Follow along with the video below to see how to install our site as a web app on your home screen.
Note: This feature may not be available in some browsers.
Nah, I don't think they are done in CPUs. Their desktop CPUs aren't competitive but the newest APUs are promising, and integrated all-in-one CPUs are where the market is heading. They just need a better fab. Intel is killing everyone with their process advantage.They're done in CPUs. They would be better off giving up there and focusing all their efforts on the GPU space so that they don't get knocked out of that market too.
I don't really have any expectations, honestly. I think that they are taking a smarter direction with the design of the CPU based on what has leaked, and with the CPU intended to be on 14nm process I think that it will be a lot more competitive on that alone. It's hard to compete with 14nm Intel chips on a 28nm process.If you read into that Zen should be "close" I agree if you are thinking that Zen should dominate the x86 market then you are wrong .
If it was easily possible to have such a big leap forward from a company which has the deck stacked against them then Intel would be really bad at making cpu and there not.
Does AMD even have the resources to compete with Intel anymore?Nah, I don't think they are done in CPUs. Their desktop CPUs aren't competitive but the newest APUs are promising, and integrated all-in-one CPUs are where the market is heading. They just need a better fab. Intel is killing everyone with their process advantage.
Intel spends a huge amount of money on R&D but a lot of that goes towards their fab technology, it's not all spent on CPU design.Does AMD even have the resources to compete with Intel anymore?
It's like trying to win the Daytona 500 on a unicycle. I can hold press conferences and talk about how my unicycle is "special" and comes equipped with some new kind of super wheels that will rocket me to the #1 spot. Still gonna come in last place.
And that's starting to happen with Nvidia now.
I agree that integrated CPU and GPU are important. It seems AMD invested a lot in HSA and really got nothing out of it. I just think you have to get out of the "commodity" markets. Intel owns those. Custom SoC, etc. could be profitable. Especially if the CPU part is used to leverage the GPU strengths (sort of what nvidia is doing).
Targeting notebooks, desktops, laptops, even enterprise stuff -- all a waste of time. Intel owns all of that up and down, and some of those markets have low margins as it is. And even AMD is forecasting negative growth in many of those markets.
I don't think enterprise stuff is necessarily a waste of time, if they can get a high-powered APU out for HPC markets. But I guess they might be competing with the Xeon Phi there? I don't know as much about that market unfortunately.
HSA starts with W10. Not sure if it is actually out but have seen a few claim it was working with W10 by watching the usage while equipped with dGPU.
Custom SoC, etc. could be profitable. Especially if the CPU part is used to leverage the GPU strengths (sort of what nvidia is doing.
I don't really have any expectations, honestly. I think that they are taking a smarter direction with the design of the CPU based on what has leaked, and with the CPU intended to be on 14nm process I think that it will be a lot more competitive on that alone. It's hard to compete with 14nm Intel chips on a 28nm process.
No, Custom SoC design is only profitable if you have a unique product + business plan, which AMD definitely does not. If you do it on-contract, you're stuck fighting with Chinese chip designers that can cut every corner known to man, and giants like Intel\/Qualcomm/Samsung who can sell their low-end products at a loss. See how Nvidia got kicked out of phones and mainstream tablets by Qualcomm, Intel, Rockchip and Mediatek? That happened because Nvidia are INEFFICIENT compared to the Chinese, and can you imagine how much more inefficient AMD is (consider which company is shrinking)? Nvidia is at least trying to re-purpose their core design in other markets (gaming, car entertainment), which is something AMD would never have the balls to do. You need to have that kind of flexibility to compete in the open market.
High-end game consoles aren't redesigned often enough for AMD to make that their primary business, and nearly everything else will just use mainstream ARM or x86 chips, and paired with discrete GPUs when necessary. There's hardly any need for chip design houses anymore that don't build and sell their own products, since the market is so volatile and cheap.
Since the PC market is now shrinking, as has the discrete GPU market for half a decade now, I see no out for AMD. They can't out-market and out-research Nvidia, and they can't out-anything against Intel.
http://semiaccurate.com/2015/05/11/nvidias-q12016-analyst-call-three-unusual-themes/(Note: If Nvidia signs just one more licensee, they will be at a grand total of one.)
And last week Nvidia officially pulled the plug on Icera
look. If it wont beat a 980ti... price it at 399 and ill go buy it over a 980ti lol
No way they can do this with costs from HBM and that big ass die.This. AMD has done this time and time again and it's sold cards. If it's 90% the performance of 980 Ti for 60 or 70% the price it's a win. We all know that's how the runner up in this sector works.
To be honest Nvidia was never into phones and tablets in the first place.
But you forget about Qualcomm is that they use AMD technology.
If you want to check you will find out what is powering those Apple mobile devices the guy/team which did the cpu for Apple works for AMD now and is working on the ARM version.And AMD seems to be the GPU Apple uses these days.
