{"id":46243,"date":"2019-05-01T12:46:04","date_gmt":"2019-05-01T10:46:04","guid":{"rendered":"https:\/\/www.planet3dnow.de\/cms\/?p=46243"},"modified":"2019-05-01T13:52:12","modified_gmt":"2019-05-01T11:52:12","slug":"amd-rome-matisse-und-navi-im-dritten-quartal","status":"publish","type":"post","link":"https:\/\/www.planet3dnow.de\/cms\/46243-amd-rome-matisse-und-navi-im-dritten-quartal\/","title":{"rendered":"<span class=\"caps\">AMD<\/span>: Rome, Matisse und Navi im dritten Quartal"},"content":{"rendered":"<p>Im Zuge des Ear\u00adning Calls zu den <a href=\"https:\/\/www.planet3dnow.de\/cms\/46226-amd-quartalszahlen-q1-2019\/\">Zah\u00adlen des ers\u00adten Quar\u00adtals 2019<\/a> hat sich <span class=\"caps\">AMD<\/span> zum wei\u00adte\u00adren Vor\u00adge\u00adhen im Jah\u00adre 2019 ge\u00e4u\u00ad\u00dfert. Dem\u00adnach wer\u00adden alle 7\u2011nm-Pro\u00adduk\u00adte fr\u00fc\u00adhes\u00adtens im Juli erschei\u00adnen, da <span class=\"caps\">AMD<\/span> bei \u201cRome\u201d und \u201cNavi\u201d expli\u00adzit von einer Vor\u00adstel\u00adlung im drit\u00adten Quar\u00adtal 2019 spricht.<\/p>\n<figure id=\"attachment_46246\" aria-describedby=\"caption-attachment-46246\" style=\"width: 675px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.planet3dnow.de\/cms\/wp-content\/uploads\/2019\/05\/Planet3DNow_Inoffizielle_AMD_Roadmap_2019_Stand_Mai2019.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-46246 \" src=\"https:\/\/www.planet3dnow.de\/cms\/wp-content\/uploads\/2019\/05\/Planet3DNow_Inoffizielle_AMD_Roadmap_2019_Stand_Mai2019.png\" alt=\"Inoffizielle AMD-Roadmap f\u00fcr 2019 mit Stand Mai 2019\" width=\"675\" height=\"342\" srcset=\"https:\/\/www.planet3dnow.de\/cms\/wp-content\/uploads\/2019\/05\/Planet3DNow_Inoffizielle_AMD_Roadmap_2019_Stand_Mai2019.png 995w, https:\/\/www.planet3dnow.de\/cms\/wp-content\/uploads\/2019\/05\/Planet3DNow_Inoffizielle_AMD_Roadmap_2019_Stand_Mai2019-300x152.png 300w, https:\/\/www.planet3dnow.de\/cms\/wp-content\/uploads\/2019\/05\/Planet3DNow_Inoffizielle_AMD_Roadmap_2019_Stand_Mai2019-768x389.png 768w, https:\/\/www.planet3dnow.de\/cms\/wp-content\/uploads\/2019\/05\/Planet3DNow_Inoffizielle_AMD_Roadmap_2019_Stand_Mai2019-624x316.png 624w\" sizes=\"auto, (max-width: 675px) 100vw, 675px\"><\/a><figcaption id=\"caption-attachment-46246\" class=\"wp-caption-text\">Inof\u00adfi\u00adzi\u00adel\u00adle <span class=\"caps\">AMD<\/span> Road\u00admap f\u00fcr 2019 mit Stand Mai&nbsp;2019<\/figcaption><\/figure>\n<p>Die Ser\u00adver\u00adpro\u00adzes\u00adso\u00adren \u201cRome\u201d auf Basis von Zen 2 sol\u00adlen aller\u00addings an Part\u00adner bereits im zwei\u00adten Quar\u00adtal aus\u00adge\u00adlie\u00adfert wer\u00adden, wohin\u00adge\u00adgen der offi\u00adzi\u00adel\u00adle Launch erst im drit\u00adten Quar\u00adtal erfol\u00adgen wird. Bis\u00adlang hat\u00adte <span class=\"caps\">AMD<\/span> immer bei \u201cRome\u201d und auch bei Ryzen-Desk\u00adtop\u00adpro\u00adzes\u00adso\u00adren der drit\u00adten Gene\u00adra\u00adti\u00adon (\u201cMatis\u00adse\u201d) von einem Start gegen Mit\u00adte des Jah\u00adres gespro\u00adchen. Damit bleibt der <a href=\"https:\/\/www.planet3dnow.de\/cms\/44582-amd-mit-ryzen-3000-x570-und-navi-am-7-juli\/\">7.