecture now too, which could prove a nice benefit for portable graphics.

Intel isn't trying for some so-so solution that will bring in money soon (they don't need it) they are trying to get their mainstream CPUs down to cellphone power levels. Just look at sandy -> haswell -> skylake always a much stronger IGPU a little bit stronger CPU and with lower overall consumption.

 

[EvilNodZ]

I think one could be some custom server chip and the other is for a gaming device. I would guess the ARM device is the server part and the x86 is for a gaming device since the last 2 x86 parts were consoles, but i could be miles off.

 

[hungtran]

My guess is Nintendo console for 3rd world market for X86 and server chip for Verizon datacenter for ARM.

 

[el etro]

My guess is the two Next Nintendo consoles, portable and standalone(is the right term? I'm brazilian, english is not my native language).

 

[ZYFER]

Nintendo tends to stick to their guns regardless. Buy there may be a separate device in their future.

 

[positivedoppler]

I doubt it's a console. New console should at least be 3 million units/year.

 

[JumpingJack]

Well, we do know that AMD has already entered the x86 Android tablet platform. So it isn't out of the realm of it for them to seek further ground in the Android Tablet and/or cellphone market with a better spec processor.

It might make having a cheap yet powerful cellphone more reasonable. Intel has hardly even tried really. AMD has the benefit of their GPU architecture now too, which could prove a nice benefit for portable graphics.

Have you actually seen an AMD based Android tablet? Is there one on the market? I would love to get my hands on one.

 

[VirtualLarry]

Have you actually seen an AMD based Android tablet? Is there one on the market? I would love to get my hands on one.

I'm a bit curious about that too...