Expectation:
Ryzen 3 3200G - 4C/4T - $99
Ryzen 3 3400G - 4C/8T - $149
Ryzen 5 3600 - 6C/12T - $199
Ryzen 5 3600X - 6C/12T - $229
Ryzen 7 3700 - 8C/16T - $299
Ryzen 7 3700X - 8C/16T - $329
Ryzen 9 3800 - 12C/24T - $499
Ryzen 9 3800X - 12C/24T - $529
Ryzen 9 3900 - 16C/32T - $699
Ryzen 9 3900X - 16C/32T - $729
Expectation:
Ryzen 9 3800 - 12C/24T - $499
Ryzen 9 3800X - 12C/24T - $529
Ryzen 9 3900 - 16C/32T - $699
Ryzen 9 3900X - 16C/32T - $729
The 8 core and under prices seem market reasonable but your price speculation above that makes no sense. Adding one additional 8 core chiplet wouldnt cost more as the whole 8 cpu. 299 vs 699. I would expect to see the base 12 core at 400-450 and the base 16 at 600 or less. Also I'm not convinced we see a 16 core on AM4 this year. 8 core die scarcity and TR platform competition make it questionable.
I can see a few reasons for a few things.
AMD is most likely putting most chip/lets to their servers. They won a few big builds Corona/Baidu/HLRS/Atos and no doubt the best will end up there.
To make inroads, their workstations will attempt to undercut Intel at every level. This shifts the cost per core downward. Current Threadripper pricing has shifted down to the point where many top segments can be seen at almost half the price.
The same can be said for the mainstream Ryzen processors. What once was $500 has fallen respectively as fast. Sure they are clearing first generation product but seeing 8 core 1700 well below 200 weighs down the value of everything.
I highly doubt AMD is going to push prices up from the bottom just to maintain a 4c8t segment, especially when Intels 8100 is nearing $100.
Near $100 6 core processors make sense especially when you think that there will be many more flawed 8->6 dies and native 4c8t segments will be held up by the APU arena.
I can always be wrong, but if I had a penny for every time someone said AMD was pricing Ryzen too low, I could afford a 2080 Ti. I'm expecting them to go for volume and marketshare if Intel doesn't have a 10nm answer ready this year.
If they keep the 8 and 6-core at same price but each gets around 15% more performance (clocks, IPC) that would already be a huge advancemnt given the previous 10 years of intel +5% stagnation with quads. They will still sell a lot of these chips. But if they start offerign them cheaper and also add 12 and 16 cores now already, those people don't need to upgrade for a decade. They will get market share now but at the cost of lower sells later on.
No, the 8-core even if it doesn't 100% beat a 9900k will remain around the $320 price point. You still get roughly same as a 9900k for much less money. That is more than cheap enough to build market share. I don't see a point in offering it for less than that.
That seems spendy. I just got 48 threads for $1230We already know the threatripper 2nd gen prices (12nm).
12nm transistors are a good bit cheaper; the transistors per core have gone up considerably so just add a 7nm premium of 10 to 25 percent to get from threatripper to ryzen 9 3000 series pricing.
$650 12c/24t threatripper
$880 16c/32t threatripper
I think full 8c chiplets will be in much higher demand due to prioritizing production for servers.
So I think roughly:
$725 Ryzen 24 threads.
$1150 Ryzen 32 threads.
Anything in that ballpark range is a pretty good deal considering the freq and ipc gains for 7nm Zen2. Both these will allow some good AM4 home and enterprise server builds. You get supercomputing in a compact matx form factor (including small form factor builds as small as itx).
The bandwidth and power limitations of AM4 will actually have the 32 thread model run at very good perf/watt. I expect 65W parts for both (So Ryzen 9 very much contrasts typical TR4 wattages).
For the 12c's I'd expect two or more sku's 65w and 95w (or possibly 105w) and most likely arrival around November.
However that won't be something that the average consumer really looks into.
Looking at retail listings of computers, usually the only information provided is the brand, maybe core counts, and clock speed.
E.g
Intel Core i3/i5/i7 or AMD Ryzen 3/5/7 Dual/Quad/Hexacore @ 3.5GHz
If an average consumer compared computers with an Intel Core i3 Quad core @ 3.7GHz or AMD Ryzen 3 Quad core @ 3.5GHz, they'd probably go with Intel because they recognize the brand more, or because of the higher clock speed.
If AMD puts 6 cores in their R3 then the comparison now becomes:
Intel i3 Quad core @ 3.7GHz or Intel i5 Hex core @ X
AMD R3 Hex core @ X GHz or AMD R5 Octa core @ X
Even if the AMD system is the same price as the Intel one, the extra two cores adds to the persuasiveness of choosing AMD over Intel.
