Tuesday, January 12th 2021

AMD CES 2021 Keynote Address by CEO Dr Lisa Su: Live Blog

AMD CEO Dr Lisa Su is delivering an official keynote address for the 2021 International CES expo, and we are live blogging it.

15:58 UTC: Dr Lisa Su, as always takes centerstage on the 2021 International CES keynote for her address.

16:00 UTC: Here we go:
16:02 UTC: CEA president introduces Dr Lisa Su
16:04 UTC: Are we in a Black Mirror episode?

16:04 UTC: It's an honor to keynote CES for the second time: Dr Su.
16:06 UTC: "2020 was our most productive year thanks to technology".
16:07 UTC: A word on the AMD COVID19 HPC fund provided 12 PFLOP/s of compute power to researchers.

16:08 UTC: AMD"s donation includes compute time from EPYC processors and Instinct AI processors: the academia at large.

16:09 UTC: Zoom, Cisco Webex and Microsoft Teams kept civilization productive.
16:12 UTC: Panos Panay of Microsoft talks about the revolution in digital collaboration. AMD EPYC has powered Microsoft's back-end in a big way.
16:14 UTC: Panay: "AMD's momentum is incredible." AMD-Microsoft partnership transcends the Xbox Series X/S, Azure Cloud for EPYC, X-Cloud, and PC ecosystem (Ryzen and Radeon).

16:19 UTC: 300 million PCs sold in 2020, 2nd best year on record, after 2014.
16:19 UTC: New "Zen 3" processors
16:20 UTC: Ryzen 5000 Mobile processors "Cezanne," powered by Zen 3.
16:21 UTC: Tiger Lake is in trouble, as AMD promises big performance gains over Renoir.
16:23 UTC: More performance and battery life.
16:24 UTC: Ryzen 9 5900HX and 5980HX—high-performance unlocked mobile processors for gaming notebooks. Both new processors have 8 cores, 16 threads and 16 MB L3 cache with a TDP of 45 W+. The Ryzen 9 5900HX runs at up to 4.6 GHz Boost, the Ryzen 9 5980HX runs at up to 4.8 GHz Boost.
16:24 UTC: Ryzen 9 5900HX crushes i9-10980HK and will be available in February.
16:26 UTC: A little chat with HP CEO Enrique Lores. PC has become "essential" in 2020
16:29 UTC: Gaming time!
16:30 UTC: The hottest products in the world today are Xbox Series X/S and PlayStation 5, both use Ryzen and Radeon tech. "We exceeded our goals with RDNA2"
16:31 UTC: We'll be bringing RDNA2 to gaming notebooks next: Dr Su, coming 1H 2021. A demo of DiRT 5 is shown running at 1440p, ultra-high with over 60 FPS on their "reference design" notebook.
16:32 UTC: Note the two cards on the right side. These seem to be the Navi 22 based Radeon RX 6700 and RX 6700 XT. Pretty sexy reference designs, even with two fans, or just one.
16:32 UTC: A chat with ILM Lucasfilm VP of Technology. ILM's new Sydney render farm exclusively uses AMD hardware: EPYC and Threadrippers,
16:35 UTC: A chat with YY from Lenovo to talk about next-gen servers and workstations powered by AMD, references to Threadripper PRO. More Legion and Yoga products powered by AMD likely in 2021. Lenovo is betting big on 5G-capable client devices.
16:40 UTC: AMD talks with Lewis Hamilton
16:42 UTC: Hamilton plays a PlayStation 5 and used to build computers for his Dad! Mercedes AMG F1 designs everything in-house, on machines powered by AMD.
16:44 UTC: AMD 3rd generation EPYC powered by "Zen 3" incoming... the biggest cloud providers offer and are powered by AMD EPYC.
16:49 UTC: New Zen 3-based EPYC server processors codenamed "Milan" are launching. Same 64-core count.
16:50 UTC: A demo of WRF weather simulation software is shown. Two AMD EPYC Milan 32-core processors go up against two Intel Xeon Gold 6258R processors. AMD beats Intel's fastest chips by 68%. "Later this quarter" for EPYC launch.
And this concludes the AMD CES 2021 Event. Thanks everyone!
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35 Comments on AMD CES 2021 Keynote Address by CEO Dr Lisa Su: Live Blog

#3
RandallFlagg
Here's the question that should be asked.

