Well I don't think anybody would design anything that yields really bad... purposefullyIs it at all plausible MS had it designed to yield very well with the understanding they could up the clocks (or even use CUs that would have been disabled?) in response to the competition, taking a lower yield and/or beefing up their stock cooling? Doesn't seem so to me.
Which amount of coarse grained redundancy if any is built into the Design (be it Durango or Orbis) is unknown, still I don't see how it would make them any good to swallow extra to still have a "lesser" products in the eyes of a given set of potential costumers.
By the way it is still unknown what Sony and MSFT will get out of the foundry, putting late rumors from unproven sources about durango production troubles, it would no be out of the extraordinary that instead of an overclock we get the contrary and that some extra CUs are disable.
I would say that Sony has lot more room here, imho MSFT can't go lower than 12 CUs, they need 32MB of ESRAM, (I could even think of a few extra things as I could believe that Durango is more of a SoC than Orbis a bit like Kabini with pretty much everything on the chip whereas Sony has its custom southbridge). and clock speed bump would only won them that much, Sony starts from 18 which let them quiet some room.
To me it is more likely for Sony to lower its specs (while retaining the lead in GPU power) accordingly to what come back from the foundry than for MSFT to do the contrary. My view on the topic is that MSFT has not much to win by swallowing extra costs, the one that has its hand free is Sony, depending on what get back the foundry they can do (if needed) any of the following:
Disable a CPU core, a couples more, CUs, lower the GPU clocks speed, etc.
All would have a positive effect on costs and they would have to make pretty drastic cut to lose their "advantage" (/extra GPU grunt).
EDIT
Actually it all gets me to wonder about some statement by Sony execs about their SoC and saving wrt production, in any case I think I won't post here but in the thread about the BOM of durango and Orbis.
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