DrMrLordX
Lifer
- Apr 27, 2000
- 21,805
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With Zen 3 first launching October 2020, a launch in Q1 2022 is a standard product cycle of 15-18 months.
Sorry, but I'm just sick of people thinking that 15-18 months is an acceptable standard product cycle. The cadence is supposed to be "12-18" months which really means 18 months, or maybe a little earlier if you're lucky, kthx have a nice day! If that's okay for you great, but I'm frankly getting tired of it.
What makes you think waiting until Q1 2022 is AMD milking their dominant position over Intel? I'm sure they are much smarter than that.
If it gets AMD more money in the short term and pleases shareholders, what makes you think it's stupid? It may not be great for people that have been supporting them for years, but it's definitely good for their short-term bottom line.
They know they need to maintain their cadence to continue tightening the noose.
They could have broken Intel's back by next year, and now it's basically impossible, so oh well. Now things are kind of muddy.
There is no fixing anymore
I want to see more data on the MT clocks for the 5900X in particular. Those CPU-z MT numbers are fishy. We need more data, though. In any case, Matisse gained some considerable MT clocks on some systems with 1.0.0.3ABBA. I would not be surprised if Vermeer gets similar AGESA updates.
From the few articles that I have read on the subject, it sounds like the cycle time for processing a 7 nm wafer is on the order of 80 days. So AMD had to be manufacturing Zen 3 die more than 3 months ago to launch in October. It was probably more than 3 months ago since the packaging and testing process takes time and they need to stockpile supply.
I'm sure AMD started stockpiling as far back as May and probably had significant supplies available as far back as August. It's hard to tell since it doesn't seem like they've repeated the mistake they made last year of allowing mobo OEMs to offer file archives of months-old UEFI revisions.
They can’t try to fill current demand by increasing wafer starts now
They won't. Remember that the 3900X in particular sold out in July 2019 rapidly, and significant supplies took months to reach market. I recall it being about three months before AMD managed to alleviate the problem.
They can’t launch with low supply to gauge demand and then increase production due to long lead times.
They've done it before. And I think you're misinterpreting some of what I suggested.
Let's say AMD is getting x wafers per month, and they have to bin EPYC and Ryzen dice from those wafers. Automatically a certain n% goes to EPYC, since it's a higher margin product. AMD will gladly cannibalize any amount of desktop sales for more EPYC sales. But 100-n% dice don't bin properly for EPYC, so desktop Ryzen gets those.
Scenario one: I bin Y number of Ryzen dice from the first x wafers I get in one month of binning/packaging. I release CPU now and start selling them in limited numbers, watching sales and knowing that I already am getting x wafers/month anyway, so over the next 3-4 months, I'm going to get a steady supply of Ryzen dice no matter what future wafer orders I try to make in the interim. Initial sales can inform whether or not I need to accelerate my wafer orders. I can gather and utilize this data almost immediately, and even if it takes 3-4 months to get a larger quantity of wafers from TSMC, I'm still getting my x wafers/month anyway.
Scenario two: I bin 4Y number of Ryzen dice over the next four months, launch, and then gauge demand and maybe order wafers at a higher rate (I'm still taking x wafers/month anyway to keep up my future supply of Ryzen and EPYC, and I'll probably continue that for another 4-6 months minimum after the initial stockpile)
I can't see any particular reason why I would go with scenario two.
It will take a lot longer for Intel’s monopoly to dissolve. Although, at this point, I think both companies are going to have trouble against ARM unless Nvidia really screws it up.
Any people wonder why I think AMD should be hitting with Genoa in 2021, ASAP. Sheesh.