AMD: Navi Speculation, Rumours and Discussion [2019-2020]

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I'm not sure why people think there is a big RDNA1 Navi in the pipeline, at least since we've known Navi 12 configuration too. Navi2x's are all RDNA2

Do we know that navi2x are rdna 2 ? If so, I missed something. My understanding was that big navi was coming like Q1 2020, while rdna2 was more like Q4.
 
Hope I suppose.
Not sure I follow, why would one hope big RDNA1 chip which would mean big RDNA2 chip would definitely come later rather than sooner?

Do we know that navi2x are rdna 2 ? If so, I missed something. My understanding was that big navi was coming like Q1 2020, while rdna2 was more like Q4.
As surely as we can know anything without official word for it. There really isn't any other options - there's 6 NaviXX chips, AMD definitely isn't doing 6 different RDNA1 chips and they plan to launch RT-capable hardware this year which is one the major definining features of RDNA2, so the logical explanation is that Navi2x-chips are RDNA2 while Navi1x-chips are RDNA1 (also Navi2x GFXIDs are consistently GFX103x while Navi1x are GFX101x)
Not sure where you got your understanding, I can't remember seeing even a single solid rumor suggesting big RDNA1 chip. All I can remember are the ones who were just applying the "because Navi 10 is medium and Navi 14 is small, Navi 12 must be big" logic to known codenames.
 
I didn't say it was logical. Its emotional. Some just want AMD to give nVidia what-for, blatantly disregarding business sense. To see their favourite underdog do what they've wanted to see them do for roughly a decade now. I guess some just conflate their hopes with reality and latch onto whatever seemingly makes a case for it. A kind of wilful ignorance and cognitive dissonance humans are very adept at.
 
Not sure I follow, why would one hope big RDNA1 chip which would mean big RDNA2 chip would definitely come later rather than sooner?


As surely as we can know anything without official word for it. There really isn't any other options - there's 6 NaviXX chips, AMD definitely isn't doing 6 different RDNA1 chips and they plan to launch RT-capable hardware this year which is one the major definining features of RDNA2, so the logical explanation is that Navi2x-chips are RDNA2 while Navi1x-chips are RDNA1 (also Navi2x GFXIDs are consistently GFX103x while Navi1x are GFX101x)
Not sure where you got your understanding, I can't remember seeing even a single solid rumor suggesting big RDNA1 chip. All I can remember are the ones who were just applying the "because Navi 10 is medium and Navi 14 is small, Navi 12 must be big" logic to known codenames.

It was timing for me. I had the impression that rdna2 was far from ready, hence the big navi rdna1. Hey if rdna 2 is here soon, it's great.
 
It was timing for me. I had the impression that rdna2 was far from ready, hence the big navi rdna1. Hey if rdna 2 is here soon, it's great.
Well we knew all along that PS5 and XSX would be coming in for holiday 2020 with RT acceleration support and that they are based on RDNA2, which gives solid timeframe for when it would be ready at the latest, but it's likely that AMD will release first RDNA2 products themselves so it would be earlier than that. (also if someone bothered to do the work, we could make some educated guesses based on when each Navi has first appeared in drivers)
 
Well we knew all along that PS5 and XSX would be coming in for holiday 2020 with RT acceleration support and that they are based on RDNA2, which gives solid timeframe for when it would be ready at the latest, but it's likely that AMD will release first RDNA2 products themselves so it would be earlier than that. (also if someone bothered to do the work, we could make some educated guesses based on when each Navi has first appeared in drivers)

The timeline has been a question for a while now. Last year slides had it vaguely stretched over both this year and next with no official word one way or another. One supposes this means AMD just wasn't sure under a year ago, and so had to avoid any firm commitment for both PR and legal reasons.

However if we look at TSMC's probable capacity, 7nm+ isn't nearly as popular as they'd no doubt wanted it to be with AMD and one other vendor the only confirmed users; to the point where 6nm (just being proved now or somesuch) was probably a reaction to all their hyper expensive EUV machines going underutilized. So it's highly unlikely there'll be some manufacturing bottleneck for RDNA2. That only leaves a design bottleneck, and while no doubt huge semi-custom orders from MS and Sony have priority, with millions of each console needing to be manufactured the final designs will still have to be done a good time in advance. Ultimately meaning I'd bet a least one RDNA 2 GPU gets out this year, though likely it'll be some non custom riff off either the PS5 or XS designs, as AMD is sure taking its time to put out different RDNA 1 GPU configs.
 
