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

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adroc_thurston

Platinum Member
Jul 2, 2023
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Uh...from the source @mikk linked:
That's Korea.
Strix coming in 2025 directly contradict what Lisa said in the earnings call. So I'd argue it was just a generic statement from AMD Korea.

> We expect Client to be up sequentially
> Increase in units and asp due to AI PC
> AI PC coming with Strix for premium devices in second half
> AI PC across the rest of the stack/portfolio in 2025

But Computex is just a month away. Everything will be clear there.
He's coping.
You know, losing is hard.
No need to engage him.
i would thik that China, the US and some european countries like Germany will get the first deliveries well before secondary markets.
Yeah, euros and China how Hawk first too.
China in particular had it on shelves all over in like January.
 
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Abwx

Lifer
Apr 2, 2011
11,056
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That's a non-binding statement and it's not end of the year.
August select laptops, rest a bit later.
More on June 3rd. Cheers.

Now please go back to MTL thread, you only have so much time left.

Even if it s a binding one this representative talk only about the corean market supply, i would think that China, the US and some european countries like Germany will get the first deliveries well before secondary markets.
 
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adroc_thurston

Platinum Member
Jul 2, 2023
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Paper launch by the end of H2-2024. That's what it means.
Why are you coping? It's not June 3rd. Just yet.
No need to do that prematurely. It's unhealthy.
Their track record speaks for itself.
Hawk is everywhere, even in $600 ideapad 5's.
Why's the cope?
AMD client shipments in both units and ASPs are in 10-Q.
 
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mikk

Diamond Member
May 15, 2012
4,152
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Strix coming in 2025 directly contradict what Lisa said in the earnings call. So I'd argue it was just a generic statement from AMD Korea.

> We expect Client to be up sequentially
> Increase in units and asp due to AI PC
> AI PC coming with Strix for premium devices in second half
> AI PC across the rest of the stack/portfolio in 2025

But Computex is just a month away. Everything will be clear there.

It'a paper launch this year, AMD never confirmed they will hard launch Strix Point this year. It's telling they just say H2 because it usually means Q4. And you can add 3-6 months from a launch until real volume is available from AMD. Shipping in 2024 including paper launch, that's it. It's like you guys never learned from AMD, all of their new mobile generations were paper launched months before devices appeared in the market. Don't expect any different this time.
 

adroc_thurston

Platinum Member
Jul 2, 2023
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It'a paper launch this year, AMD never confirmed they will hard launch Strix Point this year. It's telling they just say H2 because it usually means Q4. And you can add 3-6 months from a launch until real volume is available from AMD. Shipping in 2024 including paper launch, that's it. It's like you guys never learned from AMD, all of their new mobile generations were paper launched months before devices appeared in the market. Don't expect any different this time.
Why the cope?
It's not June 3rd yet. You don't have to do that bit.
You're skipping like CZN ramp which was on shelves before the actual launch date or HWK ramp which is everywhere now.
 
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ToTTenTranz

Member
Feb 4, 2021
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bandwidth (and MALL).
If that iGPU is clocking at 3.4GHz then the LLC is also faster so the effective bandwidth is higher.
256bit using LP5X at 8GT/s should have the same bandwidth as 128bit GDDR6 at 16GT/s, perhaps with somewhat lower latency.

But sure, it will have less effective bandwidth than a 7700XT 12GB, however it should still be quite a bit faster than the RX 7600 in everything but scenarios where bandwidth is a huge bottleneck (4K resolution and/or heavy raytracing).


Called Zen5LP.

First time I've ever heard of it. What is is for? If it's not exposed to the O.S., why use a large ISA-compatible Zen5 design? If it's meant to sip power on low-level tasks, why not go with an ARM core or pick an old Cat core? It just sounds like overkill to me.
 

adroc_thurston

Platinum Member
Jul 2, 2023
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then the LLC is also faster so the effective bandwidth is higher.
hello another b3d forums escapee.
MALL clocks at UMC clock. So not really.
256bit using LP5X at 8GT/s should have the same bandwidth as 128bit GDDR6 at 16GT/s, perhaps with somewhat lower latency.
Yeah but 16c Z5 is a pretty hungry hippo setup.
What is is for?
Low intensity background stuff to gate CCDs off while doing so.
If it's not exposed to the O.S., why use a large ISA-compatible Zen5 design?
It's a different RTL so ISA compatability is a very nominal notion here. The design can be horrifically gutted.
I don't know.
If it's meant to sip power on low-level tasks, why not go with an ARM core or pick an old Cat core?
Performance way too low, impacts QoS hard.
See ARM phone chips getting rid of A5x stuff more and more due to their lacklustre perf.
Making a real LITTLE is a very delicate tradeoff between raw power consumption and performance.
So far only Apple nailed it (and hard, A715 IPC at 1/3rd the power is cuckoo in the most positive way possible).
 

