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Some unofficial sources report that Advanced Micro Devices may push the release of its processors in new packaging with dual-channel memory controller yet another time. But the delay will be pretty slight this time, if the information is correct.

Date Changed Again

Sunnyvale, California-based AMD is now expected to unveil its new Socket 939 platform and processors in PGA939 packaging on the 1st of June, 2004, after a number of setbacks, according to some sources. Earlier this year several dates were named for introduction, including, the 29th of March and the 25th of May, 2004.

AMD Athlon 64 processors with 939 pins will integrate 512KB of L2, only a half of the size incorporated into today’s 754-pin chips, but will benefit from very efficient dual-channel memory controller that is likely to decrease the impact of cut-down cache and even improve performance of 939-pin chips over 754-pin processors with 1MB on-die secondary-level cache, which is why CPUs in different types of packaging will not have similar model numbers at equal clock-speeds. The AMD Athlon 64 FX parts will continue to have 1MB of L2 after the transition to Socket 939.

Not Enough Chips for Everyone?

Currently there is no precise information about volumes AMD is planning to supply its new chips this year, as initially the number of new processors on the market is not large. Some sources familiar with AMD’s plans estimate that there are going to be only a little bit more than 50 thousand of 939-pin AMD Athlon 64 and AMD Athlon 64 FX processors available in the second quarter of the year, amid 700 thousand of units in PGA754 packaging shipping during the same quarter.

The situation with availability of new microprocessors in 939-pin packaging is going to improve in the third quarter of the year when AMD is hinted to supply roughly 260 thousand of such chips. At the same time, the Sunnyvale, California-based microprocessor maker is expected continue ramping up production of AMD Athlon 64 in 754-pin packaging to 970 thousand of units. In the fourth quarter of the year the company is projected to ship 540 thousand and 900 thousand of AMD64 central processors for Socket 939 and Socket 754 platforms respectively.

According to existing estimates, only in the Q1 2005 the output of more advanced Athlon 64 processors will tangibly outstrip that of the AMD Athlon 64 chips with single-channel memory controller. Sources suggest 1.20 million of PGA939 and 250 thousand PGA754 processors from AMD to ship during the mentioned timeframe.

Predictions of sources close to the company contributing their details for the story are significantly lower than anticipations of AMD in terms of AMD64 product shipments. The world’s No.2 microprocessor designer said it would deliver 1 million of 64-bit processors already in Q1 2004, while the source suggested that there would be only 755 thousand of desktop AMD64 chips available in Q2 2004.

Advanced Micro Devices said its first commercial 90nm microprocessors will show up in “Septermber-October-November” timeframe. The majority of desktop AMD64 processors at 90nm nodes are projected to have dual-channel memory controller.

Officials for AMD did not comment on the story.

Discussion

Comments currently: 7
Discussion started: 05/03/04 09:49:21 AM
Latest comment: 05/03/04 05:28:44 PM

[1-7]

1. 
Hmm. Waiting for socket 939 has turned out to be alot like waiting for Doom 3 and HL2. Sad.
[Posted by: oroblraM  | Date: 05/03/04 09:49:21 AM]

2. 
I'm thinking: 90 nm Socket 939 with 1 GHz HT bus, dual channel DDR2 667 MHz, PCI Express, SATA2... that trusty old 2500+ Barton is going to have to do for a while ;)
[Posted by: Tar  | Date: 05/03/04 09:57:08 AM]

3. 
The delay thing is beginning to look familiar. Almost as soon as they really ramp up the 90nm parts Intel will be very close to making 65nm parts. These delays are costing them dearly, imo.
[Posted by: Anemone  | Date: 05/03/04 10:11:12 AM]

4. 
I'm thinking more and more a cheap Prescott oc'd or if I splurge a 775 EE, but also DDR2 667, pci-e and sata. But for me all those things are going to be possible in July rather than December.

You really don't think 90nm are going to show up till the end of the year do you? Of course not. 939 and 90nm are harder to do well than they sound, as AMD is finding out.

[Posted by: Anemone  | Date: 05/03/04 10:13:26 AM]

5. 
In English things that are delayed are pushed *back* not *forward*.

Derek
[Posted by: DerekBaker  | Date: 05/03/04 01:59:16 PM]

6. 
Can't wait for these. As soon as they get out I'm buying one of these speedy Athlon 64 CPUs. Common AMD, make it quick! My money is waiting!
[Posted by: Drenaža  | Date: 05/03/04 03:00:19 PM]

7. 
Full of untruths --
1. "Push forward" means earlier, not later, so the title is misleading
2. Q2 50K+700K (939/754) does not include Opterons, which should exceed 200K.
3. Q3 260K+970K -- you've got to be kidding. Why would AMD not transition MOST of 130nm production to S939? The die size is smaller and performance much higher for a given MHz rating. Also AMD again confirmed shipments of 90 nm processors in Q3. Where are those numbers in your forecast?
4. Q4 540K+900K --The total is WAAAY too small since Ruiz again confirmed that K8s will outnumber K7s in Q4. That means 4M, not 1.44M. Also, a brokerage report recently said they expect 500K Opterons sold in Q4.
5. Q1 1200K+250K -- Directly contradicts Ruiz K8>K7 a quarter earlier than this.



Well, if "THE SOURCE" can't quote AMD correctly, why should we believe what "THE SOURCE" says about AMD's production rates a year in the future, no less?

AMD did NOT say they would sell >1M K8s in Q1, they said, the COULD MANUFACTURE 1M K8s in Q1. There is a very big difference between saying that they COULD and saying that they WOULD.

Petz
[Posted by: Petz  | Date: 05/03/04 05:28:44 PM]

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