Author: Wan South
Last week, AMD released the second generation of EPYC 7002 series Opteron processors, up to 64 cores and 128 threads, doubled compared to the first generation of EPYC's 32-core 64 threads. The official said that the second-generation EPYC processor broke more than 80 data. The central test record shows that performance is 88% higher than that of our 28-core processor.
The EPYC second-generation processor uses the 7nm Zen2 architecture. With the launch of the two major product lines, Ruilong Ryzen and Snapdragon EPYC, the Zen2 architecture will come to an end. The next step is to complete the product line, and the subsequent development will turn to the new one. A generation of architecture.
For this issue, AMD also confirmed at the conference that the Zen3 architecture that was launched in 2020 has been completed. The status of the Zen3 architecture was still on the road earlier this year, which means that AMD's next-generation CPU architecture is also in its final stage.
Zen3 is followed by Zen4, which is currently known only as Genoa Genoa, but it is aimed at 2021 and is expected to replace slots and support advanced technologies such as DDR5 and PCIe 5.0.
In addition, in the Zen3 and Zen4 architecture design,AMD CEO Su Zifeng also mentioned that they have an important change, that is, to pay attention to customer feedback during the architecture development phase, and to integrate customer suggestions and requirements into the framework improvement.
Taking into account AMD's warning of this, the customer feedback they refer to should be mainly for the EPYC Opteron processor, and the big customers are in the data center market.
For the Athlon processor, AMD did not mention whether there is customer feedback, but DIY players also have some complaints about AMD's Ruilong three generations of processors, which need to be improved, such as the memory delay, overclocking limit, high frequency we said before. The power consumption problem, etc., 7nm Zen2 is not perfect enough, I hope to improve on the Zen3 architecture.
After the release of the second-generation EPYC Opteron processor, AMD CEO Su Zifeng also accepted media interviews. She revealed that AMD will seize more market share of X86 server in the future, and the average share will increase to more than 10% by the end of 2020.
Su Zifeng said that AMD’s share of the X86 server processor market was about 5-6% at the end of last year. By the end of 2020, this share will increase to 10%, but Su Zifeng said that this will not be AMD’s goal. They will pursue more, which will be the focus of the future.
In the X86 server market, Intel used to have an absolute market share. The highest statistic is 99%. Previously, this part of the business contributed at least 20 billion US dollars in revenue each year. AMD grabbed 1%, which is 200 million US dollars in revenue, and grabbed 10%. % means revenue growth of $2 billion, knowing that AMD’s total revenue last year was only $6.5 billion.
Since this market is so important, Intel certainly will not relax. When the former CEO Ke Zaiqi was still in office, he mentioned one thing, claiming that Intel's server market share will be challenged by AMD, but AMD can only steal 20 at most. % share, Intel can still occupy 80% of the share — — Of course, this is only Intel's position, how much AMD can steal is not what they can decide.
For AMD, this 10% target is also on average, Su Zifeng said that they may get a higher share in specific areas, such as high-performance computing, cloud computing and other key markets, after all, AMD's EPYC second-generation processing The 64-core 128-thread can be provided in a single slot, while the Intel single-channel is still up to 28 cores and 56 threads. The performance is far behind.
In addition, with the improvement of AMD's performance, AMD should also consider expanding the company's scale, one of which is to acquire other companies, but Su Zifeng did not mention their specific plans.
In terms of acquisitions, AMD’s last major acquisition seems to have acquired server maker Seamicro many years ago. It seems that it has not been acquired in the past four or five years, and the old rival Intel has spent at least 30 billion US dollars to acquire two large Altera and Mobileye. The company, NVIDIA, also spent $7 billion this year to acquire server chip maker Mellanox.
Finally, AMD CEO Su Zifeng once again rumored that she had to leave the company, saying that it was only four or five years before the CEO of AMD, only to start, there is still a lot to do in the future.
The Polaris architecture is old and buzzing, and the fourth spring is revived three years later.
AMD official website has quietly updated five new graphics cards, namely RX 640, RX 630, RX 625, RX 620 and RX 610. Currently, it is only for OEM customers, mainly for notebooks and a few desktops.
Among them, the highest-end RX 640 is equipped with 10 CU units (640 stream processors), the acceleration frequency is up to 1297MHz, matching 4GB GDDR5 memory (64bit), floating-point performance of 1.65 GFLOPs, which is similar to RX 550X, and can be stored at least. 128bit.
From the perspective of positioning, AMD obviously will not vigorously promote this batch of pickups. This also implies that AMD's 7nm CPU/GPU notebooks have to wait for quite some time.