AMD CEO Dra. Lisa Su
AMD
AMD CEO Dr. Lisa Su returned again this year delivering the company’s CES 2021 Keynote, which the entire industry watched intently. 2020 was an excellent year for AMD, which began at CES 2020 with the announcement of the Ryzen 4000 series on laptops. While AMD has not fully reported on the 2020 financial data, expectations are high for fourth-quarter and 2020 results for AMD. The company has made a significant change in both the consumer CPU and the enterprise, and significant progress in the GPU. AMD now holds a leading position in the desktop CPU, which the company has not had in more than a decade, and the industry expected this to happen in laptops.
AMD has traditionally used CES to launch its latest generation of portable CPUs, and this year was no different with the introduction of the Ryzen 5000 series of mobile processors. The Ryzen 5000 series of processors is the fastest the company has hit the market and has three different performance levels: low-power U-series processors, high-performance H-series processors and performance-game processors of the HX series. However, there is something about the Ryzen 5000 series that some do not know, not all AMD Ryzen 5000 series have the Zen 3 architecture. Only the Ryzen 5 5600U and the Ryzen 7 5800U are Zen 3, which is they benefit from a higher CPI, a higher clock speed and a larger shared cache.
Currently, AMD’s Ryzen 5000 HX series of portable processors consists of two processors, the Ryzen 9 5900HX and the Ryzen 9 5980HX. Both CPUs are eight basic designs with 20 MB of L2 and L3 cache and clocked at 4.6 and 4.8 GHz. These chips have a TDP of 45 W +, which we assume means 45 W most of the time, except in specific scenarios, but at this point we don’t know what it means completely that they are not high performance processors. These are the processors you’ll expect to see AMD compete against Intel’s last 11th Gen game processors that I dealt with earlier this week. Numerous OEMs have already committed to using these chips in their gaming laptops, including Acer and ASUS.
Overall, I believe that AMD’s overall range of laptops has become more comprehensive and attractive to OEMs and consumers, which is why AMD has managed to continually grow the global design of laptops. the company year after year. In fact, in just two years, AMD has managed to double its overall victories in mobile design, from 70 systems with the Ryzen 3000 series to 150 mobile systems with the Ryzen 5000 series. This shows that OEMs are adopting AMD CPUs, both on computers and mobiles, in ways they had never had before. In fact, Lisa Su had the general executives of HP and Lenovo, as well as Microsoft’s Panos Panay “on stage” to talk about their relationship with the company that shows the reception of the main players in the industry. AMD will have to overcome Intel’s brand focus with Evo and vPro to achieve the highest levels of success. I think AMD will also have to find a way to deal with Intel’s discrediting of its battery performance and its “RUGs” (Representative User Guides).
Overall, AMD has shown at this CES that the company’s momentum is only gaining in the mobile market and that the Zen 3 architecture shows strength from low power mobile to high performance computing. Last year’s CES was a showcase of what AMD has managed to achieve in its return to competition and this year’s CES was a victory lap to show how far the company has come. I look forward to seeing more information from AMD on the GPU front later this year and whether the company’s overall momentum can help it overcome some challenges on the GPU front, though I think the RDNA architecture 2 and the 6800 XT have proven to be significant promises.
Note: Moor Insights & Strategy senior analyst Anshel Sag contributed to this note.
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