Lisa Su confirms "next-generation" product announcements at CES Keynote

[WYP]

What do you think AMD will showcase at CES?



Read more about Lisa Su's plans to make "exciting" "next-generation" product announcements at CES.

 

[AlienALX]

woop woop there's a party over there, y'all gon make me lose ma mind, up in here, up in here !!

 

[Dicehunter]

Cool, I'm hoping I can keep my mobo when they bring their top end AM4 chips out.

 

[NeverBackDown]

Better be new GPUs

 

[RobM]

I am hoping they pull something remarkable out of the proverbial hat with graphics.
Would love to see them compete at the top end again.

 

[WillSK]

Let's hope for something that will reignite the competition

 

[AlienALX]

I am hoping they pull something remarkable out of the proverbial hat with graphics.
Would love to see them compete at the top end again.

If they released a Vega 64 card now on GDDR for £300 they would kill it. Seriously, performance in DX12 has to be seen to be believed. I really am amazed how good it is. Hot, but good lol.

 

[TheF34RChannel]

Nice one! I'll be keeping my eyes open on this.

 

[ImprovizoR]

Let's hope the announcement is followed by a quick release. Otherwise it's going to be Vega all over again, leaving Nvidia to laugh all the way to the bank. Assuming that they're announcing GPU's.

 

[grec]

Well, these will mostly be 7nm announcements, so don't expect anything within months, and don't be surprised if for some stuff that's more than 6 of them.

Early announcements aren't going to hinder AMD when they're still guaranteed first to market with consumer 7nm/(Intel 10nm & competing equivs) parts.

 

[LePhuronn]

I am hoping they pull something remarkable out of the proverbial hat with graphics.
Would love to see them compete at the top end again.

Not for a while. Unless this rumoured Vega II is a gaming card, we only have Navi confirmed as a thing and that's always been pegged at the mainstream.

I think we're waiting until 2020 and Arcturus before AMD start fighting back to the top end.

 

[grec]

Not for a while. Unless this rumoured Vega II is a gaming card, we only have Navi confirmed as a thing and that's always been pegged at the mainstream.

I think we're waiting until 2020 and Arcturus before AMD start fighting back to the top end.

AMD has recently put down those rumours, Navi will be a top end competitor.
Besides, Vega II is just a die shrink, it'd be a solid improvement in performance but it'd still be far from safely competing with top end cards, it would also bring cost savings in however so I think any Vega II would be a mostly quick slot in replacement at current Vega actual selling prices, but still a tad above the 590's MSRP which would presumably get drops.

 

[AlienALX]

Well let's hope that by some blessing AMD can make Vega II with regular GDDR and at least make it competitively priced.

 

[grec]

Presumably any consumer VegaII would be directly derived from Vega 7nm, so it'll have a HBM2 controller. Switching to GDDR would wipe out the efficiency/TDP improvements of moving to 7nm and likely cap performance to Vega 1 levels and power consumption at best, while the cost of creating entirely new silicon just for a stop-gap consumer part would likely mitigate the cost benefits of GDDR6 over HBM2, while obviously removing the ability to reasonably use it in high density applications.

AMD finished 2018 with the strongest stock market performance of any tech company(While being by far the smallest company of the relevant players, with the least R&D and reserve cash for taking risks), they don't need to be rushing out consumer products, really not worth it for where they are right now.

For reference, NVidia had the worst performing stock of any company on the S&P 500 over the last quarter.

 

[Dicehunter]

Vega 2 or Navi or whatever they end up bringing out at the top end of their product stack needs to be powerful, They really cannot afford to bring out something that costs a lot and is quite a bit behind in performance this time.

While I like my Vega 64 it should've been launched as a £400 card, Not £600+.

 

[grec]

Technically Vega64 launched at £449 tbf, it just lasted about 5 minutes, literally, before it sold out, then it was hundreds above MSRP within days due to cryptomining & the like. A Vega-7nm with HBM2, at least a lower bin, could easily target £300-£400, with Navi coming later as an across-the-stack replacement, the question is whether they really need Vega2 to fill the ~6 month gap when their replacement will be faster, cheaper, & better timed. NVidia is caught up in their largest stock crash in their history iirc right now as a result of misjudging their own moves in the £200-£400 bracket and jumping the gun on a replacement, AMD just needs to avoid making the same mistakes. All of AMDs success the last year or two has been from refusing to be pressured or rushed into risky decisions, everything has been planned long in advance and every decision they've taken has been to minimise risk, & safely(Not quickly) rebuild their margins.

 

[AlienALX]

Yeah but AMD pulled some dirty tricks with it, putting it into packs etc.

It's quite clear that the GPU department clearly lacks the brains of Lisa Su, who seems to get everything right.

 

[grec]

Yeah but AMD pulled some dirty tricks with it, putting it into packs etc.

The only reason any GPU is included in a bundle like that is to decentivise non-gamers buying them. You can call it a dirty trick, but it's that or charge everyone £700 off the bat. In reality, it was a very smart move that ensured Vega at least got to some gamers during its launch period, and helped lessen the impact crypto had on it compared to parts further down the stack selling at several times their stock price.

The only difference between AMD's CPU departments performance and their GPU departments performance is the fact that their GPUs have somewhat adept competition. Intel has a lot of money & R&D potential (As well as critical IP & licensing which ensures they're too big to fail) but they're the definition of a corporate mess in terms of management & structure.

Some talk of AMD's use of HBM2 as if it were purely an misjudgement on AMDs part to move it to the consumer space, but NVidia's move to start buying up all the HBM2 first is what really made that choice an expensive one for AMD.

Both of AMDs battles are a David & Goliath affair, but one of those giants seems far better at reacting to their weaknesses than the other.

 

[Tolemac]

Nice one! I'll be keeping my eyes open on this.

Me too i'm getting the itch

 

[Dicehunter]

Me too i'm getting the itch

They make a cream for that....