"How many (or which) major OEMs are going to carry your new laptop chips, and how many models will be shipping and when?"

Intel reported for Tiger Lake H - "Intel expects more than 40 laptops bearing these chips to launch in the first half of the year." per PC Mag.

AMD is very vague on this kind of thing so far.
Posted on Reply
#4
LemmingOverlord
So, the XTXH units that popped up online are the new XH mobile CPUs?
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#5
xkm1948
No Threadripper Gen4. A bit disappointed.
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#6
ShurikN
What about Cheaper Zen 3 parts?
RX 6700?
This was underwhelming AF.
Posted on Reply
#7
Patriot
RandallFlagg
Here's the question that should be asked.

"How many (or which) major OEMs are going to carry your new laptop chips, and how many models will be shipping and when?"

Intel reported for Tiger Lake H - "Intel expects more than 40 laptops bearing these chips to launch in the first half of the year." per PC Mag.

AMD is very vague on this kind of thing so far.
Zen1/+ had 40 design wins, zen 2 100, zen 3 150 laptop design wins.
Posted on Reply
#8
RandallFlagg
Patriot
zen 3 150 laptop design wins.
Source? There are no Zen 3 desktops from any of the big 7 OEMs. Did she announce 150 laptops coming with the new Zen 3 today?
Posted on Reply
#9
B-Real
RandallFlagg
Source? There are no Zen 3 desktops from any of the big 7 OEMs. Did she announce 150 laptops coming with the new Zen 3 today?
If they wrote it in the graphs, probably you yourself can also check it. BTW, she said first laptops with Zen 3 CPUs are coming in February.
Posted on Reply
#10
RandallFlagg
B-Real
If they wrote it in the graphs, probably you yourself can also check it. BTW, she said first laptops with Zen 3 CPUs are coming in February.
I don't need to prove your statements, you do.

Bloomberg has the entire text of their presentation and they stated nothing about design wins.
Posted on Reply
#11
Cobain
ShurikN
What about Cheaper Zen 3 parts?
RX 6700?
This was underwhelming AF.
Not gonna happen, only for OEM. Their priorities now are laptop market wich is growing bigger than desktop and they need to take that market from Intel too. Makes all Sense.

AMD priority is not launching a budget 6 core CPU right now.
Posted on Reply
#12
RandallFlagg
Cobain
Not gonna happen, only for OEM. Their priorities now are laptop market wich is growing bigger than desktop and they need to take that market from Intel too. Makes all Sense.

AMD priority is not launching a budget 6 core CPU right now.
They should be, desktops are getting whacked in a big way as a % of the market. There are about 3 conventional notebooks sold for every desktop, but if you include detachable tablets and normal slate tablets then desktop is only 18.5% of the market.

Tablet should probably be discounted in that number, but not so sure about detachable tablet as we have a lot of Windows detachable category laptops now.

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#13
TheinsanegamerN
Very underwhelming. Not even a sneak peek at the specs for the 6700 series. with a 1h timeframe, we likely wont see these cards until early summer at the earliest. I wonder if they have to have a rethink after the 3060ti came out, if the rumors of the 6700xt being just a 5700xt with RT were true, AMD would have been in a bad spot with such a card. No news on cheaper 5600/5700 CPUs, or the 5000 series desktop APUs. AMD has completely forgotten about the budget marketnow that they have better IPC then intel.
Posted on Reply
#14
DeathtoGnomes
B-Real
If they wrote it in the graphs, probably you yourself can also check it. BTW, she said first laptops with Zen 3 CPUs are coming in February.
RandallFlagg
Source? There are no Zen 3 desktops from any of the big 7 OEMs. Did she announce 150 laptops coming with the new Zen 3 today?
its on you to make sure your statements are accurate by providing source links.

You've been called out B.
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#15
RandallFlagg
TheinsanegamerN
Very underwhelming. Not even a sneak peek at the specs for the 6700 series. with a 1h timeframe, we likely wont see these cards until early summer at the earliest. I wonder if they have to have a rethink after the 3060ti came out, if the rumors of the 6700xt being just a 5700xt with RT were true, AMD would have been in a bad spot with such a card. No news on cheaper 5600/5700 CPUs, or the 5000 series desktop APUs. AMD has completely forgotten about the budget marketnow that they have better IPC then intel.
Laptop is the jugular in this market, desktop just isn't that big anymore. That is why Ice Lake and Tiger Lake is where 10nm went first for Intel, and why we are getting Tiger Lake H mobile before we see Rocket Lake. Desktop chips now have more effect on PR / Marketing than they do on the real financial bottom line.

