Speculation: Ryzen 4000 series/Zen 3

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moinmoin

Diamond Member
Jun 1, 2017
4,994
7,765
136
We have a bit more than that according to info from Digitimes that was echoed in several media outlets:
https://www.pcgamer.com/amds-next-gen-ryzen-4000-cpus-rumoured-for-september-launch/
That appears to be solely based on AMD moving the launch with the scheduling of Computex though. Personally I find that idea suspect, events like Computex are for pushing out the information, not the products themselves. Or will AMD stop Vermeer when Computex should end up being canceled?
 

coercitiv

Diamond Member
Jan 24, 2014
6,401
12,861
136
That appears to be solely based on AMD moving the launch with the scheduling of Computex though. Personally I find that idea suspect, events like Computex are for pushing out the information, not the products themselves. Or will AMD stop Vermeer when Computex should end up being canceled?
I can't see the Digitimes article, but what makes this news interesting is the reported information source: insiders from motherboard makers. The Computex part may simply be an indirect result of rescheduling.
 

Ajay

Lifer
Jan 8, 2001
16,094
8,106
136
I can't see the Digitimes article, but what makes this news interesting is the reported information source: insiders from motherboard makers. The Computex part may simply be an indirect result of rescheduling.
Actually, this makes more sense. The supply chain and production for mainboards is much more heavily dependent on China than CPU production is.
 

Yeroon

Member
Mar 19, 2017
123
57
71
Anyone hear when desktop renoir is expected to launch? Theories on how they will slot into the current pricing scheme?
 

Staples

Diamond Member
Oct 28, 2001
4,952
119
106
It took Intel 6-12 months to create a desktop part for the 10th gen (still not out) after their mobile variant. I am worried that AMD will do the same. When I see estimates of when is Zen 3 coming, I think it may be that plus another 6 months till the desktop chips come out.

Perhaps Intel is just so focused on the mobile market because they have an advantage over AMD where on the desktop, they don't.
 

amrnuke

Golden Member
Apr 24, 2019
1,181
1,772
136
It took Intel 6-12 months to create a desktop part for the 10th gen (still not out) after their mobile variant. I am worried that AMD will do the same. When I see estimates of when is Zen 3 coming, I think it may be that plus another 6 months till the desktop chips come out.

Perhaps Intel is just so focused on the mobile market because they have an advantage over AMD where on the desktop, they don't.
If AMD takes longer for Zen3 it will be because of COVID, not because they technically can't do it.

The delay with Intel bringing 10nm to desktop, it is because they technically just haven't been able to do it. That, and their lead in desktop "speed" is predicated upon GHz, which they do not have on 10nm.

If Intel is focused on the mobile market, and if they are, they're not doing a great job of it - the focus is because they are losing it, not because they have an advantage (other than in existing contracts).
 

Ajay

Lifer
Jan 8, 2001
16,094
8,106
136
If Intel is focused on the mobile market, and if they are, they're not doing a great job of it - the focus is because they are losing it, not because they have an advantage (other than in existing contracts).
Intel's laptop biz is fine AFAIK. Laptop buying decisions aren’t being made on technical specs. AMD needs to do a large joint advertising and marketing campaign with its partners - something I don’t think they have the bucks for yet. It’s just the reality of dealing with mass markets.

The enthusiast market is different because specs really matter.
 

lobz

Platinum Member
Feb 10, 2017
2,057
2,856
136
Intel's laptop biz is fine AFAIK. Laptop buying decisions aren’t being made on technical specs. AMD needs to do a large joint advertising and marketing campaign with its partners - something I don’t think they have the bucks for yet. It’s just the reality of dealing with mass markets.

The enthusiast market is different because specs really matter.
Now that's a suspicious generalization right there if I've ever seen one.
 

Makaveli

Diamond Member
Feb 8, 2002
4,761
1,160
136
Now that's a suspicious generalization right there if I've ever seen one.

Don't really see it that way.

Since there isn't really much of DIY market for laptops like there is for desktop

The majority of laptop buyers are the non technical kind.

Example in most companies the IT manager makes the decisions on the laptops, so they are looking at OEM machines from Dell,Lenovo, HP. And which ever vendor gives them the best pricing get the sale. Very rarely does that decision comes down to technical specs.

Unless you have someone in IT that says hey I need this specific machine with this amount of ram ie 32GB's because I want to run VM's. The majority of users will just take what they are given.
 

Topweasel

Diamond Member
Oct 19, 2000
5,436
1,655
136
Don't really see it that way.

Since there isn't really much of DIY market for laptops like there is for desktop

The majority of laptop buyers are the non technical kind.

Example in most companies the IT manager makes the decisions on the laptops, so they are looking at OEM machines from Dell,Lenovo, HP. And which ever vendor gives them the best pricing get the sale. Very rarely does that decision comes down to technical specs.

Unless you have someone in IT that says hey I need this specific machine with this amount of ram ie 32GB's because I want to run VM's. The majority of users will just take what they are given.
Even then what you generally get is a contract for systems so you get a generalization on "engineer systems", normal systems, and "executive" systems. Those engineers get better systems sure, but rarely are they getting something they have any input in. Honestly after 1k employees the world of pick and choose components basically disappears.
 
Reactions: Ajay

uzzi38

Platinum Member
Oct 16, 2019
2,703
6,405
146

Interesting info here. The TL;DR provided there by Chia is the following:

Huawei cut TSMC 5nm orders due to lower smartphone demand. Apple absorbs, asked for 10K more wafers in 4Q, competing with AMD, etc. for "enhanced 5nm" capacity. Reportedly, TSMC developed "enhanced 5nm" process specifically for AMD. AMD requires no less than 20K 12" wpm. Huawei also cut 7nm orders.

But Nvidia, AMD and other big customers simultaneously increased 7nm orders. Not only is TSMC's 5nm production capacity fully turned on starting from 2Q, 7nm capacity will also continue to be fully utilized until the end of the year.
 

misuspita

Senior member
Jul 15, 2006
407
467
136
I am sure AMD is selling every CPU they make, especially server. Some of the low increase in market percentage of the server side I tend to put on the relative limited numbers of wafers it has alocated. I bet if they could have 100% of what TSMC does, they would consume all of it.
 

maddie

Diamond Member
Jul 18, 2010
4,787
4,771
136
I'm skeptical of the idea that everyone isn't cutting orders due to the virus.
I think everyone is hoping for a V recovery. The one who cuts the most and the earliest in that scenario will lose. If it does not happen, the reverse will happen. Will the cat be dead or alive?
 
Reactions: lightmanek

uzzi38

Platinum Member
Oct 16, 2019
2,703
6,405
146
Anyone supporting cloud infrastructure is probably ordering more hardware, not less.
It's not just cloud infrastructure. The PC market in general benefits from the situation as more people staying at home means the need for a PC or laptop increases (god even just saying that feels wrong, but it is what it is).
 

DrMrLordX

Lifer
Apr 27, 2000
21,812
11,166
136
It's not just cloud infrastructure. The PC market in general benefits from the situation as more people staying at home means the need for a PC or laptop increases (god even just saying that feels wrong, but it is what it is).

It's a brief increase in lappie sales. No idea how long that's gonna last. But cloud infrastructure has been hit pretty hard by extra Internet traffic worldwide, even from those users not buying new computers.
 

Muadib

Lifer
May 30, 2000
17,965
854
126
It's not just cloud infrastructure. The PC market in general benefits from the situation as more people staying at home means the need for a PC or laptop increases (god even just saying that feels wrong, but it is what it is).

PC sales are actually down around 12% for the first quarter of 2020.
 
Reactions: mikegg
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