Then again, we still don't know what's the difference between Socket FM2 and FM2+. We know FM2+ is backwards compatible with FM2 CPUs but FM2 boards are not forward compatible with FM2+. There has to be more functionality to FM2+.
Kaveri is on FM2+. The primary difference appears to be PCIe3.
There may be some electrical changes, but nothing so different as to break backwards compatibility.
The number of pins differs by two.
You don't think FM2+ could leave some headroom for Hypermemory or a full-on GDDR5 memory controller?
Neither is entirely up to the socket, although it depends on how it allocates its pinout. At least with Kaveri and with backwards compatibility we see that we are not getting either, so the pins aren't doing things that much differently from FM2.
So thinking this through:
- AMD has the IP, time and manpower investment to build iGPUs that are much superior to aything we'll ever see from Intel - from hardware to driver development to developer relations. They have already built two x86 SoCs with such iGPUs throughout 2011/2012 (PS4 and Xbone).
Per their investor PR, the nice thing about semi-custom is that AMD doesn't invest the
money necessary to engineer those products.
- AMD has already invested a lot in solving the memory-bandwidth limitation for high-performance iGPUs (PS4 and Xbone) in two different ways (GDDR5 in one, large cache in other).
The GDDR5 is leverages technology that AMD has had for years. I'm actually curious as to how differently the controllers are for the DDR3 in Durango versus the GDDR5 for Orbis, since there are GPUs that freely use either.
The volumes and cost for cheap or large-volume OEMs are uncertain.
Large on-die memory has historically not been a good solution for the more varied resolutions of the PC market or the lack of a fixed software platform that can keep track of it.
- And then, AMD will rather prefer to quit the PC business than to take the necessary measures to keep being competitive, with most of them having been adopted in mass-production?
Both are mass-produced, but in the realm of mass production the consoles are not in the same order of magnitude as what AMD's non-console chips have in volume.
PC volumes, even with AMD's weaker share, are likely to exceed the lifetime production of a console in about a year or two. (edit: The upper bound probably depends more on how you count the cat family's product mix.)
Perhaps more critical is that non-custom APUs don't have an outside party footing the bill for their development and production, and AMD has to manage inventory and channel risks.