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Advanced Micro Devices new Trinity chip doesn't deliver the performance trifecta necessary to threaten Intel's market-leading position, according to most initial evaluations.
It's an old story line now: AMD comes out with a new processor that offers better graphics performance, but, overall, does little to change Intel-AMD market dynamics -- which of course heavily favors Intel.
And AMD has done it again. Tapping into the graphics processing unit (GPU) expertise it got when after acquiring ATI in 2006, the Sunnyvale, Calif.-based company continues to ding Intel on GPU performance.
But AMD fails to threaten Intel on central processing unit (CPU) speed and power efficiency.
But don't take my word for it. "AMD's Trinity...doesn't unseat [Intel's] Sandy Bridge from its position of performance supremacy," wrote Tom's Hardware, referring to the Intel chip design announced in January of last year.
Let's insert a quick parenthetical here. Intel is now shipping its next-generation Ivy Bridge chip, and performance will only improve vis-a-vis AMD.
That said, there's plenty of praise for AMD's graphics silicon. Game play is good: AMD's Trinity is recommended "if you're a casual gamer" by Tom's Hardware.
But for higher end games, the advantage isn't necessarily there. "Your best bet continues to be laptops with an Intel CPU and a discrete GPU from Nvidia, at least of the GT 640M level," according to Anandtech.
And note that Intel these days is touting media processing performance for tasks like transcoding: converting a file from one format to another. For example, converting a movie so it is playable on an iPod.
In this area, Intel's Quick Sync is competitive with AMD, said Anandtech.
AMD is making strides with battery life, though. "It's worth pointing out that the concerns about AMD's battery life from a few years ago are now clearly put to rest," Anandtech said.
Then there's the school of thought that Intel needs to be afraid, very afraid. "AMD has a very credible chip on their hands with Trinity, and Intel should be very worried," said chip site Semiaccurate.
But one financial firm is not that enthusiastic. "Advanced Micro Devices'...Trinity seems unlikely to gain share, and will likely compete on price rather than performance against Intel's Ivy Bridge," said MKM Partners in a post on Barron's.
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AMD unveils the 'ultimate 1080p gaming' processor at CES 2020
AMD unveils the 'ultimate 1080p gaming' processor at CES 2020
This story is part of CES, where CNET covers the latest news on the most incredible tech coming soon.
AMD is kicking off the world's biggest consumer tech show by unveiling the third-generation Ryzen 4000-series mobile processors, which will be used in upcoming laptops. A crowd of hundreds lined up for more than an hour before the CES 2020 announcement, filing slowly into the enormous Mandalay Bay Convention Center in Las Vegas to hear details on AMD's new gaming products Monday afternoon.
AT CES 2019, AMD unveiled Radeon 7, the world's first 7-nanometer gaming graphics card. More than 20 products are now using its 7nm architecture, AMD said Monday.
A year later, the US chip giant is using CES 2020 as a platform to launch its latest graphics processors.
"In 2020, we will be introducing the best laptop processor ever built," AMD CEO Lisa Su said during the press conference. The processors will use AMD's 7nm technology.
It'll be used across gaming and creator laptops, ultrathin consumer laptops, and ultrathin professional laptops. The Ryzen 7 4800U features eight Zen 2 cores, 16 threads, up to 4.2GHz boost, 1.8GHz base, eight Radeon cores and 15W TDP. Graphics will be 28% better than Intel's Core i7, Su said, 90% better on multi-thread performance and 4% higher on single-thread performance.
More than 100 systems will be using the series by the end of 2020, with the first laptops expected in the first quarter. One laptop that will use it is the Lenovo Yoga Slim 7, also being announced at CES 2020.
Su also provided details on the anticipated Ryzen Threadripper 3990X. AMD had been expected to announce the new flagship consumer processor at CES 2020, but it dropped some details in late November. At that time, it announced it'll have 64 cores, 288MB of cache and is designed for a 280-watt power draw. Now, we also know it'll be available for $3,990, coming with 128 threads, up to 4.3GHz boost and 2.9GHz base. The Ryzen Threadripper 3990X will be available in February.
It follows the announcement of the 32-core AMD Ryzen Threadripper 3970X and the 24-core AMD Ryzen Threadripper 3960X boxed processors, which shipped in September.
AMD's new Ryzen Threadripper 3990X.
James Martin/CNET
AMD also announced the AMD Radeon RX 5600 XT, which it called the "ultimate 1080p gaming." It will deliver the best graphics across all games in comparison to the competition, according to the processor giant. The 5600 will be available worldwide on Jan. 21 for $279.
