作者: dom 時間: 2015-5-7 15:17 標題: [FW - Anandtech/Toms] AMD 財務分析日 2015報告
本帖最後由 dom 於 2015-5-7 18:39 編輯
http://www.tomshardware.com/news ... deon-hbm,29053.html
http://www.anandtech.com/show/92 ... st-day-2015-roundup
Quote from Anandtech
AMD is looking to avoid is low-margin markets where they can't do something to set themselves apart. AMD has made it clear that they're not going to invest in fields such as mobile (smartphones/tablets) or IoT client devices, as while that's a high growth field, it's already overweight with competitors who either have the cost control (MediaTek) or the war chest (Intel) to drive margins down to levels AMD cannot sustain. Similarly, AMD is working to reduce their presence in the low-end PC market, as that too suffers from low margins, and is coupled with a poor outlook that has seen AMD get burnt by a significant drop in demand (and consequently revenue) in that market.
重點
- 唔整 x86 + ARM (Skylake cancelled)
- AMD 話減少+唔做 Low-end PC Market ( 你d APU 唯一重有生存空間既地方....)
- 唔做low-margin ( 下? 咁做咩接 Console SoC ?
)- GPU 淨係話 HBM , HBM 2.0 ....但係無資料話新卡新 GPU 架構 (GCN 1.3? 2.0 呢?)
講到尾 都係叫人等 ZEN ......料就無 淨係話會快過之前 40% IPC (overall or just "specific" ? )
越睇越覺得 又係 Faildozer 翻版.......吹水多過真料
不過 AMD Zen 都話 2016 出, 睇多年囉
反正我都跳左船年尾換 Intel
圖片附件: AMDCPUPlatforms.jpg (2015-5-7 15:32, 584.36 KB) / 下載次數 25https://www.hkepc.com/forum/attachment.php?aid=1788880&k=4e7c2ee81ac1690a43266112b63dbdba&t=1782852995&sid=AJtOveYav6
圖片附件: AMDDatacenterRoadmap.jpg (2015-5-7 15:32, 1.56 MB) / 下載次數 23https://www.hkepc.com/forum/attachment.php?aid=1788881&k=05854f2c61a029ca681837a1731ea5e6&t=1782852995&sid=AJtOveYav6
圖片附件: AMDEnEff.jpg (2015-5-7 15:33, 846.22 KB) / 下載次數 21https://www.hkepc.com/forum/attachment.php?aid=1788882&k=80b78cf6e8a08d80552343b62115c46a&t=1782852995&sid=AJtOveYav6
圖片附件: AMDZen.jpg (2015-5-7 15:33, 1.08 MB) / 下載次數 22https://www.hkepc.com/forum/attachment.php?aid=1788883&k=c34e397b61b500eb77065b0d465042a7&t=1782852995&sid=AJtOveYav6
圖片附件: AMDZenRoadmap_678x452.jpg (2015-5-7 15:33, 23.8 KB) / 下載次數 24https://www.hkepc.com/forum/attachment.php?aid=1788884&k=daa5a0018ad07e2cb21ee15f46c0cd45&t=1782852995&sid=AJtOveYav6
作者: terrychan2011 時間: 2015-5-7 16:24
回覆 1# dom
Skylake cancelled....
怪怪地, 不過明白的。作者: JACKALWU 時間: 2015-5-7 17:50
回覆 1# dom
重點在最尾...
船已跳
作者: 唐賓南紀念中學 時間: 2015-5-7 17:58
已知R9 380係290的馬甲, 咁推算, R9 370應該就係285的改各, 所以已經對AMD主流卡無興趣, 希望HBM生生性性
不過AMD依家係咁拖, 令我諗起HD 2900, 雷聲大, 雨點小
作者: 美奈子廚 時間: 2015-5-7 19:15
已知R9 380係290的馬甲, 咁推算, R9 370應該就係285的改各, 所以已經對AMD主流卡無興趣, 希望HBM生生性性
...
唐賓南紀念中學 發表於 2015-5-7 17:58
370係285仲好D,有說是270變370
作者: da87 時間: 2015-5-7 19:36
370係285仲好D,有說是270變370
美奈子廚 發表於 2015-5-7 19:15
冇必要浪費時間猜測
等待官方公佈就可以了作者: Kundera 時間: 2015-5-7 20:18
Get real tired of their wet dream ppt while actual products are nowhere to be seen
作者: aes090 時間: 2015-5-7 21:52
已知R9 380係290的馬甲, 咁推算, R9 370應該就係285的改各, 所以已經對AMD主流卡無興趣, 希望HBM生生性性
...
