Sure, but 8 CUs @ N3P are going to be tiny anyway and don't increase the APUIOD's cost all that much.High-end laptop owners are probably going to use dGPUs anyway.
Of course I don't know whether there is any merit to that rumor, but here is a proposal nevertheless: All (OEMs and end customers) who look for "R9" tier core count combined with near the maximum GPU performance which can be implemented on top of dualchannel {LP,}DDR5, plus maybe eligibility for whatever sticker programs Microsoft is running when these go on sale.My issue with that CCD+APU R9 is I don't know who wants that exactly.
People looking toward high parallel CPU performance can get a (much) lower-cost IOD and 2x 12c CCDs.
I caution that it is actually uncertain for now whether there will be a direct successor of Granite Ridge's/ Fire Range's IOD, i.e. one without any changes apart from improved memory datarate and IFoP replaced by fanout.NPUs with 80 TOPs will probably be required for Copilot++ certification, and neither the 12C-CCD nor the desktop IOD will have that.
Medusa and Olympic Ridge/Gator Range have different IODsOf course I don't know whether there is any merit to that rumor, but here is a proposal nevertheless: All (OEMs and end customers) who look for "R9" tier core count combined with near the maximum GPU performance which can be implemented on top of dualchannel {LP,}DDR5, plus maybe eligibility for whatever sticker programs Microsoft is running when these go on sale.
I caution that it is actually uncertain for now whether there will be a direct successor of Granite Ridge's/ Fire Range's IOD, i.e. one without any changes apart from improved memory datarate and IFoP replaced by fanout.
OEMs that want to add the green sticker.I guess laptop owners who want many CPU cores and a mediocre iGPU? With everything being GPU and NPU accelerated nowadays, who exactly wants such an unbalanced product?
Maybe, but cp+ was 40 TOPs and both Intel and AMD went beyond that right off the bat, so I assume AMD themselves will aim for at least 80 TOPs anyway.Copilot++ is 70 TOPs minimum imo
In addition to what kepler_l2 said, there have been concrete, realistic rumors about a new desktop IOD floating around before.I caution that it is actually uncertain for now whether there will be a direct successor of Granite Ridge's/ Fire Range's IOD, i.e. one without any changes apart from improved memory datarate and IFoP replaced by fanout.
NVL TOPS has been leaked and it was 75 TOPSMaybe, but cp+ was 40 TOPs and both Intel and AMD went beyond that right off the bat, so I assume AMD themselves will aim for at least 80 TOPs anyway.
Yeah I agree N4C for desktop and N3P for mobile server would likely be N4C as well.In addition to what kepler_l2 said, there have been concrete, realistic rumors about a new desktop IOD floating around before.
Which is usually a sign the info is legit, because when people just make stuff up, they usually either exaggerate or mess up by adding info that makes no sense, which hasn't been the case here.
Plus, using that N3P APU as IOD on desktop would be way too expensive, while the Zen4/5 IOD is getting way too outdated.
Rumors are clearly indicating an increase in CUs, addition of 2 LP cores and a cheaper process, likely something like N4C.
Which all makes sense, as a newer process is only needed when you have lots of perf/efficiency-sensitive logic transistors on-die, which this IOD probably won't have.
Yes of course - no brainer, top notch products get sales and great margins.Just pay for the most expensive process money can buy and create a big die and sell it in volume?
You can't sell it in volumes cause OEM's want cheap stuff not expensive stuffYes of course - no brainer, top notch products get sales and great margins.
Very cheap volume product could be previous gen on N4C - just like Zen 3 was still selling.You can't sell it in volumes cause OEM's want cheap stuff not expensive stuff
I wonder how cheap N4C would be after price hike and if any company wants Made in USA they will get more increase in price 🤣.Very cheap volume product could be previous gen on N4C - just like Zen 3 was still selling.
Agreed but the premium product should be good from buyers Point of ViewReal money come from selling premium stuff.
The premium stuff is going to enterprise and retail. Won't get many OEM PCs with the premium stuff. The plan is to sell high cost products where you get high margin and use n-1 for volume parts. It's why all the monolithic stuff is on n3 class nodes.You can't sell it in volumes cause OEM's want cheap stuff not expensive stuff
that makes sense but do you think OEMs won't cheap out on Enterprise stuff as well. They take every cost cutting measure.The premium stuff is going to enterprise and retail. Won't get many OEM PCs with the premium stuff. The plan is to sell high cost products where you get high margin and use n-1 for volume parts. It's why all the monolithic stuff is on n3 class nodes.
I mean, yes and no. If by enterprise of you mean on site servers and laptops then the latter has monolithic dies on n-1 nodes and for cheaper stuff you have the smaller, lower cost stuff platform or Genoa. AMD has a cost structure advantage vs Intel across server so same argument applies there but AMD could be cheaper if they wanted to be.that makes sense but do you think OEMs won't cheap out on Enterprise stuff as well. They take every cost cutting measure.
It should be the best hands down - which N2 Zen6 will be.Agreed but the premium product should be good from buyers Point of View
It should be the best hands down - which N2 Zen6 will be.
AMD commands greater revenue share relative to their mss so they're premium™ in the eyes of the many.Well it's not made by Intel so it can't be a "premium product" in the eyes of some.
The R+D are sunk cost, as you say, and already expensed. But one thing you did not mention is equipment depreciation. That is part of the expense. Cost of the equipment gets expensed through their depreciation, and this goes into the earnings statements. It is a big component for foundries.