AMD peuvent bin aller se rhabiller.
Expectations, Facts and Predictions[10/05/2003 06:03 PM]
AMD has had a number of problems with its first 64-bit chips. Not all the problems are solved now, but we can be confident in the fact that the Sunnyvale, California-based chipmaker will start to ramp up the volume of its 64-bit chips in the market little-by-little. Moreover, there are unofficial indications that already in the second quarter next year AMD will produce more AMD64 chips than ordinary AMD Athlon XP processors.
I managed to find the following table representing AMD’s CPU output at Hard Tecs 4U German web-site over here, please have a look:
Athlon 64 FX (940 pins)
Athlon 64 FX (939 pins)
1 520 000
Athlon 64 (754 pins)
1 320 000
3 600 000
Athlon XP (400MHz FSB)
1 161 000
Athlon XP (333MHz FSB)
3 321 000
4 481 000
4 195 000
1 818 000
Athlon XP (266MHz FSB)
4 685 000
2 505 000
1 045 000
As you may see, already in this quarter we should expect a lot of Socket 754 Athlon 64 chips in the market. In the first quarter of 2004 there will still be more 32-bit chips, but in the Q2 2004 AMD Athlon 64 will take the volume lead. The prediction is rather optimistic and we still have to find out whether AMD succeeds in executing this aggressive transition.
Unfortunately, the chips are divided by form-factors, not by actual cores. As a result of all the new introductions into AMD’s CPU family next year, the company will have the following processors in its lineup in the first half of 2004:
Based on this presumable product roadmap, we can figure out some quite interesting trends in AMD desktop/mobile CPU strategy next year and even make some predictions on the matter:
As you may notice, AMD currently has at least two options for boosting performance of its mainstream microprocessors next year: the company may try to tangibly heighten the clock-speed of its Socket 754 chips with x86-64 (AMD64) and continue to offer this product-line for mainstream and performance-mainstream customers, or to ramp up the production of Socket 939 chips addressing all segments from mainstream to high-end. Currently it is more likely that AMD will in generally concentrate on Socket 939 chips, but will also unveil an affordable 90nm chip in Socket 754 form-factor with AMD64 instructions. At least, the volume of Socket 754 chips in Q2 next year suggests that there will be something else than mobile and cost-effective CPUs in such form-factor.
Please consider that the information is fully unofficial and no AMD representatives commented on the news-story.
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