AMD isn't trying to win market share in the high-performance consumer market with zen2. It's simply too small, and they've already won there with core count/price with Zen 1. Their next target should be the mass market with less informed consumers who will only look at numbers on the surface.
AMD is not going to win the marketing war against Intel, EVER.
It's a pointless war that AMD cannot possibly win.
The best thing AMD can do is make sure its OEM partners (i.e. Lenovo, HP, Dell) compliment its processors with good hardware (i.e. fast SSDs, quality high resolution displays, etc).
Sure with Intel as large as it is now and its legacy, it'd be pointless for AMD to directly fight Intel in marketing. But business and perceptions change so I think it'd be naive to say that AMD would never manage to beat Intel.
Plus my point isn't that AMD is trying to beat Intel in marketing; I think AMD is trying to appeal to consumers directly with competitive specs instead of a propaganda campaign against Intel. You know, like the good old days when people weren't so obsessed with brand names.
Their next target should be the mass market with less informed consumers who will only look at numbers on the surface.
AMD isn't trying to win market share in the high-performance consumer market with zen2. It's simply too small, and they've already won there with core count/price with Zen 1. Their next target should be the mass market with less informed consumers who will only look at numbers on the surface.
Erm. No.
There next target should be (and is) the server/HPC market where the profit margin per CPU dwarfs that of the consumer side.
[In fact - its probably debatable whether that was ever not the target anyway!]
Those salespeople or friends are just as likely not hard-core enthusiasts like usAlso the less informed people, the mass market, you talk about doesn't even know what intel or AMD is. They eihter get something cheap, ask a salesperson or get help from relatvies or friends.
That's a fair point; but I wouldn't call APUs mass market either because to me, the iGPU is too powerful.8-core / 6-core CPUs probably without an iGPU are by defintion not mass market. That would be more the territory of the APU, quad-core with iGPU. AMDs problem also are margins and that is why their actual target is the server market.
Expectation:
Ryzen 3 3200G - 4C/4T - $99
Ryzen 3 3400G - 4C/8T - $149
Ryzen 5 3600 - 6C/12T - $199
Ryzen 5 3600X - 6C/12T - $229
Ryzen 7 3700 - 8C/16T - $299
Ryzen 7 3700X - 8C/16T - $329
Ryzen 9 3800 - 12C/24T - $499
Ryzen 9 3800X - 12C/24T - $529
Ryzen 9 3900 - 16C/32T - $699
Ryzen 9 3900X - 16C/32T - $729
What you got wrong is that you think that you can just take something, and die shrink it to make it cheaper.
That used to be universally true back in the day, but the cost of smaller processes are becoming so expensive that is no longer necessary true.
16c CPU is a bit too cheap, IMO, unless if AMD decides to go nuclear on Intel and sacrifices their own potential short-term profit, which is admittedly not that unlikely, I suppose. Not even 2x of the cheapest 8c CPU's price...I think prices on this list are on the high side, and both 12 and 16 core in the same series seems unlikely to me. I do think they will try to hit Intel hard where it hurts (their sweet spot is the 6C/6T 8600/9600(K)
My guess would be this:
Ryzen 3 3300 - 6C/12T - $149
Ryzen 3 3400 - 6C/12T - $199
Ryzen 3 3400X - 6C/12T - $229
Ryzen 5 3500 - 8C/16T - $249
Ryzen 5 3600 - 8C/16T - $299
Ryzen 5 3600X - 8C/16T - $329
Ryzen 7 3700 - 12C/24T - $349
Ryzen 7 3800 - 12C/24T - $399
Ryzen 7 3800X - 12C/24T - $429
Ryzen 9 3900 - 16C/32T - $449
Ryzen 9 3900X - 16C/32T - $499
The problem with that graph is that it is based on a 250mm die. AMD aren't targeting anywhere near that figure for their 7nm chiplets, so the yield would be much higher, resulting in a cost per yielded mm of a fair bit lower than the 4.00 figure referenced by the graph itself.If the above graph is true, 80mm2 at 7nm = ~150mm2 at 14nm (14/16nm is above 2.00 and 7nm is bellow 4.00)
Ryzen 14nm APU die is 210mm2 sold at MSRP of $99 (Ryzen 3 2200G), thus cost should be close to 110mm2 at 7nm
Now the IO chip of the new Ryzen 3 is close to 110mm2 manufactured at 14nm GloFo which will make it extremely chip.
6C 12T Ryzen 3 can easily have MSRP of $99-$120
8C 16T Ryzen 3 at MSRP of $199 is also easily achievable using the same single chiplet SKU.
16c CPU is a bit too cheap, IMO, unless if AMD decides to go nuclear on Intel and sacrifices their own potential short-term profit, which is admittedly not that unlikely, I suppose. Not even 2x of the cheapest 8c CPU's price...