I would see that exactly the other way around. The 6-core parts with 2 defective ones would go into consoles. I'm still of the opinion that a 4c8t Zen2@3ghz is more than enough for consoles. But I see your point. A top 12c ryzen could use 2 chiplets that have 1 or 2 defective cores but are high leakge eg. clock high so not best option for server or consoles. But if that much binning is needed, 7nm as tsmc must yield very poorly.
EDIT: In fact the next consoles most likely will be 14nm still. I could see the gpu being 7nm but even that would be an issue price wise.
Unless they're a mix of chips, the new consoles won't be 14nm. They for sure won't on the GPU as Navi was engineered for 7nm (and I believe Lisa or someone has outright said Navi will be 7nm only). Suppose they might would use an older Ryzen for the CPU, but I'm somewhat doubtful, as I think they'll be rocking a lower core count and lower clocked version of Ryzen 2. A big reason is because of the power constraints of a console, plus it should help them with lower cooling and power supply and overall size.
I think Sony is going to be fine losing money on the PS5 initially (the reports about them saying to expect lower income from gaming through 2021 I think is because they'll take low margins or even a loss on the hardware early on to speed up adoption rate). I think they want more power from the outset, and possibly might ditch the Pro model for a unified development.
My guess is 8c/16t monolithic CPU on a revamped 1x 8c CCX layout on 7nm and a direct shrink to 12nm for the APU.
The chiplet approach, while incredibly smart and full of upsides, has a few downsides that can be very relevant in a desktop scenario.
Threadripper will just be derived from EPYC, binning the chiplets for speed and pairing four of them with a salvaged motherchip (you just need 1/4 of a full motherchip capabilities for TR) to help improving yelds on a big part done on a stable process tech.
The APU will be on 12nm while they work on the next design on 7nm, also waiting for more capacity on the foundry side.
I don't see them going with a different core design at this point. The benefits of 7nm and other aspects (memory controller) will more than makeup for the CCX deficiencies. In the future, I could see things split (with AMD keeping the consumer chips on 7nm while the EPYC and Threadripper goes to 5nm or 7nm EUV).
If it sounds too good to be true, it probably isn't.
If we got a ~10% IPC improvement and a ~10% clock rate improvement, I'd think that'd be the height of reasonable expectations.
So ~4.5 GHz boost clock on something that is very similar (IPC wise) to the Skylake architecture on most workloads with various outliers favouring one or the other.
I'd say 15-20% clock speed improvement would be reasonable (so 4.8-5.0GHz I think is possible - it very well might not be optimal from an efficiency standpoint, but I think it'll be possible). I think that for a couple of reasons. Not just the process, even though I think that'd probably be worth 10-15% on its own. But I think Ryzen 1 was limited in clock due to other issues, ones that they could resolve in Ryzen 2, bringing more clock speed improvement.
Now if this were say Intel where they already had clocks pushed, yeah, I think 10% would be more reasonable.
A Ryzen 3000 that pushes all 16 cores at > 5 GHz won't exist.
The socket and motherboard simply won't be designed with that kind of power consumption in mind.
A Ryzen 3000 that can turbo a core or two to that kinda of speed may* exist - but its power requirements would be within socket limits (say 125W "official").
*Although I'm skeptical.
edit: For reference, a 2950 *will just about* get to ~4.0 GHz on all 16 cores at 180W. So, going to 7nm... that might become, say, 125W (guess at around 30% power improvement at iso-clock). But you'd at least double that power going from 4.0 GHz to 5.0GHz (based on power increase being approx cubic to clock) so north of 250W I'd guess.
Much guessing, little data - take with a truck load of salt.
That's not a fair comparison as the Threadripper is using multiple dice, and a lot of the power consumption is coming not from the core.
https://twitter.com/AdoredTV/status/1070345089300475904
Adored on the leak...
Well, he acknowledges that the clocks could be made up.
I'm not sure if that's what he's talking about or if its the odd "multiplier" bits.