CPUs


AMD Launches Excavator Based R-Series APUs for Embedded with DDR4 Support

AMD Launches Excavator Based R-Series APUs for Embedded with DDR4 Support

Despite the recent news surrounding AMDs reorganization and financials, today AMD is announcing the launch of its first DDR4 processors. But rather than aiming at the high end or the consumer platforms like their blue competitors, AMDs focus for DDR4 starts in the embedded sector which comprises of digital signage, vertical markets (medical), networking, point-of-sale, commercial and industrial applications.

The new R-series line uses the same Excavator cores we have seen in AMDs Carrizo platform but with an extra level of validation and support.  An embedded platform regularly requires security, and thus features such as AMDs use of ARM TrustZone along with high performance graphics and HSA 1.0 features are all aimed at these markets. Currently at launch, AMD is submitting the processors for ‘HSA 1.0 Full’ validation to the HSA Foundation, and expect to be approved within a week or two.

The initial launch will be of five ‘Merlin Falcon’ processors, supporting DDR3 and DDR4 through a dual controller design, with the single module cheaper silicon being limited on memory speeds. Three of these will be APUs with 3rd generation GCN graphics while two are pure CPU silicon. There will be another set of processors coming in Q1 in the R-series as part of the iTemp line, featuring a wider validated temperature operating window from -40ºC to 105ºC. This will essentially the same silicon as the others, but requires additional validation on AMDs side. Customers requiring ISO or MIL validation will have to enquire with AMD direct.

Obviously an interesting element is the DDR4 support. These are the same silicon as the laptop versions of Carrizo, which doesn’t have DDR4 support and begs the question of where it went for consumers. We were told by AMD that for this platform, which is expected to have a 7-10+ year life cycle, the requirements for DDR4 were to allow their customers through the memory transition as the market shifts. Reasons as to why the Carrizo silicon in laptops are not DDR4 enabled revolve around the mix of DDR3-only Carrizo-L and Carrizo designs, as well as marketing of those parts.

Aside from this, the new R-series brings the chipset/south bridge normally connected to provide the storage and PCIe supported onto the same silicon die as the APU. This means that the chipset is now made at the same processing node as the APU, reducing power, but it also makes power management easier as well as reducing the size of the motherboard needed for the system. AMD told us in a briefing that a number of customers have requested an overall smaller form factor for their designs, and this is here for that.

At the time of writing, the new R-series will support three displays, using a variety of connectivity. We have been told that this is the currently validated list, and other display configurations are still being tested. On the left is AMD’s ‘Bald Eagle’ platform, with R-series processors derived from Kaveri cores.

Part of today’s announcement also lot to do with the Linux ecosystem surrounding the embedded market. AMD is moving its entire graphics driver stack to open source, removing the disconnect with some closed source drivers. Elements of the stack are under different open source licenses, but it allows customers to develop and distribute a custom driver kernel specific to their needs. Customers can also select part of AMDs Linux distribution platform.

Performance for the new Merlin Falcon parts, according to AMD and running benchmarks such as 3D Mark, puts the high frequency RX-421BD APU at 15W on par with the previous generations RX-427BB (Bald Eagle, Kaveri-based) when at 35W. Customers for these parts can work with AMD and Sapphire (AMD’s long term AMD Pro partner) to obtain evaluation ‘AMD Gardenia’ motherboards.

Just to be clear with these embedded parts, in AMD’s briefing to us they identified the markets they are targeting – gaming machines (poker, pachinko, etc), communication infrastructure, industrial control/automation, storage, medical, security/surveillance and retail signage. Any hopes of being able to play with DDR4 on an Excavator based platform, for the end user at least, is still an unknown. That being said, we are working with AMD to perhaps get a couple of evaluation boards to test, at least to see how DDR3 vs. DDR4 performance comes into the equation.

