AMD Tech Day at CES: 2018 Roadmap Revealed, with Ryzen APUs, Zen+ on 12nm, Vega on 7nmby Ian Cutress on February 1, 2018 8:45 AM EST
We interviewed AMD's Dr. Lisa Su at CES! You can read the interview here!
Update Feb 1st: Thank you everyone for waiting - when this was initially posted, illness stopped me writing past page two. This article has now been updated to cover the rest of AMD's announcements:
- Ryzen Mobile APUs,
- Ryzen Desktop APUs,
- APU Overclocking,
- Ryzen getting a price drop,
- The new Ryzen Wraith PRISM cooler,
- Ryzen PRO Mobile,
- Zen+ Cores and Second Generation Ryzen,
- GlobalFoundries 12LP,
- Vega Mobile, and
- Vega on 7nm.
To mark the start of the annual CES trade show, AMD invited the press in early to sample the latest technologies coming to its portfolio in 2018. What was quite surprising is how much AMD exposed about their plans for 2018, detailing several product lines and launch times well in advance, with some blanks to be filled in later. The highlights include Ryzen APUs, the second generation of Ryzen built on 12nm using the ‘Zen+’ microarchitecture, and proliferating Vega into as many segments as possible, including a new Vega Mobile GPU range, as well as Vega coming to GlobalFoundries’ 7nm process.
Roadmaps Are Good
To say AMD had a busy 2017 was an understatement. With 10 product family launches across CPU and GPU, it was a brave journalist that covered them all in detail. 2017 was so busy as many projects naturally culminated to that time frame, and as a result, last year was very prolific for AMD news, the AMD brand, and AMD products. 2018, by contrast, will be quieter for the frequency of noise, although as described by CTO Mark Papermaster, 2018 will be a year where AMD ramps up products and takes advantage of the low-hanging fruit for performance and product segment. CEO Dr Lisa Su stated that while AMD is a company that sometimes takes more risk than others, AMD’s goal for 2018 is to keep the focus on high-performance computing, offer more performance at every price point, and expanding customer momentum. It will be interesting to see it all play out in practice.
With this in mind, it was surprising to see AMD discuss a lot of its 2018 roadmap in the Tech Day setting. While most of the roadmap could have been predicted by those of us embedded in this industry, it was good to see AMD volunteering a lot of information. This can be a bit of a double-edged sword, if a competitor knows what you have planned, but AMD is confident that, to quote Dr Su again, ‘Ryzen was just the start’.
The first roadmap presented by AMD is the following:
This is the CPU/APU product line, and along with new product lines, there are also some new refreshes.
- Ryzen 3 Mobile APUs: January 9th
- Ryzen Desktop APUs: February 12th
- Second Generation Ryzen Desktop Processors: April.
- Ryzen Pro Mobile APUs: Q2 2018
- Second Generation Threadripper Processors: 2H 2018
- Second Generation Ryzen Pro Desktop Processors: 2H 2018
For most of these, we were given a good amount of information, which we will go into in the following pages. It is interesting to know that the second generation parts will be built on GlobalFoundries 12nm ‘12LP’ process, which we were told will offer 10%+ better performance per watt than the 14nm ‘14LPP’ process. We were also told that the new 12LP process focuses on features to optimize performance per watt, and that the new 12LP Ryzen desktop processors are already in the hands of AMD’s partners.
On the graphics side, AMD’s roadmap was a little more conservative. With the launch of Vega 56 and Vega 64 in the middle of 2017, as well as the Radeon Instinct line, AMD’s focus will be on Radeon RX Vega Mobile discrete GPUs.
These mobile-class discrete GPUs are optimized for z-height, coming in at 1.7mm, but will also use HBM2 (high bandwidth memory) on an interposer, indicating an update on AMD’s prowess on interposer technology that previously has been somewhat bulky. The purpose here for Radeon RX Vega Mobile is to move discrete graphics into mobile and small form factor systems that are currently occupied by mid-range NVIDIA graphics. HBM2 is still a premium product, so we expect that when they come to market in Q2, they will aim for thin and light systems that also want to support VR-like technologies.
Also on the list is perhaps the surprise announcement of the day: AMD will be bringing Vega to 7nm, with customer sampling expected to start in 2018. This ultimately means that Vega on 7nm will hit the shelves in 2019, but there is a twist to the tale. The first products off the line will be solely for the Radeon Instinct family and machine learning. Users who want 7nm desktop-class products will have to wait a little longer, but it does give an indication of how GlobalFoundries 7nm process is coming along.
Roadmaps to 2020
Since the announcement of AMD’s Zen core, and the subsequent detailing of the Zen microarchitecture in August 2016, the focus has ultimately been about long-term stability about AMD as a company through building the product stack after a recessive period during the Bulldozer years. AMD has set several goals out to 2020, to cover multiple generations of CPU and GPU products as well as a march on semiconductor process. The latest outlook is pretty much similar to what we have seen before.
