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AMD Launches Second-Generation Ryzen Mobile Processors

Accepted submission by takyon at 2019-01-07 16:44:18

AMD has launched the second generation of Ryzen Mobile processors [], based on the "12nm" node. These mostly represent an incremental upgrade over the previous generation:

These parts are upgraded versions of the first generation of Ryzen Mobile parts, the Ryzen 3 2300U and the Ryzen 5 2500U (codename: Raven Ridge), which found their way into a number of premium designs. These new second generation parts will take advantage of the upgraded microarchitecture going from Zen to Zen+, as well as the additional frequency headroom and lower power offered by GlobalFoundries' 12nm process. The new processors will also expand the range of power envelopes that Ryzen Mobile is available under, from the top of the stack 35W Ryzen 7 3750H processor down to the 15W Athlon 300W for entry-level devices.

AMD's reasoning for expanding its offerings, the company says, is in part due to the shape of the notebook market. Based on data from analysts at IDC, the notebook market sells around 87-90 million units per year, but the sales distribution between the various market segments has changed from 2017 to 2018: there are fewer 'mainstream' products, more Chromebooks, more premium devices, and more gaming devices. By increasing the number of processors on offer, as well as the power/performance at both the high-end and the budget and value segments, AMD hopes to address most of the possible market in order to get a bigger slice of the pie. Usually the discussion here is about TAM, or 'Total Addressable Market', measured in billions of dollars – the more market you can address, the higher the TAM.

AMD is also announcing two Excavator-based APUs, with 6 W TDPs, for fanless devices such as Chromebooks:

One part of the market that AMD hasn't played in yet is the Chromebook market. The processors that typically go into Chromebooks are lower grade Celerons and Pentiums, which AMD doesn't particularly compete against. In 2019, AMD is going to pursue this market, with they feel is 'an underserved but growing market'. AMD quoted that the Chromebook market is currently growing with an 8% CAGR (compound annual growth rate) with increasing average selling prices, so now is the right time to enter for them. To this end, AMD is launching two Excavator-based A-Series processors with a 6W TDP.

While, the next iteration of Ryzen Mobile will be on the "7nm" node, AMD is expected to announce "7nm" Ryzen desktop CPUs this week. Thus, Ryzen Mobile APUs may be lagging a full year (and a half-node) behind AMD's desktop Ryzen CPUs.

See also: HP and Acer unveil world's first Chromebooks with AMD processors []

Previously: AMD Launches First Two Ryzen Mobile APUs With Vega Graphics []

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