The real question is if AMD can actually get TSMC to produce their chips in any volume given their other obligations. I (obviously) don't think they can, I think they'll have TSMC making XBox and PS 5 chips Q1 again.

Kind of a bad move, AMD probably should have had Samsung lined up for some of their business. I think there will be a lot of really PO'd AMD users if Rocket Lake and Tiger Lake H hit the markets in volume and AMD is still doing presentations.

We'll see in a couple of months.
Posted on Reply
#16
TheinsanegamerN
RandallFlagg
Laptop is the jugular in this market, desktop just isn't that big anymore. That is why Ice Lake and Tiger Lake is where 10nm went first for Intel, and why we are getting Tiger Lake H mobile before we see Rocket Lake. Desktop chips now have more effect on PR / Marketing than they do on the real financial bottom line.

The real question is if AMD can actually get TSMC to produce their chips in any volume given their other obligations. I (obviously) don't think they can, I think they'll have TSMC making XBox and PS 5 chips Q1 again.

Kind of a bad move, AMD probably should have had Samsung lined up for some of their business. I think there will be a lot of really PO'd AMD users if Rocket Lake and Tiger Lake H hit the markets in volume and AMD is still doing presentations.

We'll see in a couple of months.
We've heard this excuse before, yet it was the desktop, not the laptop, market that saved AMD with zen. To this day it's desktop that makes up the vast majority of Zen consumer sales. And gaming desktops have seen major growth the lastfew years, with AMD spearheading said growth. Seems pretty stupid to ignore that market. AMD still isnt putting the work into making ready to go platforms for their mobile chips, I find it very unlikely that ryzen 5000 mobile will be any more succesful then ryzen 4000 mobile was, especially when many of the chips are ryzen 4000 with a 5 in them.

Intel's 10nm is mobile only because it doesnt scale up to desktop levels well at ALL. It cant manage higher clock rates without slurping power and cant even manage 6 core chips, let alone 8 or 10 core. Their quad core 10nm chips had horrendous yeilds.
Posted on Reply
#17
RandallFlagg
TheinsanegamerN
We've heard this excuse before, yet it was the desktop, not the laptop, market that saved AMD with zen. To this day it's desktop that makes up the vast majority of Zen consumer sales. And gaming desktops have seen major growth the lastfew years, with AMD spearheading said growth. Seems pretty stupid to ignore that market. AMD still isnt putting the work into making ready to go platforms for their mobile chips, I find it very unlikely that ryzen 5000 mobile will be any more succesful then ryzen 4000 mobile was, especially when many of the chips are ryzen 4000 with a 5 in them.
I actually agree with most of that. AMD is clearly trying to move beyond their current user / fan base in mobile. That said desktop is shrinking so medium and long term it would not be wise to put all their eggs in that basket.
TheinsanegamerN
Intel's 10nm is mobile only because it doesnt scale up to desktop levels well at ALL. It cant manage higher clock rates without slurping power and cant even manage 6 core chips, let alone 8 or 10 core. Their quad core 10nm chips had horrendous yeilds.
That's hyperbolic, there's no evidence that 10nm yields are still low and in fact quite the opposite. Tiger Lake and even Ice Lake laptops are everywhere. I bet there are more 10nm laptops sold at this point than all 7nm AMD chips combined.

There's also no evidence - and plenty of contradictory evidence - that TGL scales up on both power and clocks. Intel simply hit the biggest market first, which is low power thin and light ultrabook class laptops. Talk of low yields on 10nm at this point just looks like wishful thinking on the part of AMD fans IMO.
Posted on Reply
#18
Patriot
RandallFlagg
I actually agree with most of that. AMD is clearly trying to move beyond their current user / fan base in mobile. That said desktop is shrinking so medium and long term it would not be wise to put all their eggs in that basket.



That's hyperbolic, there's no evidence that 10nm yields are still low and in fact quite the opposite. Tiger Lake and even Ice Lake laptops are everywhere. I bet there are more 10nm laptops sold at this point than all 7nm AMD chips combined.

