AMD Financial Analyst Day 2020 Round-Up: Laying A Path For Bigger & Better Thingsby Ryan Smith on March 5, 2020 8:15 PM EST
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- Infinity Fabric
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- AMD FAD 2020
AMD’s first Financial Analyst Day since 2017 has just wrapped up. In the last three years AMD has undergone a dramatic change, launching its Zen CPU architecture, and greatly improving the trajectory of a company that was flirting with bankruptcy a few years ago. And now that AMD’s foundation is once again secure, the company has gathered to once again talk to its loyal (and looking at stock prices, now much richer) investors and how it’s planning to use this success to push into bigger and better things.
We’ve been covering FAD 2020 throughout the afternoon, and we have seen AMD make a number of announcements and roadmap reveals throughout the event. The individual announcements are below, and meanwhile now that the event has wrapped up we want to provide a quick summary of what AMD is going to be up to over the next five years.
AMD Shipped 260 Million Zen Cores by 2020
AMD Discusses ‘X3D’ Die Stacking and Packaging for Future Products: Hybrid 2.5D and 3D
AMD Moves From Infinity Fabric to Infinity Architecture: Connecting Everything to Everything
AMD Unveils CDNA GPU Architecture: A Dedicated GPU Architecture for Data Centers
AMD's 2020-2022 Client GPU Roadmap: RDNA 3 & Navi 3X On the Horizon With More Perf & Efficiency
AMD's RDNA 2 Gets A Codename: “Navi 2X” Comes This Year With 50% Improved Perf-Per-Watt
Updated AMD Ryzen and EPYC CPU Roadmaps March 2020: Milan, Genoa, and Vermeer
AMD Clarifies Comments on 7nm / 7nm+ for Future Products: EUV Not Specified
The big takeaway from the financial side of AMD is of course that the company is profitable. After at one point having more debts than cash, careful spending on AMD’s part along with the success of their Zen CPUs and recent GPUs has lifted AMD’s fortunes greatly. The company is now consistently profitable, revenues are growing, and at the same time it’s able to deliver results to shareholders while still using their new success to increase investments in critical R&D.
As a result, the AMD of 2020 is a much different company than the AMD of 2017. Instead of needing to survive, as was the case in 2017, AMD in 2020 gets to thrive. And as a result CEO Dr. Lisa Su is looking to taking AMD on to bigger and better things; to leverage AMD’s strengths to grow the company’s market share and take advantage of new opportunities, all while continuing her successful strategy of focused execution.
The big focus here (though far from sole) is on the data center market. Long the breadbasket of Intel and increasingly NVIDIA as well, it’s a highly profitable market that continues to grow. And it’s a market that slipped away from AMD, and which they’re now clawing back on the strength of their EPYC processors. Over the next 5 years AMD wants to take a much bigger piece of the total data center pie, and in fact the company expects to cross 10% market share of data center CPUs this next quarter. Which, by our reckoning, would be the first time they've hit that kind of market share in a decade (if not more), showing just how much things have changed for AMD.
The biggest tool here of course will be pushing the envelope with future EPYC processors. Showing off an extended roadmap for EPYC processors that goes out to AMD’s Zen 4 CPU architecture, the company is hard at work on its Milan and Genoa. Genoa in particular is a hot topic, as the United States Dept. of Energy just selected it to be used as the CPU in the forthcoming, 2 exaflop El Capitan supercomputer.
And the GPU? A part based on AMD’s forthcoming CDNA 2 compute GPU architecture.
Revealed today as part of AMD’s roadmaps, CDNA is AMD’s new designation for their compute-focused GPU architecture. A successor of sorts of the GCN architecture used in previous server GPUs like Vega 20, AMD’s server GPUs are now a distinct family separate from AMD’s RDNA architecture and the consumer GPUs that come from that branch of the family. By focusing on compute features, machine learning performance, and multi-GPU scalability, AMD has ambitious plans for their server GPU architecture. The CDNA family will see its first dedicated GPU released later this year, while GPUs based on the CDNA 2 architecture are due by the end of 2022.
