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

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marees

Golden Member
Apr 28, 2024
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So are we calling Strix Halo a massive failure or what?

4 months into 2025, Computex is over and mobility wise we got a total of 1 design wins for a laptop and 1 for a "gaming tablet".

And then we're getting like 5 design wins for those 8 people who somehow need high performance edge clients without having to take them on the go.

This last week, we heard AMD is selling trays of Strix Halo modules in China.



Such a spectacular chip with such an incompetent B2B marketing team.
Depends on what you call by "massive failure"

I would look for 2 signs
1. Unsold inventory
2. No zen 6 successor
 

branch_suggestion

Senior member
Aug 4, 2023
682
1,442
96
So are we calling Strix Halo a massive failure or what?
Nope, it is more prolific than expected, this is a brand new swimlane for companies not called Apple.
4 months into 2025, Computex is over and mobility wise we got a total of 1 design wins for a laptop and 1 for a "gaming tablet".
Laptops are easily the hardest things to get design wins for, doubly so with an unproven market and AMD still being looked cautiously at.
And then we're getting like 5 design wins for those 8 people who somehow need high performance edge clients without having to take them on the go.
I think they're neat.
This last week, we heard AMD is selling trays of Strix Halo modules in China.
Well yeah, it is a good fit for a market that isn't allowed the shiniest stuff.
Such a spectacular chip with such an incompetent B2B marketing team.
It is a tough egg to crack, and they just cracked Dell, who was Intel's greatest ally.
Depends on what you call by "massive failure"

I would look for 2 signs
1. Unsold inventory
TBD.
2. No zen 6 successor
Medusa Halo is the part AMD actually needs to succeed with, Strix Halo was just a pipecleaner to establish the market, they will have competition next gen and that is good for the consumer and market prospects.
 

marees

Golden Member
Apr 28, 2024
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LightningZ71

Platinum Member
Mar 10, 2017
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Lest we forget, Strix Halo is requiring a completely new motherboard platform. They can't just drop it into an existing Strix Point/Hawk Point/Phoenix board and use a repainted case. That takes both time and a willingness to take risks. In addition, we don't know of any exclusivity agreements for specific market segments that might exist.
 

fastandfurious6

Senior member
Jun 1, 2024
561
717
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Framework Halo desktop has a big waitlist

It is known fact AMD team responsible for mobile OEM partnerships etc sucks big time, OR vendors are strongly biased against AMD for

*unknown reason*

I've seen this happen through generations. When Intel is VERY behind, more vendors go Amd. When Intel is slightly behind in perf like with Lunar lake and Arrow HX now, there's 1000 Intel models and 10 AMD
 

Kolifloro

Member
Mar 15, 2023
29
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Actually I was a bit worried too ... ... but I have to admit your 'reasons' seem legit ...

It [Strix Halo] is a risk ; it still is AMD ; new motherboard ... ... ... many new things ; maybe also drivers' occult problems waiting for early adopters to bump into them ...

Time SHOULD fix most of the problems ... ... 'Medusa Halo' is expected to roll out H2'27 ... so we have time ...

 

Abwx

Lifer
Apr 2, 2011
11,819
4,744
136
AMD should use their own brand to sell Strix Halo laptops, and likely that just talking of doing so would create a rush from the usual OEMs to get products released for fear of losing big chunks within the most profitable market all while being unable to compete price wise.
 

LightningZ71

Platinum Member
Mar 10, 2017
2,244
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They need to find a way to sell this on the gaming side as well as the pro/summer side. They just aren't going to be able to extract a premium from this version yet. NVidia can, and will, sell a 5060 mobile with 16GB vram at a loss to torpedo this or even a higher end mobile with more VRAM, like 24-32 GB and still fit in the same price range of laptops with notably more RAM.
 

Doug S

Diamond Member
Feb 8, 2020
3,198
5,490
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I think OEMs selling AI in general to consumers has been a big bust.

I think the real problem is that the average consumer doesn't care about privacy to the extent that they want local AI processing vs handing it off to ChatGPT and its ilk. Especially since Microsoft will be violating that privacy worse with Copilot than if they just sent their queries off to ChatGPT.

Consumers don't understand why they need massive amounts of local AI processing on a new PC when those who care about AI at all are already using it even with a 10 year old laptop that can't be upgraded to Windows 11.

After OEMs got burnt with all of Microsoft's hype about AI with Windows on ARM and designed laptops for that which aren't selling now AMD is trying to get them to buy into the AI hype with another round of specialty laptops primarily promoted for AI? One can understand why they are kind of gun shy. Fool me once and all that...
 
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Thunder 57

Diamond Member
Aug 19, 2007
3,718
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They need to find a way to sell this on the gaming side as well as the pro/summer side. They just aren't going to be able to extract a premium from this version yet. NVidia can, and will, sell a 5060 mobile with 16GB vram at a loss to torpedo this or even a higher end mobile with more VRAM, like 24-32 GB and still fit in the same price range of laptops with notably more RAM.

