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What do we want out of AMD laptop competition? [Die Shrink Telegrams] (Patreon)

Published:
2023-01-11 22:22:31
Imported:
2023-02

Content

Tom and Dan have been somewhat surprised by a frequent sentiment spotted in the comments over the past couple of weeks...Many PC Gamers seem to have an expectation that AMD should be getting more design wins with laptop OEMs relative to Intel than they seem to be so far this year.

A reminder - Intel is a company with 5-10x the employees of AMD that brings in ~5x the revenue yearly, and yet AMD actually does control ~15-30% of the market depending on which exact segments you're counting and which figures you're quoting...So with all of that in mind - tells us:

  • What do you expect out of AMD if they keep ~25% market share?
  • What would you expect out of AMD if they hit 40% market share?
  • Long term, what do you truly want out of AMD in laptop competition?
  • What are you expecting out of Intel, Nvidia, and AMD laptops in 2023?
  • What do you realistically want out of laptop competition in 2024-2026?

This is meant to be a discussion that gets some of the more in-depth mobility topics from CES out of the way before Tom and Dan record the next Broken Silicon....because we have A LOT to discuss on the next news episode lol.

You have ~20 hours (Till around Noon US Central Time on 1/12/23) to put your thoughts, questions, and comments below!  You must use good grammar, have decent spelling, and be reasonably concise with your writing to have your submission considered. 



https://www.statista.com/statistics/1130315/worldwide-x86-intel-amd-laptop-market-share/

https://www.amd.com/en/newsroom/press-releases/2023-1-4-amd-extends-its-leadership-with-the-introduction-o.html

https://wccftech.com/amd-ryzen-5000-cpus-continue-to-dominate-5800x3d-outsell-all-ryzen-7000-cpus-in-germany/

https://technosports.co.in/2022/12/04/amd-gains-significant-market-share/

https://store.steampowered.com/hwsurvey/videocard/

https://en.wikipedia.org/wiki/AMD

https://en.wikipedia.org/wiki/Intel


Comments

CompressedAIBlocks

Speaking of mobile GPUs in general, I want to see more focus on differentiating with naming. This is definitely towards Nvidia in particular. Needlessly misleading people into thinking a GPU *might* be in the same class as it's desktop counterpart, but then also giving it a HUGE TDP range while massively increasing prices? This is just an incredibly anti consumer move. I hope with Blackwell (or whatever comes after Lovelace) we see something like 5070M or 5070 Max Q's or something like this.

Nicholas Buckner

I want a laptop I can repair myself (no glue or special screws), a decent sized screen and battery life. I want a laptop I can install Linux on and have all parts work. Alas, no FrameWork AMD laptops. Le Sigh.

Chris Rijk

I don't expect AMD to work miracles with their budget, so there's only so much they can do to twist the arms of OEMs. Even so, for what I want from AMD in laptops in 2023, I would like them to push Dragon Range for gaming laptops and Phoenix for thin-and-light. If you look at AMD's marketing that seems to be what they want to do but in practice the only Phoenix laptop without a dGPU that I can find is the 14 inch Lenovo IdeaPad Pro 5, which isn't shipping until July and only in EMEA. Almost all Phoenix laptops announced so far are gaming laptops. https://news.lenovo.com/pressroom/press-releases/new-consumer-devices-next-gen-performance-versatility-convenience/ https://www.notebookcheck.net/AMD-Ryzen-7000HS-APUs-debut-with-Lenovo-IdeaPad-Pro-5-14-and-IdeaPad-Pro-5-16-together-with-GPU-options-up-to-Nvidia-RTX-4050.675946.0.html

Anonymous

What do I truly want out of AMD for laptop competition? Mostly efficiency, not peak performance. I want a 13-14" with an efficient but performant GPU paired with an 8-core AMD CPU. Something that can play anything out there well if not absolutely on the cutting edge while maintaining an "Ultrabook" type profile. (Razer Blade Stealth 13 for example) That and regular workhorse laptops to have an AMD option. The day the Dell XPS gets an AMD option is when they've truly broken Intel's stranglehold.

