Nvidia has done it!

[Joxeon]

The only way AMD was able to beat intel with pricing was by using chiplets which lowered their production cost and increased yields considerably. It didn't go the same way in GPUs for them, though.

Zen 1 and zen + wasn’t chiplets and still undercut Intel per core by nearly 50%

This gave them some decent market share and a much needed cash injection to really go after Intel.

 

[Minstadave]

Zen 1 and zen + wasn’t chiplets and still undercut Intel per core by nearly 50%

Yup.

Zen 1 and Zen + undercut Intel with monolithic dies. They offered HEDT performance without the toll to get onto an HEDT platform.

 

[Joxeon]

Yup.

Zen 1 and Zen + undercut Intel with monolithic dies. They offered HEDT performance without the toll to get onto an HEDT platform.

This is the sort of radical approach they need to go up against Nvidia.

A $50 price cut against Nvidia just won’t work as we’ve seen for a number of years now if they want to become serious in the GPU market where Nvidia is entrenched then they need to go big.

AMD missed a big opportunity this gen with Nvidia doubling pricing per die area, they didn’t even need to cut prices just follow RDNA2 naming/pricing

 

[mrk]

Apple on the night of announcement:

 

[CaptainRAVE]

Rich company that charges too much for GPUs overtakes rich company that would really like to snapshot your entire system to become the richest company.

Yay! What a time to be alive!

And of course the fanboys are fanboying for companies that rip them off.

 

[Tinek]

They've had a few gens of ryzen to get it right, though. It's not like the initial ryzen blew the doors off anything. They've only really had one attempt so far at the chiplet based gpu setup.

If you compare 1st gen Ryzen to Bulldozer... it pretty much did blow the doors off. As AMD engineers themselves said, if not for Ryzen there would be no AMD today, most likely. For them it was business life and death situation. But yes, of course, with GPUs they still have ways to go and it already isn't bad at all. But it did not lower the cost as much as they hoped for it to happen, apparently. Not yet, at least.

 

[Tinek]

Zen 1 and zen + wasn’t chiplets and still undercut Intel per core by nearly 50%

This gave them some decent market share and a much needed cash injection to really go after Intel.

I can't agree with this - Zen 1 (and +) did not have a separate IOdie but it definitely had CCD chiplets interconnected with Infinity Fabric. You do not see that in consumer 8 cores CPU (1 physical die visible) but move higher to Epyc and you see for example 4 dies there instead of one. A chiplet is an IC designed to be combined with other chiplets on an interposer in a single package - which is exactly what we see in Epyc and what IF is for. Some call them monolithic chiplets, but whatever the exact name, it was step one to current chiplet build. And that let AMD offer their server CPUs for much less than Intel, which is why they started to grow nicely and still do in that market.

 

[MrMarvelous]

Looks like GPU prices won't be dropping anytime soon - PS5 it is.

 

[Gerard]

If you compare 1st gen Ryzen to Bulldozer... it pretty much did blow the doors off. As AMD engineers themselves said, if not for Ryzen there would be no AMD today, most likely. For them it was business life and death situation. But yes, of course, with GPUs they still have ways to go and it already isn't bad at all. But it did not lower the cost as much as they hoped for it to happen, apparently. Not yet, at least.

Compared to bulldozer yes, but compared to the intel offerings at the time it was behind, but still had it's plus points in the core count department. But it did take a while to really put the boot into intel. Am fully aware that amd bet the farm on ryzen and it was a bet that paid off.

 

[Tinek]

Compared to bulldozer yes, but compared to the intel offerings at the time it was behind, but still had it's plus points in the core count department. But it did take a while to really put the boot into intel. Am fully aware that amd bet the farm on ryzen and it was a bet that paid off.

It was enough to let them survive and invest into R&D enough to evolve that idea into what we see today, instead of folding down the business. That said, with best CPU in the world it would still take many years to take a good bite into the market - Intel still has majority, even though they're losing their share of the enterprise market relatively quickly. Brand still matter a lot and they had a very strong one for generations beforehand.

 

[Minstadave]

It was enough to let them survive and invest into R&D enough to evolve that idea into what we see today, instead of folding down the business. That said, with best CPU in the world it would still take many years to take a good bite into the market - Intel still has majority, even though they're losing their share of the enterprise market relatively quickly. Brand still matter a lot and they had a very strong one for generations beforehand.

With AMD thriving in Enterprise, X3D leading in gaming/efficiency and Qualcomm pushing into mobile Intel have got some interesting times ahead.

 

[Calin Banc]

But that's not how modern "free" market works. Everyone just tries to sell similar products for similar price as "competition" and not better for less, anymore. It seems to be working well for most corporations. Like, have you seen any competitions on the gaming market at all? No, everyone just sells their games (AAA at least) for same price as everyone else, for example.

Well... AAA games are the equivalent of high end plus some expansion perhaps (rtx4090) if you buy the super duper collector edition. But you have other games, cheaper that are still quite decent. Plus.... waaay more options.

Anyway, "free market", as it's seen with its benefits, only exists in certain scenarios. GPU doesn't seem to be one.

 

[Murphy]

Zen 1 and zen + wasn’t chiplets and still undercut Intel per core by nearly 50%

This gave them some decent market share and a much needed cash injection to really go after Intel.

Is that a typo or something? Because AFAIK all Ryzen's since day one have used chiplets, the Ryzen 7 1700 used two four core chiplets on a single interposer.

 

[D1craig]

nVidia domination - for good and bad. We need competition damnit ..LOL!

Really hope that Intel atleast will deliver something, so we dont need to rob the bank, for nextgen!

When has intel ever released something with competitive pricing? What makes you think they would not join the other gpu makers and just group call to decide what prices they make things?

 

[adidan]

Is that a typo or something? Because AFAIK all Ryzen's since day one have used chiplets, the Ryzen 7 1700 used two four core chiplets on a single interposer.

I think the first Zens are tricky depending if you're going by definition of the word 'chiplet' or as a design.

I think the original Zen was actually monolithic.

Then again what I know about CPU design could be written on a chiplet and there'd still be room left.

 

[humbug]

I think the first Zens are tricky depending if you're going by definition of the word 'chiplet' or as a design.

I think the original Zen was actually monolithic.

Then again what I know about CPU design could be written on a chiplet and there'd still be room left.

The Ryzen 1700 / 1800X was momolythic, it was the 1950X that was 4 chips.

 

[Freddie1980]

Madness

I know where your coming from but at least with Nvidia there valuation can be backed up with actual revenues and profits unlike other companies with sky high valuations like Tesla, Uber etc.

 

[Murphy]

I think the first Zens are tricky depending if you're going by definition of the word 'chiplet' or as a design.

I think the original Zen was actually monolithic.

Then again what I know about CPU design could be written on a chiplet and there'd still be room left.

A chiplet is any IC that's designed to be combined with another IC on an interposer.

 

[Joxeon]

Is that a typo or something? Because AFAIK all Ryzen's since day one have used chiplets, the Ryzen 7 1700 used two four core chiplets on a single interposer.

Incorrect.

Spoiler

 

[Yaayuh!]

Yay, or something.

Indeed