Along with great GPU performance, the other big upgrade for the CDNA family is incorporating AMD’s Infinity Architecture (née Infinity Fabric). Already extensively used in AMD’s EYPC CPUs, the interconnect technology is coming to AMD’s GPUs, where it will play a part both in AMD’s multi-GPU efforts, as well as AMD’s grander plans for heterogeneous computing. With the third generation of the technology scheduled to offer full CPU/GPU coherency, allowing for a single unified memory space, the Infinity Architecture will be how AMD leverages both their CPU and GPU architectures to secure even bigger wins by using them together.
And not to be left out of all of this are AMD’s consumer products. While admittedly not receiving quite the same focus today as their server products – there isn’t quite the same opportunity for profit growth – AMD is hard at work for new consumer CPUs and GPUs.
On the GPU side of matters, AMD dropped a few more details on their previously revealed RDNA 2 architecture. With GPUs (and game consoles) using the architecture due to arrive later this year, RDNA 2 and the Navi 2X GPUs based on it will offer a mix of new features and efficiency improvements. With regards to features, the updated architecture will add hardware ray tracing as well as variable rate shading, closing the feature gap with rival NVIDIA. Meanwhile AMD is touting a 50% improvement in performance-per-watt, a sizable jump in efficiency that would be on par with the original RDNA architecture.
And AMD is aiming high, as well. After playing second-fiddle to NVIDIA for the past few years in terms of the performance of their top GPUs, AMD is planning to offer video cards with top-tier performance, capable of delivering “uncompromising” 4K gaming. AMD’s rivals won’t be standing still, of course, but AMD believes they have the technology and the energy efficiency needed to deliver the extreme performance that enthusiasts are looking for.
Following RDNA 2 will be RDNA 3. AMD isn’t saying much about the architecture other than that the chips for it will be the Navi 3X family, but it will iterate on RDNA2 by delivering even greater improvements in performance and efficiency. The architecture is slated to use a new process node – so not the 7nm variant used in RDNA 2 – but AMD is not disclosing that node at this time, opting to simply label it as “advanced node.” RDNA 3 GPUs will show up by the end of 2022.
As for AMD’s consumer CPUs, as mentioned previously, the development of their Zen 3 CPU architecture remains on track. So fourth generation Ryzen processors based on the updated CPU architecture are expected by the end of this year (though, we suspect, after Zen 3 ships for EPYC).
Finally, along with specific product updates, AMD also talked briefly about some of their general technology focuses over the next 5 years. As Moore’s Law is continuing to slow down, newer and more exotic chip packaging methods are required to keep chip performance improvements going. And AMD, who is already well-versed in 2.5D technologies thanks to its use of chipsets on Zen 2 processors, is also looking at 3D stacking.
Dubbed “X3D”, the company wants to use a hybrid of 2.5D and 3D stacking to achieve a significant increase in bandwidth density. All told, AMD is touting a potentially better than 10x improvement in bandwidth density over today’s chiplets if their plans come to fruition.
Finally, the focus on future technologies has also required that AMD take a bit more care in what they say regarding future manufacturing nodes. AMD’s 2020 roadmaps have scrubbed any mention of “7nm+”, which was on their future roadmaps, in order to avoid any confusion with TSMC’s EUV-based “N7+” node. To be sure, AMD’s so-called second generation of 7nm parts will still be using an enhanced version of 7nm versus the variant used on current Zen 2 and Navi chips, but AMD is being a little more careful as to not imply that it’s going to be EUV-based.
And with that, that’s a wrap on AMD’s 2020 Financial Analyst Day. The company has laid out an aggressive roadmap with regards to both technology and what it means for their financial performance, so now it will be up to Dr. Lisa Su and the rest of AMD to deliver on those lofty goals. Coming off of a remarkable turnaround over the last few years, AMD is in perhaps the best position it’s seen in almost a decade, and if AMD’s efforts can match their aspirations, then the next five years will undoubtedly launch them into a bigger and better place.
