r/Amd•
TonyCubed

PSA: Wait for ComputeX for RX Vega

Discussion

I'm seeing this a lot on the Discord chat which people are missing the point of this Financial Event.

The whole point is for AMD to showcase the current and future shareholders what their plans are for the next 3 years and what their immediate roadmap is for products that will make the most money.

If people actually watched the event, you would hear AMD talk a lot about high margin markets and that's exactly what this event was about.

All fingers are pointing at ComputeX for RX Vega release since the Fury was released at ComputeX '15 and the 480 at ComputeX '16.

ComputeX is a consumer focused event so it makes sense that AMD would talk about those products then especially when these products will be far lower margin compared to their Radeon Instinct versions.

Edit: Looks like I need to explain things a bit more.

Threadripper was catergorised as an 'Ultra-Premium'. It'll be high margined because it'll be priced high in the north of at least $900 and will be using binned CCX's from Ryzen and EPYC. This is why when they talked about EPYC and why they went with 4 CCX modules over a single package is because: It's far cheaper for them to produce as yields will be less of an issue.

Vega is different because HBM2 is involved. HBM2 is far more expensive but AMD opted for HBM2 because it's used with their High Bandwidth Cache Controller.

Consumer Vega will be far more expensive to produce and as a result, far lower margins compared to their Enterprise counterparts and shareholders are already nitpicking at low margin deals i.e. Xbox's, PS4's etc.

Posted May 17, 2017, 12:12 AM UTC · edited

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