Personally I think this is a trial run for Apple, and if they like the quality AMD offers, at a < $3 price on the stock price, I wouldn't be surprised if Apple just buys out AMD and makes it exclusive to Apple products. It would solve their problems with using Intel cpus and any other provider for the graphics.And next year Apple will announce with much aplomb that they've upgraded to the CUTTING-EDGE Nvidia 950M
Who is the one that has Samsung mad? because it's seems the Samsung wants to join up with AMD to put the smack down on someone as I remember them offering up there fabs to AMD tech..
Personally I think this is a trial run for Apple, and if they like the quality AMD offers, at a < $3 price on the stock price, I wouldn't be surprised if Apple just buys out AMD and makes it exclusive to Apple products. It would solve their problems with using Intel cpus and any other provider for the graphics.
If they can pull another 290 ($399) vs 780 ($650) with Fiji, I will literally lose my shit.
Wait... Found it. what did you have for dinner...
It really depends on what Apple wants to do. Apple has expressed interest in getting away from Intel, they can't buy a Qualcomm or Arm, but it would be possible to get a lot of IP from buying AMD. Then they could tweak the company to put more emphasis on power savings and all the other things Apple needs. I would be surprised if they did it because AMD doesn't have a Arm like equivalent, but it would be a inexpensive solution for buying a company geared towards making customized processors for their products if they can tweak it inexpensively.Why would Apple want to take on the albatross that is AMD? It could literally be the downfall of their company.
Five Guys.
It really depends on what Apple wants to do. Apple has expressed interest in getting away from Intel, they can't buy a Qualcomm or Arm, but it would be possible to get a lot of IP from buying AMD. Then they could tweak the company to put more emphasis on power savings and all the other things Apple needs. I would be surprised if they did it because AMD doesn't have a Arm like equivalent, but it would be a inexpensive solution for buying a company geared towards making customized processors for their products if they can tweak it inexpensively.
I don't know where AMD goes from here. They obviously don't have the R&D budget to compete with Nvidia anymore. I was hoping that by them taking a risk with HBM they'd be able to one up Nvidia, but the card is coming way too late. Nvidia will have 16nmFF+/HBMv2/Pascal cards out by March most likely. So anything AMD stands to gain here will just be lost then. And honestly if the performance rumors are true that they're desperately trying to increase clocks last minute because it's not even as fast as a stock 980 Ti - what does AMD stand to gain here anyway? And the thing won't have any overclocking headroom left because AMD will have already used it all up to keep up with stock Nvidia flagships. Stock liquid cooling is just a temporary solution to a potentially long-term problem and ultimately a warning sign.
Most people will probably just buy the 980Ti -- which is already out. The Fiji card is rumored to have production issues regardless due to the HBM so supply is going to be short for while.
It's kinda sad -- because AMD is in essence paving the way for it's own destruction. They basically are doing all the leg work for HBM and Nvidia is going to be the one reaping the benefits with V2.
Dark days for team Red.
You can be sure that AMD doesn't get even a fraction of the $2500 asking price for the 15" Macbook Pro. This is why they are doomed: they can't charge a premium on components when nobody needs top-performance anymore, and they don't have a plan to package those old things in a new sexy package like Apple.
And next year Apple will announce with much aplomb that they've upgraded to the CUTTING-EDGE Nvidia 950M
It really depends on what Apple wants to do. Apple has expressed interest in getting away from Intel, they can't buy a Qualcomm or Arm, but it would be possible to get a lot of IP from buying AMD. Then they could tweak the company to put more emphasis on power savings and all the other things Apple needs. I would be surprised if they did it because AMD doesn't have a Arm like equivalent, but it would be a inexpensive solution for buying a company geared towards making customized processors for their products if they can tweak it inexpensively.
Surely they could buy qualcomm AND arm they could even throw mediatek to the mix and keep the change.
But apple has already invested a lot in its own ARM technology and I don't think qualcomm would add a lot of value.
No one really wants Apple to buy AMD, it's just an idea that sounds interesting if you think about it from the point of view of Apple. If they really wanted to make their own chips they could easily buy AMD given it's marketcap just for it's IP. They could buy Nvidia also without a problem but it would cost them 10x the price, but AMD would be more in line to the type of chips they would want to build, CPU and GPU, while Nvidia would only net them GPU, though I guess they also have Tegra but I doubt that is of much interest for Apple.do you all really want apple to buy AMD? if they did, you would pay even more for an accelerator than you would if Nvidia was all alone in the market,,,,
I have a hard time believing AMD is going to release both air and water ref cards.
Mid-august for custom cards... Better hope that's wrong.
No, this is wrong. Apple uses quality hardware and delivers optimal customer service--as survey after survey after survey demonstrates. The most expense to a company is customer service so it's clear that your understanding of the market is a bit off, to say the least.It's not obvious that the x86 license would even transfer, and Apple already has a handle on in-house ARM designs. But more importantly, top technology isn't really a priority for Apple. They don't care about having the fastest this or most feature-full that. They sell fashion and image. They sell the idea that you're better than everyone else because you bought their product. Kind of like Mercedes, BMW, etc. Apple takes the lowest-level, basement-bargain, cheapest crap out there and slaps their logo sticker on it and that's how they have such amazing margins. Absorbing AMD into the company could hurt that image. AMD's public image is the "budget brand" for poor people. It would be like BMW buying Pontiac.