Discussion Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000)

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poke01

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Mar 8, 2022
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jdubs03

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Not sure if this has been posted but found these through notebookcheck


Also through there, there are passmark results.
 

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Rheingold

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Aug 17, 2022
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The dutch Amazon had the 9600X, 9700X and 9900X online for a small amount of time. The page for the 9900X was linked on WTFTech and is still available but missing the price. I still have a screenshot of the page for the 9700X, the page was gone when reloading. Anyway, there are EUR prices incl. VAT (USD prices excl. VAT in parentheses):
  • 9600X: €307.35 (276.65 USD) (not absolutely sure if this was the price)
  • 9700X: €405.69 (365.12 USD)
  • 9900X: €508.49 (457.64 USD)
The 9950X wasn't listed.

I find these interesting because they were actually below launch MSRP of Zen4, for example around 90 USD lower for the 9900X.
 

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MS_AT

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One can wonder if this will be a problem in newer games that might use more than 4 cores. I mean according to AMD X3D get only one V-cache die, as cross CCD latency would be prohibitive, and here we have cross CCX latency that doesn't look too good. Could it be that Hawk Point may do better in some games than Strix Point?
 

biostud

Lifer
Feb 27, 2003
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The dutch Amazon had the 9600X, 9700X and 9900X online for a small amount of time. The page for the 9900X was linked on WTFTech and is still available but missing the price. I still have a screenshot of the page for the 9700X, the page was gone when reloading. Anyway, there are EUR prices incl. VAT (USD prices excl. VAT in parentheses):
  • 9600X: €307.35 (276.65 USD) (not absolutely sure if this was the price)
  • 9700X: €405.69 (365.12 USD)
  • 9900X: €508.49 (457.64 USD)
The 9950X wasn't listed.

I find these interesting because they were actually below launch MSRP of Zen4, for example around 90 USD lower for the 9900X.
Because no one buys the 12 cores Zen.
 
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cebri1

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Jun 13, 2019
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Nothingness

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Jul 3, 2013
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That doesn't sound good.
That shop seems to practice prohibitive prices. A much larger shop in France, which is not even competitive price wise, lists 7900x at 480 Euros vs pc21.fr 620 Euros. Amazon France is at 390 Euros.

I wouldn't deduce anything from pc21 prices.
 

jpiniero

Lifer
Oct 1, 2010
15,103
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Still waiting for AMD to fumble the ball on Zen 5 pricing. The urge to milk early adopters has got to be very hard to resist for them coming from Zen 3 and Zen 4. Maybe they've finally learned their lesson. 9 days left to find out.

AMD's client profitability is very crappy, considering how much better their products are than Intel's. They gotta do something. I'd expect at least Zen 4's original MSRP.
 

Hail The Brain Slug

Diamond Member
Oct 10, 2005
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AMD's client profitability is very crappy, considering how much better their products are than Intel's. They gotta do something. I'd expect at least Zen 4's original MSRP.
If we forget about other markets for a second, Ian Cutress did a BOM analysis for the 7950X when it released in 2022, estimating total BOM to be around $70. For a $700 MSRP product. I have no idea how a 90% profit margin could be considered "very crappy profitability".

Based on his breakdown, the single CCD chips would be ~$45-50 BOM at the time.
 
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LightningZ71

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Mar 10, 2017
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One can wonder if this will be a problem in newer games that might use more than 4 cores. I mean according to AMD X3D get only one V-cache die, as cross CCD latency would be prohibitive, and here we have cross CCX latency that doesn't look too good. Could it be that Hawk Point may do better in some games than Strix Point?
I'm certain that, if you look hard enough, you'll find a game or two that have more than 4 highly pressured, time sensitive threads, that will perform better on Hawk Point. The VAST majority of games tend to have 1-2 performance critical threads and an additional 1-2 threads that are very latency sensitive. Beyond that, it's more about running background tasks or off-screen work on unpacking graphics, etc. As long as the threads are there, it doesn't much matter where they are. Given the improvement on ST performance that Strix has though, there's not going to be much that suffers from running on Strix over Hawk.
 

KompuKare

Golden Member
Jul 28, 2009
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If we forget about other markets for a second, Ian Cutress did a BOM analysis for the 7950X when it released in 2022, estimating total BOM to be around $70. For a $700 MSRP product. I have no idea how a 90% profit margin could be considered "very crappy profitability".

Based on his breakdown, the single CCD chips would be ~$45-50 BOM at the time.
I always suspect companies of hiding stuff. Have some low margins products which won't go down well with the stock market? Hide them with the high margins stuff.

AMD hiding console margins is one (although they do have hide costs so Sony and Microsoft can't compare deals); others include things like that other x86 vendor hiding true server margins recently where they've been offering some crazy discounts; etc.


AMD's Radeon division can make low profits without any of that tricks as their pride precludes going for volume to make up for high fixed costs.

EDIT: phone's autocorrect prefers "dinner" to "some". No idea what "dinner crazy discounts" is supposed to be.
 
Last edited:

Kaffeekenan

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Jan 6, 2022
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If we forget about other markets for a second, Ian Cutress did a BOM analysis for the 7950X when it released in 2022, estimating total BOM to be around $70. For a $700 MSRP product. I have no idea how a 90% profit margin could be considered "very crappy profitability".

Based on his breakdown, the single CCD chips would be ~$45-50 BOM at the time.

Please guys, don't act like the materials are the only costs that a company has. As if they don't have to pay thousands of employees. And marketing costs. And electricity. And shipping costs. And so forth and so on.
 

MS_AT

Senior member
Jul 15, 2024
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I'm certain that, if you look hard enough, you'll find a game or two that have more than 4 highly pressured, time sensitive threads, that will perform better on Hawk Point. The VAST majority of games tend to have 1-2 performance critical threads and an additional 1-2 threads that are very latency sensitive. Beyond that, it's more about running background tasks or off-screen work on unpacking graphics, etc. As long as the threads are there, it doesn't much matter where they are. Given the improvement on ST performance that Strix has though, there's not going to be much that suffers from running on Strix over Hawk.
Do you maybe have an idea where to find such breakdown? How well threaded modern games are? And another thing that might bite Strix is Windows scheduler if by chance it will decide to move the time sensitive thread to Zen5c CCX then well... [Of course in ideal world that would not happen, but even 3 years after Alder Lake is on the market it's still not uncommon to find software with issues related to handling the E cores]
 

Hail The Brain Slug

Diamond Member
Oct 10, 2005
3,478
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Please guys, don't act like the materials are the only costs that a company has. As if they don't have to pay thousands of employees. And marketing costs. And electricity. And shipping costs. And so forth and so on.
Back in the day when iPhone had a $200 BOM and retailed for $800 that was considered a handsome margin. Somehow today a $70 BOM with a $700 retail is a company barely scraping by.
 

maddie

Diamond Member
Jul 18, 2010
4,878
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If we forget about other markets for a second, Ian Cutress did a BOM analysis for the 7950X when it released in 2022, estimating total BOM to be around $70. For a $700 MSRP product. I have no idea how a 90% profit margin could be considered "very crappy profitability".

Based on his breakdown, the single CCD chips would be ~$45-50 BOM at the time.
It's an unquestionable position, irrespective of conflicting data points. Not knowing the accounting processes at AMD, to say division ? is losing money is at best, unwise. Where they assign costs is crucial.
 
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