Vega/Navi Rumors (Updated)

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Mar 10, 2006
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well if nvidia's margins are now the watermark for how we define "high margins", then I think think we need to rewrite a few books.

Are you serious?

NVIDIA's chip business has quite high margins, very close to Intel-level gross profit margins.
 
Mar 10, 2006
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I agree.

At least we have some very diligent, hardworking posters searching the web for these posts to provide some amusement. I thank them for their service.

The fact that Vega 10 is going to be "big Vega" seems to have disappointed many

Warning issued for thread crapping/trolling.
 
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Mar 10, 2006
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I said the High-End Chips, not the average margins of all Qualcomm SoCs.

Why would high end chips have substantially higher margins than average? They will be higher sure, but really these companies segment their businesses and build their products so that while higher end products tend to have higher average selling prices, they aren't necessarily much higher margin.

For example, Intel's Bay Trail chips for desktops/notebooks weren't much higher margin than your typical Core i3/i5 chip, but the average selling prices were lower and they were cheaper to manufacture.
 

Headfoot

Diamond Member
Feb 28, 2008
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In predictable fashion, we get one rumor from a rumormonger who consistently publishes every possible outcome so that he can't possible be "wrong" and partisans latch onto the side that is bad for the company they don't like.

Why is Videocardz credible again? They're a minute step above WCCFtech
 

zinfamous

No Lifer
Jul 12, 2006
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Are you serious?

NVIDIA's chip business has quite high margins, very close to Intel-level gross profit margins.

I don't think you understand my comment. Obviously NVIDIA has high margins. That is my point.

But why does one need their high margins to match NVIDIA's troposphere-level margins before you consider them to be legitimately high?
 

zinfamous

No Lifer
Jul 12, 2006
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The fact that Vega 10 is going to be "big Vega" seems to have disappointed many

well when it's a fact it's a fact. But that isn't confirmed yet. And no one actually cares about this naming convention to be disappointed.

Some of us are trying to differentiate between supposition and fact. And some are trying to feed the speculation, only to turn around in 6 months and laugh at people for "believing the hype."
 

Glo.

Diamond Member
Apr 25, 2015
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\
well when it's a fact it's a fact. But that isn't confirmed yet. And no one actually cares about this naming convention to be disappointed.

Some of us are trying to differentiate between supposition and fact. And some are trying to feed the speculation, only to turn around in 6 months and laugh at people for "believing the hype."
The problem is that currently there is contrary.

I have to say, I have not seen so calm community about AMD next generation graphics. The reason is that we know basically nothing about them, apart from few things. Nobody is hyping the GPUs.

But the brand is being completely downplayed on forums. Both on CPU and GPU side.
 
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AtenRa

Lifer
Feb 2, 2009
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Why would high end chips have substantially higher margins than average? They will be higher sure, but really these companies segment their businesses and build their products so that while higher end products tend to have higher average selling prices, they aren't necessarily much higher margin.

For example, Intel's Bay Trail chips for desktops/notebooks weren't much higher margin than your typical Core i3/i5 chip, but the average selling prices were lower and they were cheaper to manufacture.

Are you kidding me ??

Only high-Margins products use first production ready new Lytho process the last 4-5 years. Dont go that far back in time, start from 28nm and see who and what products were the pioneers of next new process. 28, 20, 16nm, all where High-End Mobile SoCs. Same with Intel, they always introduce a new process with a new high margin Mobile Low Power CPU since 22nm.

For a new process you need high margins and high volumes. High-End Mobile SoCs at around 100mm2 sizes are the perfect candidates for a new process. You have a relatively small die to compensate for the low early yields and you have a lot higher volumes than High-End GPUs and x86 CPUs.
 

Bacon1

Diamond Member
Feb 14, 2016
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Welp looks like Polaris isn't being replaced only a day later!

Like I said yesterday, full details of VEGA 11 were not yet disclosed. However, I did tell you that Polaris 10 will be replaced by Vega 11 next year. Of course, what I meant was the professional market. It does not mean there won’t be Polaris 10-based Radeons next year. It means that more powerful solutions will be offered in Radeon Pro series with VEGA GPU.

7nm Vega 20 "confirmed" for 2018 and Navi 2019..

http://videocardz.com/63715/amd-vega-and-navi-roadmap

Also has Navi 10, Navi 10x2, Navi 11


So that gives us...


