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AMD Zen 3 (5000 Series), rumored 17% IPC gain.
- Thread starter AStaley
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Yes, there are still old allegiances / gentlemen agreements between OEM's and Intel.
At least for legacy western OEM's, new eastern OEM's, people like Asus are far more receptive to AMD.
https://www.hardwaretimes.com/eastern-oems-favor-amd-cpus-over-intel-for-gaming-laptops/
AMD just have to keep pushing and if those western legacy OEM's like Dell are not careful people like Asus will start eating them alive with better products.
Deleted member 209350
Deleted member 209350
What annoys me about this chart is that Intel is red and AMD is blue
What annoys me about this chart is that Intel is red and AMD is blue
I know... its wrong its wrong... its so wrong!
I don’t disagree there, those big OEMs will almost certainly have big multi year supply deals with Intel.
The flip side is that even if Dell wanted to put AMD into their products, it couldn’t happen because AMD can’t currently deliver the volumes needed for those OEMs.
Deleted member 209350
Deleted member 209350
I know... its wrong its wrong... its so wrong!
Terrible.
Does this chart account for macbooks as well or is just in the PC space?
I'm more inclined to think that's down to the legacy of Intel's backhanders and gentleman's agreements rather than an inability for AMD to supply volume. You can't just cram an AMD APU into a chassis designed for an Intel CPU and expect it to work, so the OEM would need to invest in new chassis designs. But why would they make such an investment if they're still tied (for whatever reason) to Intel? And do Intel actually ship "orders of magnitude" more laptop CPUs? Even the mighty Intel bumchum Dell were musing about taking on AMD products because of Intel's inability to meet volume.
And with the likes of Asus, Lenovo, Acer and HP ramping up Ryzen 4000 designs, the ball is starting to roll. Hell, even Dell have a 4800H product.
Dell G5 SE
Where has it been said AMD can't deliver volume? I've read somewhere AMD couldn't provide volume at first because they didn't expect such a massive demand so just didn't make enough, but that doesn't mean AMD can't deliver now that they know what demand will be.
Arm is not taking x86 market share any time soon, and by the time they are in a position to challenge AMD and Intel will be taking chunks out of each other.
That is true, AMD's relationship with TSMC is changing, much to Nvidia's frustration TSMC now see AMD as second only to Apple and they get that level of favouritism and priority.
However Intel have their own fabs while TSMC have lots of customers and cannot supply AMD with the levels of wafers to compete with that even if they wanted to.
Running your own fabs is extremely expensive, TSMC know as well as AMD that if you keep chipping away at the amount of revenue Intel are able to generate from owning their own fabs it will eventually become a burden, like an anvil around your neck, TSMC have their own ambitions and increasingly they see AMD as a path to realizing those ambitions.
Just like Asus and Acer have their ambitions, they also see AMD as a path to realizing theirs, AMD are building their own allegiances.
Have you looked at the chart posted just before my post in this thread? Intel has an 80% market share and the majority of that is made up of laptops.
It’s also a pretty short sighted view on ARM. You can already see the ‘other category’ gaining traction, that’s ARM. Given that Apple has 6-7% of the PC market share and assuming they don’t lose any by going ARM, that’s a significant loss in a very short period of time. Lots of other manufacturers are starting to produce ARM products and once Microsoft get their act together on the software side (which is happening) then it will quickly become a cheap alternative to X86.
It’s also widely reported that 4000 APUs are in very short supply right now. 3 seconds on Google will tell you that. It’s a great product, but if you can’t supply it in volume then it limits its reach. Big OEMs need big volumes.
Yeah, the green is ARM, i think this is a good thing, the goal here is to keep chipping away at Intel, with ARM coming in from the north and AMD coming in from the south they are forming a pincer movement on Intel.
Cry havoc and let rip the dogs of war, your days of domination are over Intel.
I never said Intel didn't have massive market share, I simply questioned why they have such share, and I don't think it's as cut-and-dry as just being able to supply more CPUs. Plus, Intel's shortages are also widely reported. And as I said, there is a different between "can't supply volume" and "didn't supply volume". Yes, right now 4000 series APUs are in short supply, but is that because TSMC physically can't produce enough, or AMD never expected this many orders and are playing catch-up? "Arse, we only expected 50,000 orders but have received 500,000, it's gonna take a few months to catch up" is not the same as "we can only make 50,000 units". It is a subtle difference, but directs the argument in different directions.
Now, if AMD still can't produce 5000 series APUs in the required quantity then I fully agree they can kiss dreams of usurping Intel goodbye in the OEM laptop space.
Isn’t that the point though, if they can’t supply enough to satisfy an OEM like Dell or Lenovo, there not going to enter into a supply contract for that supplier.
Having a good product which people can’t buy is massively damaging to your brand (3080 is a classic example). Someone like Dell will ship more laptops in a month than ASUS does in a year. They will not produce a product which which they can’t sell at the volumes they need, that’s the diseconomies of scale kicking in.
I’m not saying it’s a bad product, far from it. It’s probably the best thing anyone could have in a sensibly sized laptop right now. But a huge behemoth like Dell isn’t going to use it outside of some niche product until they can sell them by the literal lorry load per hour.
Im sure AMD will get there in time but ramping capacity needed by the likes of Dell isn’t easy, it takes time money and the market to be receptive to the product. In the mean time they’ll just continue to use Intel their mainstream products.
Having a good product which people can’t buy is massively damaging to your brand (3080 is a classic example). Someone like Dell will ship more laptops in a month than ASUS does in a year. They will not produce a product which which they can’t sell at the volumes they need, that’s the diseconomies of scale kicking in.
I’m not saying it’s a bad product, far from it. It’s probably the best thing anyone could have in a sensibly sized laptop right now. But a huge behemoth like Dell isn’t going to use it outside of some niche product until they can sell them by the literal lorry load per hour.
Im sure AMD will get there in time but ramping capacity needed by the likes of Dell isn’t easy, it takes time money and the market to be receptive to the product. In the mean time they’ll just continue to use Intel their mainstream products.
Sounds like a good film sequal
I wonder why this person has forecasted a slowdown in growth for AMD and a massive increase in growth for "other", in 2021?
Deleted member 66701
Deleted member 66701
ARM
And/or Chinese versions of Zen and Apple.
Could be, China are moving away from US tech.
That forecast is likely to be proven wrong
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