&nbsp;Juli<\/a> wei\u00adter\u00adhin ein hei\u00ad\u00dfer Kan\u00addi\u00addat f\u00fcr eine Vor\u00adstel\u00adlung der 7\u2011nm-Pro\u00adduk\u00adte.<\/p>\n<blockquote><p>Lisa Su w\u00e4h\u00adrend des <span class=\"caps\">Q1<\/span> 2019 Ear\u00adning Calls zu \u201cRome\u201d:<\/p>\n<p>Tur\u00adning to our next-gene\u00adra\u00adti\u00adon Rome pro\u00adces\u00adsor, we made excel\u00adlent pro\u00adgress in the quar\u00adter, achie\u00adving key pro\u00adduc\u00adtion mile\u00adsto\u00adnes with our lar\u00adgest <span class=\"caps\">OEM<\/span> and cloud cus\u00adto\u00admers. We\u2019\u00adre very exci\u00adted about the per\u00adfor\u00admance of Rome, which is on track to deli\u00adver four times the floa\u00adting point per\u00adfor\u00admance and dou\u00adble the com\u00adpu\u00adte per\u00adfor\u00admance per socket com\u00adpared to our cur\u00adrent gene\u00adra\u00adti\u00adon <span class=\"caps\">EPYC<\/span> pro\u00adces\u00adsors. We are on track to begin Rome pro\u00adduc\u00adtion ship\u00adments in the second quar\u00adter to sup\u00adport a third quar\u00adter launch.<\/p>\n<p>I think start\u00ading with ser\u00adver, again, it\u2019s the grea\u00adtest per\u00adcen\u00adta\u00adge of growth. And it real\u00adly is the start of some ship\u00adments of Rome. We expect that Rome will launch here in the third quar\u00adter, and the\u00adre are some pre\u00adpa\u00adra\u00adti\u00adons that need to be done for&nbsp;that.<\/p>\n<p>So we would expect that the\u00adre will be a good amount of time whe\u00adre we will have both Nap\u00adles and Rome in mar\u00adket at the same point in time, and that just depends on qua\u00adli\u00adfi\u00adca\u00adti\u00adon cycles, plat\u00adform needs and some plat\u00adforms are being refres\u00adhed right away, some plat\u00adforms are going to take a litt\u00adle bit lon\u00adger to be refres\u00adhed. And so, from my stand\u00adpoint, I think that Nap\u00adles will con\u00adti\u00adnue to be important for us in 2019, even as we ramp Rome with our launch in the second half of the&nbsp;year.<\/p><\/blockquote>\n<p>Dage\u00adgen scheint der Start der neu\u00aden Gra\u00adfik\u00adkar\u00adten auf Basis der Navi-Archi\u00adtek\u00adtur bis\u00adlang nur grob f\u00fcr das drit\u00adte Quar\u00adtal geplant zu sein oder erst gegen des\u00adsen Ende zu erfol\u00adgen. Eine gleich\u00adzei\u00adti\u00adge Vor\u00adstel\u00adlung aller 7\u2011nm-L\u00f6sun\u00adgen d\u00fcrf\u00adte jeden\u00adfalls nicht geplant sein.<\/p>\n<blockquote><p>Lisa Su w\u00e4h\u00adrend des <span class=\"caps\">Q1<\/span> 2019 Ear\u00adning Calls zu \u201cNavi\u201d:<\/p>\n<p>We belie\u00adve we made good pro\u00adgress impro\u00adving chan\u00adnel inven\u00adto\u00adry levels. Sell-through acce\u00adle\u00adra\u00adted sequen\u00adti\u00adal\u00adly dri\u00adven by sales of both our main\u00adstream Rade\u00adon <span class=\"caps\">RX<\/span> GPUs and new high-end Rade\u00adon <span class=\"caps\">VII<\/span> gam\u00ading GPUs. We are well-posi\u00adtio\u00adned to grow <span class=\"caps\">GPU<\/span> reve\u00adnue in the second quar\u00adter and through the second half of the year, as we expect to intro\u00addu\u00adce our first 7\u2011nanometer Navi gam\u00ading GPUs in the third quarter.