It will also be coming to mobile in the first half of 2020, launching as the 5600M.
Su said AMD has partnered on Sony's PlayStation 5, the Xbox Series X, Microsoft'sxCloud and GoogleStadiagaming consoles and cloud services. Its graphics cards are also being used in Apple's new Mac Pro and the Microsoft Surface. Its processors are behind Twitter, and the data centers Google is using.
AMD's Frank Azor shows off the new Asus Zephyrus gaming laptop.
James Martin/CNET
Alienware co-founder Frank Azor, who made the jump to AMD last year, additionally announced the AMD Ryzen 7 4800H, aimed at gamers and creators. It comes with eight cores, 16 threads, up to 4.2GHz boost, 2.9GHz base and 45W TDP.
Azor showed off the new Asus ROG Zephyrus G14/G15 and the Dell G5 special edition gaming laptop. The Dell laptop will use AMD's new SmartShift technology coming in the second quarter of 2020, as well as AMD's Radeon 5600M, Ryzen, FreeSync and Radeon software.
SmartShift automatically brings AMD's discrete GPU into the equation when the CPU is allocating graphics resources, just like it does for the integrated GPU, without any size increases.
CNET's Lori Grunin also contributed to this report.
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Apple's custom-built M1 processor and the new MacBook Airs, MacBook Pros and Mac Minis that use it are a problem for Intel. The divorce proceedings will last about two years as the prestigious customer gradually ejects Intel's chips from its personal computers.
But Intel isn't doomed.
The Santa Clara, California, company has some advantages and options in the PC market that insulate it from Apple's threat. Other PC makers aren't going to have as easy a time as Apple in moving past Intel. Intel is still the leader in higher-end chips more powerful than the M1. And it's got enough money on hand -- $18.25 billion in cash, equivalents and investments -- to let it spend its way to a better situation.
"There isn't much near-term threat to Intel's PC business beyond losing one sizable customer," said Linley Group analyst Linley Gwennap. That doesn't mean it's going to be easy for Intel, though.
Giving Apple grounds for divorce is the latest of the chipmaker's whiffs. Earlier achievements, like charting decades of steady chip industry progress with Moore's Law, pioneering PC technology standards and powering Google's data centers, have been overshadowed by newer flubs. That includes losing its manufacturing lead and failing to tap into the smartphone market. Intel ultimately sold its cellular chip business to Apple for $1 billion.
Though Macs account for only about 8.5% of the PC market, according to IDC, Apple remains one of the biggest and most influential tech companies. Its MacBook Air models led the trend to slim but useful laptops, its MacBook Pro models remain popular with programmers and the creative set, and Apple profits from selling premium machines costing hundreds of dollars more than most Windows PCs.
Losing Apple's business will sting. New Street Research analyst Pierre Ferragu estimated in a Wednesday report that 4% to 5% of Intel's revenue comes from Apple. But it's just one of the concerns Intel will need to address.
Intel said it's "relentlessly" focused on building leading chips. "We welcome competition because it makes us better," Intel said in a statement. "We believe that there is a lot of innovation that only Intel can do," including supplying chips that span the full price range of PCs and that can run older software still common in businesses.
It's also built its first samples of the 2021 Alder Lake PC chips and expects improvements in 2022 and beyond. "We're increasingly confident in the leadership our 2023 products will deliver," the company said.
Intel faces several challenges along the way, though.
The Qualcomm worry
One of the biggest concerns tied to the arrival of Apple's M1 is that it could embolden another Intel rival, Qualcomm, which already sells mobile-based processors for PCs.
The M1 is a member of the Arm family of processors that are used in every smartphone today. Qualcomm, a leading designer of those chips for Android phone makers, is pushing more-powerful versions of its Snapdragon chips for PCs, too, and several PC makers offer Windows laptops using them.
So far, though, Arm-based Windows laptops have shown lackluster performance and remain a rarity among customers. Arm PC makers have to prove better value and performance before more people adopt the machines, said CCS Insight analyst Wayne Lam.
Apple's transition to Arm-family M1 chips is also very different from Windows PC makers using Qualcomm chips. No PC maker is dumping Intel the way Apple is, so software makers don't need to worry as much about adapting their products for the new chip architecture. Though it might be nice to have, Qualcomm PC support isn't really essential.
The AMD threat
Intel is the dominant manufacturer of chips in the x86 family, which are the kind of processors you'd find in a normal laptop. But it's not the only x86 chipmaker.