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Korguz - Saturday, March 7, 2020 - link" because AMD came out with their chip right when Intel rain into some extremely fortuitous (for AMD) difficulties " that could of been part of the reason why zen is dong so well. but we dont know for where zen would be if intel didnt screw up with 10nm and after. if you say you do, then you should go buy some lotto tickets
Yojimbo - Saturday, March 7, 2020 - linkWhy buy lotto tickets when you can buy stock with such an intuition? We know exactly what Zen would be. It's a known quantity. What we don't know is where Intel would be, but it's fair to say it would be a lot better off than it is now. And it's fair to say that AMD would have significantly worse margins because they would have to sell their processors at lower prices to try to win market share. It's odd to think that customers are not at all influenced by price/performance advantage. If AMD couldn't demonstrate it, AMD wouldn't be winning market share.
Korguz - Saturday, March 7, 2020 - link" And it's fair to say that AMD would have significantly worse margins because they would have to sell their processors at lower prices to try to win market share " ahh, so you know where intel could of been performance wise, if they didnt screw up 10nm ?? wow.. maybe you should go buy lotto tickets, cause with that type of intuition, you would be able to know what the winning numbers would be before they are even drawn, and then use that money to by stock.
Yojimbo - Sunday, March 8, 2020 - linkI know they would be a whole lot better than they are now. And so do you. You just choose to close your eyes.
Korguz - Sunday, March 8, 2020 - linknope, i just choose not to speculate on things i dont know, like you should, no one could possibly know where intel could be if their 10nm process didnt go wrong.
TheinsanegamerN - Monday, March 9, 2020 - linkSo, in your mind, if 10nm hadnt gone wrong, intel STILL wouldnt be in any better place then they are now with 14nm+++ and a CPU arch from 2011?
You dont need to speculate. We know Intel's arch improvements were tied to node, and the lack of 10nm node has stopped CPU improvements from retail intel products in its tracks.
We dont know exacts, but we DO know Intel wouldnt be stuck in a holding pattern like they are now. Even if they WERE, someohow, stuck in a holding pattern with a perfect 10nm release, they would still have a leg up over their current position.
jospoortvliet - Tuesday, March 10, 2020 - linkIt is indeed reasonable to assume AMD would not have been in such a great position had Intel not screwed up 10nm. They would probably have been competitive but not higher winners.
What surprises me is that Intel seems to have such a hard time getting back on track. Why do the woes of 10nm impact 7 so much, wouldn't they already be closer to 5nm? Old roadmaps certainly suggested so.
Haawser - Friday, March 6, 2020 - linkIn the next two years AMD will probably move on to Zen3 / 7nm+ then Zen4 / 5nm... So how exactly are Intel going to catch up ? If AMD slowed down then maybe Intel could catch up. But right now, that doesn't look at all likely. So what you've got is a bunch of false assumptions based on a highly speculative 'What if..' and not much more.
Yojimbo - Saturday, March 7, 2020 - linkIntel doesn't need AMD to slow down for Intel to catch up and overtake them. Because in the last few years Intel has been stuck on an old node with old cores. It's basically been 14 nm and Skylake since 2015. They did some emergency improvements to their process and to their architecture with Kaby Lake, Coffee Lake, Cascade Lake, Cooper Lake, etc. But those are not efforts that have been able to draw anywhere close to full breaths. In the next 3 years it's going to be 10 nm and then 7 nm and Sunny Cove, then Willow Cove, then Golden Cove, then Ocean Cove. Intel did not stop development of their architecture, they just haven't been able to implement the developments due to their process troubles.
And Intel offers so much more than just a CPU with their platform that once Intel has righted their ships, customers will most likely prefer to mostly use the existence of AMD's offerings as ways to get better pricing from Intel. That will cause a stall in AMD's data center market share. Anyway, this is my prediction, and I don't see AMD changing it as long as they aren't spending the necessary R&D to make inroads into Intel's platform advantage. They aren't going to have a CPU technology lead forever.
Korguz - Friday, March 6, 2020 - linkYojimbo, yea, cause throwing lots of money into something makes it better