<\/p>\n<p class=\"p p10\">Navi is a new archi\u00adtec\u00adtu\u00adre for us in gam\u00ading. It has a lot of new fea\u00adtures, across the Navi archi\u00adtec\u00adtu\u00adre. Things are pro\u00adgres\u00adsing well. We expect it to launch in the third quarter.From a posi\u00adtio\u00adning stand\u00adpoint, I pro\u00adba\u00adb\u00adly won\u2019t go through it in gre\u00adat detail right now other than to say that it is 7\u2011nanometer, Navi, but it will be posi\u00adtio\u00adned below whe\u00adre, for exam\u00adp\u00adle, our Rade\u00adon <span class=\"caps\">VII<\/span>\u2019s is posi\u00adti\u00adon today from a pri\u00adce point standpoint.<\/p>\n<p class=\"p p10\">And then, in terms of Ray tra\u00adcing, again, we will talk more about our over\u00adall Navi road\u00admap as we get clo\u00adser to the launch.<\/p>\n<\/blockquote>\n<p><strong>Quel\u00adle: <\/strong><a href=\"https:\/\/seekingalpha.com\/article\/4258321-advanced-micro-devices-inc-amd-ceo-lisa-su-q1-2019-results-earnings-call-transcript\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"caps\">AMD<\/span> <span class=\"caps\">Q1<\/span> 2019 Results \u2014 Ear\u00adnings Call Tran\u00adscript<\/a> (See\u00adking\u00adAl\u00adpha)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Im Zuge des Ear\u00adning Calls zu den <a href=\"https:\/\/www.planet3dnow.de\/cms\/46226-amd-quartalszahlen-q1-2019\/\">Zah\u00adlen des ers\u00adten Quar\u00adtals 2019<\/a> hat sich <span class=\"caps\">AMD<\/span> zum wei\u00adte\u00adren Vor\u00adge\u00adhen im Jah\u00adre 2019 ge\u00e4u\u00ad\u00dfert. Dem\u00adnach wer\u00adden alle 7\u2011nm-Pro\u00adduk\u00adte fr\u00fc\u00adhes\u00adtens im Juli erschei\u00adnen, da <span class=\"caps\">AMD<\/span> bei \u201cRome\u201d und \u201cNavi\u201d expli\u00adzit von einer Vor\u00adstel\u00adlung im drit\u00adten Quar\u00adtal 2019 spricht. (\u2026) <a class=\"moretag\" href=\"https:\/\/www.planet3dnow.de\/cms\/46243-amd-rome-matisse-und-navi-im-dritten-quartal\/\">Wei\u00adter\u00adle\u00adsen&nbsp;\u00bb<\/a><\/p>\n","protected":false},"author":593,"featured_media":80,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"wp_typography_post_enhancements_disabled":false,"ngg_post_thumbnail":0,"footnotes":""},"categories":[12,11],"tags":[966,1374,1167,1373],"class_list":["post-46243","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-aktuelles","category-news","tag-amd","tag-matisse","tag-navi","tag-rome","entry"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/46243","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/users\/593"}],"replies":[{"embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/comments?post=46243"}],"version-history":[{"count":6,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/46243\/revisions"}],"predecessor-version":[{"id":46253,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/46243\/revisions\/46253"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/media\/80"}],"wp:attachment":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/media?parent=46243"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/categories?post=46243"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/tags?post=46243"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}