Anonymous

Hey Tom and Dan, I think people get too caught up in the marketing for premium gaming laptops. OEMs focus a lot of their marketing on their ultra-premium laptops which almost no one will buy. I don't think the real laptop mindshare comes from these $2000-4000+ devices. Over the last few years, AMD has had a few strong price performance options for budget gaming laptops and portable laptops every generation. I think their price performance offerings have been their strongest point over the past few years, and as long as AMD continues keeping their prices down and improving availability, they should be able to take a majority of the laptop market. I think AMD should market their best price performance products since that is what people want to buy. It would help them a lot if they did smaller marketing campaigns a few times a year highlighting the performance/price differences vs. Intel and showcasing their partner's best designs. If they market themselves instead of relying on OEMs, it could also incentivize OEMs to make better designs since they could get free marketing. This marketing is important because I know many people who have bought Intel laptops not because of any mindshare issues but simply because they didn't even see the AMD SKUs. As for availability, I don't think the situation is as bad as people have made it out to be. AMD CPUs have become much easier to find in budget gaming laptops now (with 3050s and 5600H/6600H s), and I have some friends who would not be considered PC hardware enthusiasts that have gotten AMD CPUs. The situation is worse in portable laptops, and I think their next step is to improve availability of portable laptops. These usually don't get marketed much, so I'm hoping that the lack of AMD-featured designs indicates that they have focused their efforts there. I also want to point out that for people not obsessed with getting the newest hardware (which includes many laptop buyers) there are portable laptops with 8 core Zen 3 CPUs and 3050tis going for $700-900 which have good multicore performance and fantastic battery life. Well-priced older laptops like these still take sales away from Intel. P.S.: Here are some AMD laptops available if you want some examples of what's around Rembrandt https://www.amazon.com/Lenovo-ThinkBook-Processor-Anti-Glare-VisionTM/dp/B0B7VSJ7PQ/ https://www.amazon.com/Lenovo-IdeaPad-Display-Hexa-core-i7-1260P/dp/B0BQBWS435 https://www.newegg.com/p/1TS-001A-07YX6 https://www.newegg.com/p/1TS-001A-07W91 https://www.amazon.com/Lenovo-IdeaPad-Gaming-FreeSync-Hexa-core/dp/B0BNPG86DB Renoir https://www.amazon.com/s?k=acer+swift+x (originally retailed at $1070) https://www.amazon.com/Lenovo-IdeaPad-Display-Hexa-core-i7-1260P/dp/B0BQBWS435 https://www.newegg.com/steel-gray-acer-aspire-5-a515-47-r1xs-home-personal/p/N82E16834360183 https://www.newegg.com/pine-gray-asus-zenbook-pro-15-um535qe-xh71t-content-creation-home-personal/p/N82E16834236106 https://www.newegg.com/arctic-gray-lenovo-ideapad-3-15aba7-home-personal/p/1TS-000E-10MB1

ManBearPig

At the end of day, OEMs are profit-maximizing businesses. They want to sell. They would rather sell a ton of crap products than a few good products. They need to sell SOMETHING. They won't just sit around waiting for AMD to sort out their production issues.

QuickJumper

I am hoping for 60% market share for AMD in laptops. This will ensure steady stream of income so AMD will be also able to invest heavily into Radeon and Servers. Intel at the same time also needs to get a big slap on the face cause I still don't think the company and Pat realized that they are not doing enough. I will also give an estimate. AMD will get 60% +- 5% laptop market share in 2025-2026.

Chris Rijk

With regards to laptops in 2024-2026, the main constraints on what capabilities laptops can offer are power efficiency and cost and perhaps space efficiency. Apple improved power efficiency and space efficiency with the M1 processor by consolidating it down to a single package. The downside to their approach is cost as large monolithic dies on leading edge process nodes are expensive. The way around that is advanced chiplet packaging, which also makes it a lot easier to offer a wide range of configurations. So I want Meteor Lake to be a good example and I hope that next generation products are even better, particularly on the GPU side where we need Arc to succeed long term. AMD's use of 3D stacking technology with V-cache and MI300 shows a lot of potential for the future that could be applied to laptop APUs as well. If Nvidia wants to prevent this then they better offer good products at good prices.

Nicholas Buckner

If AMD hit 40% market share, I would expect them to create yet another prestege class for their laptop categories. Something like AMD Advantage but stricter, and likely to the detriment of volume and design variety.

Chris Rijk

I would expect that if AMD hit 40% market share that they'll want to continue to grow and so invest appropriately. My main concern in such a scenario is Intel's long term prospects. During their years of dominance they became bloated under the assumption that their dominance will continue.