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Thread Ripper 2, and the effect on Intel pricing

Lokken86 said:
Wasn't there a 28core Intel CPU selling for 10grand? Extortion in that scale will soon be stopped thankfully.
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Maybe but that chip wasn't meant to go anywhere near a desktop.

Epyc competes with that kind of thing and it's not just about the price of the chip, it's everything connected with it and maybe the price of the chip isn't a big deal in the whole.

Here's some prices: https://www.anandtech.com/show/11544/intel-skylake-ep-vs-amd-epyc-7000-cpu-battle-of-the-decade/10
 
drunkenmaster said:
Yup, the issue is that Intel had literal complete dominance in servers, even taking 1.3% is actually a monumental step. It means that with no in place working plan to validate/certify servers companies still took not of EPYC and started that work. EPYC 2 also adds to the belief that server guys should bother with AMD. EPYC 1 alone was a single chip and if AMD couldn't execute another step fairly quickly it would be seen as a flash in the pan. EPYC 1 is showing off Zen to the server market and they were absolutely interested, EPYC 2 is the thing that makes the server guys commit, which is why as EPYC 2 taped out a whole bunch of server makers and companies who buy servers got a whole lot more interested.

With EPYC 1 server guys mostly validated and worked on certification and building their own computers after it launched. With EPYC 2 they are doing much of this work during the sampling phase and concurrently with AMD also doing this stage of work. So with EPYC 1 there is a ~1 year lag between launch and the servers coming out, with EPYC 2 it should be possible that a few servers launch alongside the EPYC 2 launch and a lot more within the first few months. With the same socket and similarity of the platform making the second lot of servers will also be much much less work.

There is also issues in terms of volume, with Glofo it's hard to say how much production AMD were using but Glofo had other customers also and AMD was making it's whole line up at Glofo. With TSMC able to be involved due to the wafer agreement change it opens up vastly more volume for AMD.

1.3% is a much much bigger step, in the same way the saying goes that the first million is the hardest, once you get a foothold and once you get people actually building and validating servers and it's actually selling it's easier to convince the same company to make 5 different types of servers and then see them all selling the next time. THink of it like this, new product comes along, committing to build each specific server build might cost a few million, a bunch of work and a commitment to support that server for multiple years but at that time you don't even know if people will buy it because it's a new player. So you wait for the chips to launch, you build one box to limit exposure and dip your toe in the water of the market and see if anyone bites. When those servers sell easily (as I'm under the impression they are) you decide to build 10 different server configurations. You already know demand is there, you know you can sell them and you've been convinced. A year from now when those 10 different configs are available and knowing it will actually be the far better product than the competition this time around, you have no worry they'll fly off the shelves.
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In their most recent quarterly report to investors Intel stated its intention to hold an 85% market share in the Enterprise CPU market so for all the reasons above, Epyc 2 will start to see real traction in the marketplace in the same way Ryzen 2nd gen Mobile APU’s are starting to see more widespread availability in the OEM market. Until very recently Lenovo wasn’t offering a single Ryzen APU in its flagship Thinkpad lineup and now finally the E485 is available along with multiple Ryzen APU options its very popular Yoga 700 line.

Once AMD start to made inroads in the Enterprise lineup and more widespread OEM adoption Intel will start to feel a great deal of pain in both sales and margins. Thus far in the enthusiast PC segment you are seeing AMD take much more market share from Intel, just look at the best seller lists at Amazon. Even at OCUK you can buy a Ryzen 1800X for under £200.
 
humbug said:
The 2990WX is £1600, Intel are not going to be dropping no 28 core for anything less than £3000 and at that price no one is going buy it.

AMD have disrupted HEDT to such an extent Intel just can't compete.
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Tbh, I wouldn't be surprised if Intel just quietly dropped the whole idea if releasing a HEDT 28 core CPU at this point.
 
humbug said:
The 2990WX is £1600, Intel are not going to be dropping no 28 core for anything less than £3000 and at that price no one is going buy it.

AMD have disrupted HEDT to such an extent Intel just can't compete.
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The 18 core is £2200 or so vs the 2990WX. Will be interesting to see if the price drops or it just disappears from sale as that price is now crazy IMO.
 
DarrenM343 said:
The 18 core is £2200 or so vs the 2990WX. Will be interesting to see if the price drops or it just disappears from sale as that price is now crazy IMO.
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£1729. £2200 is for the OCUK 4.6ghz pre-binned chip.
 
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