The timeline has been a question for a while now. Last year slides had it vaguely stretched over both this year and next with no official word one way or another. One supposes this means AMD just wasn't sure under a year ago, and so had to avoid any firm commitment for both PR and legal reasons.

However if we look at TSMC's probable capacity, 7nm+ isn't nearly as popular as they'd no doubt wanted it to be with AMD and one other vendor the only confirmed users; to the point where 6nm (just being proved now or somesuch) was probably a reaction to all their hyper expensive EUV machines going underutilized. So it's highly unlikely there'll be some manufacturing bottleneck for RDNA2. That only leaves a design bottleneck, and while no doubt huge semi-custom orders from MS and Sony have priority, with millions of each console needing to be manufactured the final designs will still have to be done a good time in advance. Ultimately meaning I'd bet a least one RDNA 2 GPU gets out this year, though likely it'll be some non custom riff off either the PS5 or XS designs, as AMD is sure taking its time to put out different RDNA 1 GPU configs.
Considering that it's really unlikely that the consoles would use discrete graphics in the sense of PC space, their designs mean absolutely nothing for AMDs own products.

late edit: What do you mean with it being `"vaguely stretched over both this year and next"? I'm pretty sure the slides with any years on them have been the same all the time
 
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Considering that it's really unlikely that the consoles would use discrete graphics in the sense of PC space, their designs mean absolutely nothing for AMDs own products.

late edit: What do you mean with it being `"vaguely stretched over both this year and next"? I'm pretty sure the slides with any years on them have been the same all the time

They don't have to use discrete cards. It doesn't seem prudent for AMD to undertake a bunch of re-implementations and reverification across varying hardware blocks to accommodate a bunch of different designs at 7nm. All three products (XB, PS and AMD PC gpus) sharing the same basic hardware blocks means a bunch of work and time saved.
 
They don't have to use discrete cards. It doesn't seem prudent for AMD to undertake a bunch of re-implementations and reverification across varying hardware blocks to accommodate a bunch of different designs at 7nm. All three products (XB, PS and AMD PC gpus) sharing the same basic hardware blocks means a bunch of work and time saved.
Oh, of course they'll share same basic IP blocks, but that goes the other way around. AMD designs IP blocks first for themselves and they are then handed over to semi-custom folks who use those blocks to build whatever the customer wants from them (including adding possible 3rd party IP blocks etc). I understood the "riff off" to mean it would use same configuration, not just the basic blocks :)
 
I'm not sure why people think there is a big RDNA1 Navi in the pipeline, at least since we've known Navi 12 configuration too. Navi2x's are all RDNA2
I agree. The only reasonable chance of a big RDNA1 chip would be in devkits for internal usage at Microsoft and AMD I'd think at this point. Microsoft wouldn't care paying for a few wafers to get early access to their Xbox series X chip even if at 1/3 to 2/3 speeds of final product.
 
Oh, of course they'll share same basic IP blocks, but that goes the other way around. AMD designs IP blocks first for themselves and they are then handed over to semi-custom folks who use those blocks to build whatever the customer wants from them (including adding possible 3rd party IP blocks etc). I understood the "riff off" to mean it would use same configuration, not just the basic blocks :)

The dies will probably be close-ish to some consumer GPU as well, as whatever is good for a console would probably work for a consumer GPU. But the main problems I can see are design time and foundry time. I'd be surprised if AMD didn't have rather strict contracts with both MS and Sony to deliver X units by Y time. They might earn more money off selling to consumers directly, but penalties surely mean Sony and MS get priority for both making sure the designs are done on time and the consoles are delivered on time.

Anyway the timelines they released last year vaguely mention "2021" and "RDNA2" in the same slide. I mean, I'd suspect they're definitely planning and hoping on RDNA 2 consumer cards this year. But if it were to somehow go to, say, a stockholder lawsuit the below slide could probably be argued to include 2021, so one can see it as a kind of "just in case..." hedge.
ammd-rdna2-2020.jpg
 
Anyway the timelines they released last year vaguely mention "2021" and "RDNA2" in the same slide. I mean, I'd suspect they're definitely planning and hoping on RDNA 2 consumer cards this year. But if it were to somehow go to, say, a stockholder lawsuit the below slide could probably be argued to include 2021, so one can see it as a kind of "just in case..." hedge.
ammd-rdna2-2020.jpg


If you actually look at the timeline, the midpoint of the line is 2019 (when RDNA came out). GCN is where 2018 would be. RDNA 2 is where 2020 would be.