mpumalanga

Junior Member
Feb 18, 2022
4
13
51
It'a paper launch this year, AMD never confirmed they will hard launch Strix Point this year. It's telling they just say H2 because it usually means Q4. And you can add 3-6 months from a launch until real volume is available from AMD. Shipping in 2024 including paper launch, that's it. It's like you guys never learned from AMD, all of their new mobile generations were paper launched months before devices appeared in the market. Don't expect any different this time.

why don't you just wait for computex and then we all can see what AMD says.
There is still enough time then to complain about perceived paper launches.

Although it seems you only want to complain and moan about AMD.
Not a very good reflection on your intentions.
 

Joe NYC

Platinum Member
Jun 26, 2021
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MLID conclusion, taking a look at client revenue of AMD and Intel, is that AMD has a momentum in client, and with Zen 5 desktop and Strix arriving, Intel may be in big trouble, given the fact that client profits are carrying the whole company:

 

Joe NYC

Platinum Member
Jun 26, 2021
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With Strix launching mid-year 2024, I am wondering about Strix Point APUs.

It seems that AMD has big ambitions in the commercial segment of PC, including desktop, where AMD is nearly completely absent. AMD has devoted disproportionate percentage of time in their investor CC to commercial market, and noted some successes with Phoenix.

It would seem logical that AMD would want to build on that momentum with Strix Point APUs for desktop. In AMD crosshair - commercial desktop.

Is CES 2025 realistic for Strix Point APUs? I don't recall any roadmap leaks about this...
 

Ghostsonplanets

Senior member
Mar 1, 2024
387
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MLID conclusion, taking a look at client revenue of AMD and Intel, is that AMD has a momentum in client, and with Zen 5 desktop and Strix arriving, Intel may be in big trouble, given the fact that client profits are carrying the whole company:

MLID is dubious, but at least he's consistent in his messaging here. In his MTL analysis video, he said his OEM "sources" were deeply disappointed and angry with Intel due to MTL and that some of them would look into higher level of AMD sourcing for their designs.

This is consistent with Lisa saying that they higher and faster ramp of designs using Ryzen 9000 Mobile when compared to HWk.
 

Ghostsonplanets

Senior member
Mar 1, 2024
387
659
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With Strix launching mid-year 2024, I am wondering about Strix Point APUs.

It seems that AMD has big ambitions in the commercial segment of PC, including desktop, where AMD is nearly completely absent. AMD has devoted disproportionate percentage of time in their investor CC to commercial market, and noted some successes with Phoenix.

It would seem logical that AMD would want to build on that momentum with Strix Point APUs for desktop. In AMD crosshair - commercial desktop.

Is CES 2025 realistic for Strix Point APUs? I don't recall any roadmap leaks about this...
Both Strix and Kraken will come to DT. But I don't think it will be so fast. Probably something for mid to late 25.
 

Joe NYC

Platinum Member
Jun 26, 2021
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Both Strix and Kraken will come to DT. But I don't think it will be so fast. Probably something for mid to late 25.

I guess 6 months would be too aggressive. Zen 4 APUs followed desktop by ~ 15 months, IIRC.

But with all the staff AMD is hiring, and there were no layoffs during the last downturn, hopefully there are resources for more rapid succession of derivative chips...
 

inquiss

Member
Oct 13, 2010
40
66
91
Strix coming in 2025 directly contradict what Lisa said in the earnings call. So I'd argue it was just a generic statement from AMD Korea.

> We expect Client to be up sequentially
> Increase in units and asp due to AI PC
> AI PC coming with Strix for premium devices in second half
> AI PC across the rest of the stack/portfolio in 2025

But Computex is just a month away. Everything will be clear there.
Exactly, it's not far away. I'm sure receipts are being taken in this thread and I'm sure certain posters will be humble when they find out that, shock horror, a regional Korean employee speaking about a regional market might not have been fully representative of the situation around the globe.
 

Joe NYC

Platinum Member
Jun 26, 2021
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adroc_thurston

Platinum Member
Jul 2, 2023
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Lenovo just announced a desktop based on Phoenix based Radeon Pro 8000:

We will see if the other 2 big ones (HP, Dell) follow suit. The incentive would be an easy upgrade to Strix Point, and these OEMs should be familiar with Strix Point performance...
Yes but commercial desktop is a slower and more mature market than even commercial laptop.
Basically higher barrier to entry, the focus is laptops for now.
 
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