AMD expands Zen 3 to laptops at CES 2021

AMD’s CEO, dr. Lisa Su, was back again with the delivery of the company’s CES 2021 Keynote, which kept a close eye on the entire industry. 2020 was an excellent year for AMD, and it started at CES 2020 with the announcement of the Ryzen 4000 series in laptops. Although AMD has not yet fully reported the financial year 2020, expectations are high for AMD’s Q4 and full year 2020 results. The company has made a significant turnaround in both the consumer and enterprise CPU and significant progress with the GPU. AMD is now in a leading position on the computer processor, which the company has not had in more than a decade, and the industry expected it to decline to laptops.

AMD has traditionally used CES to acquire its latest generation of laptops, and this year was no different with the launch of the Ryzen 5000 series of mobile processors. The Ryzen 5000 Series processors are the fastest with which the company has ever entered the market and feature three different levels of performance: U-Series low-power processors, H-Series high-performance processors and HX-series game processors. However, there is one thing about the Ryzen 5000 series that some may not know, not all AMDs Ryzen 5000 series have the Zen 3 architecture. Only the Ryzen 5 5600U and Ryzen 7 5800U are Zen 3, which benefits from higher IPC, higher clock speed and more shared case.

AMD’s Ryzen 5000 HX series notebook processors currently consist of two processors, the Ryzen 9 5900HX and the Ryzen 9 5980HX. Both CPUs are eight core designs with 20 MB L2 and L3 memory and amplify 4.6 and 4.8 GHz. These chips have a TDP of 45W +, which we assume 45W mostly means, except in specific scenarios, but at the moment we do not know what it means at all, except that they are very high performance processors. These are the processors you would expect AMD to compete with Intel’s latest 11de Gen game processors I covered earlier this week. Numerous OEMs have already committed to using these chips in their gaming computers, including Acer and ASUS.

As a whole, I think, AMD’s overall laptop supplement has become more complete and attractive to OEMs and consumers, and that’s why AMD has managed to grow the company’s overall laptop design continuously. In just two years, AMD has managed to double its overall mobile design profit from 70 systems with the Ryzen 3000 series to 150 mobile systems with the Ryzen 5000 series. It shows that OEMs are embracing AMD’s CPUs on computers as well as mobile devices in ways they’ve never had before. In fact, Lisa Su had HP CEOs Lenovo and Lenovo as well as Microsoft’s Panos Panay ‘on stage’ to talk about their relationship with the company, which is showing the acquisition of the biggest players in the industry. AMD will have to overcome Intel’s brand experience approach with Evo and vPro for the highest success. I think AMD will also need to find a way to deal with Intel’s debunking of its battery-powered performance and ‘Representative Usage Guides’ (RUGs).

Overall, AMD has shown this CES that the momentum of the enterprise is only increasing in the mobile market, and that the Zen 3 architecture shows the strongest tone from low-power mobile to high-performance computers. Last year’s CES was a showcase of what AMD could achieve in returning to the competition, and this year’s CES was a victory to show how far the company has really come. I hope to see more of AMD on the GPU front later this year, and if the overall momentum of the enterprise can help overcome some challenges on the GPU front, although I believe the RDNA 2 architecture and 6800 XT showed great promise.

Note: Ansoor Sag, senior analyst at Moor Insights & Strategy, contributed to this note.

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