There's also no evidence - and plenty of contradictory evidence - that TGL scales up on both power and clocks. Intel simply hit the biggest market first, which is low power thin and light ultrabook class laptops. Talk of low yields on 10nm at this point just looks like wishful thinking on the part of AMD fans IMO.
The fact they cannot make more than a 4c 10nm part... cements the yield issues.
The part that icelake has slipped again... it was "shipped" last year, but is only now production?

They started with a China only chip 2c4t with disabled igp and now on the 2nd or third revision have gotten up to 4 cores... and more power draw than competing 8 cores in efforts to compete in the single threaded realm.

TGL isn't bad, its quite nice for light low threaded workloads, but it does speak to the state of intels 10nm process.
From TSMC we know the AMD 7nm yields are in the 70-80% range. And honestly I have no clue about laptops shipped, only that AMD has sold every chip they can get TSMC to make for them...

Simply not enough wafer supply to go around, that's not a yield issue but a silicon substrate issue. There is an old ieee article about it showing how the supply constraints would peak in 2020... and then covid happened and messed up supply chains in general.
Posted on Reply
#20
RandallFlagg
Patriot
The fact they cannot make more than a 4c 10nm part... cements the yield issues.
Who said they "cannot make"? I think it is a choice to use their capacity to fill the biggest part of the market, I shouldn't have to detail this to you if you are thinking straight...
Patriot
The part that icelake has slipped again... it was "shipped" last year, but is only now production?
You're not well informed. Ice Lake was in the #1 selling thin and light laptop in the world, the Macbook Air. That is major volume. I suggest you go educate yourself on the share of desktop/laptop parts the top 7 OEMs have (of which Apple is one). There are and have been many Ice Lake options for all of 2020.
Patriot
They started with a China only chip 2c4t with disabled igp and now on the 2nd or third revision have gotten up to 4 cores... and more power draw than competing 8 cores in efforts to compete in the single threaded realm.
Patriot
TGL isn't bad, its quite nice for light low threaded workloads, but it does speak to the state of intels 10nm process.
It speaks to the state of it yes, in that it is shipping in massive volumes right now.

All you need to do to educate yourself is go to the top 7 OEMs who comprise 80 - 85% of the market, and see what they have for sale. It isn't hard.
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#21
john_
You know that you don't have enough to show and announce, when you are forced to include Lewis Hamilton as one of your guests. While I like him as a driver, he is not someone who should be a guess in a CES announcement. If we can call announcement a preview of products that bring nothing new on the table, just expand the already known base of products.
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#22
Super XP
A little dishonest with regards to Radeon 6800 series availability. And where on earth is the 6700XT for the mainstream market? Nvidia's 3060's are eating that market up.
This is probably one of the most boring non event I've seen AMD do ever.
Posted on Reply
#23
mtcn77
john_
You know that you don't have enough to show and announce, when you are forced to include Lewis Hamilton as one of your guests. While I like him as a driver, he is not someone who should be a guess in a CES announcement. If we can call announcement a preview of products that bring nothing new on the table, just expand the already known base of products.
AMD is a technology partner for some F1 team I forgot which.
TheinsanegamerN
Intel's 10nm is mobile only because it doesnt scale up to desktop levels well at ALL. It cant manage higher clock rates without slurping power and cant even manage 6 core chips, let alone 8 or 10 core. Their quad core 10nm chips had horrendous yeilds.
See, that is not the issue you think it is. FinFET enables power adaptations which can be scaled up, or down - down in this case. It has been present since Haswell, nobody has protested this before. It is no different than chips losing all benefit at a high overclock setting versus a mobile chip with default behaviour from factory.
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#24
TheoneandonlyMrK
john_
You know that you don't have enough to show and announce, when you are forced to include Lewis Hamilton as one of your guests. While I like him as a driver, he is not someone who should be a guess in a CES announcement. If we can call announcement a preview of products that bring nothing new on the table, just expand the already known base of products.
I think he explained more than adequately how AMD help him succeed, it was unexpected seeing him there though..
Posted on Reply
#25
AdoxPhoenix
RandallFlagg
I don't need to prove your statements, you do.

Bloomberg has the entire text of their presentation and they stated nothing about design wins.

How about looking at the slides?
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