Today is AMD’s Financial Analyst Day, the company’s semi-annual, analyst-focused gathering. While the primary purpose of the event is for AMD to reach out to investors, analysts, and others to demonstrate the performance of the company and why they should continue to invest in the company, FAD has also become AMD’s de-facto product roadmap event. After all, how can you wisely invest in AMD if you don’t know what’s coming next?

As a result, the half-day series of presentations is full of small nuggets of information about products and plans across the company. Everything here is high-level – don’t expect AMD to hand out the Zen 4 transistor floorplan – but it’s easily our best look at AMD’s product plans for the next couple of years.

Kicking off FAD 2022 with what’s always AMD’s most interesting update is the Zen architecture roadmap. The cornerstone of AMD’s recovery and resurgence into a competitive and capable player in the x86 processor space, the Zen architecture is the basis of everything from AMD’s smallest embedded CPUs to their largest enterprise chips. So what’s coming down the pipe over the next couple of years is a very big deal for AMD, and the industry as a whole.

Zen 4: Improving Performance and Perf-Per-Watt, Shipping Later This Year

Diving right in, AMD is currently in the process of ramping up their Zen 4 architecture-based products. This includes the Ryzen 7000 (Raphael) client CPUs, as well as their 4th generation EPYC (Genoa) server CPUs. Both of these are due to launch later this year.

We’ve seen bits and pieces of information on Zen 4 thus far, most recently with the Ryzen 7000 announcement at Computex. Zen 4 brings new CPU core chiplets as well as a new I/O die, adding support for features such as PCI-Express 5.0 and DDR5 memory. And on the performance front, AMD is aiming for significant performance-per-watt and clockspeed improvements over their current Zen 3-based products.

Meanwhile, AMD is following up that Computex announcement by clarifying a few things. In particular, the company is addressing questions around Instruction per Clock (IPC) expectations, stating that they expect Zen 4 to offer an 8-10% IPC uplift over Zen 3. The initial Computex announcement and demo seemed to imply that most of AMD’s performance gains were from clockspeed improvements, so AMD is working to respond to that without showing too much of their hand months out from the product launches.

Coupled with that, AMD is also disclosing that they’re expecting an overall single-threaded performance gain of greater than 15% – with an emphasis on “greater than.” ST performance is a mix of IPC and clockspeeds, so at this point AMD can’t get overly specific since they haven’t locked down final clockspeeds. But as we’ve seen with their Computex demos, for lightly threaded workloads, 5.5GHz (or more) is currently on the table for Zen 4.

Finally, AMD is also confirming that there are ISA extensions for AI and AVX-512 coming for Zen 4. At this point the company isn’t clarifying whether either (or both) of those extensions will be in all Zen 4 products or just a subset – AVX-512 is a bit of a space and power hog, for example – but at a minimum, it’s reasonable to expect these to show up in Zen 4 server parts. The addition of AI instructions will help AMD keep up with Intel and other competitors in the short run, as CPU AI performance has already become a battleground for chipmakers. Though just what this does for AMD’s competitiveness there will depend in large part on just what instructions (and data types) get added.

AMD will be producing three flavors of Zen 4 products. This includes the vanilla Zen 4 core, as well as the previously-announced Zen 4c core – a compact core that is for high density servers and will be going into the 128 core EPYC Bergamo processor. AMD is also confirming for the first time that there will be V-Cache equipped Zen 4 parts as well – which although new information, does not come as a surprise given the success of AMD’s V-Cache consumer and server parts.

Interestingly, AMD is planning on using both 5nm and 4nm processes for the Zen 4 family. We already know that Ryzen 7000 and Genoa are slated to use one of TSMC’s 5nm processes, and that Zen 4c chiplets are set to be built on the HPC version of N5. So it’s not immediately clear where 4nm fits into AMD’s roadmap, though we can’t rule out that AMD is playing a bit fast and loose with terminology here, since TSMC’s 4nm processes are an offshoot of 5nm (rather than a wholly new node) and are typically classified as 5nm variants to start with.

At this point, AMD is expecting to see a >25% increase in performance-per-watt with Zen 4 over Zen 3 (based on desktop 16C chips running CineBench). Meanwhile the overall performance improvement stands at >35%, no doubt taking advantage of both the greater performance of the architecture per-thread, and AMD’s previously disclosed higher TDPs (which are especially handy for uncorking more performance in MT workloads). And yes, these are terrible graphs.

Zen 5 Architecture: All-New Microarchitecture for 2024

Meanwhile, carrying AMD’s Zen architecture roadmap into 2024 is the Zen 5 architecture, which is being announced today. Given that AMD isn’t yet shipping Zen 4, their details on Zen 5 are understandably at a very high level. None the less, they also indicate that AMD won’t be resting on their laurels, and have some aggressive updates planned.

The big news here is that AMD is terming the Zen 5 architecture as an “All-new microarchitecture”. Which is to say, it’s not merely going to be an incremental improvement over Zen 4.

In practice, no major vendor designs a CPU architecture completely from scratch – there’s always going to be something good enough for reuse – but the message from AMD is clear: they’re going to be doing some significant reworking of their core CPU architecture in order to further improve their performance as well as energy efficiency.

As for what AMD will disclose for right now, Zen 5 will be re-pipelining the front end and once again increasing their issue width. The devil is in the details here, but coming from Zen 3 and its 4 instruction/cycle decode rate, it’s easy to see why AMD would want to focus on that next – especially when on the backend, the integer units already have a 10-wide issue width.

