In context: AMD’s CEO held a small press conference today during CES 2021 where she discussed the huge subjects associating with the future of AMD and their corner of the market. Now that AMD remains in a strong position, she believes that they should double down on their own technologies and developments without fretting about other business.
Desktop CPUs are AMD’s biggest strength, and laptop computer and enterprise CPUs are the 2 largest markets AMD has the opportunity to invade– and AMD has no plans to become contented. Lisa Su says that AMD is placing a heavy concentrate on Zen 4 and Zen 5, and expects them being “exceptionally competitive” at a minimum.
It was asked, because core counts have actually stayed the same for two generations, if the current numbers– 8 for mobile, sixteen for mainstream, and sixty-four for business– would end up being de facto limits. Lisa Su chuckled the concern away, validating that “there will be more core counts in the future– I would not say those are the limitations! It will come as we scale the rest of the system.”
One of the methods Intel plans on adding cores is by blending innovations; they’re including high-performance and high-efficiency cores in their Alder Lake CPUs. AMD doesn’t plan on pursuing this path, and Lisa Su explained that their existing designs currently scale “extremely well from entry to enterprise, with the ideal mix of power, efficiency, and die location.”
AMD does foresee an increase in specialization over “the next couple of years” however Su thinks that they’re already geared up to deal with the challenges. Pointing at consoles, she said that “AMD has a strong semi-custom department to fulfill those chances.” She also restated her faith in x86, rather than the more malleable Arm, describing it as a “strong ecosystem” that merits a heavy investment.
Nevertheless, AMD can’t continue to purchase brand-new items without protecting the capacity to produce them. AMD do have new GPUs and Milan Epyc processors introducing soon. Sadly, AMD are anticipating “tightness in the first half of the year” that will just ease off in time for the next round of CPUs and GPUs in the 2nd half of 2021.
Thankfully, AMD do anticipate that prices will start to reduce as tariff countermeasures come into effect and Covid-19 issues reduce. They’re likewise happy to undercut OEMs with reference style GPUs (which is pretty funny, if you consider it).
To prevent future supply problems, AMD have bought the construction of new devices and facilities. They’ll be prepared to handle this level of demand for future launches.