Well, if GFL only has an LP process, then 2.9 GHz + boost would be an excellent achievement; I agree. Still, this is not optimal for AMD; and probably means AMD didn't have the cash to 'supplement' development of an SHP process for their top of the line APUs.
I'm sure they are using the HPP from
GFLs 28nm processes. But the 28nm SHP which appeared on roadmaps isn't listed for GFLs current processes; maybe AMD was supposed to pay for development, couldn't, and now has to make do with a process which is suboptimal for their purposes. This is one thing where going fabless doesn't help: if you need a unique process which no other customer wants, you'll still have to fully pay for its development. If you don't have the money, you're out of luck.
On the clockspeeds: I don't think they'll loose 25%. I'd rather excect something like 10%, if that. They are loosing SOI, and that will make it harder to clock high, but it's still a half-node shrink. Just for reference, SPARC T5 on TSMC 28nm seems to top out at 3.6 GHz.
Nonetheless, do you thing things are looking shaky for AMD in terms of overall performance potential or not?
In relation to expectations of Kaveri being some kind of "Intel killer"; yes, I think there's a rather high probability its performance will be "shaky".
In regards to Kaveri turning out to be a solid product for AMD, generating profits over its lifetime: no, I don't see a problem. As an entry-level iGCPU it should deliver good perf/$, if it improves on perf/W, it will be a good solution for mobile as well as some server applications (especially for SeaMicro machines). The strong GPU and HSA will make it attractive in some segments where Intel can't compete right now.
Sorry, I assumed that their would be tweaks to make better use of the process, thanks for pointing that out. Still, I think AMD may have had the time to switch over to Kaveri 'B' if: A) it was already in development and B) The need was realized early enough and C) the changes were more minor, like another 5% boost in IPC -
This doesn't make much sense. It's not really useful to keep CPU designers busy designing a "B" version of an architecture, when they should be working on your next-gen architecture. This is especially true if you're as financially constrained as AMD is.
The only reason to iterate over a basically finished design is when you realize that performance is so bad that you'll have problems selling it at a profit. Otherwise you'd rather take your lumps, ride with the suboptimal design and put everything into improving the future designs. This is what Intel did with Netburst after they realized the concept was fundamentally broken. Likewise, AMD is better off putting all available resources into Excavator.
IMHO, if they really needed to iterate Kaveri, this would point to serious problems remaining in their design workflow.
this is still a design which could probably see 10-15% IPC improvements every year
Uhm, where do you get the 10-15%? These are fantasy values IMO. I think everybody (sane) is agreed that Intel has been pulling off pretty good IPC increases after Core2. However, the total IPC increase between Conroe and Haswell has been "only" some 65% over 7 years. The annual IPC increase is:
1.65^(1/7) = 1.0741 = 7.4%.
This includes the one-time benefit of integrating the IMC in Nehalem (which AMD already did with K8), which was worth maybe 15%; if you exclude the IMC integration, the annual IPC increase is more like:
1.50^(1/7) = 1.0596 = 6%.
If AMD could achieve this kind of average IPC increases for Bulldozer-architectures with their much smaller budget, that would be impressive, but far removed from "10-15% per year".
Well, they could switch over to a much wider design, that would of course improve IPC dramatically (much as Netburst->Core2). If the purported AMD next-gen die-shots of a 4-wide architecture are valid, this is where AMD is headed. But of course we'll have to wait and see the kind of clockspeeds they'll be able to get with a wider architecture, and how they would be able to scale that architecture over time.
if AMD could run two full staffed design teams for it's leading edge APU products. Sure makes me wish they'd find $10B US in a coffee can buried out by the picnic tables at HQ (OK, I'm not serious, just in case someone is off their meds today).
Yep, this is the real problem. You need money to make money, but that is one resource which AMD really doesn't have (and never had, to be honest). It's impressive what they managed to achieve with their limited funds, but as for high-performance designs, they are probably out of the race. Which really doesn't matter for AMD as a company, if they can find other, secure markets. Actually AMD may end up as a more stable company when their transition works out as hoped.