AMD CEO Dr. Lisa Su
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AMD CEO Dr. Lisa Su is back again this year, offering the company’s CES 2021 Keynote, which the entire industry has been following closely. 2020 was an excellent year for AMD and began at CES 2020 with the announcement of the Ryzen 4000 series in laptops. While AMD has not fully reported financial data for 2020, expectations are high for AMD’s Q4 and 2020 results. The company has made a significant change in both CPU and enterprise CPU and significant progress in GPU. AMD is now in a leading position on the desktop processor, which the company has not had for more than a decade, and the industry expected it to reach laptops.
AMD has traditionally used CES to launch the latest generation of laptop processors, and this year was no different with the introduction of the Ryzen 5000 series of mobile processors. The Ryzen 5000 series of processors is the fastest the company has ever reached. on the market and has three different levels of performance: low-power U-series processors, high-performance H-series processors and HX-series game processors However, there is one thing about the Ryzen 5000 series that some s- you may not know it, not all of AMD’s Ryzen 5000 series have the Zen 3 architecture. Only the Ryzen 5 5600U and Ryzen 7 5800U are Zen 3, which benefit from higher CPI, higher clock speed and more shared cache.
Currently, AMD’s Ryzen 5000 HX series of notebook processors consists of two processors, Ryzen 9 5900HX and Ryzen 9 5980HX. Both processors are eight basic models with 20 MB of L2 and L3 cache and increase 4.6 and 4.8 GHz. These chips have a TDP of 45W +, which we assume means 45W most of the time, except for specific scenarios, but at the moment we do not know what it means in full, other than these are very powerful processors. These are the processors you’d expect AMD to see to compete against Intel’s latest 11of Game processors Genre that we covered earlier this week. Many OEMs have already committed to using these chips in their gaming laptops, including Acer and ASUS.
Overall, I believe that AMD’s overall range of laptops has become more complete and attractive to OEMs and consumers, and that’s why AMD has been able to continually grow the company’s overall laptop design year after year. In fact, in just two years, AMD has managed to double its global mobile design gains from 70 Ryzen 3000 series systems to 150 Ryzen 5000 series mobile systems. This shows that OEMs are embracing AMD CPUs. both on the desktop and on the mobile in ways they never had before. In fact, Lisa Su had CEO HP and Lenovo, as well as Microsoft’s Panos Panay “on stage,” to talk about their relationship with the company, which shows the acquisition of the biggest players in the industry. AMD will have to overcome the brand approach of Intel’s experience with Evo and vPro for the highest levels of success. I think AMD will also need to find a way to deal with Intel’s dismantling of its battery performance and “RUGs” (Representative User Guides).
Overall, AMD showed this CES that the company’s momentum only gains in the mobile market and that the Zen 3 architecture also shows strength from low-power mobile to high-performance computing. Last year’s CES was a presentation of what AMD managed to achieve in returning to competition, and this year’s CES was a victory round to show how far the company really has come. I hope to see more about AMD on the GPU front later this year and whether the company’s overall momentum can help it overcome some of the challenges on the GPU front, even though I think the RDNA 2 and 6800 XT architecture have shown significant promise.
Note: Anshel Sag, senior analyst at Moor Insights & Strategy, contributed to this note.
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