I don't think Nvidia would ever sell at a loss. Especially when they pretty much own the market.
 

MS_AT

Senior member
Jul 15, 2024
684
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Consumers don't understand why they need massive amounts of local AI processing on a new PC when those who care about AI at all are already using it even with a 10 year old laptop that can't be upgraded to Windows 11.
Well, it's in the best interest of M$ to shift as much compute to the edge (consumer) as possible. AI is eating away gigantic power budgets on inference, so if M$ can shift the cost to consumer and still charge for the license it's a win for them
 

Doug S

Diamond Member
Feb 8, 2020
3,198
5,490
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Well, it's in the best interest of M$ to shift as much compute to the edge (consumer) as possible. AI is eating away gigantic power budgets on inference, so if M$ can shift the cost to consumer and still charge for the license it's a win for them

But Microsoft isn't the only one out there. Sure, SOMEDAY everyone has to start charging for AI. But thanks to the countless billions flooding in wanting to invest in AI that day is years away. Look at how long Google operated before they started advertising, or Facebook. Uber didn't become profitable until a year or two.

So what if Microsoft stopped giving away cloud AI to customers? They'll go to ChatGPT, or Google Gemini and so forth and if they start charging then someone else comes along like Deepseek who is either doing it cheaper or willing to subsidize "free" for longer.

So yeah Microsoft has incentive to do this sure. But consumers have no incentive, and they are the ones who decide whether to spend the money. Who is going to spend unnecessarily today when the economy is blundering along full speed ahead into a tariff fueled recession?
 
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ToTTenTranz

Senior member
Feb 4, 2021
414
797
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Nope, it is more prolific than expected, this is a brand new swimlane for companies not called Apple.

Laptops are easily the hardest things to get design wins for, doubly so with an unproven market and AMD still being looked cautiously at.
Doesn't seem to stop Intel from putting Lunar and Arrow Lake into high end laptops with Nvidia 8GB slop, while Halo is multiple times better for a myriad of reasons.


I think they're neat.
No one cares. High performance expensive NUCs don't move any meaningful volume.

NUCs are where good ideas go to die out of unsuccessful B2B marketing, like Intel's GT3e and later Vega M from 12 years ago.


One (1) design win on a real (lol-priced) laptop and one on a fugly "gaming tablet" is just terrible.
AMD failed pretty hard with Strix Halo so far. And unless that changes, this means we shouldn't be so sure about Medusa Halo ever coming out.


Inside a premium gaming handheld Halo would sell like hot cakes, but I guess all the energy went into securing the HP ZBook (not even a high-end sub-brand) G1A Ultra something that most people won't really be able to tell apart from the slop on HP's webpage.
 

branch_suggestion

Senior member
Aug 4, 2023
682
1,442
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Doesn't seem to stop Intel from putting Lunar and Arrow Lake into high end laptops with Nvidia 8GB slop, while Halo is multiple times better for a myriad of reasons.
Because green sticker.
No one cares. High performance expensive NUCs don't move any meaningful volume.
Wins are wins, new socket, new mainboards, new everything that suppliers need to risk for.
NUCs are where good ideas go to die out of unsuccessful B2B marketing, like Intel's GT3e and later Vega M from 12 years ago.
Good ideas and good enough products, but badly marketed, abandoned before the market opp emerged with enough perf for 1080p APU gaming only being quite recent.
One (1) design win on a real (lol-priced) laptop and one on a fugly "gaming tablet" is just terrible.
HP Z series is a darn good win, that is HP's flagship and they are one of the big 3 business OEMs.
AMD failed pretty hard with Strix Halo so far. And unless that changes, this means we shouldn't be so sure about Medusa Halo ever coming out.
Not sure what you expected, but this is actually above most expectations for a new extended memory flagship SoC in what is a fairly niche part of the overall market.
Inside a premium gaming handheld Halo would sell like hot cakes.
Ah yes, run the thing below the eff curve for who exactly?
That is just a waste of Si that is better used in mobile workstations which command higher ASPs and is an actual market.
Not sure why some people have muh Halo handheld thing going on? It is dumb when for the same TDP you can get nearly the same perf for half the cost.
 

LightningZ71

Platinum Member
Mar 10, 2017
2,244
2,762
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They were SO CLOSE to having a killer handheld product with Strix Point though. Killing the MALL cache for a big NPU just puts a stake in the heart for that application. If they just refreshed it on N3P with the MALL cache design, it would make for a fabulous handheld chip at reasonable power ranges, both off dock and on.
 
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marees

Golden Member
Apr 28, 2024
1,178
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They were SO CLOSE to having a killer handheld product with Strix Point though. Killing the MALL cache for a big NPU just puts a stake in the heart for that application. If they just refreshed it on N3P with the MALL cache design, it would make for a fabulous handheld chip at reasonable power ranges, both off dock and on.
Runs medium (1080p?) on battery

 
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