Meanwhile, on top of Zen 4’s new AI instructions, Zen 5 is integrating further AI and machine learning optimizations. AMD isn’t saying much else here, but they have a significant library of tools to pick from, covering everything from AI-focused instructions to adding support for even more data types.

AMD expects the Zen 5 chip stack to be similar to Zen 4 – which is to say that they’re going to have the same trio of designs: a vanilla Zen 5 core, a compact core (Zen 5c), and a V-Cache enabled core. For AMD’s customers this kind of continuity is very important, as it gives customers a guarantee that AMD’s more bespoke configurations (Zen 4c & V-Cache) will have successors in the 2024+ timeframe. From a technical perspective none of this is too surprising, but from a business standpoint, customers want to make sure they aren’t adopting dead-end hardware.

Finally, AMD has an interesting manufacturing mix planned for Zen 5. Zen 5 CPU cores will be fabbed on a mix of 4nm and 3nm processes, which unlike the 5nm/4nm mix for Zen 4, TSMC’s 4nm and 3nm nodes are very different. 4nm is an optimized version of 5nm, whereas 3nm is a whole new node. So if AMD’s manufacturing plans move ahead as currently laid out, Zen 5 will be straddling a major node jump. That said, it’s not unreasonable to suspect that AMD is hedging their bets here and leaving 4nm on the table in case 3nm isn’t as far along as they’d like.

Wrapping things up, the Zen 5 architecture is slated for 2024. AMD isn’t giving any further information on when in the year that might be, though looking at Zen 3 and Zen 4, both of those were/will be released later on in 2020 and 2022 respectively. So H2/EOY 2024 is as good as guess as any.

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  • AdrianBc - Friday, June 10, 2022 - link

    M1 may be about 5x better perf/watt, but as the other poster has written, this is true only for single-thread benchmarks, where the Intel or AMD CPUs approach 5 GHz, having low energy efficiency.

    As the other poster has said, in multi-threaded benchmarks, and if the power limits have not been raised above the nominal TDP, the clock frequency drops and also the power consumption is reduced to a few watts per core.

    In this case, the Apple CPUs remain more efficient, but their advantage on perf/watt becomes significantly less than double, so very far from the "5x" claimed above.

    Moreover, 5x is not true even for single-thread. In the Apple presentation from the beginning of the week, Apple has acknowledged that their new improved M2 has a perf/watt advantage over a 28-W Alder Lake P of only 3.6 times, i.e. much less than 5 times.

    If the advantage is 3.6 times vs. Alder Lake P, than it is less than 3.6 times vs. Ryzen 6000 and it will also be less than 3.6 times vs. the future Intel Raptor Lake, which will be the competitor of Apple M2 for most of its lifetime.

    For multithreaded applications the perf/watt advantage of M2 cannot exceed 1.5 to 2 times.

    There is no doubt that Apple M2 will have better performance per watt than any Intel or AMD CPU, at least until the second half of 2023, when Intel will launch Meteor Lake and AMD will launch Zen 5.

    This true fact does not justify claims of fantastic numbers for M1 or M2.

    Also, M1 can use 0.5 W total package power on GB5 ST only if the benchmark runs on one of the small cores. Any large Apple core consumes alone at least 4 to 5 W (when in iPhones, more in laptops) when running a ST benchmark. Look at all the reviews ever published on Anandtech to see that.
  • BushLin - Saturday, June 11, 2022 - link

    Is 5x better performance per watt even a credible claim in the first place? Even if not pulled out of someone's rear, is that comparing a mobile CPU a high end desktop CPU which scales to way higher performance, in a very specific hand-picked scenario?
  • techjunkie123 - Friday, June 10, 2022 - link

    See AdrianBC's response below, and read this article:

    1T perf/watt is about 3 times higher, with core power consumption being about 2 times higher, while nT perf/watt is similar. Both in CB23, which probably disfavors apple by about 20% compared to Geekbench for performance, but that's not a big change.
  • lemurbutton - Friday, June 10, 2022 - link

    Cinebench is terrible.

    Use Geekbench or SPEC.
  • schujj07 - Friday, June 10, 2022 - link

    Both of them are terrible as well.
  • techjunkie123 - Friday, June 10, 2022 - link

    Doesn't change what I said. M1 Geekbench performance will only be 20% or so higher relative to cinebench.
  • Tams80 - Friday, June 10, 2022 - link

    Watch who you call a fanboy...

    Is there something medically wrong with you?
  • Fulljack - Friday, June 10, 2022 - link

    LOL @ this Apple fanboy

    Who cares about Apple anyway? Wake up. M series doesn't support dedicated graphic cards nor mainstream OS like Windows or Linux distros. I doubt Apple would open up M-series at all. by then, they're on their own. especially when Apple didn't do yearly update on M-series anyway — did 19 months after original release considered as yearly release?

    you're just a fanboy as much as others.
  • web2dot0 - Saturday, June 11, 2022 - link

    Apple hasn't supported Windows or Linux distros ... for years now.

    They seem to be doing pretty well for themselves.

    Why do people continue to use the same argument over and over. They are successful DESPITE what you said. So clearly, those aren't their weaknsesses. ;-)
  • mode_13h - Sunday, June 12, 2022 - link

    > M series doesn't support ... mainstream OS like Windows or Linux distros.

    They support it running in VMs.

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