460, 470, 480, Vega 11, Vega 10, Vega 10x2, Vega 20 right? Seems like a ton of high end for AMD considering they've "given up" on it as pointed out by many posters here.
 

alcoholbob

Diamond Member
May 24, 2005
6,271
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So big vega is going to be a 1080 competitor in 2017 (in DX11 games, pull ahead in DX12) from what Im seeing?
 

kawi6rr

Senior member
Oct 17, 2013
567
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Welp looks like Polaris isn't being replaced only a day later!

7nm Vega 20 "confirmed" for 2018 and Navi 2019..

http://videocardz.com/63715/amd-vega-and-navi-roadmap

Also has Navi 10, Navi 10x2, Navi 11

So that gives us...

460, 470, 480, Vega 11, Vega 10, Vega 10x2, Vega 20 right? Seems like a ton of high end for AMD considering they've "given up" on it as pointed out by many posters here.

The green filter is strong with them, see they cannot.
 
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Det0x

Golden Member
Sep 11, 2014
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So big vega is going to be a 1080 competitor in 2017 (in DX11 games, pull ahead in DX12) from what Im seeing?

Guru3d said:
Vega11 - lets call it "Big Vega' which is to replace the FIJI / Fury (X) parts. So as suggested, where Vega10 would get 4096 stream processors and could compete with the GeForce GTX 1080 and GTX 1070 Vega11 on its end would feature 6144 stream processors (=rumor) and would be lined against the GP100/GP102 aka Big Pascal GPU (Titan X). This all is obviously known and discussed many times already. Then there now is some new and intersting info.

http://www.guru3d.com/news-story/amd-vega-10-vega-20-and-vega-11-gpus-mentioned-by-cto.html

Vega10 to fight GTX 1080
Vega11 to fight Titan XP / GTX 1080 TI

My own speculation:

The reason for them to use the Vega10 as a base for the dual card is simply because Vega11 is a 250/300w TDP part..

Would be much more sensible for them to use downclocked (ala nano) Vega10 as a base for the dual card then.

One thing is for certain, lots of highend cards is incoming next year
 

Det0x

Golden Member
Sep 11, 2014
1,063
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keep on believing that there is a bigger Vega than Vega 10, I guess...but pretty sure Vega 10 is as big as it gets in consumer land.

You keep saying that, but have nothing to back up that claim ?

Here is one more rumor from hexus: (oblivious its outdated, but you can see what it points towards)



techpowerup.com said:
Vega10 will be a multi-chip module, and feature HBM2 memory. The 14 nm architecture will feature higher performance/Watt than even the upcoming "Polaris" architecture. "Vega10" isn't a successor to "Fiji," though. That honor is reserved for "Vega11." It is speculated that Vega10 will feature 4096 stream processors, and will power graphics cards that compete with the GTX 1080 and GTX 1070. Vega11, on the other hand, is expected to feature 6144 stream processors, and could take on the bigger GP100-based SKUs. Both Vega10 and Vega11 will feature 4096-bit HBM2 memory interfaces, but could differ in standard memory sizes (think 8 GB vs. 16 GB).

fudzilla said:
The Vega 10 GPU is rumored to be a smaller chip with up to 4096 Stream Processors and this is the chip that AMD needs in order to compete with Nvidia's new GP104 GPU and Geforce GTX 1080/1070 graphics cards. The Vega 11, is a bigger chip, rumored to come with up to 6144 Stream Processors and compete with Nvidia's future GP100 flagship graphics card.

http://www.fudzilla.com/news/graphics/40662-amd-allegedly-pulls-vega-launch-forward

Guru3d said:
Vega11 - lets call it "Big Vega' which is to replace the FIJI / Fury (X) parts. So as suggested, where Vega10 would get 4096 stream processors and could compete with the GeForce GTX 1080 and GTX 1070 Vega11 on its end would feature 6144 stream processors (=rumor) and would be lined against the GP100/GP102 aka Big Pascal GPU (Titan X). This all is obviously known and discussed many times already. Then there now is some new and intersting info.

http://www.guru3d.com/news-story/amd-vega-10-vega-20-and-vega-11-gpus-mentioned-by-cto.html

isportstimes.com said:
AMD Vega 11 Also Arriving Next Year
There's very few information we know of about AMD Vega 11. However, one thing stands out is that AMD's Vega 11 is reportedly going head-to-head against NVIDIA's reported GP100, which is said to be even more powerful than the GTX 1080 and Titan X.

