But the Playstation 4 design already manages to solve some of these issues. The Jaguar cores still have lower IPC than a gaming console would like, but at least they're power-efficient. The GPU gets the fast RAM (GDDR5) that it needs to run many AAA titles at 1080p. And this is all done on 28nm. Add a better CPU architecture (doesn't need to catch up to Intel's newest, just narrow the gap), the new GPU technology in Tonga and beyond, HBM in place of GDDR5, all on 16nm/14nm FinFET+ for more CPU/GPU oomph at lower power usage... and suddenly you have a very competitive product indeed, for both the PC market and the next generation of consoles.
That product would give them the *budget* gamer market. The high margin/high profit gaming enthusiast market and the workstation market would stay with dGPU solutions, while the bottom of the barrel would stay with AMD. Not a viable TAM.
Particularly I think this is a "go big or go home" issue, AMD either develops something to outright kill 90-95% of the dGPU market or they should stop this entire fusion crap and go back to the basics before they go bankrupt, meaning low capacity graphics capacity, renewed focus in CPU performance as a cheap alternative to Intel (and only that) and renewed dGPU push sans HSA crap. Given that AMD lack the management capacity to conceive this product, they should go back to basics. Long term, we already know that AMD is no match for Intel, they should either refocus on eating Nvidia's bacon or follow Nvidia's lead on the market.
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