Source: AMD

AMD Launches Excavator Based R-Series APUs for Embedded with DDR4 Support

AMD Launches Excavator Based R-Series APUs for Embedded with DDR4 Support

Despite the recent news surrounding AMDs reorganization and financials, today AMD is announcing the launch of its first DDR4 processors. But rather than aiming at the high end or the consumer platforms like their blue competitors, AMDs focus for DDR4 starts in the embedded sector which comprises of digital signage, vertical markets (medical), networking, point-of-sale, commercial and industrial applications.

The new R-series line uses the same Excavator cores we have seen in AMDs Carrizo platform but with an extra level of validation and support.  An embedded platform regularly requires security, and thus features such as AMDs use of ARM TrustZone along with high performance graphics and HSA 1.0 features are all aimed at these markets. Currently at launch, AMD is submitting the processors for ‘HSA 1.0 Full’ validation to the HSA Foundation, and expect to be approved within a week or two.

The initial launch will be of five ‘Merlin Falcon’ processors, supporting DDR3 and DDR4 through a dual controller design, with the single module cheaper silicon being limited on memory speeds. Three of these will be APUs with 3rd generation GCN graphics while two are pure CPU silicon. There will be another set of processors coming in Q1 in the R-series as part of the iTemp line, featuring a wider validated temperature operating window from -40ºC to 105ºC. This will essentially the same silicon as the others, but requires additional validation on AMDs side. Customers requiring ISO or MIL validation will have to enquire with AMD direct.

Obviously an interesting element is the DDR4 support. These are the same silicon as the laptop versions of Carrizo, which doesn’t have DDR4 support and begs the question of where it went for consumers. We were told by AMD that for this platform, which is expected to have a 7-10+ year life cycle, the requirements for DDR4 were to allow their customers through the memory transition as the market shifts. Reasons as to why the Carrizo silicon in laptops are not DDR4 enabled revolve around the mix of DDR3-only Carrizo-L and Carrizo designs, as well as marketing of those parts.

Aside from this, the new R-series brings the chipset/south bridge normally connected to provide the storage and PCIe supported onto the same silicon die as the APU. This means that the chipset is now made at the same processing node as the APU, reducing power, but it also makes power management easier as well as reducing the size of the motherboard needed for the system. AMD told us in a briefing that a number of customers have requested an overall smaller form factor for their designs, and this is here for that.

At the time of writing, the new R-series will support three displays, using a variety of connectivity. We have been told that this is the currently validated list, and other display configurations are still being tested. On the left is AMD’s ‘Bald Eagle’ platform, with R-series processors derived from Kaveri cores.

Part of today’s announcement also lot to do with the Linux ecosystem surrounding the embedded market. AMD is moving its entire graphics driver stack to open source, removing the disconnect with some closed source drivers. Elements of the stack are under different open source licenses, but it allows customers to develop and distribute a custom driver kernel specific to their needs. Customers can also select part of AMDs Linux distribution platform.

Performance for the new Merlin Falcon parts, according to AMD and running benchmarks such as 3D Mark, puts the high frequency RX-421BD APU at 15W on par with the previous generations RX-427BB (Bald Eagle, Kaveri-based) when at 35W. Customers for these parts can work with AMD and Sapphire (AMD’s long term AMD Pro partner) to obtain evaluation ‘AMD Gardenia’ motherboards.

Just to be clear with these embedded parts, in AMD’s briefing to us they identified the markets they are targeting – gaming machines (poker, pachinko, etc), communication infrastructure, industrial control/automation, storage, medical, security/surveillance and retail signage. Any hopes of being able to play with DDR4 on an Excavator based platform, for the end user at least, is still an unknown. That being said, we are working with AMD to perhaps get a couple of evaluation boards to test, at least to see how DDR3 vs. DDR4 performance comes into the equation.