Another important thing to note is that if Vega 10 is twice as powerful as Polaris 10's Radeon RX 480, Vega 11 is rumored to be thrice as powerful compared to RX 480. Based on the available data, it will reportedly have a 32GB HBM2 memory and with 1TB per second memory bandwidth.

Another rumor about Vega 10/11 is that it will have up to 18 billion transistors, which can dramatically increase the graphic card's performance and efficiency. It is worth noting that GTX 1080 only has 7.2 billion, while Titan X has 12 billion transistors.

http://www.isportstimes.com/article...a-10-release-date-h1-2017-vega-11-q4-2017.htm

I can go on and post more sites saying the same,but i fear its no point as it feels as if i'm talking to a wall.

Chief Architect & head of AMD’s Radeon said:
Despite 11 being a larger number than 10, Polaris 10 is actually a larger, higher end GPU than Polaris 11. Chief Architect & head of AMD’s Radeon Technologies Group confirmed at Capsaicin that the naming scheme is time-based & Polaris 10 had simply been designed before Polaris 11, hence the smaller numerical designation.

http://wccftech.com/amd-launching-polaris-10-gpu-june-1st-computex/
 
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Glo.

Diamond Member
Apr 25, 2015
5,765
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136
keep on believing that there is a bigger Vega than Vega 10, I guess...but pretty sure Vega 10 is as big as it gets in consumer land.
I also agree that 4096 GCN core version of the chip is the bigger one.

But I do not believe it will be competing with GTX 1080.
 

zinfamous

No Lifer
Jul 12, 2006
110,819
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keep on believing that there is a bigger Vega than Vega 10, I guess...but pretty sure Vega 10 is as big as it gets in consumer land.

so are you just arguing about the naming now or what? whether it's vega 10 or 11, who cares? There is a plan to release a competitor for 1070-1080 class, and then a later ( or earlier?) class to compete at that 1080ti ~ Titan class. Whether or not they match them in performance, that is still the idea.

Even this videocardz article that you have roundly accepted as rote truth says as much.
 
Mar 10, 2006
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so are you just arguing about the naming now or what? whether it's vega 10 or 11, who cares? There is a plan to release a competitor for 1070-1080 class, and then a later (earlier) class to compete at that 1080ti ~ Titan class. Whether or not they match them in performance, that is still the idea.

Even this videocardz article that you have roundly accepted as rote truth says as much.

Good job putting words in my mouth.
 

Headfoot

Diamond Member
Feb 28, 2008
4,444
641
126
I believe that a ~400mm2 class die will be the largest die from either party for the first round of consumer 16nm cards. They have to reserve the 600mm2 monster dies for the inevitable 16nm refresh generation so that you can buy something significantly faster on a long-lived node, just like on 28nm.

The exception is nVidia's P100 because of competitive pressures from Intel in a different market.
 

zinfamous

No Lifer
Jul 12, 2006
110,819
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Good job putting words in my mouth.

Well, then what are you arguing about? That AMD has no plans to release something at the Titan/1080 ti level, that this level of card does exist but is code-named differently than has previously been acknowledged (one particular rumor mill is correct about the name vs the other rumor mills)?

Honestly, I think we are all confused about your argument here. Apparently one set of rumors should be believed above the other set of rumors?
 

96Firebird

Diamond Member
Nov 8, 2010
5,712
316
126
I believe that a ~400mm2 class die will be the largest die from either party for the first round of consumer 16nm cards. They have to reserve the 600mm2 monster dies for the inevitable 16nm refresh generation so that you can buy something significantly faster on a long-lived node, just like on 28nm.

The exception is nVidia's P100 because of competitive pressures from Intel in a different market.

Titan X's GP102 is 471 mm².
 
Mar 10, 2006
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Well, then what are you arguing about? That AMD has no plans to release something at the Titan/1080 ti level, that this level of card does exist but is code-named differently than has previously been acknowledged (one particular rumor mill is correct about the name vs the other rumor mills)?

Honestly, I think we are all confused about your argument here. Apparently one set of rumors should be believed above the other set of rumors?

It might be a good idea ask for clarification first if you are unsure of what point someone is trying to make rather than make assumptions. That's what I try to do, anyway!
 

Bacon1

Diamond Member
Feb 14, 2016
3,430
1,018
91
It might be a good idea ask for clarification first if you are unsure of what point someone is trying to make rather than make assumptions. That's what I try to do, anyway!

You still didn't answer his question, he was asking you to clarify, hence his first question of:

Well, then what are you arguing about?
 
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