For the x86 processor line, AMD delivered Zen based on 14nm in 2017. This covered Ryzen, Threadripper, Ryzen Pro, EPYC, and Ryzen Mobile. A revision to Zen, known as Zen+, is built on 12nm and will form the basis for AMD’s 2018 targets as listed above, including second-generation Ryzen on desktops, second-generation Threadripper for high-performance, and second generation Ryzen Pro for commercial applications. As Zen+ is a revision, it is unclear if Ryzen Mobile or EPYC will also be updated – if the roadmaps above are complete, then not in 2018. Back at the launch of EPYC, the second generation EPYC (codenamed Rome) was listed as Zen 2 on 7nm.
After Zen+ will come Zen 2, a major microarchitectural update over Zen/Zen+. While the goal of minor revisions in Zen+ is to find low hanging fruit to increase performance, Zen 2 will enable AMD to change certain paradigm concepts in the core, such as decode width, instruction support, cache behavior, and power implementations. AMD confirmed that the Zen 2 design is already complete, much to the surprise of the people in attendance. This typically means that the floorplan is fundamentally ready to go to, although minor adjustments will still need to be made as the manufacturing process is improved, optimized, and potential silicon bugs are found. In the 2018 announcements, AMD is not announcing anything Zen 2 related, so it firmly puts Zen 2 into the 2019 bucket. This also gives some indication of when GlobalFoundries expects to implement 7nm at scale.
Finally, AMD expects to implement Zen 3 by 2020. Just to be clear, if AMD did launch in Q4 of 2020 that would still be within AMD’s target window. Zen 3 will be built on an improved 7nm process called 7nm+. It is our understanding that the 12nm process is essentially a 14+ process for GloFo, so the 7+ process might be renamed at a later date perhaps. But if the Zen 2 design is complete, I would expect more of AMD’s microarchitectural engineers to be on the Zen 3 design now.
For the graphics roadmap out to 2020, the insertion of Vega at 7nm gives the following outline:
2017 saw the launch of Vega inside Radeon Instinct, Vega 64 and Vega 56, integrated into Ryzen Mobile, and a product to be sold by Intel with a Core CPU plus Vega GPU product. The beginning of 2018 will see Vega push into more APUs in mobile on the desktop, and into the discrete GPU mobile space, however no separate mainstream graphics products seem to be on the horizon. Discrete Vega chips seem to be paired only with HBM2, while combined APUs are happy with DRAM: this might be how AMD is preparing to approach its graphics stack in the future.
AMD’s GPU line will be bypassing the 12nm process used by the Zen+ CPUs, and moving straight to 7nm with Vega. This is a distinct change from previous AMD roadmaps, which had confirmed that we would be seeing Vega on a '14nm+' process node, or Vega on the 12nm process. It would appear that the '12nm' node is the new name for 14+, but AMD's GPU product line will now be bypassing this completely, despite being 'confirmed' before.
As mentioned above, AMD plans to start sampling a machine learning focused version of Vega on 7nm much later in 2018, where ‘sampling’ in this case means pre-testing to select partners. This will likely lead to a Radeon Instinct product, initially perhaps with a small die size, being made available in early 2019. The big product on 7nm, however, will be AMD’s Navi GPU architecture. AMD did not go into specific details, but we suspect that Navi will be permeating through most of AMD’s discrete product line portfolio, as well as being implemented into APUs with Zen 2 processor cores. Given the timeframe here, Navi is certainly a 2019 product, although it might be debatable if that means early or late 2019.
Before the end of 2020, AMD plans to implement its next-generation ‘post-Navi’ GPU architecture, using GlobalFoundries’ 7nm+ process. This would align with Zen 3 on the CPU side. If we took the worst case scenario that this Next-Gen design ends up in December 2020, then this gives a slight indication of how AMD would release Navi. Navi would have to be far enough away from the Next-Gen part so the Navi design could be spread across the ecosystem for AMD to reap the benefits, but also at a point where the 7nm Vega hardware would have helped optimize the 7nm process prior to Navi ramping up to full production.
Post Your CommentPlease log in or sign up to comment.
View All Comments
A5 - Monday, January 8, 2018 - linkAnything that is forbes.com/sites/* is not credible. You can literally go sign up for one right now if you want.
And Forbes proper isn't credible on anything outside the financial industry.
iwod - Monday, January 8, 2018 - linkI mean Christ, you have financial industry reporter reporting on tech they barely understand and having reader that credit a non technical Journal pieces as creditable source and then attacking a journalist on a technical information site labelling him or her and the site as not creditable and when the journalist has a bloody Oxford PhD in the ElecChem Field.
LurkingSince97 - Thursday, January 18, 2018 - linkLOL.
GloFo announced LONG AGO that they were skipping the 10nm node and going straight from 14nm to 7nm. They mentioned that there would be some 14nm tweaks.
