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To: neolib who wrote (33647)	10/30/2019 12:18:58 PM
From: Vattila	Respond to of 73619

> How do you think of Xe graphics in 2020 and beyond impacting your view of AMD? I show it no respect, and may be in danger of underestimating it. But it is a latecomer to the party, and it will have to earn its respect, as far as I am concerned. I am not concerned at this point. Xe will not threaten AMD's RDNA architecture in the consoles. Xe will not, in any foreseeable timeframe, threaten RDNAs position in Samsung's devices. Samsung has invested in RDNA for the long term. Xe will likely not threaten RDNA in cloud gaming, where compatibility with the console architecture will probably be a key factor. Xe will probably not reach the performance in the first generation (on 10nm next year) to threaten discrete GPU sales from AMD nor Nvidia. The second generation Xe on 7nm in 2021 is aiming for data centre, and will give Intel new capability there, which they so far have been forced to cede to AMD or Nvidia GPUs. So admittedly, that blunts AMD's advantage of being able to offer exclusive CPU+GPU solutions in the server segment. Whether Intel can offer superior solutions remains to be seen. In notebook APUs, the Xe architecture may provide another step towards adequate graphics performance, and hence blunt AMD's advantage of offering superior GPU performance, but I doubt Xe is able to overtake Radeon. I expect AMD to further equalise CPU performance and overall efficiency (battery life) with Zen 2 and subsequent generations, thus continue to take notebook share. Much of this can become interesting in combination with HBM, though.