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

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Joe NYC

Platinum Member
Jun 26, 2021
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They're not gonna discount anything Zen5.
There's no comp pressure.

Let's revisit this post in 6 months and 1 year.

BTW, there is more to this then competitive pressure. Which price point generates the highest total revenue? Which price point generates the highest total profit.

Ideally, the MSRP should be set between those 2 price points. $499 price is beyond this range. Which means that AMD would be leaving money on the table at that price.
 

adroc_thurston

Platinum Member
Jul 2, 2023
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BTW, there is more to this then competitive pressure
No, it's just that.
The point is which price point generates the highest total revenue,
Margins dawg AMD loves margins.
DIY is a margin cow segment.
Units sold in DIY don't ever really change. Margins do, though.
Which means that AMD would be leaving money on the table at that price.
Nope, kids will run and make it vanish off the shelves.
 
Jul 27, 2020
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It's not that AMD did something special, the others just failed.
No one would've believed accurate Apple M1 pre-launch leaks either. More than Zen 5 performance, I'm actually interested a lot more in seeing Intel's knee jerk reaction to such pwnage. Do they do something truly ridiculous (delidded CPU with bundled thermoelectric cooler) or shifting the goalpost to something inane like sponsoring a AAA title that exclusively uses their Arrow Lake NPU and thus portraying AMD's product as "deficient" with the full force of their marketing resources?
 

Timmah!

Golden Member
Jul 24, 2010
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While not exactly defending the $999 price, and without any benchmarks that might justify it, does anybody remember the chips in the past that Intel charged $1000 for ? Like even a 6 core ? Maybe even a quad core ? I think it was a 5930 6 core that I bought and it was expensive.
Yes, i had 980x gulftown at one point. Not sure what you mean with this, its not really comparable. That was Extreme Edition CPU and you could not really buy anything better. I am not sure there were even server CPUs with more cores back then, 8 maybe? I dont remember. Anyway, nothing extreme about 9950x, since there will be metric ton of threadrippers and xeons faster at MT than it readily available.
 

DaaQ

Golden Member
Dec 8, 2018
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I don't think it would be right to take a bundle and subtract other components at their list prices to arrive the cost of Zen 4. The math on the bundles may be a little more fuzzy than that.

But it still does point to some of the Zen 4 CPUs discounting even deeper under the MSRP. When CPUs are compared under performance / price criteria, reviewers plug in these unrealistic MSRPs.

It doesn't seem like a smart approach of AMD marketing to raise the MSRPs even higher, making the difference between MSRP and street price even greater.

It seems to me that it would be in AMD's interest to stop this lunacy, and instead of perpetuating fictitious MSRP, AMD would take an opportunity (of highly desirable Zen 5 product) to introduce realistic MSRP and maintaining it throughout the channel.

I think you are misunderstanding me. The price I posted isn't just the bundle with the RAM and motherboard subtracted at their respective list prices. If you add the individual components into your cart (all items must be in stock) instead of the bundle the CPU price shows up in the cart. If you reserve them that way, the RAM and/or motherboard can be returned (immediately after checkout if you want) and you can keep the CPU for that price.

View attachment 96118
Using micro center is disingenuous, as not everything is available to ship, and the store locations are sparse.
As I am looking for a 7900xtx, no option to ship from Micro Center.
 

Rigg

Senior member
May 6, 2020
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Using micro center is disingenuous, as not everything is available to ship, and the store locations are sparse.
As I am looking for a 7900xtx, no option to ship from Micro Center.
You're misinterpreting my position. The entire reason I brought up MC CPU bundle pricing was to speculate on what kind of margin AMD was getting from them. I think it's a fair point to bring up (as is the steady decrease in online retail pricing of Zen 4) when people in the thread are insisting that margin is king for AMD. I even pushed back when another poster used my post to directly compare MC CPU bundle pricing to the 9800X $500 MSRP rumor.

