A shift toward premium products will be a major driver of this growth.
Obviously, AMD's being pretty vague about its timeline for this architectural roadmap; but given how cool "Zen" sounds it's unfortunate that they couldn't come up with something more fun that "Zen 2" and "Zen 3". Previously codenamed "Naples", this new family of high-performance products for cloud-based and traditional on-premise datacenters will deliver the highly successful "Zen" x86 processing engine scaling up to 32 physical cores. Chief Executive Lisa Su laid out the chip maker's plans and expectations for the coming years at an event Tuesday afternoon, and shares endured an after-hours roller-coaster ride. Now, a new leak suggests that AMD could be unveiling a range of HEDT processors that will rival the Intel version; the AMD Ryzen 9 or Threadripper. The headline product will be Threadripper, AMD's 16-core high-end desktop processor set to launch during the summer.
Intel is also expected to unveil its top-end Basin Falls platform consisting of Skylake-X and Kaby Lake-X processors and X299 chipsets, targeting gaming, virtual reality (VR) and overclock markets, at Computex 2017 with official releases at the end of June. Furthermore, the company spoke of a new chip for the desktop, one that is far better than Ryzen but still based on the Zen cores.
Looking at its business-segment interests, AMD will launch both Ryzen PRO desktop solutions, and Ryzen PRO mobile in H2 2017 and H1 2018 respectively. This is not to say that the AMD's Ryzen is absurdly underpowered compared to Intel's Core i9, but it is fair to say that the i9 does still have an edge in performance. It is also believed that the Threadripper series may launch under the Ryzen R9 branding, a step above the Ryzen R7, which is now at the head of AMD's desktop offerings for consumers.
AMD announced that the Ryzen Mobile products will feature on-die Vega graphics, which is a great indicator that we can expect Vega integrated graphics on the forthcoming APUs, as well. This is in part because their graphics capabilities are based on the upcoming Vega graphics core, AMD executives said. AMD, the company that used to give a challenge, just couldn't create CPUs of similar quality at a similar cost. AMD might have made a decision to go public with them ahead of the annual Computex trade show in order to generate buzz before Intel unveils its own high-performance hardware. Given the importance of the Infinity Fabric to AMD's server efforts it's beginning to seem like AMD's acquisition of SeaMicro may have borne more fruit than we first thought.
We've already had a separate post about AMD's Vega Frontier Edition, a top-end Vega part with 16GB HBM2 and 4096 graphics cores.