Other competitors started tweaking their 14nm / 16nm nodes and in some cases re-branded them (tsmc, IIRC rebranded a 16nm improvement as 12nm).
There is more than one feature size measurement in a process, being able to shrink a small subset of these by a little bit will allow for some increased density. Add on some other tweaks and you can lower power too. What do you call a heavily tweaked node that only shrinks a few of the feature sizes but not all? What number is half way between 14 and 10?
It doesn't really matter what they call it. Its ~ 10% faster or 10% lower power, with ~10% to 15% higher density.
The 12nm process is essentially a 14nm+, or ++. Its not a wholly new node. Fact 1: it will be incrementally deployed as a revision to the 14nm process where you start over nearly from scratch and almost the entire manufacturing pipeline is new. Fact 2: Unlike most minor tweaks, it does increase density. There is some justification in giving it a new size due to fact 2, but it is not a brand new process due to fact 1.
A truly new node takes _years_ to develop, not months. This appeared on their roadmap suddenly. Everyone and their brother (other than you) knew that they had a 14nm+ in the works -- AMD's roadmaps had "Zen+" on a GloFo "14nm+" node. Suddenly there was no more "14nm+" on AMD's roadmaps, and it was replaced with "12nm".
Significant tweaks to an existing node however,
LurkingSince97 - Thursday, January 18, 2018 - linkUgh, I should proof-read:
Fact 1: it will be incrementally deployed as a revision to the 14nm process where you start over nearly from scratch and almost the entire manufacturing pipeline is new.
Fact 1: it will be incrementally deployed as an upgrade to the 14nm process (many of the manufacturing steps remain identical), while an entirely new node typically implies replacing almost the entire manufacturing pipeline.
Sane Indian - Monday, January 8, 2018 - link"Acer will use the pre-announced higher-end APUs, the Ryzen 7 2700U and Ryzen 5 2500U, but will also be pairing this with a Radeon RX 560 graphics chip."
Does iGPU and dGPU can crossfire or they just independently (switch from iGPU to dGPU and vice versa) depending upon power situation.
Ian Cutress - Monday, January 8, 2018 - linkLiterally the rest of the paragraph answers the question.
We were told by AMD that the integrated graphics and discrete graphics will be used in a switching context: for video playback, the lower power integrated graphics is used and the discrete is disabled, however the discrete graphics is fired up for gaming work. For compute, or for games that support multi-adaptor DirectX 12 technologies, both the integrated graphics and the discrete graphics should be available, however this is up to the game/software to implement.
Kevin G - Monday, January 8, 2018 - linkAMD executing right now and while there is argument that they've played it safe with Zen so far, they are in a very favorable position in the market. -"While most of the roadmap could have been predicted by those of us embedded in this industry, it was good to see AMD volunteering a lot of information. This can be a bit of a double-edged sword, if a competitor knows what you have planned". AMD knows that Intel's roadmap is in chaos as right now and pushing existing Zen designs to lower power envelopes and/or increasing clock speeds will close the performance gap. If Zen 2 advances in terms of IPC by any significant margin, they could actually pull ahead in 2019 but that entirely depends on Intel's response, in particular Ice Lake.
Intel's missteps with 10 nm has left them open as the first Cannon Lake parts were due in late 2016! Meltdown and Spectre meltdown could have been the death blow to Cannon Lake as the incoming lawsuits make it unwise to release products with such significant flaws. Intel's server line up is also in chaos due to Meltdown/Spectre as Cascade Lake was pinned in as a stop-gap 14 nm solution before Cannon Lake-SP in 2019. Cascade lake for release this year should already be sampling but Meltdown/Spectre could force a delay. In particular is that Cascade Lake is supposed to support Optane DIMMs. The 10 nm Knight's Hill HPC processor has been cancelled roughly a month ago and replaced by Knight's Mill as a stop-gap for partners looking into AI. We'll probably find out later today when Intel's CEO takes the stage at CES.
wumpus - Monday, January 8, 2018 - link"Death blow"? You seem to vastly overestimate the amount of silicon GoFlo can produce. Even if everything goes right for AMD, Intel will be shipping Cannon Lake chips left and right to consumers (the chips in the article appeared mostly for consumers) as GoFlo furiously produces Zepplin (or whatever its followup is called) and AMD ships them as hyperprofitable EPYC chips.
That said, Intel certainly takes AMD competition seriously enough to throw together competing products such as the X299, even if such products make the rest of Intel look like they have no idea what they are doing. But still, massive gains for AMD will look like a tiny blip in Intel's revenue.
Orenj - Monday, January 8, 2018 - linkWith Zen 2 already complete, I'm wondering if it contains any hardware assists for mitigation of Spectre-type attacks a la Intel's proposed IBRS/STIBP/IBPB?
PixyMisa - Monday, January 8, 2018 - linkUnlikely; they've only known about this for a couple of months.