唐賓南紀念中學 發表於 2015-5-7 17:58
再黎馬甲卡咪又係賣唔出
作者: 硬件佬 時間: 2015-5-8 01:15
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作者: polarhei 時間: 2015-5-8 12:43
回覆 8# aes090
任何公司都會噉做.
由頭到尾只有一款新產品. 重名未必隨隨便便, 可能就是改良配套.
作者: dom 時間: 2015-5-8 14:42
Get real tired of their wet dream ppt while actual products are nowhere to be seen
Kundera 發表於 7-5-2015 08:18 PM
That's why I give up waiting , my new NB is Intel Core i5 and my "Next Gen" PC Build is Intel based
作者: Stiggy930 時間: 2015-5-8 15:09
Get real tired of their wet dream ppt while actual products are nowhere to be seen
Kundera 發表於 2015-5-7 20:18
As they are stuck with the usual development cycle (4 to 5 years for one new arch.) and waiting for GF's 14nm, I guess talking is all they can do. They honestly don't have any choices other then waiting for Bulldozer to hand off to Zen.
Anyways, looking at Zen, seem like AMD is back to the basic which can be a good thing.
作者: aes090 時間: 2015-5-8 16:25
回覆 10# polarhei
低階卡中階 都唔計較
但中高階都係易名
作者: dom 時間: 2015-5-8 18:25
本帖最後由 dom 於 2015-5-8 18:50 編輯
As they are stuck with the usual development cycle (4 to 5 years for one new arch.) and waiting fo ...
Stiggy930 發表於 8-5-2015 03:09 PM
The main issue is they dragged on Faildozer too long ......
and now they have one year with virtually NO NEW product to sell @ CPU ( Carrizo ? They don't plan to sell on Desktop "Low GP market" and OEM/ODM refused to use it on Laptop/Tablet as they are not competitive ... they have nice Jaugar / Beema for low-end and they give it up for whatever XXXX reason. ( They should have make quite competitive with the new Atom IF AMD continue develop it but instead , AMD said they QUIT and tell people to "WAIT FOR ZEN we will be back ! "
It sounds like full of crap , they are losing market share in ALL FRONT
GPU losing to nVIDIA Maxwell based solution
CPU all they have left is the "APU" low end market , Performance PC user will go for Intel as their "FX" is 3 years old pair with 5 years old chipset old tech
And now they said they can't make enough margin at low-end PC and they will raise margin by leaving those "low profit" market ( giving up the remaining market share , lol )
Console chip sales is "LOW GP" , do this mean AMD will give it up too ?
Lets hope Zen isn't Faildozer 2.0 .....if that's the case AMD is dead *yawn*
They spent too much "future" but ignoring the "market reality"
Giving up "Market share" and betting on one "STAR" product won't save them (IF it fail its GAME OVER for AMD )
Good luck to AMD Titanic ..... RIP @ 2016
作者: KittyLam 時間: 2015-5-8 19:04
睇完之後感覺AMD好似ALL IN落ZEN
作為多年AMD FAN
希望呢粒會好似當年K8咁
比到大家一D希望
作者: ironmonkey 時間: 2015-5-8 19:07
但......面對4核Zen HBM APU...真是有點動搖.
4核 Sandybridge + 7850 + 8GB HBM - 65W tdp - $3000
作者: arthur8523 時間: 2015-5-8 22:18
Quote from Anandtech
重點
- 唔整 x86 + ARM (Skylake cancelled)
- AMD 話減少+唔做 Low-end PC Ma ...
dom 發表於 2015-5-7 15:17
Simultaneous Multithreading= Hyper Thread?
作者: usei 時間: 2015-5-9 12:08
但......面對4核Zen HBM APU...真是有點動搖.
4核 Sandybridge + 7850 + 8GB HBM - 65W tdp - $3000 ...
ironmonkey 發表於 2015-5-8 19:07
4核 Sandybridge 即是同 6 代 i3 性能差不多
作者: ironmonkey 時間: 2015-5-9 23:22
4核 Sandybridge 即是同 6 代 i3 性能差不多
usei 發表於 2015-5-9 12:08
貧血程度雖深, 但還是有一絲期望...
