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Forum: GPUs 07-21-2016, 03:03 PM
Replies: 194
Views: 14,734
Posted By krumme
Yep amd is betting big on vr and consumer and...

Yep amd is betting big on vr and consumer and pro. And cpu. Consumer and pro. Pro is so big margin.
And semi custom. Lalala.
Far vider portfolio than Intel.
What was amd market cap btw compared...
Forum: GPUs 07-21-2016, 05:16 AM
Replies: 194
Views: 14,734
Posted By krumme
An professional line cost rd for products....

An professional line cost rd for products. Marketing. Sales.
An entire organization to handle it.
20% share is going nowhere. As it have to offset exactly the margin on consumer side where the...
Forum: GPUs 07-20-2016, 03:32 PM
Replies: 194
Views: 14,734
Posted By krumme
AT said 15% share in 2012. And it have around...

AT said 15% share in 2012. And it have around that share for a handfull years.
http://www.anandtech.com/show/6137/the-amd-firepro-w9000-w8000-review-part-1/3
Enough to dilute r&d.
Enough to make...
Forum: GPUs 07-19-2016, 04:44 PM
Replies: 194
Views: 14,734
Posted By krumme
Ok. Then let us asume they make two dies for 7%...

Ok. Then let us asume they make two dies for 7% of the market and whatever next to nonexisting professional share they have. Looking at the r&d budget it only makes sense looking at prior business...
Forum: GPUs 07-19-2016, 02:37 PM
Replies: 194
Views: 14,734
Posted By krumme
I am not going to argue against the meaning of...

I am not going to argue against the meaning of going lower than 128 interface. Cut p11 to reach 25w. Using old gcn on desktop. All very solid argument imo.

I still tend to think there is room...
Forum: GPUs 07-19-2016, 04:01 AM
Replies: 194
Views: 14,734
Posted By krumme
Only on desktop and its hardly an interesting...

Only on desktop and its hardly an interesting market anyway. Old gcn is killed by nv maxwell here and on mobile btw so not adressing the notebook lowend market is the same as leaving it.
The zen apu...
Forum: GPUs 07-18-2016, 02:52 PM
Replies: 194
Views: 14,734
Posted By krumme
The nv 740m is 87mm2 and 33w. The old 550m was...

The nv 740m is 87mm2 and 33w.
The old 550m was 118mm2 and 35w.

Imo there must be a huge market in the 80 to 120mm2 size on mobile.
I still have an old 555m in the house. That was a huge die cut...
Forum: GPUs 07-18-2016, 02:42 PM
Replies: 194
Views: 14,734
Posted By krumme
Well polaris and its sizes is highly interesting...

Well polaris and its sizes is highly interesting :) because its aprox 85% of the market in amd own words.

If that leaves at best 15% for vega in very little half big approach its kind of weird...
Forum: GPUs 07-18-2016, 12:29 PM
Replies: 194
Views: 14,734
Posted By krumme
Yeaa all god arguments. One can also say old 28nm...

Yeaa all god arguments. One can also say old 28nm smallest dies can take care of desktop no probs.

Its just if i look at notebbook market there is tons of sub 100mm2 dies sold. Irationally...
Forum: GPUs 07-18-2016, 11:03 AM
Replies: 194
Views: 14,734
Posted By krumme
Even p11 at 114mm2 they need something smaller...

Even p11 at 114mm2 they need something smaller imo.
For apu.
For mobile and to a lesser degree desktop.
And perhaps a future 10nm small vega for license for arm mobile socs on the next samsung...
Forum: GPUs 07-18-2016, 06:05 AM
Replies: 194
Views: 14,734
Posted By krumme
Makes sense imo. Further arguments: Look at...

Makes sense imo. Further arguments:

Look at consoles. Polaris for ps 4 neo. Vega for x box and a 600mm2 makes zero sense here. Dev cost is distributed. Touch down.

Zen apu need gpu part. Here...
Forum: GPUs 07-18-2016, 05:45 AM
Replies: 194
Views: 14,734
Posted By krumme
Yes. Consumer market. And dont have high...

Yes. Consumer market.

And dont have high hopes for them leaving professional and hpc. They will stay and delute their r&d on a far to wide portfolio. But we can hope for a miracle :)
Forum: GPUs 07-18-2016, 04:11 AM
Replies: 194
Views: 14,734
Posted By krumme
AMD said 85% of the market is between 100 and 300...

