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It may be too soon for AMD to bring down Intel in the high-end market with its Zen 2 architecture

date: 2019-08-29
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Recently, AMD officially launched the third generation of arron series processors (a total of 6), including flagship arron 9 3950X/3900X, high-end arron 7 3700X/3800X, mid-end arron 5 3600/3600X, 6 processors are based on TSMC 7nm technology to build, using AMD's latest design of ZEN 2 core architecture.


Since the release of the Zen architecture two years earlier, AMD seems to be making a comeback, dominating the processor market and improving the performance of desktop cpus.In particular, last year's second generation of arron processors by excellent cost performance and stability, sales more directly with the former hegemony of Intel, according to the authoritative data that this year, AMD processors have achieved a number of consecutive months to Intel sales reversal.


In fact, the Zen 2 architecture is based on the Zen and Zen+ iterations of the previous two years. AMD not only maintains the update frequency of the architecture, but also makes a big step in the manufacturing process, upgrading from 12nm of Zen+ to 7nm, achieving high frequency and low consumption, and further reducing the cost.The CCX size of AMD's third-generation rearron processor is nearly 30 percent smaller than its 12nm predecessor.


According to the editors, the Zen 2 architecture is a more substantial improvement over last year's Zen+, suggesting that AMD is now more sophisticated in its use of the Chiplet small core multi-chip design.For example, for a 16-core, 32-thread processor, the third-generation arron 9 3950X already has a typical consumer desktop processor with a visual feel, compared to the fist-sized thread ripper of the past.In addition, compared with traditional rival Intel, under the same specifications, the third generation of AMD arron also maintains a greater price advantage.


After all, the 7nm process, which was first applied to a PC processor, does allow AMD to overtake Intel on the manufacturing side, compared to previous second-generation processors, and the Chiplet core multi-chip technology allows AMD to take the initiative on the cost of multi-core processors.In addition, improvements in the IPC allow AMD's multicore processors to compete head-on with Intel's in single-core performance, as evidenced by the actual test results.


In a word, single core performance catch up, multi-core cost reduction, so that AMD's third generation of arron CPU has a high cost performance advantage.As for AMD's 'attack', if Intel follows the strategy of cutting prices, it can also boost sales, grab back some market share and maintain a good revenue level.However, once the price war starts, it will be difficult to go back, affecting not only sales volume and profits, but also product competition strategy and layout in the whole market. Therefore, we need to think twice before we act.


As mentioned above, AMD's new products have strong competitiveness, but there is no guarantee that excellent products will lead to sales explosion.Given the AMD very skillfully through the channels to consumer desktop market to show Zen 2 architecture, but the market is dominated by DIY consumers and some white card system, the user group of the brand loyalty is low, is constantly looking for they think that the best products, new product sales in the short term to AMD is helpful, but also bring more opportunities for bad back.


Clearly, Intel's ability to change this is often outstripped by unpromotional price cuts, which affect not only the consumer desktop market, but also prices for things like business desktops.In contrast, it is better to voluntarily give up part of the market share, increase channel marketing expenditure and expand some unexpected new competitive products.Only by providing good enough products, combined with the ecology of partners, can we naturally recover part of the corresponding user group.


But then again, AMD can be strong, is also a lot of users hope, because this will not be a monopoly or even a monopoly situation.Only when many enterprises compete with each other and give more choices to the market, can both sides continue to pay tribute to consumers and the market with better products and more conscientious prices.


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