作者: Stiggy930 時間: 2015-5-11 10:21
The main issue is they dragged on Faildozer too long ......
and now they have one year with virtua ...
dom 發表於 2015-5-8 18:25
CPU development cycle is 4 to 5 years anyways. There is basically virtually nothing they can do. AMD is not Intel, it does not have a second team standby in Israel.
Have no desktop product is actually not the biggest concern. The biggest concern is no HPC/Data-center focused chips. Those are the real money maker (Very high margin). They could have port excavator to GF's 22nm FD-SOI and hold off Intel for-awhile in low to mid end server. Now all AMD can do is hope Zen does not suck, which is fair as they take a fair gamble (whether to waste time with GF on 22nm FD-SOI or reserve resource and go straight to 14nm with Zen)
Graphic wise, they take a gamble too with HBM. Whether HBM and GCN 1.3 will shine, we will see in June.
作者: dom 時間: 2015-5-11 11:00
但......面對4核Zen HBM APU...真是有點動搖.
4核 Sandybridge + 7850 + 8GB HBM - 65W tdp - $3000 ...
ironmonkey 發表於 8-5-2015 07:07 PM
65W TDP is impossible .......
Even INTEL is pushing back to 95W TDP...
作者: dom 時間: 2015-5-11 11:04
CPU development cycle is 4 to 5 years anyways. There is basically virtually nothing they can do. A ...
Stiggy930 發表於 11-5-2015 10:21 AM
I think GPU side they will be OKAY
AMD have pretty firm stand with GPU development....at least on track until recently...
Plus they have 100% market dominate with Console (XBOX One / PS4 / Wii U is powered by AMD APU or AMD Radeon based GPU)
But for "CPU" they lack of product keeping them in the playing field, low/mid end server / Workstation class they have NO product that's with modern feature (U3/S3/ M.2 / SATAExpress) and the worst part is poor performance compare with competiting product from Intel ......
作者: Kundera 時間: 2015-5-11 13:22
CPU development cycle is 4 to 5 years anyways. There is basically virtually nothing they can do. A ...
Stiggy930 發表於 2015-5-11 10:21
Intel grows much bigger in server market than it was in 2003 or 2008. They have E7 v3 to battle the RISC big iron and Xeon Phi to tackle GPGPU. And they have Xeon-D for low power servers/ clusters A very powerful CPU (let's say on par with Skylake IPC) is not enough to 'come back' to the server market. Unless your design can scale well beyond 8 sockets and a better interconnect (like NVlink) that you have some chance to beat Xeon. But AMD is also known for their lack of resource to update their chipset.
作者: ironmonkey 時間: 2015-5-12 14:20
65W TDP is impossible .......
Even INTEL is pushing back to 95W TDP...
dom 發表於 2015-5-11 11:00
you are fired !
作者: mkm00235 時間: 2015-5-16 19:26
AMD 掙氣D LA, 頂死INTEL
作者: qcmadness 時間: 2015-5-16 19:34
本帖最後由 qcmadness 於 2015-5-16 20:26 編輯
但......面對4核Zen HBM APU...真是有點動搖.
4核 Sandybridge + 7850 + 8GB HBM - 65W tdp - $3000 ...
ironmonkey 發表於 2015-5-8 19:07
For Intel's chip design, attaining such performance will require 200W+
The GPU alone will consume 150W+
The 4 HBM chips will consume 15W alone
作者: ironmonkey 時間: 2015-5-17 14:12
For Intel's chip design, attaining such performance will require 200W+
The GPU alone will consume ...
qcmadness 發表於 2015-5-16 19:34
要求己經很細, 總之:
入mini itx 細箱過熱 = Fail
CPU冇Quad SandyBridge 效能 = Fail
GPU冇HD7850 效能 = Fail
作者: qcmadness 時間: 2015-5-17 16:47
要求己經很細, 總之:
入mini itx 細箱過熱 = Fail
CPU冇Quad SandyBridge 效能 = Fail
GPU冇HD7850 效 ...
ironmonkey 發表於 2015-5-17 14:12
強人所難, Intel出咁既野, 都要200W樓上, 你要AMD出到65W? 你發夢咋掛
玩到盡既野, 唔計效能, 你所講既SandyBridge連內置IGP一樣會過熱