No.It will depend on supply.
That's the easy part.If AMD can't make enough of them, then you can forget about wide adoption, only a few models.
AMD is intentionally undershipping the channel and will only stop doing so in Q3 (which is this quarter).Look at how many Zen4 models are available, don't think It will be any different with Zen5.
To effect a fast transition to Zen5 stock?AMD is intentionally undershipping the channel and will only stop doing so in Q3 (which is this quarter).
No, to wait until the channel is clear enough of gunk to start shipping at decent margin once again.To effect a fast transition to Zen5 stock?
STX-Halo is a niche part, true, but Strix Point is not. How many design wins will It see compared to Zen4? There are not many laptops with Zen4.No.
That's the easy part.
STX-halo is inherently niche.
AMD is intentionally undershipping the channel and will only stop doing so in Q3 (which is this quarter).
STX-Halo is a niche part, true, but Strix Point is not. How many design wins will It see compared to Zen4? There are not many laptops with Zen4.
It could happen, that the cheapest and available Strix Point will be Asus ROG Ally 2 now called ASUS ROG STRIX.
So they will supposedly start shipping Zen4 this quarter? Isn't Meteor Lake also supposed to launch this quarter with possibly available laptops next quarter or so?
Yes, but in total It's not that much in my opinion. The problem is still the amount produced in my opinion.Handhelds device seems to eat a big part of the supply, there s yet another one that was released theses eeks with a 10.1" screen, otherwise there s laptops with prices as low as 899€ with a 8C in Germany...
Notebooks mit CPU-Serie AMD: Ryzen 7000, Architektur AMD: Zen 4 (ab 2022) Preisvergleich Geizhals Deutschland
Preisvergleich und Bewertungen für Notebooks mit CPU-Serie AMD: Ryzen 7000, Architektur AMD: Zen 4 (ab 2022)geizhals.de
Without enough BW would be pointless to add more CUs. Unless they add some SLC as well.Strix Point will be interesting from CPU perspective. 12 cores will make sure you have more than enough performance, not so sure about IGP. Yes, 16CU will be an improvement, but most likely nothing earth shattering.
I don't think they would add more CUs at the expense of noticeably lower clocks, so higher BW would be needed or It would be pointless as you said.Without enough BW would be pointless to add more CUs. Unless they add some SLC as well.
Given how thrifty AMD seems to be with their silicon real estate and how much GM they want, it is a difficult proposition.
The only way they will do so is when their competition do something similar.
The other likely scenario they would do also would be when N5 wafer starts coming down which should be happening if we look from historical perspective.
N3 going into production, there is underutilization of N5 and amortization of N5 production assets already happening since 2020.
But looks like it is taking longer than usual after companies got used to the fat Covid margins.
my point was that even your example is used as a soft guideline of what happens in industry. it's not like being in hospital in a comedy film with every thing going tits up. too many become hyper focused on rumors even from the good and reliable leakers online. accuracy to accuracy it's always a surprise in the end. I say unchain yourself from the shackles of rumors kick your feet up and enjoy the show.😱 I feel like this emoji doesn't convey the ewww from reading that 😅
But speculation is so fun! 🗡🛡🐇🔥💥..... 😂🤣😆I say unchain yourself from the shackles of rumors kick your feet up and enjoy the show
like having a dinner party where your barmy old "aunt" was invited and had a bit too much to drink with her dim husband who traded in his cajones years ago in exchange to marry the old bat.But speculation is so fun! 🗡🛡🔥💥..... 😂🤣😆
It is good to keep in mind that, for example, in Q1 2023, AMD client revenue was down 66%. Which means AMD was capable of producing 3x of what was sold (if we take dollars as a good proxy for units).It will depend on supply.
If AMD can't make enough of them, then you can forget about wide adoption, only a few models.
Look at how many Zen4 models are available, don't think It will be any different with Zen5.
Without enough BW would be pointless to add more CUs. Unless they add some SLC as well.
Given how thrifty AMD seems to be with their silicon real estate and how much GM they want, it is a difficult proposition.
The only way they will do so is when their competition do something similar.
The other likely scenario they would do also would be when N5 wafer prices starts coming down which should be happening if we look from historical perspective.
N3 going into production, there is underutilization of N5 and amortization of N5 production assets already happening since 2020.
But looks like it is taking longer than usual after companies got used to the fat Covid margins.
No.The bottleneck is Intel's grip on the OEMs and sales channels
No, they always do their own thing.They seem to explicitly wait for Intel validation of a concept
It's a very simple FOWLP part overall.Strix Halo will be chiplet based
No.
AMD was pretty clear about undershipping the consumption.
No, they always do their own thing.
It's a very simple FOWLP part overall.
Still cool.
No.Well, I was talking about the "consumption" part
Not really, no.Intel's grip on OEM and sales channels is what is capping AMD "consumption".
STX-halo has no N6 chiplets...if AMD decided to have a SLC on the N6 chiplet.
The what?But the second Intel validates the concept, with some more powerful APUs coming in form of MTL and ARL, suddenly, gears at AMD start turning.
Not really, no.
Intel just accepted lower client GM.
STX-halo has no N6 chiplets...
The what?
Those are baby toys.
Again, that is irrelevant, the bulk of AMD laptop sales is e-tail and commercial.He s right, when you see in a WalMart like store that laptops are laying on supports with the Intel brand you know that an Intel salesmen got there, offered them those support as well as to pay for part of their PCs advertisings if they display Intel equipped CPUs.
GFX tile is N3e.Looking at the image from MLID, it does look like 2 separate dies, both likely on N4.
That's because RDNA3 did an opposite wrt perf/power.MTL and ARL will likely narrow the gap, or even exceed performance of AMD's monolithic APUs
AMD doesn't care about what Intel does.is what finally prompted AMD to finally pay serious attention.
Again, that is irrelevant, the bulk of AMD laptop sales is e-tail and commercial.
No one buys stuff in brick'n'mortar chains.
Lunar-M is a thing and AMD has no direct competitor for it and won't for a long while.
Again, brick'n'mortar sales are whatever.You are wrong, there s Ryzen based laptops in thoses big stores, and they are quite common in any PC stores, it s just that it s not easy to find the latest APU.
It's a 4+4 10W ULP part.Seems like an E-cores only CPU
Well, there s a lot of people unwilling to buy a device that they see as critical in case something goes wrong, try getting an exchange or a warranty applied with a e-tailer, that s climbing the Everest, i bet that here in Europe, or at least in France, most laptops are bought in whatever stores but not by internet.Again, brick'n'mortar sales are whatever.
It clocks less than Zen4 in all-core loads.Could we see 5,8GHz all core clocks?