Whether RDNA 2 comes out in 2020 or not, who knows, but that's where AMD's roadmap has it. Remember when NAVI was first shown? It was planned for 2018 according to their roadmap slide...and we all know how that turned out. :p

Regards,
SB
 
Lisa Su confirms that AMD GPUs in 2020 will have Ray Tracing, although she keeps somewhat downplaying it's importance for some reason (despite mentioning that the two consoles will have it).

Dean Takahashi, VentureBeat: Is real time ray-tracing in graphics going to be as big as NVIDIA says it is?

LS: I’ve said in the past that ray tracing is important, and I still believe that, but if you look at where we are today it is still very early. We are investing heavily in ray tracing and investing heavily in the ecosystem around it – both of our console partners have also said that they are using ray tracing. You should expect that our discrete graphics as we go through 2020 will also have ray tracing. I do believe though it is still very early, and the ecosystem needs to develop. We need more games and more software and more applications to take advantage of it. At AMD, we feel very good about our position on ray tracing.

Also she confirms AMD will release a high end Navi in 2020, although she is also being a little coy about it's competitiveness with the 2080Ti.
Gordon Ung, PC World: Do you think that AMD has to have a high-end competitor in the discrete graphics market?

LS: [laughs] I know those on Reddit want a high end Navi! You should expect that we will have a high-end Navi, and that it is important to have it. The discrete graphics market, especially at the high end, is very important to us. So you should expect that we will have a high-end Navi, although I don’t usually comment on unannounced products.

Also on a different note, she admits 7nm wafer supply is tight.

AnandTech: Since the launch of 7nm, AMD has had a large demand and we’ve noticed AMD have trouble keeping some of its product in stock. There have also been stories about TSMC and lead times increasing, and we recently had a quote from CTO Mark Papermaster about the ability to predict at any given time how many wafers are needed. Can you speak about how AMD will approach its partnership and its orders with TSMC through 2020?

LS: Today on stage I mentioned that we now have 20 products built on 7nm, either in production or in development, so we have bet big on TSMC’s 7nm process. We have great relationship with TSMC – they’ve supported us well, but wafer supply is tight. From our standpoint, we need to ensure that we get that prediction of what the demand will be early. In our desktop lines, when we first launched 3rd Gen Ryzen, there were some areas where we were out of stock at the high-end, particularly on the 3900X and 3950X. Now you’ll see that those CPUs are readily available, through the retailers. So it’s just a matter of when you are early in the cycle, making sure that you can call it correctly. That being the case, I think the technology is working really well, and we’re pleased with how 7nm has ramped for us.

AT: Just to confirm, you said that wafer situation at TSMC was tight, or right?

LS: Tight.
 
Lisa Su confirms that AMD GPUs in 2020 will have Ray Tracing, although she keeps somewhat downplaying it's importance for some reason (despite mentioning that the two consoles will have it).
Hm... well, I don't agree with her on "it is still very early" (regarding RT). Just "early", maybe, but not that "very". Not at this point. RT is actually a real thing for many, many developers, either because they already launched games with some sort of RT options or because they're planning to do it soon.

I wonder why so much mystery...
 
Also she confirms AMD will release a high end Navi in 2020, although she is also being a little coy about it's competitiveness with the 2080Ti.

I think that's more of an inference on your part than what she actually said. Ray tracing in 2020? Yes. High end Navi? Yes. But she cleverly left out any mention of wether or not it would be released this year or not.
 
I think that's more of an inference on your part than what she actually said. Ray tracing in 2020? Yes. High end Navi? Yes. But she cleverly left out any mention of wether or not it would be released this year or not.
I don't think there was anything vague about her statement.

You should expect that our discrete graphics as we go through 2020 will also have ray tracing
 
It'd make sense for AMD to launch an entire lineup and go for the high end with RDNA2. I'm just cautious about reading too much into it. And I think with good reason. "Confirmed" is a strong word just because Su mentioned RDNA2 (as evidence by RT) for 2020 and "the importance of high end" in the same interview. Not trying to be a downer, but both here and on Reddit there has been a continual cycle of hope, anger, and feelings of downright betrayal over the lack of high end products. I'm waiting until we see and hear something more solid than a carefully worded interview answer, and I think that'd be a good strategy for most.
 
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