AMD said 85% of the market is between 100 and 300 usd. So aprox at most 7% above.
A market where 1070 1080 and soon big die nv will reside.

No way does i make sense to make two dies above that...
Forum: CPUs 06-23-2016, 12:56 PM
Replies: 3,554
Views: 603,897
Posted By krumme
Isnt that the api giving a bottleneck here. The...

Isnt that the api giving a bottleneck here. The drawcalls?

Oxide was as i recall born out of the frustrating work with civ5.
Forum: CPUs 06-21-2016, 10:49 AM
Replies: 3,554
Views: 603,897
Posted By krumme
You want multiple 10gbe on soc for your server or...

You want multiple 10gbe on soc for your server or make your own chipset? Amd have made far to much themselves in relation to their size and imo they are still in the processing of outsourcing what we...
Forum: CPUs 06-21-2016, 10:39 AM
Replies: 3,554
Views: 603,897
Posted By krumme
How is the market looking in say 2019 for demands...

How is the market looking in say 2019 for demands for cdn, load balancing and cache?
What about compettition from arm solution?
Eg caviums solutions i know from Johans excellent review...
Forum: CPUs 06-21-2016, 06:41 AM
Replies: 3,554
Views: 603,897
Posted By krumme
And poor Papermaster was stuck between chapter 1...

And poor Papermaster was stuck between chapter 1 and chapter 2 :)
Forum: CPUs 06-21-2016, 05:43 AM
Replies: 3,554
Views: 603,897
Posted By krumme
"About IPC, didn't I took the data given by AMD...

"About IPC, didn't I took the data given by AMD to show Zen must be about Sandy/Ivy IPC level? Didn't Papermaster already admit that are not to caught Intel? Didn't Lisa Su admit that server Zen...
Forum: CPUs 06-21-2016, 04:36 AM
Replies: 3,554
Views: 603,897
Posted By krumme
I understand you refer to performance i relation...

I understand you refer to performance i relation to ipc and that she said it was 80%. And excactly therefore is it wrong, as she said no such thing.

Its perfectly okey to disagree. Changing...
Forum: CPUs 06-20-2016, 07:39 PM
Replies: 3,554
Views: 603,897
Posted By krumme
Why dont you quote it entirely what you wrote?: ...

Why dont you quote it entirely what you wrote?:

"About IPC, didn't I took the data given by AMD to show Zen must be about Sandy/Ivy IPC level? Didn't Papermaster already admit that are not to...
Forum: CPUs 06-20-2016, 07:19 PM
Replies: 3,554
Views: 603,897
Posted By krumme
I dont know who the others is you are quoting. ...

I dont know who the others is you are quoting.

But i do know you said they "admitted" they expected 80% of the core performance.

As its clearly evident she didnt say something remotely like...
Forum: CPUs 06-20-2016, 01:21 PM
Replies: 3,554
Views: 603,897
Posted By krumme
Nonsense. This is not about interpretation or...

Nonsense. This is not about interpretation or personal view.

What you wrote was:
"Didn't Lisa Su admit that server Zen targets the 80% of server performance?"

What she said was:
"Yes, we...
Forum: CPUs 06-20-2016, 09:37 AM
Replies: 3,554
Views: 603,897
Posted By krumme
She was asked about performance but didnt give an...

She was asked about performance but didnt give an answer directly on that as that is not an requirement. Your talk about them saying they got 80% perf was clearly flat out wrong. She said they...
Forum: CPUs 06-20-2016, 08:41 AM
Replies: 3,554
Views: 603,897
Posted By krumme
Not gone a happen imo. Even a highly successfull...

Not gone a happen imo. Even a highly successfull zen can only hope for 10% share 2017, as ramping takes time and Intel will do what is needed to defend share.

A revenue on 1b is on the high side....
Forum: CPUs 06-19-2016, 06:08 PM
Replies: 3,554
Views: 603,897
Posted By krumme
No. You are wrong. On the contrary. She said...

No. You are wrong.
On the contrary.
She said said zen adresses 80% of the servermarket. The "high end". Not "admit" that it was 80% of the performance. Its nonsense.

As ipc is more of an easy...
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