"AMD is a greater threat in the near term," said Tirias Research's Kevin Krewell, who noted that PC makers aren't going to be quick to drop the industry standard family of x86 chips.
AMD has done well with high-end desktop processors, chiefly for gamers, and is making inroads in the server market, too. It's using Taiwan Semiconductor Manufacturing Corp. for manufacturing, taking advantage of its miniaturization progress to cram more circuitry onto new chips. Its new Zen 3 chip design offers a substantial speed boost.
In contrast, Intel, which manufactures its own chips, has struggled. It's only now moving in earnest from an earlier manufacturing technology with 14-nanometer features to a newer 10nm process after years of delays. Even next year's Rocket Lake chip for desktop computers will still be built with the 14nm process. (A nanometer is a billionth of a meter, and the smaller the measurement, the more transistors you can cram into a chip.)
AMD's Ryzen 5000 processor family, with up to 16 processing cores, challenges Intel in gaming PCs.
AMD
New manufacturing options
Intel is giving itself new options, including the ability to use other manufacturers like TSMC to build its chips. That's got risks, too, though, Gwennap said.
Moving some manufacturing to a partner makes it harder for Intel to justify the expense of trying to develop cutting-edge manufacturing, according to Gwennap. And the possibility that Intel could reclaim manufacturing once it fixes its problems could spook TSMC away from investing enough to meet Intel's massive demand.
Intel didn't comment on its manufacturing plan details. It said its integrated design and manufacturing approach helps competitiveness and in letting Intel assure customers it can supply the chips they need. "We've also been clear we will continue investing in leading process technology development," Intel said.
Apple, in contrast, has benefited from TSMC's steadily improved manufacturing. It's one reason it can fit a whopping 16 billion transistors onto its M1 chip, enough circuitry to power the main processor engines along with lots of extra abilities.
Apple's M1 starts small
Over and over during the new Mac launch event, Apple emphasized the performance per watt advantages of the M1. Translate that as being able to do useful work without draining a laptop battery fast.
Apple gets this advantage from the M1's lineage: the A series of processors that power iPhones. Smartphone chips have even stronger battery constraints than laptop chips. With the M1, a close relative of the iPhone 12's A14, Apple gets to add more transistor circuitry for more processing power and can run the chip at a higher clock speed than in phones, too.
Apple steadily increased A series chip performance for years, evolving the chip design and taking advantage of the prowess of TSMC, which manufactures the chips. Speed tests published by tech site Anandtech using the SPECint2006 benchmark show the A14 surpassing Intel's quad-core laptop chip, the 3GHz Core i7 1185G7 model that's a member of the new Tiger Lake processor family.
But the reality is that even Apple isn't ready to use the M1 in brawnier systems. The MacBook Air is all-in on M1, but Apple continues to rely on Intel for higher-powered 13-inch MacBook Pros. The 16-inch MacBook Pro, the iMac, the iMac Pro and the Mac Pro will continue to use Intel processors as Apple moves through a two-year transition to its own chips.
"It will get really interesting when Apple starts specifically optimizing its architecture for higher performance in a bigger thermal envelope and constant power for desktops," Techsponential analyst Avi Greengart said.
So yes, Intel has challenges. Apple's M1 is just the most obvious.
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NVIDIA's new GPU is better than the Titan X and $500 cheaper
NVIDIA's new GPU is better than the Titan X and $500 cheaper
NVIDIA's GTX 1080 is no longer the king of the GPU mountain. That honour is now the company's newest graphics card, the GTX 1080 Ti.
Announced at a GDC press conference on Wednesday in San Francisco, the $700 1080 Ti is 35 percent more powerful than the GTX 1080, says NVIDIA CEO Jen-Hsun Huang.
It comes with 11GB of GDDR5X memory, and with 11GB of frame buffering it is designed for 4K gaming. In fact, Huang reassured his audience that they could play Watch Dogs 2 in 5K -- that's 5,120×2,880 -- using the GPU.
Most impressively, the company claims the 1080 Ti is more powerful than the Titan X, a $1,200 GPU developed for AI and deep learning. Like the Titan X, the 1080 Ti use 3,584 of NVIDIA's CUDA cores. The GTX 1080, by comparison, has 8GB of memory and 2,560 CUDA cores.
Huang also announced at the conference that the 1080 was getting a price drop down to $500.
The GTX 1080 Ti will be available from March 10 for $700. No international pricing has been announced, but that converts to AU$915 and £565.