In the first post that I mentioned it, I questioned how relevant it was to the MSRP discussion. While I didn't explicitly explain my reasoning, I thought it was pretty obvious that these are special deals that aren't available to everyone. I also liked posts where this exact point was brought up before you chimed in. Either you haven't been following along carefully, or you are the one being disingenuous.
The 7700x is $114 and the 7800X3D is $217 at MC with bundle pricing. If you add each individual item from the bundle (don't just add the bundle) you can see prices for the individual items shown in the cart with the discount applied. You can then return the mobo and/or RAM from the bundle if you don't want them, although the discounts are also okay on those items.

I'm not sure how relevant this is to the discussion, but it sure makes you wonder how concerned AMD is with maintaining high margin if they can cut a deal with a major US retailer that allows for discounts like that.

The gen on gen MSRP increase alone is plenty of reason to doubt this Zen 5 price rumor. The widely available current prices from Amazon and New Egg on Zen 4 strengthens my doubt even further.
 
Reactions: Tlh97 and Joe NYC

DaaQ

Golden Member
Dec 8, 2018
1,336
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You're misinterpreting my position. The entire reason I brought up MC CPU bundle pricing was to speculate on what kind of margin AMD was getting from them. I think it's a fair point to bring up (as is the steady decrease in online retail pricing of Zen 4) when people in the thread are insisting that margin is king for AMD. I even pushed back when another poster used my post to directly compare MC CPU bundle pricing to the 9800X $500 MSRP rumor.

In the first post that I mentioned it, I questioned how relevant it was to the MSRP discussion. While I didn't explicitly explain my reasoning, I thought it was pretty obvious that these are special deals that aren't available to everyone. I also liked posts where this exact point was brought up before you chimed in. Either you haven't been following along carefully, or you are the one being disingenuous.


The gen on gen MSRP increase alone is plenty of reason to doubt this Zen 5 price rumor. The widely available current prices from Amazon and New Egg on Zen 4 strengthens my doubt even further.
It is quite obvious that Micro Center, either A has a deal with AMD, or B most likely uses it as a loss leader to get you instore to purchase their own increased margin products.

I haven't followed carefully and skipped a small amount of content to reply before I lost what my comment was. Which is MC pricing is not standard since you cannot get everything shipped. I also showed my nearest MC is 200+ miles away. so their "deals" do not quite make up for my time and gas to go and receive them.

Ill give you point on carefully, but not on disingenuous.
 
Reactions: Tlh97 and Rigg

StefanR5R

Elite Member
Dec 10, 2016
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Chip and Cheese pointed that the leaked 10-15% figure is quite modest in respect of the uarch evolution, and indeed it s of the same order as the 13% brought by Zen 4 despite a uarch that is essentialy the same as Zen 3.
The slide which you are referring to showed "10-15%+", not "10-15%". Furthermore, it supposedly referred to socket performance (core count normalized and core clock normalized), rather than isolated core performance.
 

Timorous

Golden Member
Oct 27, 2008
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View attachment 96138
Lol. Most people aren't buying your 40% number.

Plenty of true leaks are unbelievable. I didn't believe Infinity Cache in RDNA2, seemed like a die area hog and a wider bus could do similar with less die space. A lot did not believe 800 shader rv770 on the same node as 320 shader rv670. Plenty did not believe the 2Ghz+ PS5 GPU leaks before the announcement. Lots did not believe the 40% target for zen over dozer, let alone if the 52% actual uplift had leaked.

Not saying 40% is true ofc but people believing it or not is not at all a useful metric for how true it is.
 

coercitiv

Diamond Member
Jan 24, 2014
6,280
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Why don't CPUs have gold IHSes?
Because real men would buy a diamond IHS instead. Gorge yourself in luxury and higher thermal conductivity than any metal! For $1000 more you can have the limited edition model with faceted sides, so that light creates a rainbow around the fully transparent surface of the IHS, enhancing the view of your expensive piece of sand inside.

Buy now Sold out
 
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