AMD the most sensational events this year, is the release of a new Polaris Polaris graphics architecture, and the first stage is for the mainstream market products, hope can more quickly from the rival Nvidia recapture market share. Each of the third party statistics report shows that the AMD strategy to obtain a certain effect, and operating profit margins have been significantly improved. However, AMD is now just a pure graphics manufacturers it?
Not at all！ And a volley. The second phase of the AMD recovery is scheduled for early next year, "ZEN (Zen)" will be the new CPU architecture AMD very ready. AMD in the beginning of this year has been carried out notice, but based on the first ZEN products to enter the field of deformation of the equipment, followed by the service sector, and finally is APU. At the same time, AMD also prepared a Vega architecture of Vega high-end graphics cards, the first half of next year will officially debut, once again to Nvidia leading high-end market challenges.
Whether it is ZEN or Vega, AMD are endowed with high expectations, a "fight".
Why is ZEN very important?
The entire PC industry for the AMD ZEN processor are very excited, known as the AMD wanted to reduce the performance gap is very large, because the structure of ZEN chip in the 1X nanometer era, IPC (the number of instructions executed per clock cycle) performance compared with the "bulldozer" rose up to 40% pieces of Architecture above, further solve the performance of CPU AMD behind a big problem.
To regain the PC market share to become the first target of ZEN processor, then ZEN will focus on the high-end market, because this is Intel's most profitable areas, and with PC the overall market downturn, the high-end market is undoubtedly the best opportunity to turn a profit.
Server market is also important for AMD. Intel is currently almost completely dominated the server market, AMD market share of five homes can be directly to zero four. AMD estimates, the server market size of about $18 billion market. Therefore, even if the AMD only restore 5% of the market share, for the results can also be significantly improved. Intel won't give up the market share without a fight, but AMD also will not let the server business to continue.
To tell you the truth, ZEN does not need more than Intel's products, as long as it can regain some of the market share of AMD even if it is to achieve the goal, but the gap between the performance of the gap must be further reduced. If ZEN does not live up to the hype many times PPT manuscript, AMD better momentum will continue to expand. If not, AMD will become more difficult to restore sustainable profitability.
Why Vega is also very important
Although AMD Polaris graphics architecture play a role in the mainstream market, but Vega Vega still have to wait until the first half of 2017 to be completed, this is AMD to enter the high-end graphics market important and key products. Because since 2014 Nvidia released GTX 970 and GTX 980, high profits will continue to flow to the high-end market Nvidia, but also led to the market share of AMD fell below 20%.
Earlier this year, with the GTX 1070 and GTX 1080 release, Nvidia has made a very good start, but Nvidia will not be so fast to silence, is expected in the next few months will be issued to strengthen the high-end version of graphics, including the GTX 1080 Ti. In addition, the next generation GPU Nvidia architecture Volta, probably as early as the second half of 2017 launched, so Vega's goal must be high-end gaming PC market, to win the favor of the high-end customers earlier.
Winning back the mainstream market share of AMD is a good thing, but the market is not the most profitable segments of the market, but is the high-end market, Vega challenge the huge pressure.
In short, 2016 for the AMD is very important, but in 2017 is more critical, ZEN and Vega determine whether the AMD can get a new.