As AMD was in the process of ramping up for the Polaris launch last year, one of the unexpected but much appreciated measures they took was to release a bare-bones GPU architecture roadmap for the next few years. AMD has traditionally held their cards very close to their proverbial chest on what they’re working on next, typically only announcing a new architecture weeks before it’s set to launch in retail products. Polaris itself was a departure from that, as it was announced a good 5 months in advance, but last year’s roadmap was the first honest-to-goodness look we’ve had at AMD’s long-term plans in a long time.

What did that map show us? After 2016’s Polaris would come Vega, and after that would be Navi. As a high-level roadmap it didn’t show us much – in fact other than a timeframe, the only detail attached to Vega was “HBM2”  - but it was enough to help understand one of the things AMD would be doing architecturally to set Vega apart from Polaris. As for the timeframe itself, that was ambiguous at best in AMD’s roadmap. But now as we draw closer to the launch of Vega, the picture has become clearer. AMD will be hitting a yearly cadence with Vega. The first chip, which tapped out last year, will be launching in the first half of this year (H1’17).

To that end, with Vega’s launch not too far over the horizon, AMD is ready to start talking about what will be their next GPU architecture. Last year at this time we got our first real glimpse into Polaris and what would become the Radeon RX 480/470/460, and this year AMD is back again with a teaser of things to come with Vega.

Setting The Stage: Expectations Management; Less How & More Why

Before we dive into any architectural details, perhaps it’s best we first set the stage. This goes for both what to expect of today’s announcement, and to better understand what AMD is doing and why.

First and foremost, today’s detail release is a teaser, not a deep dive, or even a preview. AMD is only releasing a few details about Vega, and those are being kept at a high level. In fact it’s fair to say that there’s just enough information to answer little and raise even more questions; just what a proper teaser should be.

Why? Well part of the reason is that we’re still months off from the launch of Vega. I believe it’s fair to say that by announcing a first-half of the year launch date when we’re already in 2017 is a strong indicator that Vega will not launch until later in that window, likely some time in Q2. So we’re still a good three to five months out from the launch of Vega, which means AMD doesn’t want to (or need to) release too many details this far out. Rather they can trickle out chosen details for maximum impact.

At the same time the AMD of 2017 has more they can focus on in the high-performance space than just GPUs. Ryzen launches soon, and they also have other products on the horizon such as the Radeon Instinct accelerators. Polaris received as much detail as it did because it was all AMD really had to talk about, and they needed to recover from a rough 2015 where AMD’s at-the-time power efficiency woes were brought into full focus. But now Vega can share the stage with Ryzen and other products, and that lets AMD be more selective about what they say.

All of which is something I would argue is a good thing. At the end of the day Polaris was an optimized version of the GCN 1.2 (aka GCN 3) architecture for GlobalFoundries’ 14nm FinFET process. The resulting GPUs were solid competitors in the mainstream and value markets, improving on AMD’s power efficiency in a way they badly needed. But they weren’t high-end parts; they didn’t excite like those parts did, and for technology enthusiasts they didn’t significantly change the architecture itself (in fact GCN 4 was ISA compatible with GCN 3, something that doesn’t happen a lot in the GPU space). AMD talked big about Polaris – perhaps too big – and I do think it hurt them in some circles once it became clearer that this was AMD catching up. Which is not to say that AMD’s marketing arm won’t talk big about Vega as well, but they need not ride the technology angle so hard. Vega is a launch that can be more natural and more subdued, especially as at this point we know AMD is aiming big with a much-needed new generation of high-end parts.

In any case, as AMD isn’t riding the technology angle quite as hard in this year’s teaser, they are spending a bit more time explaining the market and some of the logic behind Vega’s design. For its teasing debut, Vega is little less discussion of “how,” and a little more conversation of “why”.

So what is AMD looking to do with Vega? Besides aiming for the high-end of the market, AMD is looking at how the market for GPUs has changed in the last half-decade, and what they need to do to address it. Machine learning is one part of that, being a market that has practically sprung up overnight to become a big source of revenue for GPUs. This is where the previously announced Radeon Instinct will fit in.

But more than that, it’s about fundamental shifts in how workloads are structured. GPU performance growth has far outpaced GPU memory capacity. Scene geometry complexity has continued to grow. Newer rendering methods have significantly changed GPU memory access patterns.

To that end, AMD is looking to address all of these factors with Vega. Which is not to say that this is everything – this is a teaser, after all – but this is where AMD is starting. Where they are going to be with their next generation architecture and how they believe it will address the changes in the market. So without further ado, let’s take a teasing look at what the future has in store for AMD’s GPUs.

Vega’s NCU: Packed Math, Higher IPC, & Higher Clocks
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  • LG25 - Friday, July 14, 2017 - link

    There is, unfortunately, another element to this. It's the sheep mentality of team green supporters (hate the word "fanboy"). I watched a pretty good video on YouTube from Adoredtv talking about the past decade of AMD engineering prowess vs NVidia sheep mentality. They have been buying lesser cards for more money for years, and they're feeding a viscous cycle in which they (and us) will be slaves to NVidia's R&D laziness and pricing. All the while, AMD has had little to show for their investment and research. Thanks to NVidia sheep, buying lesser cards for much more money
  • noBSplz - Thursday, January 5, 2017 - link

    Why would anyone sell their AMD stock? LOL It went from $2 to $11.50. I Put in 25k last year when they hit their slump and already made 140k.
  • close - Thursday, January 5, 2017 - link

    Because "market analysts" like that guy think that somehow in every field there's only room for one. And since there's only one CPU manufacturer, one car manufacturer, one phone manufacturer, etc. why not have only one GPU manufacturer, right? Oh wait...
  • Threska - Friday, January 6, 2017 - link

    One government. :-D
  • LG25 - Friday, July 14, 2017 - link

    Yes, usually right before they buy as much stock in the one they think should win, right before trashing the other.
  • euler007 - Thursday, January 5, 2017 - link

    Might want to realize some of your profit, and have some stops in place. Unless you're banking on 500% a year for several years...
  • michael2k - Thursday, January 5, 2017 - link

    Um, you sell high, buy low. That's how you make money.
    So $2 to $11.50 is the perfect reason to sell.

    Then the question is, will it go higher or will it drop again? If it will drop then you wait until then to buy again and you'll have made $140k. If it goes higher than, well, you'll have still made $140k.
  • eachus - Saturday, January 14, 2017 - link

    Selling (in the money) calls a year out may be the best strategy. You guarantee the money you get from selling the calls, even if the stock drops to nothing. If the stock goes up and the calls are exercised? You made $140k plus the income from selling the calls. Best situation for you with this strategy may be if the stock drops to where the calls don't get exercised, then bounces back. ;-)
  • negusp - Thursday, January 5, 2017 - link

    I'm holding out for Ryzen and Vega, ye with little faith.

    So what if nVidia has another hardware iteration? This could be better.
  • eachus - Saturday, January 14, 2017 - link

    Don't forget that Vega plus Ryzen will significantly outperform Vega plus Intel. (Virtual memory will be usable between CPU and GPU.) Since AMD uses MOESI vs. Intel's MESIF for virtual memory, I suspect that even if nVidia wants to share memory with an Intel CPU, it will take a special card to do so. Of course, nVidia might go ahead and support AMD's virtual memory scheme, but I doubt it.

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