Final Words

When Intel launched its first Core 2 based microprocessors, the performance improvement was beyond revolutionary. It was the biggest single performance improvement we had seen from a new microprocessor in several years at that point. A large part of Core 2's success was its architecture, but you cannot ignore that it couldn't have come at a better time for Intel.

All Conroe, Merom and Woodcrest had to do was outperform Intel's aging and misguided NetBurst based Pentium 4 processors. Doing so proved quite easy for AMD, which had been doing just that pretty much since the 2000 launch of the processors. With no competition from within Intel, AMD wasn't really doing that much better. While the K8 was a strong architecture, it was getting old. Without any serious performance enhancing architectural updates since its introduction back in 2003, AMD left Intel with a stationary target to aim for. With each successive iteration of the Pentium M architecture, Intel came closer and closer to developing its own Athlon 64 killer, eventually culminating in the release of such a product - the Core 2 Duo.

It wasn't some mystical force of microprocessor design prowess that allowed Intel to pull ahead last year; it was a good architecture and excellent timing. Ironically enough, it was the same two elements that orchestrated much of the success of AMD's K7 and K8 architectures; they were both good designs released at times when the competition was at its worst.

In terms of actual product releases, the first incarnation of AMD's new architecture will be found in the next-generation Opteron due out at the middle of this year. AMD will initially launch at speeds ranging from 2.1GHz to 2.3GHz, but by the end of this year you can expect higher clock speeds. On the desktop, AMD's Agena core will be a Barcelona equivalent shipping at between 2.7 - 2.9GHz. Kuma will be a dual-core variant of Agena shipping in the 2.0 - 2.9GHz range.

Barcelona will be a success for AMD; the long awaited architectural update to K8 should yield significant performance improvements, especially in current areas of weakness for the K8 (e.g. video encoding). Our review of the Athlon 64 X2 6000+ showed that with aggressive pricing, AMD could come close to offering something competitive to Intel. At current prices, we suspect that Barcelona would be enough to close the gap between AMD and Intel. Chances are that we won't see bargain basement prices on AMD's new cores, but we'd expect that AMD would have to maintain a competitive market.

The real catch here is what happens after Barcelona; as we mentioned before, Intel's current successes were born out of steady but regular evolution of a good starting architecture. With yearly updates to the Pentium M, Intel achieved a snowball effect that proved difficult to stop. It would seem that a similar approach by AMD would be necessary to avoid sticky situations like the one it finds itself in today.

Virtually Powerful Improvements
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  • JarredWalton - Thursday, March 1, 2007 - link

    Games have quite a lot of LOAD instructions, like most programs, as well as plenty of branches (esp. in the AI routines). Most likely the boost that Core 2 gets is due in a large part to the better instruction reordering and branch prediction, although the cache and prefetchers probably help as well. Given AMD was better than NetBurst due to memory latency, through in better OOE (Out of Order Execution) logic and keep the improved latency and they should do pretty well.

    Naturally, everything at this point is purely speculation, but in the next few months we should start to get a better idea of what's in store and how it will perform. One problem that still remains is that even if AMD can be competitive clock-for-clock, Intel looks primed to be able to go up to at least 3.6 GHz dual core and 3.46 GHz quad core if necessary. AMD has traditionally not reached clock speeds nearly as high as Intel, possibly due in part to having more metal layers (speculation again - process tech and other features naturally play a role), so if they release 2.9GHz Barcelona at $1000 you can pretty much guarantee Intel will launch 3.2 and/or 3.46 GHz Kentsfield (and/or FSB1333 3.33 GHz).

    On the bright side, at least things should stay interesting in the CPU world. :D
  • yyrkoon - Thursday, March 1, 2007 - link

    Yes, interresting indeed, but from experience, AMD has always been too vocal in what they plan on doing, especially during the times they are in a 'rut'.

    What this usually means to me, is that AMD is trying to blow smoke up our backsides, we'll see though.

    Keep in mind, my main desktop system, and my backup server for that matter, both are AMD systems. The phrase "cost effective" applies here.
  • kilkennycat - Thursday, March 1, 2007 - link

    Yesterday, Intel announced that they were converting a fourth fab to 45nm. A great deal of confidence in that process. And a few days ago they announced desktop shipments of Penryn-based CPUs pulled forward into 2007. Looks as if AMDs 'window of opportunity' is likely to be very small. IBM has not yet announced a successful implementation of a RAM on their 45nm process. Intel had their RAM design on 45nm up and running late 2005.
  • archcommus - Thursday, March 1, 2007 - link

    True but the move to 45 nm might not make a huge difference in real world performance, just like the move to 65 nm didn't for AMD. Their next full blown architecture will still be a ways off.
  • Roy2001 - Thursday, March 1, 2007 - link

    Dislike AMD's move to 65nm process, move to 45nm has shown that Penryn would eats less power and runs faster thanks to its high K material and metal gate.
  • smitty3268 - Thursday, March 1, 2007 - link

    Every process shows that in theory before chips are actually being made on it. We'll see what actually happens when Penryn is released, not before.
  • chucky2 - Thursday, March 1, 2007 - link

    Has AMD given any indication of how probable dropping an Agena or Kuma CPU into an existing AM2 motherboard will go?

    Especially AMD's own newly released 690G or the upcoming nVidia MCP68?

    Chuck
  • mamisano - Thursday, March 1, 2007 - link

    It has been stated in the past that AM2+ based products will run in AM2 based boards. The limitation, if I understand it correctly, will be the lack of support of the new power features.

    Someone correct me if I am wrong :)
  • chucky2 - Thursday, March 1, 2007 - link

    Then it should be no problem for AMD to confirm through AnandTech that this is the case.

    Surely if Barcelona is this close to shipping (only a few months away), AMD must know if Agena and/or Kuma will work in current AM2 motherboards, especially their own 690 series their just about to release.

    All I'm asking for is a definite either way, it shouldn't be that hard for AMD to do at this point.

    Chuck
  • mino - Friday, March 2, 2007 - link

    AMD stated PUBLICLY to anyone who listened that AM2+ stuff will plug into AM2, just BIOS update needed.

    Why should they react to any consumer who ask on some forum the same question every second week ?

    Most important is they said it WILL(not "may") work with AM2-spec boards to big Tier 1 OEM's.
    They can not make it incompatible therefore. They would be out of bussines in no time.

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