We review what the AMD Financial Analyst Day 2017 has left us, which has shown us interesting data and AMD products for the present and the future and we have opened our mouths for Computex 2017

The AMD Financial Analyst Day 2017 has left us interesting data. Although it was a conference for investors, AMD knew very well that the world would be waiting for the presentation and in the end it was a presentation for investors along with a presentation for the world, where they have shown data and products. We don't know where AMD got the data from, but certainly some are a bit imaginative, so to speak.

It has attracted a lot of attention how well Lisa Su has sold, because it has put on the table some really spectacular market figures, showing that AMD could take a large part of the market share by 2020 in what is the Premium product market. He has also talked about market shares in computers, where yes, AMD with Ryzen could give a significant boost, but we must be cautious in this regard because Intel has a lot to say. What has caught our attention the most is the data from last year, where it claims to have gained market share in general, when it has possibly been one of the worst years in the history of AMD, especially because they did not have processors that could compete with Intel and on the other hand, they did not have graphics that competed in the high and extreme range with those of NVIDIA.

A graph that is not fully understood is that of 'Growth in PC'. Everything indicates that AMD expects that this year and next, Ryzen-based products will increase in sales, both in desktop, as well as in laptops and compact equipment thanks to APUs. We are not going to deny that Ryzen and its variants brought AMD significant sales and profits, but the graph seems to indicate otherwise. What we think the graph means is that Ryzen will carry a significant weight, with the processing solutions developed for Microsoft and Sony falling in importance, specifically custom console solutions (and similar solutions developed for other companies).

AMD also talks about the expansion in platforms such as consoles, gaming and professional equipment from HP and Lenovo, the Alienware from Dell, the return to the MacBook Pro, which as we know should be given shortly. We see that AMD works with many other brands, but General Electric draws powerfully attention (second logo from the left). It would be interesting to know what both companies work on, because General Electric works a lot with electricity and electronics issues and it could be that they work on automation systems such as PLCs or programmable robots for infrastructure management or server systems for energy management renewable, for example.

Lisa Su's forecasts about the graphics are not very clear, because she makes a sales forecast regarding her new products such as Vega, the rehash, such as Polaris and the development of elements for consoles, such as Project Scorpio , PS4 and XBOX ONE. It is clear that AMD with Vega will make a leap in the high-end, Premium and professional graphics market, but we are not clear about the data, since Polaris will remain for the entry range. The good data could be supported by good sales from Project Scorpio, although a lot of data is missing on this console.

It is a bit strange that AMD continues to insist on Polaris and more so if Raja Koduri, the chief of graphics at AMD, does. The RX 500 Series have been widely criticized for being a rehash of the RX 400 Series, with a performance improvement of less than 10% and consumption comparable to NVIDIA's high-end, for very little more performance, being a strategy failure counting with Vega. Speaking of AMD Vega, Mark Papermaster, Lisa Su and of course, Raja Koduri have spoken about this architecture and this architecture is like God, it is everywhere, everyone talks about it and nobody has seen it. Well, see it in its gaming version, because Raja Koduri showed the professional version with 8 + 6-pin PCIe power, although it should be noted that in other images we have seen what the same graph looks like with 8 + 8-pin PCIe power and also We have seen a version of this AMD Radeon Vega Frontier Edition (that's what it's called), with a liquid cooling system. About the AMD Vega architecture and the future towards Navi and an unknown Next Gen, we have already spoken here enough, we will not repeat ourselves.

Papermaster has also talked about Zen, the base of the Ryzen. Everything indicates that Ryzen will have two versions, the initial one in 14nm and a revision of them will appear in 14nm +, possibly with all the bugs fixed and the XFR working correctly, not like now. Zen 2 will be 7nm and Zen 3 aims to be a rehash of Zen 2 based on 7nm +. They have also taken the opportunity to present the AMD Ryzen Threadripper (nothing about Ryzen 9 as it was being said) and is that these processors have the mission to compete in the enthusiast branch and the Workstation with the Intel Basins Falls that will arrive on the market shortly.

What blew us away was Naples, which has been renamed AMD Epyc. These processors from AMD will have 45% more cores than their predecessors, 122% more memory bandwidth than previous versions and 60% more I / O bandwidth than their predecessors. AMD also showed Epyc a processor of a monstrous size, as you can see and that must weigh its own. They also showed something very interesting a delidded of it, where we can see four silicon chips, apparently with eight cores each.

We are going to finish with some more information. There has been talk of the Ryzen efficiency per watt that has increased by 270% over the previous generation, although it was not complicated, because its predecessors consumed what was not in the writing. They have confirmed that Ryzen 3 will arrive during Q3, which is good news for anyone who wants to assemble an entry-level gaming equipment or an economical solution to play. The AMD Ryzen Pro, of which we had little or no data, that appeared between AMD launches, but that were quite hidden and that arrived in assembled equipment during the second half of the year and during the first half of 2018 they began to be seen on laptops. They have also talked about the APU, although we leave this in a news item where we talk about these AMD APUs.