During AMD’s second-quarter earnings call, CEO Lisa Su said that all of the company’s upcoming 2020 product launches are still slated, meaning Zen 3 desktop CPU, RDNA 2 “Big Navi” GPU and hardware. console for PS5 and Xbox Series X.
This is great news for consumers, but bad news for Intel, which reorganized its engineering department this week shortly after admitting that we won’t be seeing its 7nm desktop CPUs until the end of 2022 or maybe even 2023.
This is not quite As bad as it sounds, there is a discrepancy between the way the two companies measure process size, and the transistor density for Intel’s 7nm process should be roughly equivalent to the fabulous partner AMD TSMC’s 5nm process. . Unfortunately, the delay means that TSMC will debut with its 3nm parts at around the same time that Intel now expects to launch its own 7nm.
The good news from AMD continued with the earnings themselves, with a 26 percent revenue increase and a net revenue of $ 122 million, a whopping 449 percent, year over year. Su attributed the increase primarily to Epyc and Ryzen CPUs, with a special focus on Ryzen 4000 mobile devices: The company’s average selling price actually fell year-over-year due to higher revenues from individually less-expensive mobile processors. Su went on to say that Ryzen 4000 mobile revenue increased “faster than any mobile processor in our history.”
We don’t have firm dates for Zen 3 CPUs yet, but they are generally expected to launch in Q3 2020. We also don’t know for sure. which one CPU lines will launch initially in Zen 3, but it seems likely that Epyc will lead the way, as its next generation Milan is the only specific Zen 3 product that AMD has committed to launch until 2020. Meanwhile, it is expected that Big Navi GPUs launch at the same time, and PS5 and Xbox Series X are expected to “arrive in time for the holidays.”