Source: AMD

AMD Announces FY 2015 Q3 Results: Decreased Computing And Graphics Sales Hurt Bottom Line

AMD Announces FY 2015 Q3 Results: Decreased Computing And Graphics Sales Hurt Bottom Line

Today AMD has announced their third quarter earnings for fiscal year 2015. AMD saw a 13% increase in revenue over Q2 2015, but revenues were down almost 26% over their Q3 2014 numbers. Revenue for the quarter was $1.06 billion USD, down from $1.43 billion a year ago. AMD continues to use GAAP and Non-GAAP earnings to help show the state of the business in greater detail. On a GAAP basis, AMD had an operating loss of $158 million for the quarter, and a $197 million net loss, which works out to $0.25 per share. Compared to last quarter, both losses were larger despite the increased revenue, and the numbers are down significantly over the $17 million net income a year ago.

AMD Q3 2015 Financial Results (GAAP)
  Q3’2015 Q2’2015 Q3’2014
Revenue $1.06B $942M $1.43B
Gross Margin 23% 25% 35%
Operating Income -$158M -$137M $63M
Net Income -$197M -$181M $17M
Earnings Per Share -$0.25 -$0.23 $0.02

On a Non-GAAP basis, AMD had a $97 million operating loss, which is once again a larger loss than last quarter, and down 211% from the $87 million in operating income last year. Net loss was $136 million, or $0.17 per share, compared to a $41 million net profit and $0.05 per share last year. GAAP to Non-GAAP differences are due to $48 million in restructuring fees and $13 million in stock based compensation.

AMD Q3 2015 Financial Results (Non-GAAP)
  Q3’2015 Q2’2015 Q3’2014
Revenue $1.06B $942M $1.43B
Gross Margin 23% 28% 35%
Operating Income -$97M -$87M $87M
Net Income -$136M -$131M $41M
Earnings Per Share -$0.17 -$0.17 $0.05

The Computing and Graphics segment continues to struggle, although AMD did see stronger sequential growth here with the recent launch of Carrizo. Revenue increased 12% over last quarter, although it is still down 46% year-over-year. This segment had an operating loss of $181 million for the quarter, up from a loss of $147 million last quarter and a loss of $17 million a year ago. Sequentially, the loss is mostly attributed to a write-down of $65 million which AMD is taking on older-generation products. Annually, the decrease is due to lower overall sales. Unlike Intel, AMD processors had a decrease in Average Selling Price (ASP) both sequentially and year-over-year, so there was no help there from the lower sales volume. The GPU ASP was a different story, staying flat sequentially and increasing year-over-year. Recent launches of new AMD graphics cards have helped here.

AMD Q3 2015 Computing and Graphics
  Q3’2015 Q2’2015 Q3’2014
Revenue $424M $379M $781M
Operating Income -$181M -$147M -$17M

The Enterprise, Embedded, and Semi-Custom segment had a better showing. Revenue increased 13% over last quarter, and was down only 2% year-over-year. Semi-custom sales (read Consoles) drove the sequential increase but lower embedded and server processor sales caused a year-over-year decline. Operating income for this segment came in at $84 million, up from $27 million in Q2 but down from $108 million in Q3 2014. Q2’s numbers were skewed though by a $33 million hit on moving to a new process node.

AMD Q3 2015 Enterprise, Embedded and Semi-Custom
  Q3’2015 Q2’2015 Q3’2014
Revenue $637M $563M $648M
Operating Income $84M $27M $108M

All Other had an operating loss of $61 million for the quarter, up from $17 million loss in Q2 and a $28 million loss in Q3 2014. This is where they stick their “restructuring charges” and they nicely align with the GAAP vs Non-GAAP values.

The bad news doesn’t stop here either. We’ve seen the departure of a couple of key people at AMD, and AMD is also spinning off some of the company. Revenues for Q4 are expected to decrease an additional 10%, plus or minus 3%, compared to today’s numbers. AMD is doing more corporate restructuring in an attempt to reduce expenses further. Perhaps the most troubling aspect of today’s results is their gross margin is only 23%. They really need closer to 35% for profitability and are a long way from that today.

Source: AMD Investor Relations